Who this is for: Managers | When to back up: Before deleting a company, before major pricing changes, before tax season handoff, and any time you want a point-in-time snapshot of your data
What a backup includes #
A PriceRight Pro backup captures everything in your company: all jobs, clients, estimates, invoices, expenses, mileage trips, crew records, field connections, service records, signed contracts (as PDFs), and receipt images. The backup file is compressed and encrypted — it can only be restored through PriceRight Pro on your Apple device. The file extension is .prbackup.
Open Backup & Restore #
Go to Settings → Backup & Restore. The screen has five sections: Status, Settings, Back Up Now, Restore from Backup, and About Backups.
Run a manual backup #
In the Back Up Now section, tap the back up button. PriceRight Pro compresses and encrypts all your company data. When complete, the iOS share sheet opens — save the .prbackup file to iCloud Drive, AirDrop it to your Mac, or email it to yourself. Store it somewhere you’ll be able to find it. The file name includes your company name and the export date.
Auto-backup #
In the Settings section, toggle on Auto-Backup and choose a storage location. Auto-backup runs silently in the background when at least 20 hours have passed since the last backup and your company has data. It prunes old automatic backups automatically — you won’t accumulate dozens of files. Auto-backups don’t trigger a share sheet; the file goes directly to the location you selected.
Restore from a backup #
In the Restore from Backup section, tap Choose Backup File. The file picker opens — navigate to your .prbackup file and select it. PriceRight Pro reads the file and shows a summary: company name, backup date, and record counts (jobs, clients, invoices, crew, service records). You choose how to restore with three options:
- Replace — replaces all current data in the active company with the backup. Use this to roll back to a previous state. Existing data is overwritten. This action is destructive — export a fresh backup first if you’re not certain
- Merge — imports records from the backup alongside your current data. Use this to recover specific records without wiping what’s already there. Duplicate records may result
- New Company — imports the backup as a brand-new separate company profile. Your current company is untouched. Use this to restore a deleted company or import a backup from a different account
If you’re restoring a backup from a different company than the one currently active, only New Company is available — it’s selected automatically.
When to back up #
- Before deleting a company profile — deletion is permanent. A backup is the only way to recover the data
- Before canceling an extra company slot subscription — the slot may become inaccessible when the subscription expires
- At tax season — export a year-end backup as a point-in-time archive alongside your Profit & Loss PDF
- Before major pricing or catalog changes — gives you a rollback point
- When changing devices — transfer data to a new iPhone with a backup restore
