Every estimator sync snapshots the job

Each sync, estimate send and project start writes an append-only snapshot of the job's full state, so history survives even if the record is later deleted upstream.

What it is

Append-only rows keyed on job and snapshot time, carrying the job info, the estimate, the customer total, material total, dimensions and contact fields, plus the source of the snapshot. Bulk archiving is throttled to five concurrent writes. Writes are fire-and-forget and never block the user-visible sync.

Also called: job history · estimate snapshot · deleted in SmartBuild · long term retention

See it
Every estimator sync snapshots the job
Area
Integrations
Group
SmartBuild
System
SmartBuild
Solves
2 named problems
01Sync, Send Estimate or Start Project triggers an archive write.
02The job info and estimate are JSON-normalised to strip non-serialisable fields.
03A row is inserted with the current timestamp — never updated in place.
A job timeline of snapshots with the customer total plotted, each point labelled by its source (sync / send estimate / start project). Sample data — no customer information appears here.
How it works
  1. 1Sync, Send Estimate or Start Project triggers an archive write.
  2. 2The job info and estimate are JSON-normalised to strip non-serialisable fields.
  3. 3A row is inserted with the current timestamp — never updated in place.
  4. 4Bulk archiving batches at five concurrent writes.
Why we built it

The module states the two purposes: 'Drives long-term retention regardless of SmartBuild deletions, and provides a clean training corpus for AI insight features. Never updated in place — only inserted into. The (job_id, snapshot_at) primary key means each Sync produces a new row, building a time series the platform can mine later.' Failures are silent by design: 'Archive writes are background telemetry... the user-visible operation already succeeded by the time we get here.'

The problem
  • Estimator history was lost when upstream records were deleted or edited.
  • There was no time series of how a job's numbers evolved.
Sound familiar?
What you get
Job history survives upstream deletion.
A per-job time series exists for later analysis.
Archiving never slows or breaks a sync.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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