Easy Install Solar CRM is designed for high availability. This article explains how background processes work, how to check system status, and how to export your own data for local backups.
Background Processes and Syncing (Cron)
Many system actions happen automatically in the background. Things like sending scheduled email reminders, generating recurring invoices, and calculating daily reports are handled by automated system tasks.
If you notice a slight delay in a scheduled alert, it is likely queued for the next automated processing window (usually within 1 to 5 minutes).
Checking System Status and Health
In the rare event of a service disruption (such as an email provider outage or payment gateway issue), our engineering team monitors the platform health 24/7.
If you experience loading issues, we recommend clearing your browser cache or checking our public status page for any active maintenance announcements.
Exporting Your Data (Backups)
Workspace administrators have the ability to export critical business data at any time. This is useful for your own accounting records or localized backups.
- Navigate to Settings > Data Exports.
- Select the module you wish to export (e.g., Clients, Jobs, Invoices).
- Click Generate CSV to download a spreadsheet of your records.
Understanding External Webhooks
If your workspace uses Zapier or custom webhooks to connect to other software, the CRM transmits data instantly when trigger events occur (like a job status change).
If an external integration stops working, verify that the receiving application is online, as the CRM will log a failed delivery attempt.