Update or recover your Trade Setup
Understand how released improvements interact with company customizations and approved customer work.
1
Review the recommended update and inspect added, changed, removed, customized, and connected records.
2
Untouched starters may receive a selected update; customized records are never silently overwritten.
3
For each conflict, choose to keep your version, use the recommended version, restore the starter, detach it, skip it, or retire it.
4
Approved estimates, proposals, jobs, and customer decisions remain protected; use the recorded recovery action if an update must be withdrawn.