How do I back up and restore my data?

For an automatic, end-to-end encrypted backup, turn on Backup in Settings → Account; see "What is WitnessWork Backup?". For a backup file, open Settings → Backup & Restore → Create Backup or Restore From Backup to export or restore a JSON backup on iOS or Android. To restore, choose the witness-work-backup.json file you saved with Create Backup. On a new device, you can also choose From a backup file on the “Pick up where you left off” setup screen; restoring there finishes setup with your restored profile. Backups include service records, plans, contacts, visits, categories, mileage, your pet, profile, and shared preferences. A restore replaces the included local data; older backups may omit categories or profile, which are kept as they are, and contacts in older backups keep their custom field values. A backup made with a newer version of WitnessWork can't be restored until you update WitnessWork on this device. If some items in a backup can't be read, the rest is restored and WitnessWork tells you how many items were left out. Device identity, sync settings, data protection mode, analytics consent, and onboarding progress stay local to this device. Photo files are not embedded in JSON backups. For iCloud or Google Drive photos, enable photo sync separately; Cloud Sync doesn't carry photos yet. A backup restores on iPhone or Android, so it can move your records from one to the other; to keep both in step instead, use Cloud Sync (see “What is Cloud Sync?”). Save a current backup before restoring and keep it in a private location; it can contain householder details. Use the Help Center’s private support option for recovery help.