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Keep a copy of your work

Practical guidance for your next step.

Three different kinds of copy

  • Saved estimate: a record stored inside BellaQuote on this device.
  • JSON backup: saved records and settings intended for restoration in a compatible BellaQuote version.
  • CSV report: a spreadsheet snapshot. It is not a complete restorable backup.

Export a backup

Save your current estimate first. Choose Export backup and select a destination you control. Keep an independent copy off the device and check that the file was created.

Restore carefully

The rebrand preserves the existing MarginReady backup format and storage identifiers. A backup may still contain the old product name. Use only a format supported by your installed version; older prototype backups require verification before restoration.

Export your current data first. Select a compatible BellaQuote JSON backup and review the replacement confirmation. Restoration replaces saved records; it is not a merge import.

After restoration, check your business profile, catalog, and representative estimates. Keep the original backup until you have checked the records.

Protect private information

Backups and business CSV reports can include customer information, internal costs, and profits. Do not send these files in place of a customer PDF.

Uninstalling, clearing storage, or losing the device can remove local records. Unfinished-draft recovery is not a substitute for an independent backup. File-picker screens vary by device and installed version.

Guide updated November 9, 2026.