Routine Maintenance & Monitoring

A simple routine
A short, regular check keeps surprises away.
Weekly-ish
Confirm email is sending (a password reset or notification arrives).
Confirm Google / calendar sync is current, if CBM relies on it.
Glance at new users and access, and deactivate anyone who has left.
Monthly-ish
Skim for duplicate or junk records and tidy up — see Duplicates, Mass Updates & Cleanup.
Confirm backups are running and recent — see Backups & Updates.
Note any pending updates to schedule.
Signs something needs attention
Users report can't log in, missing records, or email not sending.
A certificate warning on the CRM or docs site.
The CRM is slow or unreachable.
For any of these, go to Troubleshooting & Recovery.
Background jobs
EspoCRM runs scheduled background jobs (notifications, email checks, cleanup) automatically. Administration → Scheduled Jobs lists them. If time-based things — reminders, scheduled emails — stop happening, that's a sign the background runner needs attention; flag it.