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Trial Account - Delete Samples

How to remove unwanted sample data in your trial account

Updated over a week ago

When you sign up for a trial account, it includes a few examples to help you visualize and get things going. Perhaps you prefer a clean slate. Here is how to remove the sample data in your trial account.

From the main menu, start at the Work Orders module and work your way down.

  1. Click in the box next to the word "Title" in the Title column.

  2. Select the Delete icon (trashcan) within the column header and the "Delete Work Order?" window opens.

  3. Select the "Delete work orders" button.

    Done! All sample WOs instantly disappear. You just learned how to bulk-edit.

    Now, let's do this one at a time.

  4. Click on the PMs module.

  5. Click on the name of the PM to open the PM Detail card.

  6. Click in the More box (three dots).

  7. Select "Delete" to open "Delete PM?" window.

  8. Select "Delete PM".

  9. Repeat with the other sample PMs.

  10. Assets module - same as the WO Module - bulk edit to delete.

  11. Locations module - repeat bulk edit or do one at a time, like the PM module.

  12. Inventory & Parts module - repeat

  13. Vendors module - repeat

You now have a clean, empty database. Start by creating a few work orders. Add some assets, etc. and see just how easy it is to get data into the program.

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