When you sign up for our trial, it includes a few examples to help you visualize and get things going. Some people like that, others don't. 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.
Click in the box next to the word "Title" in the Title column.
Select the Delete icon (trashcan) within the column header.
From the Delete WO? window, select the "Delete work orders"button.
Done! All sample WOs instantly disappear. You just learned how to bulk-edit.
Click on the PMs module. Let's delete these one at a time.
Click on the name of the PM to open the PM Detail card.
Click in the More box (three dots).
Select "Delete" to open Delete PM? window.
Select "Delete PM".
Repeat with the other sample PMs.
Assets module - same as the WO Module - bulk edit to delete.
Locations module - repeat bulk edit or do one at a time, like the PM module.
Inventory & Parts module - repeat
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.