Clean-up Wizard

This feature is usually used by a team after they have been trialing ServiceM8 and would like to clear out the test data to make way for their actual data they want to have moving forward. This can also be used to clear the New Account Checklist found on the Dispatch Board.

Using the following link will allow you clear any of the following:

  • Jobs
  • Clients
  • Materials
  • Tasks
  • Activity Feed

Have the account owner log in with their user, and open the following link: https://go.servicem8.com/help_me/StartAccountCleanup

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