During your trial or when upgrading to the paid plan, you can clear trial data - or this may be done on your behalf by our data team when we're preparing data for your 'go live', as described in our article How to Clear Trial Data.
This article details exactly what is cleared and what is retained.
🧹 What gets deleted?
The following data types are removed when the Clear Trial Data process is run:
Jobs and financial records
Jobs
Estimates
Online bookings
Invoices
Payments
Credit notes
Time sheets
Tags
Customers and vehicles
Customers
Vehicles
Reminders
Vehicle data check history
Communication history
Parts, suppliers and stock
Suppliers
Parts
Purchase orders
Stocktakes
Selected setup and configuration
Pricing Matrix
Categories (parts, customer and supplier)
Communication templates
Fixed services
Non‑active staff
✅ What stays intact?
Some data is retained to preserve manual setup and configuration:
Staff
⚠️Note: Dummy staff (e.g. Spanners McGee) are not automatically removed but can be removed on request, just reach out via the Messenger and ask for a human agent.
Saved Filters
Setup > Workshop Details
Setup > Invoice Settings
Setup > Online Booking Settings