Settings › Data Management
Data Management in Settings currently has one control: Reset Business Data. There is no self-serve export or download tool here today. If you need a copy of your data for backup, migration or a records request, email support@servetic.com and describe what you need; do not rely on this page for that.
What Reset Business Data does
Reset Business Data permanently deletes your business's customer records, estimates and quotes, bookings and appointments, and customer interactions and notes. It does not delete your Servetic account or login itself, and it does not cancel a paid subscription.
How to reset your data
- Open Settings from the sidebar and choose Data Management.
- Select Reset All Data on the Reset Business Data card.
- Read the list of what will be deleted in the confirmation dialog.
- Type DELETE in the confirmation box exactly as shown. The button stays disabled until it matches.
- Select Reset All Data to confirm, or Cancel to back out. Closing the dialog any other way also cancels it.
Before you reset
- If you only want to remove a handful of test customers or bookings, delete them individually instead. This is an all-or-nothing wipe of the categories listed above.
- Your Business Profile, employees, services, territories, integrations and subscription are not touched by this action.
- If you are closing your account entirely rather than clearing it out, see Your account and login.