Reset this sub-account (danger zone)

A four-step destructive reset that deletes every record belonging to this company — typed phrase, second warning, then a typed name and a drawn signature.

What it is

The danger zone at the bottom of the Integrations tab. Clicking Reset opens a phrase modal requiring PERMANENTLY DELETE to be typed, then a secondary are-you-absolutely-sure warning, then a signature pad where the person types their name and draws a signature to authorise. The server re-validates the phrase and the signature independently of the UI.

Also called: wipe my data · start over · delete all test data · factory reset

See it
Reset this sub-account (danger zone)
Prepared for
Sutter Kline
1140 Ridge Line Rd · Fair Play
Shell package$26,914
Concrete & site$7,814
Doors & windows$5,209
Trim & finish$3,473
Total
$43,410
Signature
The three-step modal sequence: type PERMANENTLY DELETE, the red are-you-sure screen, then the signature pad. IntegrationsTab.tsx WipeSubAccountSection. Sample data — no customer information appears here.
How it works
  1. 1Each step gates the next; the API re-validates everything server-side as defence in depth.
  2. 2Deletion runs in a fixed order that respects foreign-key relationships — restrict children first, then cascade parents, then leaf tables.
  3. 3The audit log is preserved on purpose as the legal record of who did what.
  4. 4The CRM connection config is preserved so the connection survives the wipe; disconnecting is a separate action.
  5. 5Estimating-system data is never touched — the wipe is dashboard-side only.
Why we built it

Onboarding, demos and testing leave a company's account full of records that must go before real work starts, and the alternative was a support request. The preservation choices are stated in the route: the audit log stays as the legal record, the CRM config stays so a reset does not silently sever an integration, and the external estimating data is out of scope entirely.

The problem
  • Clearing an account required a support request and manual database work.
  • A single-confirm destructive action is too easy to trigger by accident.
Sound familiar?
What you get
An account can be cleared for go-live without support.
Four deliberate steps plus a signature make an accidental wipe practically impossible.
The record of who authorised the wipe survives the wipe.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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