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Site Audit Attachment links
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Table Name

Table Description

audit_issue_attachment

AnticipatedWorkorder

Preventive Maintaince Module Data

AnticipatedWorkorder_Frequency

Preventive Maintaince Module Data

Asset

Common asset attributes (and refrigerant data) stored by effective time periods

AssetCustomAttributes

Custom asset attributes including multiple option values.

AssetInfo

Additional Asset information such as trade type and lease details

AssetRefrigerantCharge

Refrigerant charge history records

AssetRefrigerantLeak

Refrigerant leak event records

assets

Asset information

AssetTypeCustomAttributes

Type details for the custom asset attributes

audit

Main Site Audit Table

audit_check_list_item

Site Audit responses, including work orders if they are created

audit_issue_attachment

...

Site Audit

...

Attachment links

audit_workorder

...

Site Audit generated work orders

...

checklists

...

workorders

...

Obsolete table, workorders are in checklist item table

budget

Fiscal budget amounts for services

categories

Full client category list from admin

CheckListAssetTaskResponses

Ability to create asset tasks and collect their responses - New Feature in LA (March 2021) - likely to be empty.

checklists

Table with all the check list responses

CheckListTasks

Ability to create asset tasks and collect their responses - New Feature in LA (March 2021) - likely to be empty

...

labels

...

Table with all the check list responses

custom_asset_attributes

Additional attributes for assets that does not fit standard asset fields. Replaced by [AssetCustomAttributes].

ftm

Technician check in data. Incremental load is possible

...

workorders_linked

...

Linked Work Order Table. Full reload is suggested as incremental load is not reliable at the moment

...

wo_history_change_problem

...

History tracking for work order problem field

...

wo_history_change_provider

...

History tracking for provider on a work order. Incremental load is possible with CreatedDate

...

wo_history_change_category

...

History tracking for the category on a work order

...

wo_history_change_trade

...

History tracking for trade on a work order. Incremental load is possible with UpdatedDate

...

wo_history_change_priority

...

History tracking for priority on a work order

...

workorder_notes

...

Work Order Notes. Notes cannot be edited so you can retrieve them incrementally using the CreatedDate field

...

custom_asset_attributes

...

Additional attributes for assets that does not fit standard asset fields. Incremental load is possible with UpdatedDate

...

AnticipatedWorkorder

...

Preventive Maintenance Module Data

...

AnticipatedWorkorder_Frequency

...

Preventive Maintenance Module Data

...

providers

...

Full list of your providers

...

assets

...

Asset information

...

locations

...

Location Information

...

users

...

Company User Data (includes internal Provider users)

...

trades

...

Full list of your trades

...

relationships

...

Provider Assignments for trade / location combinations. Incremental load is possible using updatedDate

...

rfp

...

Request for Proposal Information

...

workorder_ivr

...

Check-in and check-out information via app and IVR. Incremental load is possible using the lastModifiedDate field

...

workorder_mechanic

...

Extension of workorder_ivr plus manual entries (check-in overrides). Incremental load is possible using last modified date

...

invoices

...

All the invoices and their key attributes. Incremental load is possible using lastModifiedDate

...

invoice_labor

...

Invoice Labor breakdown. Incremental load is possible using ID column

...

invoice_materials

...

Invoice Material breakdown. Incremental load is possible using ID

...

invoice_statuses

...

Invoice statuses list

...

proposals

...

Proposal Information. Incremental load is possible with modified date

...

proposal_status_history

...

History tracking for proposal statuses

...

proposal_statuses

...

with checkinTime_dto and
checkOutTime_dto. Suggested to include a greater interval for these tables.

InvalidInvoices

Invoices that could not be brought in are listed here. Reasons could be: Invalid status, priority, provider, category

InvalidProposals

Proposals that could not be brought in are listed here. Reasons could be: Invalid status, priority, provider, category

InvalidRelationships

Retired/Obsolete Provider/Location relationships

InvalidWorkorders

Workorders that could not be brought in are listed here. Reasons could be: Invalid status, priority, provider, category

invoice_labor

Invoice Labor breakdown. Incremental load is possible using ID column

invoice_materials

Invoice Material breakdown. Incremental load is possible using ID

invoice_statuses

Invoice statuses list

invoices

All the invoices and their key attributes. Incremental load is possible using lastModifiedDate

label_history

History of the labels

labels

Table with all the check list responses

locations

Location Information

locations_notes

All the location notes

locations_notes_headers

Full client headers list from admin

Materials

Inventory and NonInventory Materials and their location information

Materials

Parts and materials (usually used in relation to a work order)

notes_statistics

Basic stats on notes, who add notes, notes counts

priorities

Full client priority list from admin

Program

Primary program information from Projects Module

Project

Primary project information from Projects Module

proposal_line_items

Line items for each proposal. Incremental load is possible using ID column

proposal_status_history

History tracking for proposal statuses

proposal_statuses

List of proposal statuses

proposals

Proposal Information . Incremental load is possible with modified date

provider_communications

Provider Communication Information

provider_users

Tech User Information (DO NOT USE - OBSOLETE - Use Users)

providers

All your providers

raw_proposals

for internal data processing: imported data with proposals information

raw_workorders

for internal data processing: imported data with workorders information

real_estate

Real estate records

RefreshStatus

Data Direct daily refresh status (one record per successful refresh)

RefrigerantTypes

Asset Refrigerant type data such as GWP Refrigerant Name

relationships

Provider Assignments for trade / locations combinations. Incremental load is possible using updatedDate

resolution_codes

Work order selected resolution codes (Provider input data)

resolutions

Provider entered resolution on a work order. Incremental load is possible with modified date

...

workorder_quality_survey

...

Survey Results

...

ftm

...

rfp

Request for Proposal Information

root_causes

Work order root cause responses (Provider input data)

spend

Fiscal spend amounts for services

StarRatings

Star ratings (1-5) given to the providers

statuses

Full client status list from admin

technician

Tech User Information (DO NOT USER - OBSOLETE - Use Users)

technician_assigned_accepted

Technician Assignment Data. Incremental load is possible with

...

technician_time_tracking_history

...

UpdatedTechnicialDateUtc

technician_availability_log

Technician availability on the app

technician_time_tracking

Non-work order technician time tracking data. Incremental load is possible using startDateTime_dto
and endDateTime_dto, but times could be adjusted so implement a greater interval here.

technician_time_tracking_combined

Non-work order and work order time tracking activity

technician_

...

Technician Assignment Data. Incremental load is possible with UpdatedTechnicialDateUtc

...

root_causes

...

Work order root cause responses (Provider input data)

...

resolution_codes

...

time_tracking_history

Non-work order technician time tracking data

TechnicianRefrigerantCertifications

Refrigerant certification information for certified technicians

technicians

Obsolete

time_zone_info

Timezone information

...

proposal_line_items

...

Line items for each proposal. Incremental load is possible using the ID column

...

notes_statistics

...

trades

All your trades

users

Company User Data (includes internal Provider users)

vendors

Additional Provider Information like payment related fields

wo_amount_breakdown

Work order amount breakdown

wo_history_amount_change

History tracking for amount change

wo_history_change_

...

category

History tracking for category on a work order

...

wo_history_change_nte

History tracking for NTE changes

wo_history_

...

change_

...

priority

History tracking for priority on a work order

wo_history

...

_change_problem

History tracking for work order problem field

wo_history_change_provider

History tracking for

...

provider on a work order. Incremental load is possible with CreatedDate

wo_history_change_scheduled_date

History tracking for work order schedule dates. Incremental load is possible with updated date

wo_history_change_status

History tracking for status change on work order. History tables are not edited so you can incrementally load data using updated date or id.

...

workorders_ext

...

wo_history_change_trade

History tracking for trade on a work order. Incremental load is possible

...

with UpdatedDate

...

workorder_

...

All the location notes

...

locations_notes_headers

...

Full client headers list from admin

...

categories

...

Full client category list from admin

...

priorities

...

Full client priority list from admin

...

statuses

...

Full client status list from admin

...

provider_communications

...

Provider Communication Information

...

vendors

...

Additional Provider Information like payment-related fields

...

InvalidInvoices

...

Invoices that could not be brought it, are listed here. Reasons could be: Invalid status, priority, provider, category

...

InvalidWorkorders

...

Work orders that could not be brought it, are listed here. Reasons could be: Invalid status, priority, provider, category

...

InvalidRelationships

...

Retired/Obsolete Provider/Location relationships

...

InvalidProposals

...

Proposals that could not be brought it, are listed here. Reasons could be: Invalid status, priority, provider, category

...

provider_users

...

Tech User Information (DO NOT USER - OBSOLETE - Use Users)

...

technician

...

Tech User Information (DO NOT USER - OBSOLETE - Use Users)

...

raw_workorders

...

For internal data processing: imported data with work order information

...

raw_proposals

...

ivr

Check in and check out information via app and ivr. Incremental load is possible using the lastModifiedDate field

workorder_mechanic

Extension of workorder_ivr plus manual entries (check-in overrides). Incremental load is possible using last modified date

workorder_notes

Work Order Notes. Notes cannot be edited so you can retrieve them incrementally using the CreatedDate field

workorder_quality_survey

Survey Results

workorders

One of the key tables in data direct, includes every work order and some key details. Incremental load is possible using lastModifiedDate

workorders_ext

Additional WO information such as dropdowns used during creation. Incremental load is possible using lastModifiedDate

workorders_linked

Linked Work Order Table. Full reload is suggested as incremental load is not reliable at the moment