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AnticipatedWorkorder

Preventive Maintenance Module Data - Provides an indication of futuristic workorders expected for a service for each locations assigned

AnticipatedWorkorder_Frequency

Preventive Maintenance Module Data - Frequency settings for PM workorder generation

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

AssetLeakInspections

Leak Inspection information including corresponding Tracking Number, Leak Verification Method etc

AssetMeterReadings

Asset Meter Reading records

AssetRefrigerantCharge

Refrigerant charge history records

AssetRefrigerantLeak

Refrigerant leak event records

AssetRefrigerantLeakImmeasurable

Captures multiple leak records associated with a leak event

AssetRefrigerantLeakImmeasurableWOs

Captures tracking numbers associated with the asset refrigerant leak immeasurable records

AssetRefrigerantLeakImmeasurableNotes

Captures Notes associated with Asset Refrigerant Leak Immeasurable Records

AssetRefrigerantLeakNotes

Captures Notes associated with Asset Refrigerant Leak Records

AssetRefrigerantLeakWOs

Relationship between Refrigerant leak records and workorders

assets

Asset information

AssetsInWorkorders

Relationship between Workorders and Assets

AssetTypeCustomAttributes

Type details for the custom asset attributes

AssetValidationInfo

Data that was captured during the Asset Validation Prompt (if this feature is enabled for the customer)

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

Obsolete table, workorders are in checklist audit_check_list_item item table. [DO NOT USE - OBSOLETE]

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.

custom_asset_attributes

Additional attributes for assets that does not fit standard asset fields. Replaced by [AssetCustomAttributes].new table AssetCustomAttributes. [DO NOT USE - OBSOLETE]

ftm

Technician check in data. Incremental load is possible with checkinTime_dto and
checkOutTime_dto. Suggested to include a greater interval for these tables.

InvalidInvoices

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

InvalidProposals

Proposals that could not be brought in loaded to the main tables are listed here. Reasons could be: Invalid status, priority, provider, category

InvalidRelationshipsRetired/Obsolete Provider/Location relationships

Records that could not be loaded to the main table are listed here.

InvalidWorkorders

Workorders that could not be brought in loaded to the main table are listed here. Reasons could be: Invalid status, priority, provider, category

inventory_catalog

Inventory Catalog records

inventory_cyclecount_location_records

Cycle count schedules associated with the Inventory locations

inventory_cyclecount_schedules

Cycle count schedule records

inventory_cyclecount_schedule_parts

Cycle count schedule part records

inventory_cyclecount_schedule_parttypes

Cycle count schedule part type records

inventory_cyclecounts

Cycle count detail records

inventory_locations

Inventory Location records (includes both store and truck locations)

inventory_part_purchase

Inventory part purchase records

inventory_part_purchase_items

Inventory part purchase line items

inventory_part_transit

Inventory part transit records

inventory_part_transit_items

Inventory part transit line items

inventory_part_usage

Inventory part usage records

inventory_part_usage_items

Inventory part usage line items

inventory_parts

Inventory part records

inventory_stock

Inventory stock record

inventory_stock_manual_change

Details of manual inventory stock changes

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

LeakInspectionComplianceAcknowledgement

Information associated with the Leak Inspection Compliance

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

PartUsageAudit

Audit Information related to Part Usage

pilot_provider_contracts

Contract (Location, Trade) information for provider pilot program

pilot_provider_emails

Email contact information for the pilot providers

pilot_provider_workorders

WO Information that is part of the provider pilot program

pilot_providers

Table to store provider pilot program information

priorities

Full client priority list from admin

Program

Primary program information from Projects Module

Project

Primary project information from Projects Module

project_tasks_rfps

RFP tasks associated with a project

project_tasks_workorders

Work order tasks associated with a project

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. This is a staging table for daily incremental processing

raw_workorders

for internal data processing: imported data with workorders information. This is a staging table for daily incremental processing

real_estate

Real estate records

RefreshStatus

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

RefrigerantCertificationActionLogs

Technician Refrigerant certification action log information

RefrigerantCertificationActionTypes

Technician Refrigerant certification action types

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

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 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_time_tracking_history

Non-work order technician time tracking data

TechnicianRefrigerantCertifications

Refrigerant certification information for certified technicians

TechnicianRefrigerantCertificationFiles

Stores all the file names associated the Technician Refrigerant Certification

technicians

Obsolete

time_zone_info

Timezone information

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_estimated_completion_date

History tracking for projected completion date 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.

wo_history_change_trade

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

workorder_additional_approval_codes

Table that stores the additional approval codes that is associated with the workorders.

workorder_attachment_info

Table that stores the metadata information associated with work order attachments

workorder_ivr

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

workorder_labor_performed

Technician labor hours on the work orders

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. This table is obsolete and is being planned to be decommissioned in the coming releases. Please use the workorder_notes_new table. [DO NOT USE - OBSOLETE]

workorder_notes_new

Captures all the Work Order Notes.

workorder_quality_survey

Survey Results

workorder_reassignment_reasons

Captures the reassignment reasons associated with the workorder

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

workorders_pm_compliance

Compliance related information for planned maintenance work orders