Table Name
Table Description
audit_issue_attachment
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 |
Site Audit generated work orders
checklists
Obsolete table, workorders are in 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. | |
checklists | Table with all the check list responses. |
CheckListTasks | Ability to create asset tasks and collect their responses |
labels
Table with all the check list responses
workorders
. | |
custom_asset_attributes | Additional attributes for assets that does not fit standard asset fields. Replaced by new table AssetCustomAttributes. [DO NOT USE - OBSOLETE] |
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 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 Maintaince Module Data
AnticipatedWorkorder_Frequency
Preventive Maintaince Module Data
providers
All your providers
assets
Asset information
locations
Location Information
users
Company User Data (includes internal Provider users)
trades
All your trades
relationships
Provider Assignments for trade / locations 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
with checkinTime_dto and | |
InvalidInvoices | Invoices that could not be loaded to main tables are listed here. Reasons could be: Invalid status, priority, provider, category |
InvalidProposals | Proposals that could not be loaded to the main tables are listed here. Reasons could be: Invalid status, priority, provider, category |
InvalidRelationships | Records that could not be loaded to the main table are listed here. |
InvalidWorkorders | Workorders that could not be 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. |
invoice_materials | Invoice Material breakdown. |
invoice_statuses | Invoice statuses list |
proposals
invoices | All the invoices and their key attributes. |
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 |
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 |
resolutions
technician_time_tracking_history
proposals | Proposal Information . Incremental load is possible with modified date |
workorder_quality_survey
Survey Results
ftm
Technician check in data. Incremental load is possible with checkinTime_dto and
checkOutTime_dto. Suggested to include a greater interval for these tables.
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. |
resolution_codes | Work order selected resolution codes (Provider input data) |
resolutions | Provider entered resolution on a work order. |
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_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 |
technician_time_tracking_combined | Non-work order and work order time tracking activity |
technician_time_ |
Technician Assignment Data. Incremental load is possible with UpdatedTechnicialDateUtc
root_causes
Work order root cause responses (Provider input data)
resolution_codes
Work order selected resolution codes (Provider input data)
time_zone_info
Timezone information
proposal_line_items
Line items for each proposal. Incremental load is possible using ID column
notes_statistics
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 |
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. |
workorders_ext
wo_history_change_trade | History tracking for trade on a work order. Incremental load is possible |
locations_notes
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
Workorders 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 workorders information
raw_proposals
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. |
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. |
workorders_ext | Additional WO information. |
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 |