Overview
What follows is a working, comprehensive list of all measurable data within Tableau from serviceminder. This page is a work-in-progress.
AppointmentAdditionalAgent
| Name | Description |
|---|---|
| Appointment Id | The Tableau ID of the appointment affiliated with the appointment additional agent |
| ServiceAgentId (AppointmentAdditionalAgent) | The Tableau ID of the service agent affiliated with the appointment additional agent |
| AppointmentAdditionalAgent (Count) | Number of appointment additional agents |
Appointments
| Name | Description |
|---|---|
| Active (ServiceAgents) | Indication on whether or not the service agent affiliated with the appointment is active (True or False) |
| Actual Start | Date and Time the appointment actually started |
| Cancel Reason | The reason the appointment was canceled |
| Canceled At | Date and time the appointment was canceled |
| Completed At | |
| Contact Id | The Tableau ID of the contact affiliated with the appointment |
| CreatedAt (Appointments) | The date and time the appointment was created |
| Id (Appointments) | The Appointment's Tableau ID |
| Id (RevenueCategories) | |
| Id (ServiceAgents) | The Tableau ID of the Service Agent(s) affiliated with the appointment |
| Id (Services) | The Tableau ID of the Service affiliated with the appointment |
| Invoice Id | The Tableau ID of the Invoice affiliated with the appointment |
| Name (ServiceAgents) | The name of the Service Agent(s) affiliated with the appointment |
| Name (Services) | The name of the service affiliated with the appointment |
| OrganizationId (Appointments) | The Tableau ID of the organization affiliated with the appointment |
| Original Scheduled Start | The original date and time the appointment was scheduled to start |
| Recurring | Indication on whether or not the service affiliated with the appointment is recurring (True or False) |
| Revenue Category Id | |
| Rework For Appointment Id | |
| Root Proposal Id | |
| Route Schedule | |
| Route Schedule Year | |
| Scheduled Start | The data and time the appointment is scheduled to start |
| Service Agent Id | The Tableau ID of the service agent(s) affiliated with the appointment |
| Service Id | The Tableau ID of the service affiliated with the appointment |
| SourceId (Appointments) | The serviceminder ID of the appointment |
| SourceId (ServiceAgents) | The serviceminder ID of the service agent affiliated with the appointment |
| Taxable | Indication on whether or not the appointment is taxable (True or False) |
| Actual Duration | The actual duration the appointment took to complete |
| Gross Subtotal | The dollar amount of the appointment's gross subtotal |
| Kind | |
| Labor | |
| Margin Percent | |
| Materials | |
| Prorated Subtotal | |
| Quantity | |
| Scheduled Duration | The duration of time the appointment was scheduled (expected) to take |
| Start Distance | The distance between where the service agent started the appointment and the actual service address of the appointment |
| Status | Status of the appointment (refer to 10.4.2 - Tableau Status Codes) |
| Subtotal | Dollar amount of the appointment's subtotal (after discounts, taxes, labor, or other expenses being applied) |
| Appointments (Count) | Number of Appointments |
Brandings
| Name | Description |
|---|---|
| Id | |
| Name | |
| Source Id | |
| Brandings (Count) | Number of brandings |
Campaigns
| Name | Description |
|---|---|
| Channel | Name of the channel |
| Id (Campaigns) | The Tableau ID of the campaign |
| Name (Campaigns) | Name of the campaign |
| Organization Id | The Tableau ID of the organization affiliated with the campaign |
| SourceId (Campaigns) | The serviceminder ID of the campaign |
| Campaigns (Count) | Number of Campaigns |
CampaignSpends
| Name | Description |
|---|---|
| Campaign Id | The Tableau ID of the campaign affiliated with the campaign spend |
| Date | |
| Id (CampaignSpends) | The Tableau ID of the campaign spend |
| Month | |
| Year | |
| Amount | The dollar amount of the campaign spend |
| CampaignSpends (Count) | Number of Campaign Spends |
Contacts
| Name | Description |
|---|---|
| Accounting Class Id | The Tableau ID of the accounting class |
| Active | Indication on whether or not the contact is active (True or False) |
| API Key | |
| Billing City | The city of the contact's billing address |
| Billing State | The state of the contact's billing address |
| Billing Zip | The zip code of the contact's billing address |
| BillingAddress1 | The street address of the contact's billing address |
| BillingAddress2 | The continued street address of the contact's billing address (i.e. unit, suite, etc.) |
| Campaign | The name of the campaign affiliated with the contact |
| Card On File | Indication on whether or not there is a card on file ffiliated with the contact (True or False) |
| Channel (Contacts) | The name of the channel affiliated with the contact |
| Company | The name of the company affiliated with the contact |
| Contact Category Id | The Tableau ID of the contact category |
| Created At | The date and time the contact was created |
| Credit Hold | Indication on whether or not there is a credit hold affiliated with the contact (True or False) |
| Customer Since | The date a contact has been a customer since |
| Do Not Email | Indication on whether or not this contact can be emailed (True or False) |
| Do Not Mail | |
| Email (Contacts) | Indication on whether or not this contact can be mailed (True or False) |
| Id (Accounting Classes) | The Tableau ID of the accounting class affiliated with the contact |
| Id (ContactCategories) | The Tableau ID of the contact category affiliated with the contact |
| Id (Contacts) | The Tableau ID of the contact |
| Is Customer | Indication on whether or not this contact is a customer (True or False) |
| Last Invoice Date | Date and time a contact was last invoiced |
| Last Service Date | Date and time a contact was last serviced |
| Last Touch | |
| Name (AccountingClasses) | The name of the accounting class affiliated with the contact |
| Name (ContactCategories) | The name of the contact category affiliated with the contact |
| Name (Contacts) | The name of the contact |
| Next Appointment Date | The date and time of a contact's next appointment |
| Next Service Date | The date and time of a contact's next service |
| Next Service Id | The Tableau ID of the contact's next service |
| OrganizationId (AccountingClasses) | The Tableau ID of the organization affiliated with the accounting class |
| OrganizationId (Contacts) | The Tableau ID of the organization affiliated with the contact |
| Phone1 | The primary phone number associated with the contact |
| Phone1Label | The type of phone associated with the contact's primary phone number (i.e. Home, Cell, Work) |
| Phone2 | The secondary phone number associated with the contact |
| Phone2Label | The type of phone associated with the contact's secondary phone number (i.e. Home, Cell, Work) |
| Referred By Contact Id | The referring Contact's ID in Tableau |
| Service City | The city of the contact's service address |
| Service State | The state of the contact's service address |
| Service Zip | The zip code of the contact's service address |
| ServiceAddress1 | The street address of the contact's service address |
| ServiceAddress2 | The continued street address of the contact's service address (i.e. unit, suite, etc.) |
| SourceId (AccountingClasses) | The serviceminder ID of the accounting class |
| SourceId (Contacts) | The serviceminder ID of the contact |
| Tax Rate | |
| Territory | |
| Updated At | Date and time the contact was most recently updated |
| Balance | Balance due for the contact |
| Current Year Appt Count | |
| Last Year Appt Count | |
| Latitude | |
| Lifetime value of the contact | |
| Longitude | |
| Prior Year Appt Count | |
| PriorYear3ApptCount | |
| PriorYear4ApptCount | |
| PriorYear5ApptCount | |
| Contacts (Count) | Number of contacts |
ContactSummariesByYear
| Name | Description |
|---|---|
| ContactId (ContactSummariesByYear) | The Tableau ID of the contact affiliated with the contact summaries by year |
| Year (ContactSummariesByYear) | |
| Appointment Count | |
| ContactSummariesByYear (Count) | Number of contact summeries by year |
Forecasts
| Name | Description |
|---|---|
| Date (Forecasts) | |
| Id (Forecasts) | |
| Month (Forecasts) | |
| OrganizationId (Forecasts) | The Tableau ID of the organization affiliated with the forecast |
| Year (Forecasts) | |
| Amount (Forecasts) | |
| Forecasts (Count) |
InvoiceLines
| Name | Description |
|---|---|
| Category | |
| Exchange | |
| Id (InvoiceLines) | |
| Id (Parts) | |
| InvoiceId (InvoiceLines) | |
| Name (Parts) | |
| Option | |
| Part Id | |
| RevenueCategoryId (Parts) | |
| Taxable (InvoiceLines) | |
| Amount (InvoiceLines) | |
| Quantity (InvoiceLines) | |
| Rate | |
| Unit Cost | |
| InvoiceLines (Count) |
Invoices
| Name | Description |
|---|---|
| ContactId (Invoices) | ID of the Invoice's contact |
| CreatedAt (Invoices) | Date and time the invoice was created |
| Date (Invoices) | Date of / on the invoice |
| Date Paid | Date the invoice was fully paid |
| Id (Invoices) | The Tableau ID of the invoice |
| Id (RevenueCategories1) | |
| Id (Services1) | The Tableau ID of the service(s) affiliated with the invoice |
| Installment Plan | |
| Job Number | |
| Name (RevenueCategories1) | |
| Name (Services1) | The name of the service(s) affiliated with the invoice |
| Number | |
| OrganizationId (Invoices) | The Tableau ID of the organization affiliated with the invoice |
| Refund Written Off | |
| RevenueCategoryId (Services1) | |
| RootProposalId (Invoices) | |
| RouteSchedule (Invoices) | |
| ServiceAgentId (Invoices) | The Tableau ID of the service agent(s) affiliated with the invoice |
| ServiceId (Invoices) | The Tableau ID of the service(s) affiliated with the invoice |
| SourceId (Invoices) | The Tableau ID of the service(s) affiliated with the invoice |
| Tax Rate Name | |
| Taxable (Invoices) | |
| Balance Due | Dollar amount of the balance due on the invoice |
| GrossSubtotal (Invoices) | Dollar amount of the invoice's gross subtotal |
| Status (Invoices) | Status of the proposal (refer to 10.4.2 - Tableau Status Codes) |
| Subtotal (Invoices) | Dollar amount of the subtotal (after discounts, taxes, labor, or other expenses being applied) on the invoice |
| Tax | |
| TaxRate (Invoices) | |
| Total | |
| Type | |
| Invoices (Count) | Number of Invoices |
OrganizationMember
| Name | Description |
|---|---|
| Active (ServiceAgents1) | Indication on whether or not the service agent is active (True or False) |
| Active (Users1) | Indication on whether or not the User is active (True or False) |
| Id (ServiceAgents1) | The Tableau ID of the service agent |
| Id (Users1) | The Tableau ID of the user |
| Name (ServiceAgents1) | The name of the service agent |
| Name (Users1) | The name of the user |
| OrganizationId (OrganizationMember) | The Tableau ID of the organization affiliated with the organization member |
| Role (Users1) | |
| ServiceAgentId (Users1) | The Tableau ID of the service agent |
| SourceId (ServiceAgents1) | The serviceminder ID of the service agent |
| SourceId (Users1) | The serviceminder ID of the user |
| User Id | The Tableau ID of the user |
| Kind (ServiceAgents1) | Indication for the kind of service agent (refer to 10.4.2 - Tableau Status Codes) |
| OrganizationMember (Count) | Number of Organization Members |
OrganizationPostalCodes
| Name | Description |
|---|---|
| Id (OrganizationPostalCodes) | The Tableau ID of the organization postal code |
| Kind (OrganizationPostalCodes) | |
| OrganizationId (OrganizationPostalCodes) | The Tableau ID of the organization affiliated with the organization postal code |
| Postal Code | |
| OrganizationPostalCodes (Count) | Number of Organization Postal Codes |
Organizations
| Name | Description |
|---|---|
| Account Manager Id | Tableau ID of the account manager affiliated with the organziation |
| Angies List Review Url | URL of the organization's Angies List review page |
| Branding Id | |
| Cancel Date | |
| Deleting | |
| Email address of the organization | |
| Facebook Review Url | URL of the organization's Facebook review page |
| Facebook Url | URL of the organization's Facebook page |
| Google Review Url | URL of the organization's Google review page |
| Home Advisor Review Url | URL of the organization's Home Advisor review page |
| Home Stars Url | URL of the organization's Home Stars page |
| Houzz Review Url | URL of the organization's Houzz review page |
| Houzz Url | URL of the organization's Houzz page |
| Id (AccountManagers) | Tableau ID of the account manager affiliated with the organziation |
| Id (Organizations) | Tableau ID of the organziation |
| Instagram Url | URL of the organization's Instagram page |
| Legal Entity Name | |
| Locale | |
| Location ID | |
| Name (AccountManagers) | Name of the account manager affiliated with the organziation |
| Name (Organizations) | (External) name of the organization |
| Next Door Url | URL of the organization's Next Door page |
| Open Since | Date the organization was opened |
| Pinterest Url | URL of the organization's Pinterest page |
| Primary Phone | Primary phone number of the organization |
| Region Id | |
| SourceId (AccountManagers) | The serviceminder ID of the account manager affiliated with the organization |
| SourceId (Organizations) | The serviceminder ID of the organization |
| Taxpayer ID | |
| Twitter Url | URL of the organization's Twitter page |
| Warehouse Address | Street address where the organization's warehouse is located |
| Warehouse City | City where the organization's warehouse is located |
| Warehouse Postal Code | Postal Code where the organization's warehouse is located |
| Warehouse State | State where the organization's warehouse is located |
| Website | URL of the organization's website |
| Yelp Review Url | URL of the organization's Yelp review page |
| Yelp Url | URL of the organization's Yelp page |
| You Tube Url | URL of the organization's Youtube page |
| Minimum Annual Campaign Spend | |
| Organizations (Count) | Number of Organizations |
Payments
| Name | Description |
|---|---|
| ContactId (Payments) | The Tableau ID of the contact affiliated with the proposal |
| Date (Payments) | Date the payment was made |
| Detail Type | |
| Id (Payments) | Tableau ID of the payment |
| InvoiceId (Payments) | The Tableau ID of the Invoice affiliated with the payment |
| Method | Payment method used for the payment |
| OrganizationId (Payments) | The Tableau ID of the organization affiliated with the payment |
| Reference | |
| SourceId (Payments) | The serviceminder ID of the payment |
| Amount (Payments) | The dollar amount of the payment |
| Payments (Count) | Number of Payments |
Proposals
| Name | Description |
|---|---|
| Accepted By User Id | ID of the user that accepted the Proposal |
| Accepted Date | Date the proposal was accepted |
| Active (Users) | Indication on whether or not the User affiliated with the proposal is active (True or False) |
| Bundled With Proposal Id | The Tableau ID of the proposal a given proposal is bundled with affiliated |
| ContactId (Proposals) | The Tableau ID of the contact affiliated with the proposal |
| CreatedAt (Proposals) | Date the proposal was created |
| Date (Proposals) | Date of / on the proposal |
| Id (Proposals) | The Tableau Id of the proposal |
| Id (RevenueCategories2) | |
| Id (Services2) | The Tableau ID of the service(s) affiliated with the proposal |
| Id (Users) | The Tableau ID of the user(s) affiliated with the proposal |
| Last Viewed | Date the proposal was last (most recently) viewed |
| Name (RevenueCategories2) | |
| Name (Services2) | Name of the service (or services) on the proposal |
| Name (Users) | Name of the user (or users) affiliated with the proposal |
| OrganizationId (Proposals) | The Tableau ID of the organization affiliated with the proposal |
| Owner User Id | The Tableau ID of the proposal's owner |
| Payment Plan | |
| PrintedAt | The date and time the proposal was printed |
| RevenueCategoryId (Services2) | |
| Role | |
| RouteSchedule (Proposals) | |
| RouteScheduleYear (Proposals) | |
| Selected Solution | |
| Sent At | Date and time the proposal was sent |
| ServiceAgentId (Users) | The Tableau ID of the Service agent(s) affiliated with the proposal |
| ServiceId (Proposals) | The Tableau ID of the Service(s) affiliated with the proposal |
| SourceId (Proposals) | The serviceminder ID of the proposal |
| SourceId (Users) | The serviceminder ID of the user(s) affiliated with the proposal |
| ChangeOrderForProposalId | |
| Deposit | Dollar amount of the deposit(s) on a proposal |
| Duration | |
| Invoiced Percent | |
| Progress Percent | |
| Status (Proposals) | Status of the proposal (refer to 10.4.2 - Tableau Status Codes) |
| Subtotal (Proposals) | Dollar amount of the proposal's subtotal |
| Type (Proposals) | |
| Value | |
| Visits | |
| Proposals (Count) | Number of Proposals |
