Workflowmax
Explore the interactive ERD
Table & Field Reference
quote_cost
| Column | Type | Keys |
|---|---|---|
_fivetran_id | String | PK |
quote_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
billable | Unknown | |
code | Unknown | |
description | Unknown | |
note | Unknown | |
quantity | Unknown | |
unit_cost | Unknown | |
unit_price | Unknown |
quote_task
| Column | Type | Keys |
|---|---|---|
_fivetran_id | String | PK |
quote_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
billable | Unknown | |
billable_rate | Unknown | |
description | Unknown | |
estimated_minutes | Unknown | |
name | Unknown |
quote_option
| Column | Type | Keys |
|---|---|---|
_fivetran_id | String | PK |
quote_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
code | Unknown | |
description | Unknown | |
note | Unknown | |
quantity | Unknown | |
unit_cost | Unknown | |
unit_price | Unknown |
quote
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
client_id | Unknown | FK |
contact_id | Unknown | FK |
lead_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
budget | Unknown | |
date | Unknown | |
description | Unknown | |
estimated_cost | Unknown | |
estimated_cost_including_tax | Unknown | |
estimated_cost_tax | Unknown | |
name | Unknown | |
option_explanation | Unknown | |
state | Unknown | |
type | Unknown | |
uuid | Unknown | |
valid_date | Unknown |
groups
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
name | Unknown | |
taxable | Unknown |
supplier_contact
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
supplier_id | Unknown | FK |
email | Unknown | |
mobile | Unknown | |
name | Unknown | |
phone | Unknown | |
position | Unknown |
supplier_note
| Column | Type | Keys |
|---|---|---|
date | Unknown | PK |
title | Unknown | PK |
supplier_id | Unknown | PKFK |
created_by | Unknown | |
folder | Unknown | |
text | Unknown |
supplier
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
address | Unknown | |
city | Unknown | |
country | Unknown | |
fax | Unknown | |
name | Unknown | |
phone | Unknown | |
post_code | Unknown | |
postal_address | Unknown | |
postal_city | Unknown | |
postal_country | Unknown | |
postal_post_code | Unknown | |
postal_region | Unknown | |
region | Unknown | |
website | Unknown |
cost
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
supplier_id | Unknown | FK |
code | Unknown | |
cost_of_sale_account | Unknown | |
description | Unknown | |
income_account | Unknown | |
note | Unknown | |
unit_cost | Unknown | |
unit_price | Unknown |
category
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
name | Unknown |
job_task
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
job_id | Unknown | FK |
staff_id | Unknown | FK |
task_id | Unknown | FK |
actual_minutes | Unknown | |
billable | Unknown | |
completed | Unknown | |
description | Unknown | |
due_date | Unknown | |
estimated_minutes | Unknown | |
folder | Unknown | |
staff_allocated_minutes | Unknown | |
start_date | Unknown |
job_milestone
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
job_id | Unknown | FK |
completed | Unknown | |
date | Unknown | |
description | Unknown | |
folder | Unknown |
note_comment
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
note_id | Unknown | FK |
created_by | Unknown | |
date | Unknown | |
text | Unknown |
job_note
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
job_id | Unknown | FK |
created_by | Unknown | |
date | Unknown | |
folder | Unknown | |
text | Unknown | |
title | Unknown |
job
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
approved_quote_id | Unknown | FK |
client_id | Unknown | FK |
contact_id | Unknown | FK |
manager_id | Unknown | FK |
staff_assigned_id | Unknown | FK |
client_order_number | Unknown | |
completed_date | Unknown | |
date_created_utc | Unknown | |
date_modified_utc | Unknown | |
description | Unknown | |
due_date | Unknown | |
name | Unknown | |
partner_id | Unknown | |
partner_name | Unknown | |
start_date | Unknown | |
state | Unknown | |
type | Unknown | |
uuid | Unknown | |
web_url | Unknown |
task
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
description | Unknown | |
name | Unknown |
invoice_payment
| Column | Type | Keys |
|---|---|---|
date | Unknown | PK |
invoice_id | Unknown | PKFK |
amount | Unknown | |
reference | Unknown |
invoice_task
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
job_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
billable | Unknown | |
billable_rate | Unknown | |
description | Unknown | |
minutes | Unknown | |
name | Unknown |
invoice_cost
| Column | Type | Keys |
|---|---|---|
_fivetran_id | String | PK |
job_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
billable | Unknown | |
code | Unknown | |
description | Unknown | |
note | Unknown | |
quantity | Unknown | |
unit_cost | Unknown | |
unit_price | Unknown |
invoice_job
| Column | Type | Keys |
|---|---|---|
id | Unknown | PKFK |
invoice_id | Unknown | FK |
invoice
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
client_id | Unknown | FK |
contact_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_outstanding | Unknown | |
amount_paid | Unknown | |
amount_tax | Unknown | |
date | Unknown | |
due_date | Unknown | |
job_text | Unknown | |
status | Unknown | |
type | Unknown | |
uuid | Unknown |
client_note
| Column | Type | Keys |
|---|---|---|
date | Unknown | PK |
title | Unknown | PK |
client_id | Unknown | PKFK |
created_by | Unknown | |
folder | Unknown | |
text | Unknown |
client_group
| Column | Type | Keys |
|---|---|---|
group_id | Unknown | PKFK |
client_id | Unknown | FK |
client_contact
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
client_id | Unknown | FK |
addressee | Unknown | |
email | Unknown | |
is_primary | Unknown | |
mobile | Unknown | |
name | Unknown | |
phone | Unknown | |
position | Unknown | |
salutation | Unknown |
client_relation
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
related_client_id | Unknown | FK |
end_date | Unknown | |
number_of_shares | Unknown | |
percentage | Unknown | |
start_date | Unknown | |
type | Unknown |
client
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
account_manager_id | Unknown | FK |
billing_client_id | Unknown | FK |
job_manager_id | Unknown | FK |
address | Unknown | |
agency_status | Unknown | |
balance_month | Unknown | |
business_number | Unknown | |
business_structure | Unknown | |
city | Unknown | |
company_number | Unknown | |
country | Unknown | |
date_of_birth | Unknown | |
email | Unknown | |
export_code | Unknown | |
fax | Unknown | |
first_name | Unknown | |
gender | Unknown | |
gst_basis | Unknown | |
gst_period | Unknown | |
gst_registered | Unknown | |
is_archived | Unknown | |
is_deleted | Unknown | |
is_prospect | Unknown | |
last_name | Unknown | |
name | Unknown | |
other_name | Unknown | |
phone | Unknown | |
post_code | Unknown | |
postal_address | Unknown | |
postal_city | Unknown | |
postal_country | Unknown | |
postal_post_code | Unknown | |
postal_region | Unknown | |
prepare_activity_statement | Unknown | |
prepare_gst | Unknown | |
prepare_tax_return | Unknown | |
provisional_tax_basis | Unknown | |
provisional_tax_ratio | Unknown | |
referral_source | Unknown | |
region | Unknown | |
return_type | Unknown | |
signed_tax_authority | Unknown | |
tax_agent | Unknown | |
tax_number | Unknown | |
title | Unknown | |
type_cost_markup | Unknown | |
type_name | Unknown | |
type_payment_day | Unknown | |
type_payment_term | Unknown | |
web_url | Unknown | |
website | Unknown |
purchase_cost
| Column | Type | Keys |
|---|---|---|
_fivetran_id | String | PK |
purchase_order_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
code | Unknown | |
description | Unknown | |
note | Unknown | |
quantity | Unknown | |
unit_cost | Unknown |
purchase_order
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
job_id | Unknown | FK |
supplier_id | Unknown | FK |
amount | Unknown | |
amount_including_tax | Unknown | |
amount_tax | Unknown | |
date | Unknown | |
delivery_address | Unknown | |
description | Unknown | |
state | Unknown |
staff
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
address | Unknown | |
email | Unknown | |
mobile | Unknown | |
name | Unknown | |
payroll_code | Unknown | |
phone | Unknown | |
web_url | Unknown |
time_sheet
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
invoice_task_id | Unknown | FK |
job_id | Unknown | FK |
staff_id | Unknown | FK |
task_id | Unknown | FK |
billable | Unknown | |
date | Unknown | |
minutes | Unknown | |
note | Unknown | |
start | Unknown | |
time_sheet_end | Unknown |
lead_item
| Column | Type | Keys |
|---|---|---|
date | Unknown | PK |
lead_id | Unknown | PKFK |
detail | Unknown | |
staff | Unknown | |
type | Unknown |
lead_activity
| Column | Type | Keys |
|---|---|---|
date | Unknown | PK |
activity_responsible_id | Unknown | PKFK |
lead_id | Unknown | FK |
completed | Unknown | |
subject | Unknown | |
type | Unknown |
lead
| Column | Type | Keys |
|---|---|---|
id | Unknown | PK |
client_id | Unknown | FK |
contact_id | Unknown | FK |
owner_id | Unknown | FK |
category | Unknown | |
date | Unknown | |
date_won_lost | Unknown | |
description | Unknown | |
estimated_value | Unknown | |
name | Unknown | |
state | Unknown |