Data guide

A useful export starts
with the right context.

Bring the original details you have. Missing values are worth understanding, not filling with guesses.

Include equipment without repairs.

An installed equipment list establishes what was observed. Sending only units with repairs can give a misleading picture of how frequently repairs occur.

Equipment detailWhy it matters
Stable equipment identifierConnects a repair to the right physical equipment.
Equipment typeKeeps different kinds of systems distinct.
Installation date, if knownProvides equipment age without inventing a date.
Observation start and endDescribes the period your records actually cover.

Keep the repair history linked.

Include repair dates, equipment IDs, job IDs, and any labor and parts amounts. Keep repeat visits distinct from new failures.

Keep meaning with the numbers.

Customer charges, internal costs and warranty payments mean different things. Preserve their labels, along with refunds, reversals and zero amounts. Bring governing coverage details where available.

A blank amount does not mean zero. An unknown date is better than an invented one. Source clarification comes before confident pricing.

Start with the book you already have.

See what your service history can support.

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