Invoice Data Model

Data Model Overview

🏗️ Primary Entities

Invoices: Work orders and invoices with totals, status, and dates

Services: Individual service line items performed on the invoice

Labor / Parts / Sublets / Hazmats: Detailed breakdown within each service

Inspections / Declined Services: Inspection results and customer-declined recommendations

Recommended Services: Services recommended for future visits

🔗 Key Relationships

Many-to-One: Invoice → Shop (each invoice belongs to one shop)

Many-to-One: Invoice → Customer (each invoice belongs to one customer)

Many-to-One: Invoice → Vehicle (each invoice is for one vehicle)

One-to-Many: Invoice → Services (JSON array with nested details)

One-to-Many: Invoice → Recommended Services (JSON array)

Tip

Nested Structure: Services are returned as a JSON array where each service contains nested arrays for labor, parts, sublets, hazmats, inspections, and declined services. This mirrors the hierarchical nature of repair orders.

Field Specifications

Invoice Identification

Core identification fields linking invoices to tenants, shops, customers, and vehicles.

Tip

Primary Key: STEER_INVOICE_ID is the primary key for this table. Each row represents one unique invoice or work order.

Field Name	Data Type	Description	Required
STEER_TENANT_ID	String (UUID)	Unique tenant identifier (parent organization)	Yes
STEER_SHOP_ID	String (UUID)	Shop location where the work was performed. Links to Shop Data Model STEER_SHOP_ID	Yes
STEER_CUSTOMER_ID	String (UUID)	Customer who owns the invoice. Links to Customer Data Model STEER_CUSTOMER_ID	Yes
STEER_VEHICLE_ID	String (UUID)	Vehicle serviced on this invoice. Links to Vehicle Data Model STEER_VEHICLE_ID	No
STEER_INVOICE_ID	String (UUID)	Unique invoice identifier (primary key)	Yes

Invoice Details

Core invoice information including work order number, type, and status.

Field Name	Data Type	Description	Required
INVOICE_VEHICLE_NAME	String	Display name of the vehicle on the invoice (e.g., 2021 Toyota Camry)	No
INVOICE_WORK_ORDER_NUMBER	String	Work order or repair order number from the shop management system	No
INVOICE_SERVICE_WRITER_ID	String (UUID)	Employee who created or manages the invoice	No
INVOICE_TYPE	String	Invoice type classification (see enum values below)	Yes
INVOICE_WIP_EXTERNAL_STATUS	String	Work-in-progress status from the external shop management system (free-text, see enum values)	No
INVOICE_WIP_STEER_STATUS	String	Normalized work-in-progress status within Steer (see enum values)	No

Odometer

Vehicle mileage recorded at the time of service.

Field Name	Data Type	Description	Required
INVOICE_ODOMETER_IN	Number	Odometer reading when vehicle was checked in	No
INVOICE_ODOMETER_OUT	Number	Odometer reading when vehicle was picked up	No

External References

External system reference identifiers.

Field Name	Data Type	Description	Required
INVOICE_EXTERNAL_REFERENCES	String	External system reference identifiers	No

Timestamps

Invoice lifecycle dates in both UTC and local timezone.

Field Name	Data Type	Description	Required
INVOICE_CREATED_AT	Timestamp	Invoice creation date (UTC)	No
INVOICE_PAID_AT	Timestamp	Payment completion date (UTC)	No
INVOICE_DUE_AT	Timestamp	Payment due date (UTC)	No
INVOICE_PAID_AT_LOCAL	Timestamp	Payment completion date (shop’s local timezone)	No
INVOICE_DUE_AT_LOCAL	Timestamp	Payment due date (shop’s local timezone)	No

External URLs

Links to the invoice in external systems.

Field Name	Data Type	Description	Required
INVOICE_EXTERNAL_URL_ESTIMATE	String	URL to the estimate in the external system	No
INVOICE_EXTERNAL_URL_INSPECTION	String	URL to the inspection report in the external system	No
INVOICE_EXTERNAL_URL_INVOICE	String	URL to the invoice in the external system	No
INVOICE_EXTERNAL_URL_STEER	String	URL to the invoice in the Steer platform	No

Financial Totals

Invoice-level financial summary. All amounts are in the tenant’s configured currency.

Field Name	Data Type	Description	Required
INVOICE_TOTAL_DISCOUNT	Float	Total discount amount applied	No
INVOICE_TOTAL_GRAND	Float	Grand total (final amount including tax)	No
INVOICE_TOTAL_HAZMAT	Float	Total hazardous materials fees	No
INVOICE_TOTAL_LABOR	Float	Total labor charges	No
INVOICE_TOTAL_NET	Float	Net total before tax	No
INVOICE_TOTAL_OTHER_CHARGE	Float	Total miscellaneous charges	No
INVOICE_TOTAL_PART	Float	Total parts cost	No
INVOICE_TOTAL_SUBLET	Float	Total sublet/outsourced work cost	No
INVOICE_TOTAL_TAX	Float	Total tax amount	No
INVOICE_TOTAL_OUTSTANDING	Float	Outstanding balance remaining	No

Notes

Field Name	Data Type	Description	Required
INVOICE_NOTES	String	All invoice-level notes concatenated into a single string. Individual notes are joined without a delimiter	No

Services

Services performed on the invoice, returned as a JSON array. Each invoice may have zero or more services.

Field Name	Data Type	Description	Required
INVOICE_SERVICES	JSON Array	Array of service objects (see structure below)	No

Service Object Structure:

Property	Data Type	Description
serviceIndex	Number	Zero-based index identifying the service within the invoice
category	String	Service category (e.g., Oil Change, Brake Service)
description	String	Detailed service description
comment	String	Technician or service writer comments
employeeId	String (UUID)	Employee assigned to this service
serviceDescription	String	Concatenated description from service details
serviceSummary	String	Combined category, description, and comment text
partBrands	String	Concatenated part brands used in this service
partNumbers	String	Concatenated part numbers used in this service
totalDiscount	Float	Discount applied to this service
totalHazmat	Float	Hazmat fees for this service
totalLabor	Float	Labor cost for this service
totalNet	Float	Net total for this service
totalOtherCharge	Float	Other charges for this service
totalPart	Float	Parts cost for this service
totalSublet	Float	Sublet cost for this service
totalTax	Float	Tax for this service
labor	JSON Array	Array of labor line items (see below)
parts	JSON Array	Array of part line items (see below)
sublets	JSON Array	Array of sublet line items (see below)
hazmats	JSON Array	Array of hazmat line items (see below)
inspections	JSON Array	Array of inspection records (see below)
declinedServices	JSON Array	Array of declined service recommendations (see below)

Labor Item Structure:

Property	Data Type	Description
name	String	Labor description
employeeId	String (UUID)	Technician who performed the labor
hours	Float	Hours spent
rate	Float	Hourly rate
taxable	Boolean	Whether the labor is taxable
completed	Boolean	Whether the labor has been completed

Part Item Structure:

Property	Data Type	Description
brand	String	Part manufacturer brand
description	String	Part description
number	String	Part number
partInventoryId	String	Inventory system identifier
quantity	Float	Quantity used
cost	Float	Unit cost
taxable	Boolean	Whether the part is taxable

Sublet Item Structure:

Property	Data Type	Description
name	String	Sublet service description
quantity	Float	Quantity
cost	Float	Unit cost
taxable	Boolean	Whether the sublet is taxable

Hazmat Item Structure:

Property	Data Type	Description
name	String	Hazardous material description
quantity	Float	Quantity
cost	Float	Unit cost
taxable	Boolean	Whether the hazmat fee is taxable

Inspection Item Structure:

Property	Data Type	Description
description	String	Inspection item description
approved	Boolean	Whether the inspection item was approved
approvalType	String	How the approval was obtained
approverId	String (UUID)	Person who approved the inspection

Declined Service Structure:

Property	Data Type	Description
description	String	Description of the declined service recommendation

Recommended Services

Services recommended for future visits, returned as a JSON array of service name strings.

Field Name	Data Type	Description	Required
INVOICE_RECOMMENDED_SERVICES	JSON Array	Array of recommended service name strings (e.g., ["Transmission Flush", "Coolant Replacement"])	No

System Metadata

Field Name	Data Type	Description	Required
STEER_UPDATED_AT	Timestamp	Last modification timestamp for this invoice record (UTC)	Yes

Field Enum Values

Invoice Type

• Invoice: A completed or in-progress repair order with charges
• Quote: An estimate or quote provided to the customer
• Void: An invoice that has been voided/cancelled
• Unknown: Type could not be determined from the source system

WIP Steer Status

Normalized status within Steer, derived from the external shop management system status:

• Working: Invoice is actively being worked on
• Completed: Invoice is finalized and paid
• Unknown: Status could not be mapped from the external system

WIP External Status

Raw status values from external shop management systems. These are free-text and vary by integration. Common values include:

• cashed_out: Payment completed
• Estimate: Quote/estimate stage
• InProgress: Work actively underway
• WaitingForParts: On hold pending parts
• WaitingForCustomerAuthorization: Awaiting customer approval
• WaitingForTechnician: Awaiting technician assignment
• Done / Finalized / Posted: Work completed
• New / Unassigned: Newly created
• Work-In-Progress: General WIP status
• Backout: Reversed or backed out
• Other values may appear as additional integrations are added

Timestamp Handling

Caution

Timezone: All UTC timestamp fields (INVOICE_CREATED_AT, INVOICE_PAID_AT, INVOICE_DUE_AT, STEER_UPDATED_AT) are stored as timestamp_ntz (timestamp without timezone) in UTC. Local timezone variants (INVOICE_PAID_AT_LOCAL, INVOICE_DUE_AT_LOCAL) are in the shop’s local timezone. Use UTC timestamps for data processing and local timestamps for display purposes.

Data Quality Notes

Null Values

Note

Expected Null Values

• STEER_VEHICLE_ID may be null for invoices not associated with a specific vehicle
• INVOICE_VEHICLE_NAME may be null when no vehicle is linked
• INVOICE_WORK_ORDER_NUMBER may be null if not assigned by the shop management system
• INVOICE_ODOMETER_IN and INVOICE_ODOMETER_OUT may be null if mileage was not recorded
• INVOICE_PAID_AT and related local variants are null for unpaid or in-progress invoices
• INVOICE_DUE_AT and related local variants may be null if no due date was set
• Financial totals may be null or zero depending on the invoice type and status
• INVOICE_SERVICES is null when no services have been recorded on the invoice
• INVOICE_RECOMMENDED_SERVICES is null when no recommendations were made
• Within service objects, nested arrays (labor, parts, sublets, hazmats, inspections, declinedServices) default to empty arrays [] when no items exist

Sample Record

Complete API response example with an invoice record:

{
  "data": [
    [
      "f2e3d4c5-b6a7-8901-2345-6789abcdef01",
      "2dc598c3-1e9e-408e-82df-b8d7acff380b",
      "d07a1282-b6c4-4527-ad8f-981b57660856",
      "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
      "c9d8e7f6-5432-1098-abcd-ef0123456789",
      "2021 Toyota Camry",
      "WO-2024-00542",
      "e5f6a7b8-c9d0-1234-5678-9abcdef01234",
      "Invoice",
      "cashed_out",
      "Completed",
      45230,
      45245,
      null,
      "2026-01-15T09:00:00.000Z",
      "2026-01-15T17:30:00.000Z",
      null,
      "2026-01-15T11:30:00.000Z",
      null,
      "https://shop.example.com/estimates/542",
      "https://shop.example.com/inspections/542",
      "https://shop.example.com/invoices/542",
      "https://app.steer.com/invoices/c9d8e7f6",
      15.00,
      487.50,
      5.00,
      180.00,
      425.00,
      0.00,
      195.50,
      50.00,
      37.00,
      0.00,
      "Customer requested oil change and brake inspection. Waiting on brake pads.",
      [
        {
          "serviceIndex": 0,
          "category": "Oil Change",
          "description": "Full synthetic oil change",
          "comment": "Used 5W-30 synthetic",
          "employeeId": "tech-uuid-001",
          "serviceDescription": "Full synthetic oil change - 5W-30",
          "serviceSummary": "Oil Change: Full synthetic oil change (Used 5W-30 synthetic)",
          "partBrands": "Mobil 1",
          "partNumbers": "M1-110A",
          "totalDiscount": 5.00,
          "totalHazmat": 2.50,
          "totalLabor": 60.00,
          "totalNet": 110.00,
          "totalOtherCharge": 0.00,
          "totalPart": 45.50,
          "totalSublet": 0.00,
          "totalTax": 8.50,
          "labor": [
            {
              "name": "Oil Change Labor",
              "employeeId": "tech-uuid-001",
              "hours": 0.5,
              "rate": 120.00,
              "taxable": false,
              "completed": true
            }
          ],
          "parts": [
            {
              "brand": "Mobil 1",
              "description": "Full Synthetic Motor Oil 5W-30",
              "number": "M1-110A",
              "partInventoryId": "inv-001",
              "quantity": 5.0,
              "cost": 9.10,
              "taxable": true
            }
          ],
          "sublets": [],
          "hazmats": [
            {
              "name": "Oil disposal fee",
              "quantity": 1.0,
              "cost": 2.50,
              "taxable": false
            }
          ],
          "inspections": [],
          "declinedServices": []
        },
        {
          "serviceIndex": 1,
          "category": "Brake Service",
          "description": "Front brake pad replacement",
          "comment": null,
          "employeeId": "tech-uuid-002",
          "serviceDescription": "Front brake pad replacement",
          "serviceSummary": "Brake Service: Front brake pad replacement",
          "partBrands": "Wagner",
          "partNumbers": "QC1044",
          "totalDiscount": 10.00,
          "totalHazmat": 2.50,
          "totalLabor": 120.00,
          "totalNet": 315.00,
          "totalOtherCharge": 0.00,
          "totalPart": 150.00,
          "totalSublet": 50.00,
          "totalTax": 28.50,
          "labor": [
            {
              "name": "Brake Pad Replacement",
              "employeeId": "tech-uuid-002",
              "hours": 1.0,
              "rate": 120.00,
              "taxable": false,
              "completed": true
            }
          ],
          "parts": [
            {
              "brand": "Wagner",
              "description": "QuickStop Ceramic Disc Brake Pad Set",
              "number": "QC1044",
              "partInventoryId": "inv-002",
              "quantity": 1.0,
              "cost": 150.00,
              "taxable": true
            }
          ],
          "sublets": [
            {
              "name": "Rotor resurfacing",
              "quantity": 2.0,
              "cost": 25.00,
              "taxable": true
            }
          ],
          "hazmats": [
            {
              "name": "Brake dust disposal",
              "quantity": 1.0,
              "cost": 2.50,
              "taxable": false
            }
          ],
          "inspections": [],
          "declinedServices": [
            {
              "description": "Rear brake pad replacement - customer deferred to next visit"
            }
          ]
        }
      ],
      ["Transmission Flush", "Coolant Replacement"],
      "2026-03-10T05:00:01.701Z"
    ]
  ],
  "metadata": {
    "rowType": [
      {"name": "STEER_TENANT_ID", "type": "text"},
      {"name": "STEER_SHOP_ID", "type": "text"},
      {"name": "STEER_CUSTOMER_ID", "type": "text"},
      {"name": "STEER_VEHICLE_ID", "type": "text"},
      {"name": "STEER_INVOICE_ID", "type": "text"},
      {"name": "INVOICE_VEHICLE_NAME", "type": "text"},
      {"name": "INVOICE_WORK_ORDER_NUMBER", "type": "text"},
      {"name": "INVOICE_SERVICE_WRITER_ID", "type": "text"},
      {"name": "INVOICE_TYPE", "type": "text"},
      {"name": "INVOICE_WIP_EXTERNAL_STATUS", "type": "text"},
      {"name": "INVOICE_WIP_STEER_STATUS", "type": "text"},
      {"name": "INVOICE_ODOMETER_IN", "type": "fixed"},
      {"name": "INVOICE_ODOMETER_OUT", "type": "fixed"},
      {"name": "INVOICE_EXTERNAL_REFERENCES", "type": "text"},
      {"name": "INVOICE_CREATED_AT", "type": "timestamp_ntz"},
      {"name": "INVOICE_PAID_AT", "type": "timestamp_ntz"},
      {"name": "INVOICE_DUE_AT", "type": "timestamp_ntz"},
      {"name": "INVOICE_PAID_AT_LOCAL", "type": "timestamp_ntz"},
      {"name": "INVOICE_DUE_AT_LOCAL", "type": "timestamp_ntz"},
      {"name": "INVOICE_EXTERNAL_URL_ESTIMATE", "type": "text"},
      {"name": "INVOICE_EXTERNAL_URL_INSPECTION", "type": "text"},
      {"name": "INVOICE_EXTERNAL_URL_INVOICE", "type": "text"},
      {"name": "INVOICE_EXTERNAL_URL_STEER", "type": "text"},
      {"name": "INVOICE_TOTAL_DISCOUNT", "type": "real"},
      {"name": "INVOICE_TOTAL_GRAND", "type": "real"},
      {"name": "INVOICE_TOTAL_HAZMAT", "type": "real"},
      {"name": "INVOICE_TOTAL_LABOR", "type": "real"},
      {"name": "INVOICE_TOTAL_NET", "type": "real"},
      {"name": "INVOICE_TOTAL_OTHER_CHARGE", "type": "real"},
      {"name": "INVOICE_TOTAL_PART", "type": "real"},
      {"name": "INVOICE_TOTAL_SUBLET", "type": "real"},
      {"name": "INVOICE_TOTAL_TAX", "type": "real"},
      {"name": "INVOICE_TOTAL_OUTSTANDING", "type": "real"},
      {"name": "INVOICE_NOTES", "type": "text"},
      {"name": "INVOICE_SERVICES", "type": "array"},
      {"name": "INVOICE_RECOMMENDED_SERVICES", "type": "array"},
      {"name": "STEER_UPDATED_AT", "type": "timestamp_ntz"}
    ]
  }
}