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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01303398 ↗ ServiceMax

PRESBYTERIAN HOME • Delivery • PSM

📍 PRESBYTERIAN HOME Residential Community — 4300 MIDDLE SETTLEMENT ROAD, NEW HARTFORD NY, 13413

Sep 9, 2025 → Oct 6, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✗ SLA Missed (3 biz days late)
Active: 19 biz days
🕐 Clock stopped: Completed (Oct 6, 2025)
▶ Clock Running
Status: Created
Sep 9 → Sep 9, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 9 → Sep 10, 2025
1 business day (counted)
Running total: 1 of ? biz days used
4d
▶ Clock Running
Status: Assigned
Sep 10 → Sep 16, 2025
4 business days (counted)
Running total: 5 of ? biz days used
14d
▶ Clock Running
Status: Scheduled
Sep 16 → Oct 6, 2025
14 business days (counted)
Running total: 19 of ? biz days used
▶ Clock Running
Status: Tech On Site
Oct 6 → Oct 6, 2025
0 business days (counted)
Running total: 19 of ? biz days used
Created: Sep 9, 2025 Completed: Oct 6, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 9 → Sep 9 Created ▶ Running 0 0
Sep 9 → Sep 10 Ready for Scheduling ▶ Running 1 1
Sep 10 → Sep 16 Assigned ▶ Running 4 5
Sep 16 → Oct 6 Scheduled ▶ Running 14 19
Oct 6 → Oct 6 Tech On Site ▶ Running 0 19
Dispatch 0.0d
Coordinators 21.7d
Field Work 0.2d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
21.7 days
Over SLA
Field Work
0.2 days
Billing
0.0 days
Created: Sep 9, 2025 Due: Oct 9, 2025 Completed: Oct 6, 2025 (3 days early)
📅
19.7 days Total Age
⏱️
15.0d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
19.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00525164
Pickup. Waiting for customer response.
Closed
Depot Pickup (last 4 digits Emsar ID) #2826 - unknown, not working #5341 - alarm going off
Priority
Standard
Origin
Email
Reason
New Case
Contact
Michael Sulton
Owner
Kimberly Hardison
Created
Sep 8, 2025
Work Orders from this Case (3)
WO-01303398 (current) Invoiced
Delivery • Taylor Duda
Created: Sep 9, 2025 • Closed: Oct 6, 2025
WO-01311449 Invoiced
Depot - Syracuse • Ryan Schwochow
Created: Oct 27, 2025 • Closed: Apr 9, 2026
WO-01351804 Invoiced
Depot - Syracuse • Ryan Schwochow
Created: Feb 16, 2026 • Closed: Mar 23, 2026
Completed with significant delays
Invoiced • 338 days old
🚨
Primary Delay 15.0 days stuck in "Scheduled"
⏱️
Total Delay 19.5 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
1.7d / 1.0d SLA
Assigned
5.0d / 0.5d SLA
Scheduled
15.0d / 2.0d SLA
Tech On Site
0.0d / 1.0d SLA
Completed
0.2d / 1.0d SLA
Closed
2.4d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes
9/16 KSmith -- Scheduled for 10/6 with Mike on WO-01303398

9/16 KSmith -- Sent email to Mike to schedule for 10/6, with inspection WO-01303690

9/15 KSmith -- Sent email to Mike to schedule for 10/6, with inspection WO-01303690

9/11 KSmith -- Sent email to Mike to schedule for 10/2, with inspection WO-01303690

9/10 KSmith -- Sent email to schedule for 9/25

🔧 Work Performed
deliver concentrators 12995341 & 12982826 to syr depot
🔍 Technician Findings
deliver concentrators 12995341 & 12982826 to syr depot
⚠️ Problem Description
Depot Pickup (last 4 digits Emsar ID) #2826 - unknown, not working #5341 - alarm going off

Timeline

📞
Case Linked Sep 8, 9:04 AM
Case Number: 00525164
Subject: Pickup. Waiting for customer response.
Status: Closed
2.0 business days
📋
2 Work Order Created Sep 9, 2:34 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 10, 11:55 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 21h 20m
⚠️ 5.0 business days
🗓️
2 Status: Scheduled Sep 16, 11:04 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-10-06T12:00:00.000+0000
🚨 15.0 business days
🔧
2 Status: Tech On Site Oct 6, 3:15 PM
Status: Tech On Site → 3x Labor Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 0.25, 1.5, 61
✔️
Status: Completed by Taylor Duda Oct 6, 3:31 PM
From: Tech On Site
To: Completed
Duration in Previous: 15m
🏁
Status: Closed by Taylor Duda Oct 6, 5:01 PM
From: Completed
To: Closed
Duration in Previous: 1h 30m
2.9 business days
📄
2 Status: Ready to Bill Oct 8, 4:10 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 0m
🚨 91.0 business days
🧾
Invoice Created Feb 23, 12:09 PM
Invoice Number: SM-243200

Bottlenecks

Ready for Scheduling
Duration: 1.7 business days (threshold: 1.0 business days)
Exceeded by 5.4 business hours
Assigned
Duration: 5.0 business days (threshold: 4.0 business hours)
Exceeded by 4.5 business days
Scheduled
Duration: 15.0 business days (threshold: 2.0 business days)
Exceeded by 13.0 business days
Closed
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00525164
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Delivery
Branch
N/A
Technician
Taylor Duda
Scheduled
Oct 6, 8:00 AM
Created
Sep 9, 2:34 PM
Invoice #
SM-243200

Work Details (3)

Name Type Status Qty Amount Date
WL-02961010 Labor Open 0.25 $35.63 Oct 6, 3:18 PM
WL-02961011 Labor Open 1.5 $40.00 Oct 6, 3:18 PM
WL-02961012 Travel Open 61 - Oct 6, 3:18 PM

Details