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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01318366 ↗ ServiceMax

PORTLAND FUNERAL SERVICE • Repair • P7

📍 Portland Funeral Service — 4733 NE Thompson St, Portland OR, 97213

Dec 2, 2025 → Feb 2, 2026

✅ Completed
P7
SLA Clock
7 business days from creation · Target: Dec 11, 2025
✗ SLA Missed (22 biz days late)
Active: 29 biz days
Paused: 12 biz days
Budget: 7 biz days
🕐 Clock stopped: Invoiced (Feb 2, 2026)
SLA Target
▶ Clock Running
Status: Created
Dec 2 → Dec 2, 2025
0 business days (counted)
Running total: 0 of 7 biz days used
▶ Clock Running
Status: L2 Screening
Dec 2 → Dec 3, 2025
1 business day (counted)
Running total: 1 of 7 biz days used
⏸12d
⏸ Clock Paused
Status: Awaiting Parts
Dec 3 → Dec 19, 2025
12 business days (not counted)
6d
▶ Clock Running
Status: Ready for Scheduling
Dec 19 → Dec 30, 2025
6 business days (counted)
Running total: 7 of 7 biz days used
3d
▶ Clock Running
Status: Assigned
Dec 30 → Jan 5, 2026
3 business days (counted)
Running total: 10 of 7 biz days used
15d
▶ Clock Running
Status: Scheduled
Jan 5 → Jan 27, 2026
15 business days (counted)
Running total: 25 of 7 biz days used
▶ Clock Running
Status: Tech On Site
Jan 27 → Jan 28, 2026
1 business day (counted)
Running total: 26 of 7 biz days used
▶ Clock Running
Status: Tech Off Site
Jan 28 → Jan 31, 2026
2 business days (counted)
Running total: 28 of 7 biz days used
▶ Clock Running
Status: Completed
Jan 31 → Feb 1, 2026
0 business days (counted)
Running total: 28 of 7 biz days used
▶ Clock Running
Status: Closed
Feb 1 → Feb 2, 2026
1 business day (counted)
Running total: 29 of 7 biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 2 → Feb 2, 2026
0 business days (counted)
Running total: 29 of 7 biz days used
Created: Dec 2, 2025 Invoiced: Feb 2, 2026
Business Days Used 29 / 7
0 7d budget +22d over
Show SLA Clock Detail (11 periods)
Period Status Clock Biz Days Running Total
Dec 2 → Dec 2 Created ▶ Running 0 0 / 7
Dec 2 → Dec 3 L2 Screening ▶ Running 1 1 / 7
Dec 3 → Dec 19 Awaiting Parts ⏸ Paused 12
Dec 19 → Dec 30 Ready for Scheduling ▶ Running 6 7 / 7
Dec 30 → Jan 5 Assigned ▶ Running 3 10 / 7
Jan 5 → Jan 27 Scheduled ▶ Running 15 25 / 7
Jan 27 → Jan 28 Tech On Site ▶ Running 1 26 / 7
Jan 28 → Jan 31 Tech Off Site ▶ Running 2 28 / 7
Jan 31 → Feb 1 Completed ▶ Running 0 28 / 7
Feb 1 → Feb 2 Closed ▶ Running 1 29 / 7
Feb 2 → Feb 2 Ready for Scheduling ▶ Running 0 29 / 7
Dispatch 0.6d
Material Management 13.0d
Coordinators 25.5d
Field Work 4.2d
Billing 84.0d
✗ SLA Missed
Dispatch
0.6 days
Material Management
13.0 days
Over SLA
Coordinators
25.5 days
Over SLA
Field Work
4.2 days
Over SLA
Billing
84.0 days
Over SLA
Created: Dec 2, 2025 Due: Jan 5, 2026 Completed: Feb 2, 2026 (27 days late)
📅
41.2 days Total Age
⏱️
69.0d in Billing Review Longest Stage
🔄
19 transitions Status Changes
⚠️
112.7d over Total Delay
📦
1 orders, 0 quotes Parts & Quotes
📝
56 lines Work Details
🚩
6 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
6 On-Site Visits
6 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Michah Brackett — scheduling delays attributed to technician, not coordinators
Visit 1 Nov 24, 2025
Visit 2 Nov 25, 2025
Visit 3 Nov 26, 2025
Visit 4 Jan 26, 2026
Visit 5 Jan 27, 2026
Visit 6 Jan 28, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00546723
URGENT Repair also needed for SN# 15724
Closed
Q-00031373 Quote and repair WO needed: Junkin MC-100 serial #15724 Needs - footrest screw, nuts, bolts washer NO WO ON THE SYSTEM Customer states this unit should have been included with the original request on case: 00539261 ***Must coordinate with Open Work orders for facility/Original Travel already quoted Quote the following and 1 hour labor 2ea MC-100-141 2ea MC-100-107, 2ea MC-100-116, 2ea MC-100-103, 2ea MC-100-129 2es MC-100-102
Priority
High
Origin
Email
Reason
New Case
Contact
Jessa Handbury
Owner
Leona Coonrod
Created
Nov 25, 2025
Work Orders from this Case (1)
WO-01318366 (current) Invoiced
Repair • Michah Brackett
Created: Dec 2, 2025 • Closed: Feb 2, 2026
Completed with significant delays
Invoiced • 254 days old
🚨
Primary Delay 69.0 days stuck in "Billing Review"
⏱️
Total Delay 112.7 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
L2 Screening
0.6d / 1.0d SLA
Awaiting Parts
13.0d / 3.0d SLA
Ready for Scheduling
6.6d / 1.0d SLA
Assigned
3.8d / 0.5d SLA
Scheduled
15.1d / 2.0d SLA
Tech On Site
1.2d / 1.0d SLA
Tech Off Site
3.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
4.0d / 1.0d SLA
Billing Review
81.1d / 2.0d SLA
WO Correction Needed
0.2d
Ready to Bill
2.4d / 1.0d SLA
Invoice Pending
0.3d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

Emailed invoice through AR Inbox (corrected mileage manually)

5/29/26 NatoshaB - asked SUP to confirm Labor -confirmed repair labor should be billable @15 mins. Moved WO to RTB. PLEASE ADD COST BACK TO JANUARY LABOR - REPAIR LINE & INVOICE.


3/27/26 DPatton - Removed November travel charges & mileage per Teams meeting with LO & NB.

3/6/26 - NB - SUP moved Nov travel from 01311976 to this WO (as requested). Lodging from Nov should be $0; add $ to Jan lodging line to bill. EOD on Friday and SUP is logged off, unsure what to do with travel labor/mileage as Nov lines are still billable but Jan lines do not have enough hrs/miles to transfer billables to. Leaving in BR for reassessment next week.


@Diane Patton​ Just letting you know Lauren and I reviewed the Portland Funeral WOs in greater detail. I've put it in WO corrections so all expenses unrelated to this customer are removed and the actual travel date is corrected.

1-26 Mburris called spoke with Ryan and adjusted appt

1-5 Mburris email from POC to set appt tech is on PTO and is covering area

1-5 Mburris email sent to POC

12-29 Mburris unable to add Michah Brackett due to skillset 

🔧 Work Performed
COMPLETED ALL WORK REQUIRED
🔍 Technician Findings
3 COTS NEEDING PARTS
⚠️ Problem Description
Q-00031373 Quote and repair WO needed: Junkin MC-100 serial #15724 Needs - footrest screw, nuts, bolts washer NO WO ON THE SYSTEM Customer states this unit should have been included with the original request on case: 00539261 ***Must coordinate with Open Work orders for facility/Original Travel already quoted Quote the following and 1 hour labor 2ea MC-100-141 2ea MC-100-107 2ea MC-100-116 2ea MC-100-103 2ea MC-100-129 2es MC-100-102 https://www.ebiotrack.com/workorder.php?wo=70073
📄 Description
Junkin MC-100 Manual Cot

Timeline

📞
Case Linked Nov 25, 12:59 PM
Case Number: 00546723
Subject: URGENT Repair also needed for SN# 15724
Status: Closed
4.0 business days
📋
2 Work Order Created Dec 2, 5:47 PM
Work Order Created → Status: L2 Screening
🔍
Status: L2 Screening by Leona Coonrod
From: Entered
To: L2 Screening
Duration in Previous: 0m
📦
2 Parts Requested Dec 2, 10:26 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From: L2 Screening
To: Awaiting Parts
Duration in Previous: 4h 38m
🚨 13.2 business days
📅
Status: Ready for Scheduling by Sean Weaver Dec 19, 2:46 PM
From: Awaiting Parts
To: Ready for Scheduling
Duration in Previous: 16d 16h
⚠️ 7.0 business days
👷
2 Technician Assigned Dec 30, 12:31 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 10d 21h
3.0 business days
🔩
7x Parts Added Jan 2, 8:52 AM
Type: Parts, Expenses
Status: Open
Qty: 2, 1
2.0 business days
🗓️
2 Status: Scheduled Jan 5, 5:51 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-01-26T19:00:00.000+0000
🚨 14.8 business days
📅
2 Dispatch Scheduled Jan 26, 11:09 AM
Dispatch Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2026-01-27T17:00:00.000+0000
💵
3x Expenses Added Jan 26, 11:54 AM
Type: Expenses
Status: Open
Qty: 1
2.0 business days
🔧
Status: Tech On Site by Michah Brackett Jan 27, 12:30 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 21d 18h
🚗
Status: Tech Off Site by Michah Brackett Jan 27, 10:03 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 9h 32m
3.2 business days
⏱️
2 17x Labor Added Jan 31, 6:41 PM
17x Labor Added → Status: Completed
✔️
Status: Completed by Michah Brackett
From: Tech Off Site
To: Completed
Duration in Previous: 3d 20h
🏁
Status: Closed by Michah Brackett Jan 31, 7:17 PM
From: Completed
To: Closed
Duration in Previous: 34m
1.0 business days
📅
Status: Ready for Scheduling by Nicholas Willick Feb 2, 10:33 AM
From: Closed
To: Ready for Scheduling
Duration in Previous: 1d 15h
⏱️
2 3x Labor Added Feb 2, 10:55 AM
3x Labor Added → Status: Closed
🏁
Status: Closed by Michah Brackett
From: Ready for Scheduling
To: Closed
Duration in Previous: 22m
2.0 business days
💵
Status: Billing Review by Diane Patton Feb 3, 6:03 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 7h
🚨 12.7 business days
✏️
Status: WO Correction Needed by Natosha Beierschmitt Feb 20, 5:24 PM
From: Billing Review
To: WO Correction Needed
Duration in Previous: 16d 23h
🏁
Status: Closed by Michah Brackett Feb 20, 10:05 PM
From: WO Correction Needed
To: Closed
Duration in Previous: 4h 41m
1.2 business days
💵
Status: Billing Review by Diane Patton Feb 23, 8:58 AM
From: Closed
To: Billing Review
Duration in Previous: 2d 10h
🚨 10.0 business days
⏱️
9x Labor Added Mar 6, 4:34 PM
Type: Labor
Status: Open
Qty: 1.5, 0.5, 6
🚗
6x Travel Added Mar 6, 4:40 PM
Type: Travel
Status: Open
Qty: 70, 934, 15, 10
💵
10x Expenses Added Mar 6, 4:49 PM
Type: Expenses
Status: Open
Qty: 1
🚨 59.9 business days
⏱️
Labor Added May 29, 1:25 PM
Type: Labor
Status: Open
Qty: 0.25
📄
Status: Ready to Bill by Natosha Beierschmitt May 29, 4:55 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 95d 6h
2.9 business days
💵
2 Status: Billing Review Jun 2, 3:01 PM
Status: Billing Review → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill
To: Invoice Pending
Duration in Previous: 0m
💰
2 Status: Invoiced Jun 2, 5:11 PM
Status: Invoiced → Invoice Created
🧾
Invoice Created
Invoice Number: SM-263622

Bottlenecks

Awaiting Parts
Duration: 13.0 business days (threshold: 3.0 business days)
Exceeded by 10.0 business days
Ready for Scheduling
Duration: 6.5 business days (threshold: 1.0 business days)
Exceeded by 5.5 business days
Assigned
Duration: 3.8 business days (threshold: 4.0 business hours)
Exceeded by 3.3 business days
Scheduled
Duration: 15.1 business days (threshold: 2.0 business days)
Exceeded by 13.1 business days
Tech On Site
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.5 business hours
Tech Off Site
Duration: 3.0 business days (threshold: 2.0 business days)
Exceeded by 1.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 12.1 business days (threshold: 2.0 business days)
Exceeded by 10.1 business days
Billing Review
Duration: 69.0 business days (threshold: 2.0 business days)
Exceeded by 67.0 business days
Ready to Bill
Duration: 2.4 business days (threshold: 1.0 business days)
Exceeded by 1.4 business days

🔗 Related Artifacts

📞
Case 00546723
Closed
📦
Parts Order 00086136
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P7
Type
Repair
Branch
ERLA - PROD
Technician
Michah Brackett
Scheduled
Jan 27, 12:00 PM
Created
Dec 2, 5:47 PM
Invoice #
SM-263622

Work Details (56)

Name Type Status Qty Amount Date
WL-03052268 Parts Open 2 $8.10 Jan 2, 8:52 AM
WL-03052269 Parts Open 2 $2.12 Jan 2, 8:52 AM
WL-03052270 Parts Open 2 $3.40 Jan 2, 8:52 AM
WL-03052271 Parts Open 2 $1.08 Jan 2, 8:52 AM
WL-03052272 Parts Open 2 $2.70 Jan 2, 8:52 AM
WL-03052273 Parts Open 2 $10.12 Jan 2, 8:52 AM
WL-03052274 Expenses Open 1 $15.82 Jan 2, 8:52 AM
WL-03079000 Expenses Open 1 $0.00 Jan 26, 11:54 AM
WL-03079001 Expenses Open 1 $0.00 Jan 26, 11:54 AM
WL-03079002 Expenses Open 1 $275.00 Jan 26, 11:54 AM
WL-03086723 Labor Open 1.5 $195.00 Jan 31, 6:41 PM
WL-03086724 Labor Open 4.5 $0.00 Jan 31, 6:41 PM
WL-03086725 Labor Open 1 $130.00 Jan 31, 6:41 PM
WL-03086726 Labor Open 0.5 $65.00 Jan 31, 6:41 PM
WL-03086727 Labor Open 0.5 $65.00 Jan 31, 6:41 PM
WL-03086728 Travel Open 70 $58.40 Jan 31, 6:41 PM
WL-03086729 Travel Open 10 $0.00 Jan 31, 6:41 PM
WL-03086730 Travel Open 10 $14.60 Jan 31, 6:41 PM
WL-03086731 Travel Open 10 $0.00 Jan 31, 6:41 PM
WL-03086732 Travel Open 10 $58.40 Jan 31, 6:41 PM
WL-03086733 Travel Open 70 $0.00 Jan 31, 6:41 PM
WL-03086734 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03086735 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03086736 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03086737 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03086738 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03086739 Expenses Open 1 $0.00 Jan 31, 6:41 PM
WL-03087793 Labor Open 0.5 $65.00 Feb 2, 10:55 AM
WL-03087794 Labor Open 4 $0.00 Feb 2, 10:55 AM
WL-03087795 Labor Open 1.5 $195.00 Feb 2, 10:55 AM
WL-03134160 Labor Open 1.5 $0.00 Mar 6, 4:34 PM
WL-03134161 Labor Open 5 $0.00 Mar 6, 4:34 PM
WL-03134162 Labor Open 0.5 $0.00 Mar 6, 4:34 PM
WL-03134163 Labor Open 1 $0.00 Mar 6, 4:34 PM
WL-03134164 Labor Open 1 $0.00 Mar 6, 4:34 PM
WL-03134165 Labor Open 1 $0.00 Mar 6, 4:34 PM
WL-03134166 Labor Open 0.5 $0.00 Mar 6, 4:34 PM
WL-03134167 Labor Open 6 $0.00 Mar 6, 4:34 PM
WL-03134168 Labor Open 1.5 $0.00 Mar 6, 4:34 PM
WL-03134197 Travel Open 70 $0.00 Mar 6, 4:40 PM
WL-03134198 Travel Open 934 $0.00 Mar 6, 4:40 PM
WL-03134199 Travel Open 15 $0.00 Mar 6, 4:40 PM
WL-03134200 Travel Open 70 $0.00 Mar 6, 4:40 PM
WL-03134201 Travel Open 10 $0.00 Mar 6, 4:40 PM
WL-03134202 Travel Open 10 $0.00 Mar 6, 4:40 PM
WL-03134215 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134216 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134217 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134218 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134219 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134220 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134221 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134222 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134223 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03134224 Expenses Open 1 $0.00 Mar 6, 4:49 PM
WL-03242021 Labor Open 0.25 $32.50 May 29, 1:25 PM

Details