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WO-01328401 ↗ ServiceMax

LEE COUNTY BOCC • Preventive Maintenance • PSM

📍 Lee County BOCC - Service — 190 Evergreen, North Fort Myers FL, 33903

Dec 30, 2025 → Feb 24, 2026

✅ Completed
PSM
SLA Clock
Last business day of December 2025 · Target: Dec 31, 2025
✗ SLA Missed (35 biz days late)
Active: 37 biz days
🕐 Clock stopped: Invoiced (Feb 24, 2026)
▶ Clock Running
Status: Created
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: L2 Screening
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
32d
▶ Clock Running
Status: Assigned
Dec 30 → Feb 17, 2026
32 business days (counted)
Running total: 32 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Feb 17 → Feb 23, 2026
4 business days (counted)
Running total: 36 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 23 → Feb 24, 2026
1 business day (counted)
Running total: 37 of ? biz days used
Created: Dec 30, 2025 Invoiced: Feb 24, 2026
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Dec 30 → Dec 30 Created ▶ Running 0 0
Dec 30 → Dec 30 L2 Screening ▶ Running 0 0
Dec 30 → Dec 30 Ready for Scheduling ▶ Running 0 0
Dec 30 → Feb 17 Assigned ▶ Running 32 32
Feb 17 → Feb 23 Scheduled ▶ Running 4 36
Feb 23 → Feb 24 Tech On Site ▶ Running 1 37
Dispatch 0.0d
Coordinators 37.3d
Field Work 1.9d
Billing 24.9d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
37.3 days
Over SLA
Field Work
1.9 days
Over SLA
Billing
24.9 days
Over SLA
Created: Dec 30, 2025 Due: Feb 27, 2026 Completed: Feb 24, 2026 (3 days early)
📅
37.8 days Total Age
⏱️
32.9d in Assigned Longest Stage
🔄
10 transitions Status Changes
⚠️
59.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
41 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits
2 on-site visits — follow-up trip required
👤 Self-scheduled by Ray Andreu — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 23, 2026
Visit 2 Feb 24, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00554834
eBiotrack - Automated New Inspection Created
Closed
Annual Equipment PM 27 Pcs https://www.ebiotrack.com/inspection.php?iid=32198
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jonathan Montalvo
Owner
Kimberly Hardison
Created
Dec 30, 2025
Work Orders from this Case (1)
WO-01328401 (current) Invoiced
Preventive Maintenance • Ray Andreu
Created: Dec 30, 2025 • Closed: Feb 24, 2026
Completed with significant delays
Invoiced • 229 days old
🚨
Primary Delay 32.9 days stuck in "Assigned"
⏱️
Total Delay 59.4 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
0.0d / 1.0d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
32.9d / 0.5d SLA
Scheduled
4.4d / 2.0d SLA
Tech On Site
1.9d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Billing Review
21.0d / 2.0d SLA
Ready to Bill
3.9d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/27/26 DPatton - adjusted travel NTE $500 per Teams call

2/27/26 DPatton -Travel (2 trips) $999 each trip. Can we bill $2K in travel or does it need to be adjusted? Customer not quoted. REPAIR PARTS ON PM WO.

2/17/26 AJinerson - Received message from FSE who confirmed w/ Renee to schedule service for 2/23 - 2/24 for this site.

🔧 Work Performed
Ferno Washington Inc - Model 65 Scoop EXL Serial #: 025628 - Asset ID: 13259144 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 021660 - Asset ID: 13259141 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 098735 - Asset ID: 13259148 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 024067 - Asset ID: 13259147 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 024107 - Asset ID: 13259128 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 021541 - Asset ID: 13259129 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 024166 - Asset ID: 13259130 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 040164 - Asset ID: 13259131 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 021535 - Asset ID: 13259132 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 024207 - Asset ID: 13259133 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 043669 - Asset ID: 13259134 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 025876 - Asset ID: 13259135 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 110176 - Asset ID: 13259137 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 132053 - Asset ID: 13259138 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 025752 - Asset ID: 13259139 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 098755 - Asset ID: 13259136 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 024314 - Asset ID: 13259140 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 043832 - Asset ID: 13259142 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 040452 - Asset ID: 13259143 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 109301 - Asset ID: 13259145 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 098754 - Asset ID: 13259146 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 021538 - Asset ID: 13259149 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 110204 - Asset ID: 13259150 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 098732 - Asset ID: 13259151 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 021430 - Asset ID: 13259152 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 118242 - Asset ID: 13259153 Ferno Washington Inc - Model 65 Scoop EXL Serial #: 132052 - Asset ID: 13259154
⚠️ Problem Description
Annual Equipment PM 27 Pcs https://www.ebiotrack.com/inspection.php?iid=32198

Timeline

📞
Case Linked Dec 30, 12:02 AM
Case Number: 00554834
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
▶
3 Work Order Created Dec 30, 11:27 AM
Work Order Created → Status: L2 Screening → Status: Ready for Scheduling
🔍
Status: L2 Screening by Kimberly Hardison
From: Entered
To: L2 Screening
Duration in Previous: 1m
📅
Status: Ready for Scheduling by Kimberly Hardison
From: L2 Screening
To: Ready for Scheduling
Duration in Previous: 1m
👷
▶
2 Status: Assigned Dec 30, 12:10 PM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Ray Andreu
🚨 33.0 business days
🗓️
▶
2 Status: Scheduled Feb 17, 3:56 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2026-02-23T15:00:00.000+0000
⚠️ 5.0 business days
🔧
Status: Tech On Site by Ramon Andreu Feb 23, 12:12 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 20h
⏳ 2.0 business days
⏱️
▶
2 41x Labor Added Feb 24, 6:59 PM
41x Labor Added → Status: Closed
🏁
Status: Closed by Ben Saur
From: Tech On Site
To: Closed
Duration in Previous: 1d 6h
⏳ 3.6 business days
💵
Status: Billing Review by Diane Patton Feb 27, 10:34 AM
From: Closed
To: Billing Review
Duration in Previous: 2d 15h
🚨 21.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 27, 1:11 PM
From: Billing Review
To: Ready to Bill
Duration in Previous: 28d 1h
⏳ 4.0 business days
📨
▶
2 Status: Invoice Pending Apr 1, 5:11 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
🚨 86.8 business days
🧾
Invoice Created Aug 4, 12:33 PM
Invoice Number: SM-258108

Bottlenecks

Assigned
Duration: 32.9 business days (threshold: 4.0 business hours)
Exceeded by 32.4 business days
Scheduled
Duration: 4.4 business days (threshold: 2.0 business days)
Exceeded by 2.4 business days
Tech On Site
Duration: 1.9 business days (threshold: 1.0 business days)
Exceeded by 6.8 business hours
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Billing Review
Duration: 21.0 business days (threshold: 2.0 business days)
Exceeded by 19.0 business days
Ready to Bill
Duration: 3.9 business days (threshold: 1.0 business days)
Exceeded by 2.9 business days

🔗 Related Artifacts

📞
Case 00554834
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Ray Andreu
Scheduled
Feb 23, 10:00 AM
Created
Dec 30, 11:27 AM
Invoice #
SM-258108

Work Details (41)

Name Type Status Qty Amount Date
WL-03118453 Labor Open 0.25 $210.00 Feb 24, 6:59 PM
WL-03118454 Labor Open 0.25 $210.00 Feb 24, 6:59 PM
WL-03118455 Labor Open 0.25 $210.00 Feb 24, 6:59 PM
WL-03118456 Labor Open 0.25 $210.00 Feb 24, 6:59 PM
WL-03118457 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118458 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118459 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118460 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118461 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118462 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118463 Labor Open 3 $500.00 Feb 24, 6:59 PM
WL-03118464 Travel Open 155.2 $0.00 Feb 24, 6:59 PM
WL-03118465 Labor Open 3 $0.00 Feb 24, 6:59 PM
WL-03118466 Travel Open 158 $0.00 Feb 24, 6:59 PM
WL-03118467 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118468 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118469 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118470 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118471 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118472 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118473 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118474 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118475 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118476 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118477 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118478 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118479 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118480 Labor Open 0.083333333333333 $210.00 Feb 24, 6:59 PM
WL-03118481 Labor Open 0.083333333333333 $210.00 Feb 24, 6:59 PM
WL-03118482 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118483 Labor Open 0.16666666666667 $210.00 Feb 24, 6:59 PM
WL-03118484 Labor Open 3 $500.00 Feb 24, 6:59 PM
WL-03118485 Travel Open 151 $0.00 Feb 24, 6:59 PM
WL-03118486 Labor Open 2.8333333333333 $0.00 Feb 24, 6:59 PM
WL-03118487 Travel Open 154 $0.00 Feb 24, 6:59 PM
WL-03118488 Parts Open 1 $28.50 Feb 24, 7:00 PM
WL-03118489 Parts Open 1 $78.00 Feb 24, 7:00 PM
WL-03118490 Parts Open 1 $28.50 Feb 24, 7:00 PM
WL-03118491 Parts Open 1 $19.50 Feb 24, 7:00 PM
WL-03118492 Parts Open 1 $78.00 Feb 24, 7:00 PM
WL-03118493 Parts Open 1 $19.50 Feb 24, 7:00 PM

Details