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WO-01337532 ↗ ServiceMax

Crossover Health Management Services • Inspection • PSM

📍 Crossover Health - Crossover Health - Apple Capital Ridge Westlake — 320 S Capital of Texas Hwy, West Lake Hills TX, 78746

Jan 13, 2026 → Mar 25, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (37 biz days late)
Active: 50 biz days
🕐 Clock stopped: Completed (Mar 26, 2026)
▶ Clock Running
Status: Created
Jan 13 → Jan 13, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 13 → Jan 15, 2026
2 business days (counted)
Running total: 2 of ? biz days used
30d
▶ Clock Running
Status: Assigned
Jan 15 → Mar 2, 2026
30 business days (counted)
Running total: 32 of ? biz days used
17d
▶ Clock Running
Status: Scheduled
Mar 2 → Mar 25, 2026
17 business days (counted)
Running total: 49 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 25 → Mar 26, 2026
1 business day (counted)
Running total: 50 of ? biz days used
Created: Jan 13, 2026 Completed: Mar 26, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 13 → Jan 13 Created ▶ Running 0 0
Jan 13 → Jan 15 Ready for Scheduling ▶ Running 2 2
Jan 15 → Mar 2 Assigned ▶ Running 30 32
Mar 2 → Mar 25 Scheduled ▶ Running 17 49
Mar 25 → Mar 26 Tech On Site ▶ Running 1 50
Dispatch 0.0d
Coordinators 51.9d
Field Work 1.1d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
51.9 days
Over SLA
Field Work
1.1 days
Over SLA
Created: Jan 13, 2026 Due: Mar 31, 2026 Completed: Mar 26, 2026 (5 days early)
📅
50.0 days Total Age
⏱️
31.0d in Assigned Longest Stage
🔄
7 transitions Status Changes
⚠️
48.4d 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 #00558338
eBiotrack - Automated New Inspection Created
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 27 pcs https://www.ebiotrack.com/inspection.php?iid=32439
Priority
Standard
Origin
Email
Reason
New Case
Contact
Mark Adkins
Owner
Jessica Sells
Created
Jan 13, 2026
Work Orders from this Case (1)
WO-01337532 (current) Invoiced
Inspection • Anthony Wirth
Created: Jan 13, 2026 • Closed: Mar 25, 2026
Completed with significant delays
Invoiced • 215 days old
🚨
Primary Delay 31.0 days stuck in "Assigned"
⏱️
Total Delay 48.4 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
Ready for Scheduling
2.9d / 1.0d SLA
Assigned
31.0d / 0.5d SLA
Scheduled
18.0d / 2.0d SLA
Tech On Site
1.1d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/2 KKelch rescheduled per logged email from William

3/2 KKelch called William to schedule Las Colinas for 3/6 between 9 and 11 am, Garland for 3/10 between 9 and 11 am, Fidelity Westlake for 3/17 between 9 and 11 am, AMP Wellness center for 3/17 between 1 and 2 pm, Brazos Crossover for 3/19 between 9 and 11 am, Apple Capital for 3/19 between 2 and 4 pm and Bee Cave Rd for 3/26 between 9 and 11 am. Customer confirmed. Call logged on WO-01337314

1/26 KKelch called William to schedule Giles Lane on 3/12, Brazos on 3/16, Apple Capital on 3/18, Bee Cave on 3/20 and Garland on 3/2, Westlake on 3/9 all arriving between 9 and 11 am. He needs to check with the sites and will call me back to confirm. Call logged on WO-01338524

1/19 KKelch called William to schedule Giles Lane on 3/12, Brazos on 3/16, Apple Capital on 3/18, Bee Cave on 3/20 and Garland on 3/2 all arriving between 9 and 11 am. Left VM. Call logged on WO-01337342

🔧 Work Performed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service
🔍 Technician Findings
Inspection: Annual Equipment Electrical Safety Test And Calibration Service
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service 27 pcs https://www.ebiotrack.com/inspection.php?iid=32439

Timeline

📞
Case Linked Jan 13, 6:00 AM
Case Number: 00558338
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Jan 13, 11:54 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Jessica Sells
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Technician Assigned Jan 15, 9:07 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1d 21h
🚨 31.0 business days
🗓️
2 Status: Scheduled Mar 2, 9:57 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-03-19T20:00:00.000+0000
📅
Dispatch Scheduled by Kaitlyn Kelch Mar 2, 1:38 PM
Scheduled For: 2026-03-25T14:00:00.000+0000
🚨 18.0 business days
🔧
Status: Tech On Site by Anthony Wirth Mar 25, 10:00 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 22d 23h
⏱️
Labor Added Mar 25, 11:51 AM
Type: Labor
Status: Open
Qty: 3.5
✔️
Status: Completed by Anthony Wirth Mar 25, 8:29 PM
From: Tech On Site
To: Completed
Duration in Previous: 10h 29m
⏱️
2 2x Labor Added Mar 25, 8:45 PM
2x Labor Added → Status: Closed
🏁
Status: Closed by Anthony Wirth
From: Completed
To: Closed
Duration in Previous: 16m
📄
Status: Ready to Bill by Diane Patton Mar 26, 5:36 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 20h 50m
2.7 business days
🧾
Invoice Created Mar 30, 7:18 AM
Invoice Number: SM-257555

Bottlenecks

Ready for Scheduling
Duration: 2.9 business days (threshold: 1.0 business days)
Exceeded by 1.9 business days
Assigned
Duration: 31.0 business days (threshold: 4.0 business hours)
Exceeded by 30.5 business days
Scheduled
Duration: 18.0 business days (threshold: 2.0 business days)
Exceeded by 16.0 business days
Tech On Site
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.5 business hours

🔗 Related Artifacts

📞
Case 00558338
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
N/A
Technician
Anthony Wirth
Scheduled
Mar 25, 10:00 AM
Created
Jan 13, 11:54 AM
Invoice #
SM-257555

Work Details (3)

Name Type Status Qty Amount Date
WL-03158547 Labor Open 3.5 $0.00 Mar 25, 11:51 AM
WL-03159847 Labor Open 3 $1,195.00 Mar 25, 8:45 PM
WL-03159848 Travel Open 94 - Mar 25, 8:45 PM

Details