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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01338458 ↗ ServiceMax

GULDMANN INC • Installation • PC

📍 Azle ISD - Santo Forte Junior HS — 479 Sandy Beach Rd, Azle TX, 76020

Jan 19, 2026 → Mar 11, 2026

✅ Completed
PC Per client agreement
Target: Feb 8, 2026
🕐 Clock stopped: Tech Off Site (Mar 10)
✗ SLA Missed (29d late)
Coordinators 4.3d
Field Work 16.8d
Billing 2.3d
✗ SLA Missed
Coordinators
4.3 days
Over SLA
Field Work
16.8 days
Over SLA
Billing
2.3 days
Over SLA
Created: Jan 19, 2026 Due: Feb 8, 2026 Completed: Mar 11, 2026 (30 days late)
📅
37.9 days Total Age
⏱️
29.0d in Closed Longest Stage
🔄
18 transitions Status Changes
⚠️
57.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
79 lines Work Details
🚩
10 visits On-Site Trips
📋
Coordinator Scheduling
🚨
10 On-Site Visits (1 reschedule)
10 on-site visits — critical red flag: repeated failure to resolve
Visit 1 Jan 18, 2026
Visit 2 Jan 19, 2026
Visit 3 Jan 20, 2026
Visit 4 Jan 21, 2026
Visit 5 Jan 23, 2026
Visit 6 Feb 1, 2026
Visit 7 Feb 2, 2026
Visit 8 Feb 3, 2026
Visit 9 Feb 4, 2026
Visit 10 Feb 6, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00558999
Azle ISD - Santo Forte Junior HS - ID 104846 - Installation
Quote Approved
Priority
Standard
Origin
Email
Reason
New Case
Contact
Leyla Alkanat
Owner
Installations Cases
Created
Jan 14, 2026
Work Orders from this Case (2)
WO-01338458 (current) Invoiced
Installation • Christopher Ables
Created: Jan 19, 2026 • Closed: Mar 11, 2026
WO-01356523 Invoiced
Installation • Christopher Ables
Created: Mar 10, 2026 • Closed: Mar 13, 2026
Completed with significant delays
Invoiced • 115 days old
🚨
Primary Delay 29.0 days stuck in "Closed"
⏱️
Total Delay 57.8 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Scheduling
0.0d / 1.0d SLA
Tech On Site
4.8d / 1.0d SLA
Tech Off Site
12.0d / 2.0d SLA
Scheduled
4.2d / 2.0d SLA
Closed
51.6d / 1.0d SLA
Reschedule
0.0d / 2.0d SLA
Assigned
0.1d / 0.5d SLA
Ready to Bill
2.3d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/27/26 Ycampos - @David Carvalho Hello, this WO was placed in RTB as is and so we billed it without the change order line. There were no notes stating we needed to add anything. At this time, Nicole will need to create another WO for the change order and we’ll bill it separately. 

🔧 Work Performed
1/19/26 CAbles arrived and met GC. Took us to materials and room. Laid room out on floor using curves and switch tracks. About to start installing steel in ceiling we found Guldmann never sent proper beam clamps. Called Jack and he said to go to Dallas VA and take what we need from connexes on site. After done at Dallas it was too late to go back to site. 1/20/26 CAbles Started installing steel in ceiling. Ran out of beam clamps and started installing drops. got 3/4 of steel and drops installed.
🔍 Technician Findings
One continuous lift need to be installed in restroom/ shower room. Upon arrival, we found that the GC never installed the steel and materials in the ceiling as shown in submitted drawings. Called Jack and informed him that there will be a change order to which he agreed.
⚠️ Problem Description
Phase 1 - INSTALLATION: 1 Lift Systems (Patient Lifts HOIST = 605 LBS. / 825 LBS. NON-RECESSED / SINGLE A-RAIL /SLOPED I-BEAM/DIRECT TO I-BEAM ATTACHMENT NOTE: This project requires 2 mobilizations

Timeline

📞
Case Linked Jan 14, 12:45 PM
Case Number: 00558999
Subject: Azle ISD - Santo Forte Junior HS - ID 104846 - Installation
Status: Quote Approved
4.0 business days
📋
4 Work Order Created Jan 19, 11:51 AM
Work Order Created → Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Technician Assigned by David Carvalho
Technician: a0h5A00000HFAYTQA5, Christopher Ables
👷
Status: Assigned by David Carvalho
From: Ready for Scheduling, Assigned, Scheduled
To: Assigned, Scheduled, Tech On Site
Duration in Previous: 2m, 0m
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2026-01-19T14:00:00.000+0000
🚗
4 Status: Tech Off Site Jan 19, 6:00 PM
Status: Tech Off Site → Labor Added → 3x Expenses Added → 2x Travel Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 6.5
💵
3x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 88, 345
⏱️
10x Labor Added Jan 19, 6:13 PM
Type: Labor
Status: Open
Qty: 0.75, 1, 1.5, 7.75
🔧
2 Status: Tech On Site Jan 20, 9:16 AM
Status: Tech On Site → 2x Expenses Added
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
2x Travel Added Jan 21, 8:44 AM
Type: Travel
Status: Open
Qty: 88
🚗
Status: Tech Off Site by Scott Yelverton Jan 21, 10:30 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1d 1h
⏱️
3x Labor Added Jan 21, 1:41 PM
Type: Labor
Status: Open
Qty: 2, 8.5
🚗
2 Travel Added Jan 21, 4:52 PM
Travel Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
1.9 business days
⏱️
6x Labor Added Jan 22, 9:28 PM
Type: Labor
Status: Open
Qty: 6.25, 8.5
⏱️
2 Labor Added Jan 23, 7:19 PM
Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
2.6 business days
🆕
3 Status: Entered Jan 27, 5:23 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by David Carvalho
Technician: a0h6e00000II9TXAA1, Scott E Yelverton
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2026-01-26T14:00:00.000+0000
💵
4x Expenses Added Jan 27, 5:47 PM
Type: Expenses
Status: Open
Qty: 1
3.8 business days
🚗
3x Travel Added Feb 1, 10:31 PM
Type: Travel, Labor, Expenses
Status: Open
Qty: 315, 6
🔧
Status: Tech On Site by Scott Yelverton Feb 2, 9:01 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 15h
🚗
Status: Tech Off Site by Scott Yelverton Feb 2, 8:21 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 11h 20m
🔧
Status: Tech On Site by Scott Yelverton Feb 3, 7:45 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 11h 23m
💵
2x Expenses Added Feb 3, 2:44 PM
Type: Expenses
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Scott Yelverton Feb 3, 3:03 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 18m
⏱️
11x Labor Added Feb 3, 7:10 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.5, 7.5, 15, 8.5
2.6 business days
⏱️
4x Labor Added Feb 5, 4:22 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 5, 315
⏱️
2 6x Labor Added Feb 5, 10:29 PM
6x Labor Added → 4x Travel Added
🚗
4x Travel Added
Type: Travel
Status: Open
Qty: 15, 311
💵
4x Expenses Added Feb 5, 10:38 PM
Type: Expenses
Status: Open
Qty: 1
1.2 business days
⏱️
2 5x Labor Added Feb 8, 10:01 AM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Scott Yelverton Feb 8, 10:07 AM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4d 19h, 0m
🚨 21.0 business days
🔄
3 Status: Reschedule Mar 9, 2:40 PM
Status: Reschedule → Technician Assigned → Status: Assigned
👷
Technician Assigned by Kaitlyn Kelch
Technician: a0h5A00000HFAYTQA5, Christopher Ables
👷
Status: Assigned by Kaitlyn Kelch
From: Reschedule
To: Assigned
Duration in Previous: 2m
🏁
Status: Closed by David Carvalho Mar 9, 3:14 PM
From: Assigned
To: Closed
Duration in Previous: 32m
2.0 business days
🚗
Status: Tech Off Site by David Carvalho Mar 10, 5:08 PM
From: Closed
To: Tech Off Site
Duration in Previous: 1d 1h
💵
2x Expenses Added Mar 10, 5:18 PM
Type: Expenses
Status: Open
Qty: 1
🏁
Status: Closed by David Carvalho Mar 11, 11:26 AM
From: Tech Off Site
To: Closed
Duration in Previous: 18h 17m
🚨 29.0 business days
📄
Status: Ready to Bill by Nicole Floyd Apr 20, 5:37 PM
From: Closed
To: Ready to Bill
Duration in Previous: 40d 6h
2.8 business days
📨
2 Status: Invoice Pending Apr 22, 3:08 PM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
4.0 business days
🧾
Invoice Created Apr 27, 11:25 AM
Invoice Number: SM-259853

Bottlenecks

Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech Off Site
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 4.2 business days (threshold: 2.0 business days)
Exceeded by 2.2 business days
Tech On Site
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.4 business hours
Tech Off Site
Duration: 3.5 business days (threshold: 2.0 business days)
Exceeded by 1.5 business days
Closed
Duration: 21.0 business days (threshold: 1.0 business days)
Exceeded by 20.0 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 4.8 business hours
Closed
Duration: 29.0 business days (threshold: 1.0 business days)
Exceeded by 28.0 business days
Ready to Bill
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

📞
Case 00558999
Quote Approved

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
ERLA - PROD
Technician
Christopher Ables
Scheduled
N/A
Created
Jan 19, 11:51 AM
Invoice #
SM-259853

Work Details (79)

Name Type Status Qty Amount Date
WL-03070929 Labor Open 6.5 $0.00 Jan 19, 6:02 PM
WL-03070932 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070930 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070931 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070934 Travel Open 88 $0.00 Jan 19, 6:05 PM
WL-03070933 Travel Open 345 $0.00 Jan 19, 6:05 PM
WL-03070959 Labor Open 0.75 $7,350.00 Jan 19, 6:13 PM
WL-03070960 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070956 Labor Open 1.5 $0.00 Jan 19, 6:13 PM
WL-03070958 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070957 Labor Open 7.75 $0.00 Jan 19, 6:13 PM
WL-03070961 Labor Open 1.5 $0.00 Jan 19, 6:13 PM
WL-03070962 Labor Open 7.75 $0.00 Jan 19, 6:13 PM
WL-03070963 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070964 Labor Open 0.75 $0.00 Jan 19, 6:13 PM
WL-03070965 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03071378 Expenses Open 1 $0.00 Jan 20, 9:18 AM
WL-03071379 Expenses Open 1 $0.00 Jan 20, 9:18 AM
WL-03072980 Travel Open 88 $0.00 Jan 21, 8:44 AM
WL-03072981 Travel Open 88 $0.00 Jan 21, 8:44 AM
WL-03073428 Labor Open 2 $0.00 Jan 21, 1:41 PM
WL-03073426 Labor Open 2 $0.00 Jan 21, 1:41 PM
WL-03073427 Labor Open 8.5 $0.00 Jan 21, 1:41 PM
WL-03073823 Travel Open 322 $0.00 Jan 21, 4:52 PM
WL-03073832 Expenses Open 1 $0.00 Jan 21, 4:54 PM
WL-03076138 Labor Open 6.25 $0.00 Jan 22, 9:28 PM
WL-03076136 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076133 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076134 Labor Open 8.5 $0.00 Jan 22, 9:28 PM
WL-03076135 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076137 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03077369 Labor Open 1 $0.00 Jan 23, 7:19 PM
WL-03077379 Expenses Open 1 $0.00 Jan 23, 7:23 PM
WL-03080595 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03080596 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03080597 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03080598 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03087347 Travel Open 315 $0.00 Feb 1, 10:31 PM
WL-03087346 Labor Open 6 $0.00 Feb 1, 10:31 PM
WL-03087348 Expenses Open 1 $0.00 Feb 1, 10:32 PM
WL-03089601 Expenses Open 1 $0.00 Feb 3, 2:44 PM
WL-03089602 Expenses Open 1 $0.00 Feb 3, 2:44 PM
WL-03090275 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090276 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090277 Labor Open 7.5 $0.00 Feb 3, 7:10 PM
WL-03090278 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090280 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090281 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090282 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090283 Expenses Open 1 $0.00 Feb 3, 7:10 PM
WL-03090279 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090273 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090274 Labor Open 8.5 $0.00 Feb 3, 7:10 PM
WL-03093745 Labor Open 5 $0.00 Feb 5, 4:22 PM
WL-03093746 Travel Open 315 $0.00 Feb 5, 4:22 PM
WL-03093747 Expenses Open 1 $0.00 Feb 5, 4:22 PM
WL-03093748 Expenses Open 1 $0.00 Feb 5, 4:22 PM
WL-03094504 Labor Open 7.5 $0.00 Feb 5, 10:29 PM
WL-03094500 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094501 Labor Open 9 $0.00 Feb 5, 10:29 PM
WL-03094502 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094503 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094499 Labor Open 6 $0.00 Feb 5, 10:29 PM
WL-03094508 Travel Open 15 $0.00 Feb 5, 10:31 PM
WL-03094507 Travel Open 15 $0.00 Feb 5, 10:31 PM
WL-03094506 Travel Open 15 $0.00 Feb 5, 10:31 PM
WL-03094505 Travel Open 311 $0.00 Feb 5, 10:31 PM
WL-03094517 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094515 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094516 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094518 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03096822 Labor Open 7 $0.00 Feb 8, 10:01 AM
WL-03096820 Labor Open 0.5 $0.00 Feb 8, 10:01 AM
WL-03096821 Labor Open 1.5 $0.00 Feb 8, 10:01 AM
WL-03096823 Travel Open 20 $0.00 Feb 8, 10:01 AM
WL-03096824 Travel Open 311 $0.00 Feb 8, 10:01 AM
WL-03096825 Expenses Open 1 $0.00 Feb 8, 10:03 AM
WL-03137968 Expenses Open 1 $0.00 Mar 10, 5:18 PM
WL-03137969 Expenses Open 1 $0.00 Mar 10, 5:18 PM

Details