Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340094 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1035 - Austin — 101 W Koenig Ln Suite 400, Austin TX, 78751

Jan 27, 2026 → Mar 24, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (6 biz days late)
Active: 10 biz days
Paused: 29 biz days
🕐 Clock stopped: Completed (Mar 24, 2026)
▶ Clock Running
Status: Created
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Feb 3, 2026
5 business days (counted)
Running total: 5 of ? biz days used
⏸29d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 17, 2026
29 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 17 → Mar 17, 2026
0 business days (counted)
Running total: 5 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Mar 17 → Mar 24, 2026
5 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 24 → Mar 24, 2026
0 business days (counted)
Running total: 10 of ? biz days used
Created: Jan 27, 2026 Completed: Mar 24, 2026
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Jan 27 → Jan 27 Created ▶ Running 0 0
Jan 27 → Feb 3 Ready for Scheduling ▶ Running 5 5
Feb 3 → Mar 17 Ready for Release ⏸ Paused 29 —
Mar 17 → Mar 17 Assigned ▶ Running 0 5
Mar 17 → Mar 24 Scheduled ▶ Running 5 10
Mar 24 → Mar 24 Tech On Site ▶ Running 0 10
Dispatch 0.0d
Holding 28.5d (excluded)
Coordinators 11.9d
Field Work 0.6d
Billing 41.4d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
28.5 days
Coordinators
11.9 days
Over SLA
Field Work
0.6 days
Billing
41.4 days
Over SLA
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Mar 24, 2026 (7 days early)
📅
39.9 days Total Age
⏱️
41.4d in Billing Review Longest Stage
🔄
8 transitions Status Changes
⚠️
49.5d 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 #00562449
Closed
PM Scheduling contact all sites PRIMARY: Ricardo Escobar <ricardo.escobar@avitapharmacy.com Scheduling contact all sites SECONDARY: Randy Mize <Randy.Mize@avitacaresolutions.com> NOTE: All communications to Ricardo must include Randy as a CC. Due Date: 2/28/2026 Tech support: Tech Support Team for assistance at 718-893-3900 ext. 513 or via email at techsupport@summitappliance.com. Instructions for site prior to arrival: In preparation for the visits, it is required that all units be emptied and disconnected 24 hours before the scheduled visit. Checklist (attached) must be completed for each refrigerator and attached to the Work Order upon completion. Tech Skillset: Accucold WO PRIORITIES: Red as a "critical" Uptime priority. Orange is a "high" uptime priority and everything else is "standard" uptime priority.
Priority
High
Origin
Email
Reason
New Case
Contact
Ricardo Escobar
Owner
Shelby Robinson
Created
Jan 27, 2026
Work Orders from this Case (1)
WO-01340094 (current) Invoiced
Preventive Maintenance • Anthony Wirth
Created: Jan 27, 2026 • Closed: Mar 24, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 41.4 days stuck in "Billing Review"
⏱️
Total Delay 49.5 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
5.9d / 1.0d SLA
Ready for Release
28.5d
Scheduled
6.0d / 2.0d SLA
Tech On Site
0.6d / 1.0d SLA
Completed
0.0d / 1.0d SLA
Closed
2.3d / 1.0d SLA
Billing Review
41.4d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/16/26 RBerry- Scheduled for 3/24/26 with arrival time between 11/12PM per live spreadsheet.

🔧 Work Performed
PM unit according to work instructions.
🔍 Technician Findings
No issues with unit.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar

Timeline

📞
▶
3 Case Linked Jan 27, 11:53 AM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340094
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 6.0 business days
✅
Status: Ready for Release by Rhea Berry Feb 3, 5:49 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 7d 5h
🚨 28.8 business days
👷
▶
3 Technician Assigned Mar 16, 10:37 PM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Rhea Berry
From: Ready for Release, Assigned
To: Assigned, Scheduled
Duration in Previous: 41d 3h, 0m
📅
Dispatch Scheduled by Rhea Berry
Scheduled For: 2026-03-24T16:30:00.000+0000
⚠️ 6.2 business days
🔧
Status: Tech On Site by Anthony Wirth Mar 24, 12:46 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 7d 14h
✔️
Status: Completed by Anthony Wirth Mar 24, 5:39 PM
From: Tech On Site
To: Completed
Duration in Previous: 4h 52m
⏱️
3x Labor Added Mar 24, 5:44 PM
Type: Labor, Travel
Status: Open
Qty: 0.25, 0.91666666666667, 9.3
🏁
Status: Closed by Anthony Wirth Mar 24, 5:57 PM
From: Completed
To: Closed
Duration in Previous: 18m
⏳ 2.8 business days
💵
Status: Billing Review by Diane Patton Mar 26, 5:02 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 23h
🚨 41.9 business days
📄
▶
2 Status: Ready to Bill May 22, 12:31 PM
Status: Ready to Bill → Invoice Created
🧾
Invoice Created
Invoice Number: SM-262798

Bottlenecks

Ready for Scheduling
Duration: 5.9 business days (threshold: 1.0 business days)
Exceeded by 4.9 business days
Scheduled
Duration: 6.0 business days (threshold: 2.0 business days)
Exceeded by 4.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days
Billing Review
Duration: 41.4 business days (threshold: 2.0 business days)
Exceeded by 39.4 business days

🔗 Related Artifacts

📞
Case 00562449
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Anthony Wirth
Scheduled
Mar 24, 12:30 PM
Created
Jan 27, 11:54 AM
Invoice #
SM-262798

Work Details (3)

Name Type Status Qty Amount Date
WL-03157400 Labor Open 0.25 $125.00 Mar 24, 5:44 PM
WL-03157401 Labor Open 0.91666666666667 $75.00 Mar 24, 5:44 PM
WL-03157402 Travel Open 9.3 $0.00 Mar 24, 5:44 PM

Details