Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01341046 ↗ ServiceMax

Sono Bello • Virtual Tech - Field Repair • P3

📍 NC-Charlotte — 6701 Carmel Rd, Suite 202, Charlotte NC, 28226

Jan 30, 2026 → Apr 23, 2026

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Feb 4, 2026
✗ SLA Missed (10 biz days late)
Active: 13 biz days
Paused: 45 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Apr 23, 2026)
SLA Target
▶ Clock Running
Status: Created
Jan 30 → Jan 30, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
⏸8d
⏸ Clock Paused
Status: Awaiting Parts
Jan 30 → Feb 11, 2026
8 business days (not counted)
▶ Clock Running
Status: Reschedule
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Feb 11 → Feb 11, 2026
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Feb 11 → Feb 17, 2026
3 business days (counted)
Running total: 3 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 17, 2026
0 business days (counted)
Running total: 3 of 3 biz days used
⏸31d
⏸ Clock Paused
Status: Awaiting Parts
Feb 17 → Apr 1, 2026
31 business days (not counted)
▶ Clock Running
Status: Reschedule
Apr 1 → Apr 2, 2026
1 business day (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Scheduled
Apr 2 → Apr 8, 2026
4 business days (counted)
Running total: 8 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Apr 8 → Apr 8, 2026
0 business days (counted)
Running total: 8 of 3 biz days used
⏸6d
⏸ Clock Paused
Status: Awaiting Parts
Apr 8 → Apr 16, 2026
6 business days (not counted)
▶ Clock Running
Status: Closed
Apr 16 → Apr 17, 2026
1 business day (counted)
Running total: 9 of 3 biz days used
▶ Clock Running
Status: Billing Review
Apr 17 → Apr 20, 2026
1 business day (counted)
Running total: 10 of 3 biz days used
▶ Clock Running
Status: Assigned
Apr 20 → Apr 21, 2026
1 business day (counted)
Running total: 11 of 3 biz days used
▶ Clock Running
Status: Scheduled
Apr 21 → Apr 23, 2026
2 business days (counted)
Running total: 13 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Apr 23 → Apr 23, 2026
0 business days (counted)
Running total: 13 of 3 biz days used
Created: Jan 30, 2026 Completed: Apr 23, 2026
Business Days Used 13 / 3
0 3d budget +10d over
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Jan 30 → Jan 30 Created ▶ Running 0 0 / 3
Jan 30 → Feb 11 Awaiting Parts ⏸ Paused 8
Feb 11 → Feb 11 Reschedule ▶ Running 0 0 / 3
Feb 11 → Feb 11 Assigned ▶ Running 0 0 / 3
Feb 11 → Feb 17 Scheduled ▶ Running 3 3 / 3
Feb 17 → Feb 17 Tech On Site ▶ Running 0 3 / 3
Feb 17 → Apr 1 Awaiting Parts ⏸ Paused 31
Apr 1 → Apr 2 Reschedule ▶ Running 1 4 / 3
Apr 2 → Apr 8 Scheduled ▶ Running 4 8 / 3
Apr 8 → Apr 8 Tech On Site ▶ Running 0 8 / 3
Apr 8 → Apr 16 Awaiting Parts ⏸ Paused 6
Apr 16 → Apr 17 Closed ▶ Running 1 9 / 3
Apr 17 → Apr 20 Billing Review ▶ Running 1 10 / 3
Apr 20 → Apr 21 Assigned ▶ Running 1 11 / 3
Apr 21 → Apr 23 Scheduled ▶ Running 2 13 / 3
Apr 23 → Apr 23 Tech On Site ▶ Running 0 13 / 3
Dispatch 0.0d
Material Management 47.0d
Coordinators 14.4d
Field Work 0.1d
Billing 1.6d
✗ SLA Missed
Dispatch
0.0 days
Material Management
47.0 days
Over SLA
Coordinators
14.4 days
Over SLA
Field Work
0.1 days
Billing
1.6 days
Created: Jan 30, 2026 Due: Apr 23, 2026 Completed: Apr 23, 2026 (on time)
📅
58.5 days Total Age
⏱️
32.0d in Awaiting Parts Longest Stage
🔄
17 transitions Status Changes
⚠️
44.9d over Total Delay
📦
3 orders, 0 quotes Parts & Quotes
📝
19 lines Work Details
🚩
3 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚩
3 On-Site Visits (2 reschedules)
3 on-site visits — why were multiple trips needed?
👤 Self-scheduled by Eric Colon — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 16, 2026
Visit 2 Apr 8, 2026
Visit 3 Apr 23, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00563911
Follow up to WO-01307879
Closed
Follow up to WO-01307879 Inspection #: 30538 Asset ID: 12955111 Serial #: N/A Model: Opti-vac - L190 Notes: Will not power on. Left unit plugged in to charge, while inspecting other equipment. When returned to unit, unit would not power on. Follow-up required.
Priority
Standard
Origin
Email
Reason
New Case
Contact
Charlotte Practice Manager
Owner
Virtual Tech
Created
Jan 30, 2026
Work Orders from this Case (1)
WO-01341046 (current) Invoiced
Virtual Tech - Field Repair • Eric Colon
Created: Jan 30, 2026 • Closed: Apr 23, 2026
Completed with significant delays
Invoiced • 195 days old
🚨
Primary Delay 32.0 days stuck in "Awaiting Parts"
⏱️
Total Delay 44.9 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
Awaiting Parts
47.0d / 3.0d SLA
Reschedule
2.1d / 2.0d SLA
Assigned
2.1d / 0.5d SLA
Scheduled
10.2d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Closed
3.1d / 1.0d SLA
Billing Review
1.6d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

4/21 MOwens Called and spoke to Bree the practice manager. Scheduled the return visit for this Thurs. 4/23 between 3-5pm to complete the repair.

4/21/26 Rberry- Updated due date based on parts. Parts delivered on 4/17 but WO had been closed by MM. WO was released back to ASC on 4/20


4/17/26 DPatton - Several issues with this process. Work Performed section needs to be updated with notes for 2/16/26 and 4/8/26 trips. Looks like parts shipped on 4/16/26 and are on this WO. Does this need to go back to Rescheduled status? (I've noticed recently when parts are shipping, they are adding them on this WO and updating work performed notes, but tech notes disappear?)


4/2/26 RBerry- Updated due date based on parts. Updated delay code.


4/2 MOwens Called and spoke to Bree at this location. The part delivered today by Fedex for this repair. She requested the return visit for Wed. 4/8. I confirmed tech will arrive between 10-10:30am.

492820164190

Delivered

Thursday, 4/2/26 at 11:23 AM

2/16/26- EColon- part order required.


2/11/26 RBerry- Updated due date based on parts. Removed delay code.



2/11 MOwens Bree called back and said that Mon afternoon 2/16 works to schedule the repair visit.

2/11 MOwens Called to speak to Bree the office manager. Left a vm for her to call back to schedule the repair visit for 2/16 in the afternoon if possible.


475919719514

SCHEDULED DELIVERY DATE

Friday

2/13/26 by end of day

Estimated between

10:45 AM - 2:45 PM

🔧 Work Performed
4/23/26- EColon- Arrived onsite, checked in with POC and received parts. Replaced parts and completed functions check. Unit fully functional Customer Requested Parts Order 2/16/26 Evaluated unit. Suction does not engage when turned on. Parts order required
🔍 Technician Findings
Suction does not engage when turned on
⚠️ Problem Description
Follow up to WO-01307879 Inspection #: 30538 Asset ID: 12955111 Serial #: N/A Model: Opti-vac - L190 Notes: Will not power on. Left unit plugged in to charge, while inspecting other equipment. When returned to unit, unit would not power on. Follow-up required. https://www.ebiotrack.com/workorder.php?wo=71290

Timeline

📞
Case Linked Jan 30, 1:48 PM
Case Number: 00563911
Subject: Follow up to WO-01307879
Status: Closed
📋
3 Work Order Created Jan 30, 2:43 PM
Work Order Created → Parts Requested → Status: Awaiting Parts
📦
Parts Requested
Order: 00089409
Status: Closed
📦
Status: Awaiting Parts by Derek Reynolds
From: Entered
To: Awaiting Parts
Duration in Previous: 3m
⚠️ 9.0 business days
💵
2 Expenses Added Feb 11, 10:57 AM
Expenses Added → Status: Reschedule
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 11d 20h
👷
2 Technician Assigned Feb 11, 11:52 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Reschedule
To: Assigned
Duration in Previous: 55m
📅
2 Dispatch Scheduled Feb 11, 12:22 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Melissa Owens
From: Assigned
To: Scheduled
Duration in Previous: 29m
3.0 business days
🚗
Travel Added Feb 16, 12:00 PM
Type: Travel
Status: Open
Qty: 94
🔧
4 Status: Tech On Site Feb 16, 7:35 PM
Status: Tech On Site → 2x Labor Added → Parts Requested → Status: Awaiting Parts
⏱️
2x Labor Added
Type: Labor
Status: Open
Qty: 2, 1
📦
Parts Requested
Order: 00090479
Status: Closed
📦
Status: Awaiting Parts by Eric Colon
From: Tech On Site
To: Awaiting Parts
Duration in Previous: 4m
🚨 31.9 business days
🔩
2 2x Parts Added Apr 1, 8:18 AM
2x Parts Added → Status: Reschedule
🔄
Status: Reschedule by John Rolston
From: Awaiting Parts
To: Reschedule
Duration in Previous: 43d 11h
2.0 business days
🗓️
2 Status: Scheduled Apr 2, 1:17 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-04-08T14:00:00.000+0000
⚠️ 5.0 business days
🚗
2x Travel Added Apr 8, 12:26 PM
Type: Travel
Status: Open
Qty: 94
🔧
Status: Tech On Site by Eric Colon Apr 8, 3:39 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 6d 2h
⏱️
3x Labor Added Apr 8, 3:51 PM
Type: Labor
Status: Open
Qty: 2
📦
2 Parts Requested Apr 8, 3:59 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Eric Colon
From: Tech On Site
To: Awaiting Parts
Duration in Previous: 20m
⚠️ 7.0 business days
🔩
2 3x Parts Added Apr 16, 8:17 AM
3x Parts Added → Status: Closed
🏁
Status: Closed by Melissa Barrett
From: Awaiting Parts
To: Closed
Duration in Previous: 7d 16h
2.0 business days
💵
Status: Billing Review by Diane Patton Apr 17, 3:21 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 7h
2.0 business days
👷
Status: Assigned by Rhonnie Reeves Apr 20, 10:13 AM
From: Billing Review
To: Assigned
Duration in Previous: 2d 18h
2.0 business days
🗓️
2 Status: Scheduled Apr 21, 3:58 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2026-04-23T19:00:00.000+0000
3.0 business days
🔧
Status: Tech On Site by Eric Colon Apr 23, 7:08 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 3h
⏱️
2 5x Labor Added Apr 23, 7:16 PM
5x Labor Added → Status: Completed
✔️
Status: Completed by Eric Colon
From: Tech On Site, Completed
To: Completed, Closed
Duration in Previous: 10m
📄
Status: Ready to Bill by Diane Patton Apr 24, 9:17 AM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 13h 57m, 0m
🧾
Invoice Created Apr 24, 3:32 PM
Invoice Number: SM-260097

Bottlenecks

Awaiting Parts
Duration: 8.5 business days (threshold: 3.0 business days)
Exceeded by 5.5 business days
Scheduled
Duration: 2.9 business days (threshold: 2.0 business days)
Exceeded by 7.2 business hours
Awaiting Parts
Duration: 32.0 business days (threshold: 3.0 business days)
Exceeded by 29.0 business days
Scheduled
Duration: 4.8 business days (threshold: 2.0 business days)
Exceeded by 2.8 business days
Awaiting Parts
Duration: 6.5 business days (threshold: 3.0 business days)
Exceeded by 3.5 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Scheduled
Duration: 2.5 business days (threshold: 2.0 business days)
Exceeded by 4.0 business hours
Closed
Duration: 1.1 business days (threshold: 1.0 business days)
Exceeded by 0.7 business hours

🔗 Related Artifacts

📞
Case 00563911
Closed
📦
Parts Order 00089409
Closed
📦
Parts Order 00090479
Closed
📦
Parts Order 00094246
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Eric Colon
Scheduled
Apr 23, 3:00 PM
Created
Jan 30, 2:43 PM
Invoice #
SM-260097

Work Details (19)

Name Type Status Qty Amount Date
WL-03100775 Expenses Open 1 $21.37 Feb 11, 10:57 AM
WL-03107090 Travel Open 94 - Feb 16, 12:00 PM
WL-03107886 Labor Open 2 $238.00 Feb 16, 7:37 PM
WL-03107887 Labor Open 1 $119.00 Feb 16, 7:37 PM
WL-03168299 Parts Open 1 $715.84 Apr 1, 8:18 AM
WL-03168300 Expenses Open 1 $28.31 Apr 1, 8:18 AM
WL-03177634 Travel Open 94 - Apr 8, 12:26 PM
WL-03177635 Travel Open 94 - Apr 8, 12:26 PM
WL-03178071 Labor Open 2 $238.00 Apr 8, 3:51 PM
WL-03178072 Labor Open 2 $238.00 Apr 8, 3:51 PM
WL-03178073 Labor Open 2 $0.00 Apr 8, 3:51 PM
WL-03188301 Parts Open 1 $229.91 Apr 16, 8:17 AM
WL-03188302 Parts Open 1 $122.82 Apr 16, 8:17 AM
WL-03188303 Expenses Open 1 $0.00 Apr 16, 8:17 AM
WL-03198706 Labor Open 1.5 $178.50 Apr 23, 7:16 PM
WL-03198707 Labor Open 1.5 $178.50 Apr 23, 7:16 PM
WL-03198708 Labor Open 2 $0.00 Apr 23, 7:16 PM
WL-03198709 Travel Open 78 - Apr 23, 7:16 PM
WL-03198710 Travel Open 94 - Apr 23, 7:16 PM

Details