3/3/26 DPatton - Added "From Site" drive time to this WO to bill travel together. Emailed invoice through Outlook due to fixing mileage on PDF
2/27/26 DPatton - updated Record Type from Event to General Service.
2/25/26 DPatton - "From Site" travel needs to be billed on this WO to keep travel charges together on same WO & align with quoted amount. (Need to add 5 hours to this WO; (travel was not billed on the repair WO's)
2/11 MOwens John called back and said that scheduling the visit next week between 2/18-2/20 works for him.
2/11 MOwens Called to speak to John Carvalho. Left a vm for him to call back to schedule the visit for 2/20 when tech is in Va Beach area working.
Must be scheduled with WOS for Reliance Medical Transport - Challedon Dr. (ID: 24085)
Travel/hotel costs need to be on ^^ unless FSE has to log additional hotel expense to complete this job.
2/9 KHardison - Added quote and update to description.
Per Natosha B -
ONLY schedule when Todd is in the area for repairs at Reliance Medical Transport - Challedon Dr (currently in awaiting parts status) to help reduce the cost of travel and lodging.
🔧Work Performed
Stryker Medical - 6500 PowerPro
Serial #: 120439639 - Asset ID: 13284269
Stryker Medical - 6506 PowerPro
Serial #: 1908003500302 - Asset ID: 13284287
Stryker Medical - 6500 PowerPro
Serial #: 110841384 - Asset ID: 13284285
Stryker Medical - 6500 PowerPro
Serial #: 080141106 - Asset ID: 13284270
Stryker Medical - 6500 PowerPro
Serial #: 070139612 - Asset ID: 13284284
Stryker Medical - 6500 PowerPro
Serial #: 110841372 - Asset ID: 13284286
Stryker Medical - 6500 PowerPro
Serial #: 1810003500804 - Asset ID: 13284271
Stryker Medical - 6500 PowerPro
Serial #: 060940182 - Asset ID: 13284278
Stryker Medical - 6500 PowerPro
Serial #: 080639338 - Asset ID: 13284279
John called back and said that scheduling the visit next week between 2/18-2/20 works for him.
📋
Outbound to +17575727781
Completed Feb 11, 2026
Called to speak to John Carvalho. Left a vm for him to call back to schedule the visit for 2/20 when tech is in Va Beach area working.
Feb 23, 2026 4:01pm
@Diane Patton Please hold invoicing on this one until I review with Lauren on Tuesday (tomorrow).
Feb 24, 2026 5:33pm
Hi @Todd Fogiel, did you make a second trip out to Virginia Beach to service MB Solutions? Just wanted to double check because the customer scheduled with the understanding that travel and lodging would be shared with other services being performed in the area (Reliance Medical Transport), but MB Solutions has travel to and from site, ~10 hrs. (no lodging).
cc @Matthew Bateman @Lauren Oberg
Mar 3, 2026 1:46pm
Hi @Diane Patton, you can proceed with billing this WO for MB Solutions as-is. Thank you!
cc @Lauren Oberg @Yecenia Campos
📅
WO-01349487 - Preventive Maintenance - Virginia Beach - MB Solutions
Feb 19, 2026 1:00pm – 5:00pm
Work Order: WO-01349487
Account: MB SOLUTIONS
Customer Case Number: 00563479
Location: MB Solutions
Address: 195 S Rosemont Rd Suite 108, Virginia Beach, VA 23452
Manufacturer:
Model #:
Serial #:
Contact Name: John Carvalho
Contact Phone: 7575727781
Contact Email: jcarvalho@mbsolu.com
Case #00563479 – MB Solutions - Update existing WO on hold
Added quote and updated description to WO-01349487.
💬Case Comment
Internal Feb 6, 2026 3:31pm
updated notes on quote and case to only schedule when tech is in the area to save on travel emailed quote
💬Case Comment
Internal Feb 2, 2026 6:20pm
Spoke to John and he's interested in seeing a quote for 1x service and an annual contract. Will draft & send over after reviewing with LOberg tomorrow during 1:1.
💬Case Comment
Internal Jan 29, 2026 4:58pm
chattered Lauren and Natashia to see if they want to offer a contract
Timeline
📞
Case Linked Jan 29, 1:50 PM
Case Number:00563479
Subject:MB Solutions - Update existing WO on hold
Status:Closed
⏳4.0 business days
📋
▶
2
Work Order Created Feb 3, 5:20 PM
Work Order Created → Status: Assigned
👷
Status: Assigned by Natosha Beierschmitt
From:On Hold
To:Assigned
Duration in Previous:0m
⏳3.8 business days
⏸️
Status: On Hold by Natosha BeierschmittFeb 6, 3:28 PM
From:Assigned
To:On Hold
Duration in Previous:2d 22h
⏳3.0 business days
📅
Status: Ready for Scheduling by Natosha BeierschmittFeb 10, 3:16 PM
From:On Hold
To:Ready for Scheduling
Duration in Previous:3d 23h
👷
▶
2
Technician Assigned Feb 10, 3:53 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From:Ready for Scheduling
To:Assigned
Duration in Previous:36m
🗓️
▶
2
Status: Scheduled Feb 11, 1:34 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For:2026-02-18T17:00:00.000+0000
📅
Dispatch Scheduled by Melissa OwensFeb 12, 9:11 AM
Scheduled For:2026-02-19T18:00:00.000+0000
⚠️7.0 business days
🔧
Status: Tech On Site by Todd FogielFeb 20, 10:19 AM