Annual Inspection Joerns Asset Care Level Plus
We have an AssetCare/PM customer who’s annual visit is coming up and they are looking to have someone come out in February. Hoping this rings a bell with you – Carlsbad by the Sea in Carlsbad, CA. Customer information is below and this is for 39 beds.
https://www.ebiotrack.com/inspection.php?iid=32973
4/10/26 Rberry- Received email from Lacey/Joerns, asked NWillick to get with technician to schedule ASAP. Assigned WO to technician.
3-30 Mburris per tech supervisor Omar can't do this work and also Fernado has order parts for this job
03.10- NWillick- Fernando Lemos is assigned training, will be able to do this call at the end of March, will be on PTO next two weeks.
3/9/26 RBerry- Sent teams message to NWillick asking when tech will be completing training for this WO.
3-3 Mburris called site spoke with Sallie Cregar and advised would be reaching back out to set appt after tech receives tools
3-3 Mburris spoke with tech supervisor he is setting up training for 2 techs / this will go over to Omar after training
.
2/17/26 RBerry- Returned WO to dispatch to go through parts process. Entrapment tool is needed for this inspection. Dispatch will also need to add notes in the PD or special instructions that this tool is needed.
Annual Inspection Joerns Asset Care Level Plus
We have an AssetCare/PM customer who’s annual visit is coming up and they are looking to have someone come out in February. Hoping this rings a bell with you – Carlsbad by the Sea in Carlsbad, CA. Customer information is below and this is for 39 beds.
Per Rhea Berry: Tech will need the entrapment inspection tool.
https://www.ebiotrack.com/inspection.php?iid=32973
📧
Email:Re: Carlsbad By the Sea - PM Needed Ref{00DA.93zU:500VU.m2Y6n}
Completed Apr 10, 2026
From: Lacey.Binney@joerns.com
To: dispatch@emsar.com, michael.burris@emsar.com, rhea.berry@emsar.com, sramen@emsar.com, Caroline.Polk@joerns.com
Cc: jennifer.johnson@emsar.com
Good morning, I am following up on this most recent communication.
Please respond with an update.
Thank you.From: dispatch@emsar.com <dispatch@emsar.com>Sent: Wednesday, April 8, 2026 9:03 AMTo: michael.burris@emsar.com <michael.burris@emsar.com>; rhea.berry@emsar.com <rhea.berry@emsar.com>; sramen@emsar.com <sramen@
📋
Inbound from +17604352392
Completed Mar 31, 2026
Customer wanted to know what this was for, advised inspection for beds.
📋
Outbound to +17604352392
Completed Mar 3, 2026
3-3 Mburris called site spoke with Sallie Cregar and advised would be reaching back out to set appt after tech receives tools
📧
Email: Update: Awaiting Parts for Your Work Order
Completed Feb 17, 2026
To: scregar@frontporch.net
CC:
BCC:
Attachment: --none--
Subject: Update: Awaiting Parts for Your Work Order
Body:
Dear Customer,Thank you for choosing EMSAR for your service needs.We are currently awaiting the parts necessary to complete the work for your device.Work Order #: WO-01350660Location: Carlsbad by the Sea Retirement CommunityAddress: 2855 Carlsbad Blvd Carlsbad, CA 92008Device: Problem Description: Annual Inspection Joerns Asset Care Level Plus
We
Feb 17, 2026 11:01am
@Rhea Berry @Jennifer Johnson
The emails do not reference the entrapment tool or provide notes to add to the problem description. I know we did a few around the same time that did need the entrapment tool, how do we know when this needs added?
PDF
Joerns Bed PM Form _combined_
Feb 11, 2026
PDF
AssetCare Inspection Guide 1
Feb 11, 2026
PDF
AssetCare Inspection Checklist v3
Feb 11, 2026
Case #00566118 – 2/9 teams to JJ on what type of inspec to create
Status: Closed | Priority: Standard
Annual Inspection Joerns Asset Care Level Plus
We have an AssetCare/PM customer who’s annual visit is coming up and they are looking to have someone come out in February. Hoping this rings a bell with you – Carlsbad by the Sea in Carlsbad, CA. Customer information is below and this is for 39
💬Case Comment
Internal May 11, 2026 8:10am
Sent customer the inspection report.
💬Case Comment
Internal May 5, 2026 2:04pm
Communication between customer and scheduling team on WO-01350660 (service has not been completed)
💬Case Comment
Internal Apr 10, 2026 8:18am
Customer still trying to get an update, already sent the email to account manager and scheduling team
💬Case Comment
Internal Apr 8, 2026 9:03am
Sent email to the scheduling team, WO-01350660 is in awaiting parts
Timeline
📞
Case Linked Feb 6, 12:20 PM
Case Number:00566118
Subject:2/9 teams to JJ on what type of inspec to create
Status:Closed
⏳2.0 business days
📋
▶
2
Work Order Created Feb 9, 4:07 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From:Entered
To:Ready for Scheduling
Duration in Previous:1m
⚠️6.0 business days
🆕
Status: Entered by Rhea BerryFeb 17, 10:55 AM
From:Ready for Scheduling
To:Entered
Duration in Previous:7d 18h
🔍
Status: L2 Screening by Sherry ReichFeb 17, 11:04 AM
From:Entered
To:L2 Screening
Duration in Previous:8m
📦
▶
2
Parts Requested Feb 17, 1:25 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Keith Weiss
From:L2 Screening
To:Awaiting Parts
Duration in Previous:2h 21m
⏳2.0 business days
📦
Parts Requested Feb 18, 2:10 PM
Order:00090631
Status:Closed
⏳3.0 business days
💵
▶
2
2x Expenses Added Feb 20, 1:47 PM
2x Expenses Added → Status: Reschedule
🔄
Status: Reschedule by Melissa Barrett
From:Awaiting Parts
To:Reschedule
Duration in Previous:3d 0h
🚨26.0 business days
👷
▶
2
Technician Assigned Mar 27, 6:39 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Stephanie Ramen
From:Reschedule
To:Assigned
Duration in Previous:35d 3h
⏳2.7 business days
📦
▶
2
Parts Requested Mar 31, 10:39 AM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Fernando Lemos
From:Assigned
To:Awaiting Parts
Duration in Previous:3d 15h
🔩
2x Parts Added Mar 31, 1:43 PM
Type:Parts, Expenses
Status:Open
Qty:1
⚠️7.0 business days
📅
Status: Ready for Scheduling by Rhea BerryApr 8, 11:24 AM
From:Awaiting Parts
To:Ready for Scheduling
Duration in Previous:8d 0h
⏳3.0 business days
👷
▶
2
Status: Assigned Apr 10, 8:21 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Rhea Berry
Technician:Fernando Lemos
⏳4.0 business days
💵
3x Expenses Added Apr 15, 1:55 PM
Type:Expenses
Status:Open
Qty:1
⏳4.0 business days
⏱️
3x Labor Added Apr 20, 6:54 PM
Type:Labor, Travel, Expenses
Status:Open
Qty:8, 46, 1
⏳1.6 business days
⏱️
6x Labor Added Apr 21, 7:05 PM
Type:Labor, Travel, Expenses
Status:Open
Qty:0.5, 8, 16
⏳1.6 business days
⏱️
6x Labor Added Apr 22, 7:52 PM
Type:Labor, Travel, Expenses
Status:Open
Qty:8, 0.5, 0.83333333333333, 1
⏳1.5 business days
⏱️
6x Labor Added Apr 23, 9:00 PM
Type:Labor, Travel, Expenses
Status:Open
Qty:0.5, 7.5, 8, 1
⏳1.4 business days
⏱️
▶
2
3x Labor Added Apr 25, 1:38 AM
3x Labor Added → 2x Expenses Added
💵
2x Expenses Added
Type:Expenses
Status:Open
Qty:1
🚨10.0 business days
⏱️
▶
2
Labor Added May 8, 7:25 PM
Labor Added → Status: Completed
✔️
Status: Completed by Fernando Lemos
From:Assigned
To:Completed
Duration in Previous:28d 11h
🚨26.6 business days
🏁
Status: Closed by Fernando LemosJun 16, 7:39 PM
From:Completed
To:Closed
Duration in Previous:39d 0h
⏳4.5 business days
📄
Status: Ready to Bill by Diane PattonJun 23, 1:35 PM
From:Closed
To:Ready to Bill
Duration in Previous:6d 17h
💵
▶
2
Status: Billing Review Jun 23, 1:41 PM
Status: Billing Review → Status: Ready to Bill
📄
Status: Ready to Bill by Diane Patton
From:Billing Review
To:Ready to Bill
Duration in Previous:2m
📨
Status: Invoice Pending by Diane PattonJun 23, 5:51 PM
From:Ready to Bill, Invoice Pending
To:Invoice Pending, Invoiced
Duration in Previous:4h 7m, 0m
🚨20.8 business days
🧾
Invoice Created Jul 22, 11:36 AM
Invoice Number:SM-265447
Bottlenecks
Ready for Scheduling
Duration: 5.4 business days (threshold: 1.0 business days)
Exceeded by 4.4 business days
Awaiting Parts
Duration: 3.7 business days (threshold: 3.0 business days)
Exceeded by 5.6 business hours
Reschedule
Duration: 25.7 business days (threshold: 2.0 business days)
Exceeded by 23.7 business days
Assigned
Duration: 2.2 business days (threshold: 4.0 business hours)
Exceeded by 1.7 business days
Awaiting Parts
Duration: 7.0 business days (threshold: 3.0 business days)
Exceeded by 4.0 business days
Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 21.0 business days (threshold: 4.0 business hours)
Exceeded by 20.5 business days
Completed
Duration: 26.1 business days (threshold: 1.0 business days)
Exceeded by 25.1 business days
Closed
Duration: 4.0 business days (threshold: 1.0 business days)