Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01248262 ↗ ServiceMax

GULDMANN INC • Installation • PC

📍 Amarillo VA — 6010 West Amarillo Blvd, Amarillo TX, 79106

Feb 14, 2025 → Oct 23, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Mar 28, 2025
✗ SLA Missed (145 biz days late)
Active: 174 biz days
🕐 Clock stopped: Completed (Oct 24, 2025)
▶ Clock Running
Status: Created
Feb 14 → Feb 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Feb 14 → Feb 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 14 → Feb 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Entered
Feb 14 → Feb 14, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Feb 14 → Feb 17, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 17 → Feb 18, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 18 → Feb 21, 2025
3 business days (counted)
Running total: 4 of ? biz days used
▶ Clock Running
Status: Reschedule
Feb 21 → Feb 28, 2025
5 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 28 → Feb 28, 2025
0 business days (counted)
Running total: 9 of ? biz days used
20d
▶ Clock Running
Status: Scheduled
Feb 28 → Mar 28, 2025
20 business days (counted)
Running total: 29 of ? biz days used
41d
▶ Clock Running
Status: On Hold
Mar 28 → May 27, 2025
41 business days (counted)
Running total: 70 of ? biz days used
24d
▶ Clock Running
Status: Scheduled
May 27 → Jul 1, 2025
24 business days (counted)
Running total: 94 of ? biz days used
74d
▶ Clock Running
Status: On Hold
Jul 1 → Oct 16, 2025
74 business days (counted)
Running total: 168 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 16 → Oct 23, 2025
5 business days (counted)
Running total: 173 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Oct 23 → Oct 23, 2025
0 business days (counted)
Running total: 173 of ? biz days used
▶ Clock Running
Status: Scheduled
Oct 23 → Oct 24, 2025
1 business day (counted)
Running total: 174 of ? biz days used
Created: Feb 14, 2025 Completed: Oct 24, 2025
Show SLA Clock Detail (16 periods)
Period Status Clock Biz Days Running Total
Feb 14 → Feb 14 Created ▶ Running 0 0
Feb 14 → Feb 14 Ready for Scheduling ▶ Running 0 0
Feb 14 → Feb 14 Scheduled ▶ Running 0 0
Feb 14 → Feb 14 Entered ▶ Running 0 0
Feb 14 → Feb 17 Scheduled ▶ Running 0 0
Feb 17 → Feb 18 Tech On Site ▶ Running 1 1
Feb 18 → Feb 21 Tech Off Site ▶ Running 3 4
Feb 21 → Feb 28 Reschedule ▶ Running 5 9
Feb 28 → Feb 28 Tech Off Site ▶ Running 0 9
Feb 28 → Mar 28 Scheduled ▶ Running 20 29
Mar 28 → May 27 On Hold ▶ Running 41 70
May 27 → Jul 1 Scheduled ▶ Running 24 94
Jul 1 → Oct 16 On Hold ▶ Running 74 168
Oct 16 → Oct 23 Scheduled ▶ Running 5 173
Oct 23 → Oct 23 Tech Off Site ▶ Running 0 173
Oct 23 → Oct 24 Scheduled ▶ Running 1 174
Dispatch 0.0d
Holding 115.3d (excluded)
Coordinators 58.2d
Field Work 4.4d
Billing 1.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
115.3 days
Coordinators
58.2 days
Over SLA
Field Work
4.4 days
Over SLA
Billing
1.0 days
Created: Feb 14, 2025 Due: Mar 28, 2025 Completed: Oct 24, 2025 (209 days late)
📅
173.8 days Total Age
⏱️
73.8d in On Hold Longest Stage
🔄
19 transitions Status Changes
⚠️
61.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
51 lines Work Details
🚩
6 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
6 On-Site Visits (1 reschedule)
6 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Christopher Ables — scheduling delays attributed to technician, not coordinators
Visit 1 Feb 16, 2025
Visit 2 Feb 17, 2025
Visit 3 Oct 20, 2025
Visit 4 Oct 21, 2025
Visit 5 Oct 22, 2025
Visit 6 Oct 23, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00465600
Amarillo VA Cath Lab ID 103753
Closed
SOW: Phase 1 Installation of (1) Room / (2) Systems
Priority
High
Origin
Email
Reason
New Case
Contact
Will Ward
Owner
Nicole Floyd
Created
Feb 13, 2025
Work Orders from this Case (1)
WO-01248262 (current) Invoiced
Installation • Christopher Ables
Created: Feb 14, 2025 • Closed: Oct 23, 2025
Completed with significant delays
Invoiced • 383 days old
🚨
Primary Delay 73.8 days stuck in "On Hold"
⏱️
Total Delay 61.4 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
0.2d / 1.0d SLA
Scheduled
52.1d / 2.0d SLA
Tech On Site
0.4d / 1.0d SLA
Tech Off Site
4.0d / 2.0d SLA
Reschedule
5.9d / 2.0d SLA
On Hold
115.3d
Closed
12.0d / 1.0d SLA
Ready to Bill
1.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10-14-25 NFLOYD email to Smitty (TriTech GC) requesting confirmation of when field verification of the existing structure will be completed and and ETA for when we can begin Phase 1 installation

9-26 Pgreen email to Will for site update

8-11 Pgreen currently no ETA

7-18 NFloyd Per Will, the new ESD is 8/27

6-30 Pgreen Site delayed. Phase 1- 2 days

5/27/25 NFloyd - Schedule update: Ceiling grid installation starting 7/7 - lifts installation on 7/14

3-28 Pgreen site delayed

2/28/2025 SRamen - chatter sent to NFloyd & MHensley for update.

2/21/25 CDempsey- waiting to hear when to return. Putting in Reschedule.

🔧 Work Performed
10-20-25 Cables Travel from Dallas area 10-21-25 Cables Went to VA and found GC Alan and he showed me the room. Since we were waiting on shipment to arrive, we brought all tools and ladders into room from truck/loading dock. Around 10.40am truck arrived. We unloaded it from truck and did an inventory. Guldmann did not send hardware, hat brackets, all thread, profile tubing and clamp bolts for installing rails. I called Will and ordered them requesting overnight delivery. I checked my truck and had most of the missing items in my stock except for all thread, clamp bolts, profile tubing, and offset washers. Instead of wasting a day we went and found some metric all thread and some hardware and went back to install the eight drops for both x-y systems. Once materials show up tomorrow morning (10-22-25), we will continue and try to finish installation. 10-22-25 Cables - Arrived and had to wait for shipment which arrived around 10:45am. Installed rails, trolleys, moving rails, charging systems and end stops with drilled pins. Weight tested and tested charging system with extension cord since electricians haven't installed receptacles yet. System is now ready for use. 10-23-25 Cables Travel home day
🔍 Technician Findings
Arrived onsite and called GC and left message. VA police informed us that it was a federal holiday and people might not be working today. Contacted Will Ward with Guldmann to track down product and found out that job was scheduled to be install towards the end of March. Contacted Peter to make him aware. GC finally called us back and confirmed install date
⚠️ Problem Description
SOW: Phase 2 ONLY Installation of (1) Room / (2) Systems

Timeline

📞
Case Linked Feb 13, 7:45 PM
Case Number: 00465600
Subject: Amarillo VA Cath Lab ID 103753
Status: Closed
📋
Work Order Created Feb 14, 2:41 PM
Work Order: WO-01248262
Type: Installation
Priority: PC
📅
Status: Ready for Scheduling by Scott Berry Feb 14, 2:52 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 11m
👷
▶
3 Technician Assigned Feb 14, 4:13 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-02-17T15:00:00.000+0000
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 1h 21m
🆕
▶
4 Status: Entered Feb 14, 5:10 PM
Status: Entered → Technician Assigned → Dispatch Scheduled → Status: Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Scott E Yelverton
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-02-17T15:00:00.000+0000
🗓️
Status: Scheduled by Kaitlyn Kelch
From: Entered
To: Scheduled
Duration in Previous: 1m
⏳ 0.9 business days
⏱️
2x Labor Added Feb 16, 9:17 PM
Type: Labor, Travel
Status: Open
Qty: 11.516666666667, 585
⏱️
▶
3 2x Labor Added Feb 16, 10:58 PM
2x Labor Added → Expenses Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🔧
Status: Tech On Site by Scott Yelverton Feb 17, 8:19 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 2d 15h
💵
6x Expenses Added Feb 17, 7:09 PM
Type: Expenses, Labor, Travel
Status: Open
Qty: 1, 2, 9.5, 565
🚗
▶
3 Status: Tech Off Site Feb 17, 10:05 PM
Status: Tech Off Site → 3x Labor Added → 2x Expenses Added
⏱️
3x Labor Added
Type: Labor, Travel
Status: Open
Qty: 2, 10, 510
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏳ 4.0 business days
🔄
Status: Reschedule by Craig Dempsey Feb 21, 11:50 AM
From: Tech Off Site
To: Reschedule
Duration in Previous: 3d 13h
⚠️ 6.0 business days
🚗
▶
3 Status: Tech Off Site Feb 28, 11:39 AM
Status: Tech Off Site → Status: Scheduled → Dispatch Scheduled
🗓️
Status: Scheduled by Nicole Floyd
From: Tech Off Site
To: Scheduled
Duration in Previous: 3m
📅
Dispatch Scheduled by Nicole Floyd
Scheduled For: 2025-03-24T13:00:00.000+0000
🚨 21.0 business days
⏸️
Status: On Hold by Peter Green Mar 28, 4:34 PM
From: Scheduled
To: On Hold
Duration in Previous: 28d 3h
🚨 41.9 business days
📅
▶
2 Dispatch Scheduled May 27, 3:32 PM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Peter Green
From: On Hold
To: Scheduled
Duration in Previous: 59d 22h
🚨 25.0 business days
⏸️
Status: On Hold by Peter Green Jul 1, 2:35 PM
From: Scheduled
To: On Hold
Duration in Previous: 34d 23h
🚨 74.0 business days
👷
▶
3 Technician Assigned Oct 15, 9:17 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-10-20T13:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: On Hold
To: Scheduled
Duration in Previous: 106d 6h
💵
Expenses Added Oct 16, 8:18 AM
Type: Expenses
Status: Open
Qty: 1
⏳ 2.0 business days
📅
Dispatch Scheduled by Peter Green Oct 17, 1:06 PM
Scheduled For: 2025-10-21T13:00:00.000+0000
⏳ 2.0 business days
⏱️
Labor Added Oct 20, 7:16 PM
Type: Labor
Status: Open
Qty: 7.75
⏱️
▶
3 3x Labor Added Oct 21, 6:57 PM
3x Labor Added → 2x Expenses Added → 2x Expenses Added
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏱️
▶
2 4x Labor Added Oct 21, 7:30 PM
4x Labor Added → 2x Expenses Added
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
⏳ 1.6 business days
🚗
Status: Tech Off Site by Christopher Ables Oct 22, 8:15 PM
From: Scheduled
To: Tech Off Site
Duration in Previous: 6d 22h
⏱️
▶
3 3x Labor Added Oct 22, 8:22 PM
3x Labor Added → Expenses Added → Status: Scheduled
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
🗓️
Status: Scheduled by Christopher Ables
From: Tech Off Site
To: Scheduled
Duration in Previous: 9m
⏱️
4x Labor Added Oct 22, 10:04 PM
Type: Labor, Expenses
Status: Open
Qty: 0.5, 11, 0.75
⏱️
3x Labor Added Oct 23, 9:19 PM
Type: Labor, Expenses
Status: Open
Qty: 8.25, 1
⏱️
7x Labor Added Oct 23, 9:56 PM
Type: Labor, Expenses
Status: Open
Qty: 13
✔️
Status: Completed by Christopher Ables Oct 23, 10:04 PM
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 1d 1h, 0m
🚨 12.2 business days
⏱️
▶
2 Labor Added Nov 11, 12:27 PM
Labor Added → Status: Ready to Bill
📄
Status: Ready to Bill by Nicole Floyd
From: Closed
To: Ready to Bill
Duration in Previous: 18d 15h
💵
▶
2 Status: Billing Review Nov 12, 11:36 AM
Status: Billing Review → Status: Invoice Pending
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🧾
Invoice Created Nov 13, 10:51 AM
Invoice Number: SM-246298

Bottlenecks

Tech Off Site
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Reschedule
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days
Scheduled
Duration: 20.9 business days (threshold: 2.0 business days)
Exceeded by 18.9 business days
Scheduled
Duration: 24.6 business days (threshold: 2.0 business days)
Exceeded by 22.6 business days
Scheduled
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Closed
Duration: 12.0 business days (threshold: 1.0 business days)
Exceeded by 11.0 business days

🔗 Related Artifacts

📞
Case 00465600
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Installation
Branch
ERLA - PROD
Technician
Christopher Ables
Scheduled
Oct 21, 9:00 AM
Created
Feb 14, 2:41 PM
Invoice #
SM-246298

Work Details (51)

Name Type Status Qty Amount Date
WL-02677694 Labor Open 11.516666666667 $0.00 Feb 16, 9:17 PM
WL-02677695 Travel Open 585 $0.00 Feb 16, 9:17 PM
WL-02677723 Labor Open 10 $0.00 Feb 16, 10:58 PM
WL-02677724 Travel Open 510 $0.00 Feb 16, 10:59 PM
WL-02677725 Expenses Open 1 $0.00 Feb 16, 11:00 PM
WL-02677726 Expenses Open 1 $0.00 Feb 16, 11:01 PM
WL-02679562 Expenses Open 1 $0.00 Feb 17, 7:09 PM
WL-02679557 Labor Open 2 $0.00 Feb 17, 7:09 PM
WL-02679558 Labor Open 9.5 $0.00 Feb 17, 7:09 PM
WL-02679559 Travel Open 565 $0.00 Feb 17, 7:09 PM
WL-02679560 Expenses Open 1 $0.00 Feb 17, 7:09 PM
WL-02679561 Expenses Open 1 $0.00 Feb 17, 7:09 PM
WL-02679844 Labor Open 2 $6,250.00 Feb 17, 10:07 PM
WL-02679845 Labor Open 10 $0.00 Feb 17, 10:07 PM
WL-02679846 Travel Open 510 $0.00 Feb 17, 10:08 PM
WL-02679847 Expenses Open 1 $0.00 Feb 17, 10:10 PM
WL-02679848 Expenses Open 1 $0.00 Feb 17, 10:10 PM
WL-02972779 Expenses Open 1 $0.00 Oct 16, 8:18 AM
WL-02977627 Labor Open 7.75 $0.00 Oct 20, 7:16 PM
WL-02979011 Labor Open 0.33333333333333 $0.00 Oct 21, 6:57 PM
WL-02979012 Labor Open 9.3 $0.00 Oct 21, 6:57 PM
WL-02979013 Labor Open 0.36666666666667 $0.00 Oct 21, 6:57 PM
WL-02979014 Expenses Open 1 $0.00 Oct 21, 6:59 PM
WL-02979015 Expenses Open 1 $0.00 Oct 21, 6:59 PM
WL-02979023 Expenses Open 1 $0.00 Oct 21, 7:00 PM
WL-02979024 Expenses Open 1 $0.00 Oct 21, 7:00 PM
WL-02979117 Labor Open 12 $0.00 Oct 21, 7:30 PM
WL-02979114 Labor Open 0.5 $0.00 Oct 21, 7:30 PM
WL-02979115 Labor Open 9 $0.00 Oct 21, 7:30 PM
WL-02979116 Labor Open 0.5 $0.00 Oct 21, 7:30 PM
WL-02979119 Expenses Open 1 $0.00 Oct 21, 7:32 PM
WL-02979120 Expenses Open 1 $0.00 Oct 21, 7:32 PM
WL-02980688 Labor Open 0.41666666666667 $0.00 Oct 22, 8:22 PM
WL-02980689 Labor Open 11.15 $0.00 Oct 22, 8:22 PM
WL-02980690 Labor Open 0.21666666666667 $0.00 Oct 22, 8:22 PM
WL-02980691 Expenses Open 1 $0.00 Oct 22, 8:23 PM
WL-02980891 Labor Open 0.5 $0.00 Oct 22, 10:04 PM
WL-02980892 Labor Open 11 $0.00 Oct 22, 10:04 PM
WL-02980893 Labor Open 0.75 $0.00 Oct 22, 10:04 PM
WL-02980894 Expenses Open 1 $0.00 Oct 22, 10:04 PM
WL-02982411 Labor Open 8.25 $0.00 Oct 23, 9:19 PM
WL-02982412 Expenses Open 1 $0.00 Oct 23, 9:19 PM
WL-02982413 Expenses Open 1 $0.00 Oct 23, 9:19 PM
WL-02982469 Labor Open 13 $0.00 Oct 23, 9:56 PM
WL-02982470 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-02982471 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-02982472 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-02982473 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-02982474 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-02982475 Expenses Open 1 $0.00 Oct 23, 9:56 PM
WL-03003268 Labor Open 1 $3,750.00 Nov 11, 12:27 PM

Details