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WO-01300653 ↗ ServiceMax

SCHOEDINGER FUNERAL HOME • Preventive Maintenance • PSM

📍 Schoedinger Funeral Home — 987 Claycraft Rd, Gahanna OH, 43230

Sep 2, 2025 → Sep 26, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✓ SLA Met (2 biz days early)
Active: 18 biz days
🕐 Clock stopped: Invoiced (Sep 26, 2025)
▶ Clock Running
Status: Created
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Sep 2 → Sep 2, 2025
0 business days (counted)
Running total: 0 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Sep 2 → Sep 15, 2025
9 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Reschedule
Sep 15 → Sep 15, 2025
0 business days (counted)
Running total: 9 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Sep 15 → Sep 26, 2025
9 business days (counted)
Running total: 18 of ? biz days used
Created: Sep 2, 2025 Invoiced: Sep 26, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Sep 2 → Sep 2 Created ▶ Running 0 0
Sep 2 → Sep 2 Ready for Scheduling ▶ Running 0 0
Sep 2 → Sep 2 Assigned ▶ Running 0 0
Sep 2 → Sep 15 Scheduled ▶ Running 9 9
Sep 15 → Sep 15 Reschedule ▶ Running 0 9
Sep 15 → Sep 26 Scheduled ▶ Running 9 18
Dispatch 0.0d
Coordinators 20.0d
Field Work 1.0d
Billing 39.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
20.0 days
Over SLA
Field Work
1.0 days
Billing
39.8 days
Over SLA
Created: Sep 2, 2025 Due: Sep 30, 2025 Completed: Sep 26, 2025 (4 days early)
📅
19.0 days Total Age
⏱️
21.0d in Billing Correction Needed Longest Stage
🔄
11 transitions Status Changes
⚠️
22.8d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
16 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523321
Needs quote. Waiting for location to be created in EBT.
Closed
Q-00029835 Annual Equipment PM PMs 1. Ferno-Washington 14N-290588 2. Ferno-Washington 24/ 14N-290586 3. Ferno-Washington L/740129 4. Ferno-Washington L/611448 5. Ferno-Washington L/788675 6. Ferno Washington L/531982 7. Ferno Washington 27 / 14N292573 8. Ferno Washington 24 Maxx 08-092698 https://www.ebiotrack.com/inspection.php?iid=29812
Priority
Standard
Origin
Phone
Reason
New Case
Contact
Cassandra Brown
Owner
Kimberly Hardison
Created
Aug 29, 2025
Work Orders from this Case (1)
WO-01300653 (current) Invoiced
Preventive Maintenance • Scott R Roberts
Created: Sep 2, 2025 • Closed: Sep 26, 2025
Completed with significant delays
Invoiced • 183 days old
🚨
Primary Delay 21.0 days stuck in "Billing Correction Needed"
⏱️
Total Delay 22.8 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
0.1d / 1.0d SLA
Assigned
0.1d / 0.5d SLA
Scheduled
19.8d / 2.0d SLA
Tech On Site
1.0d / 1.0d SLA
Closed
3.0d / 1.0d SLA
Billing Correction Needed
32.8d
Billing Review
7.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/1/25 DPatton - Discrepancy of $16.00

9/24/2025 CRamen spoke with Cassandra and re-scheduled for Friday 9/26/2025 between 8-10am. 


9/15/2025 CRamen spoke to Cassandra and re-scheduled for Thursday 9/25/2025 with arrival time between 8-10am. 


9/15/2025 CRamen Tech called off per LYoder and need to re-schedule.


9/2/2025 CRamen Cassandra returned call and scheduled for Monday 9/15/2025 between 8-10am.


9/2/2025 CRamen Cassandra returned call and scheduled for Monday 9/15/2025 between 8-10am. 


9/2/2025 CRamen left a message for Cassandra to return call to schedule.

🔧 Work Performed
Ferno Washington Inc - Model 24 Maxx Serial #: 08-092698 - Asset ID: 13262383 Ferno Washington Inc - Model 24 Serial #: 14n292572 - Asset ID: 13262382 Ferno Washington Inc - Model 27-1 Serial #: 14n-290588 - Asset ID: 13262381 Ferno Washington Inc - Model 24 Maxx Serial #: L-788675 - Asset ID: 13262380 Ferno Washington Inc - Model 27-1 Serial #: L-531982 - Asset ID: 13262379 Ferno Washington Inc - Model 24 Serial #: 14n-292573 - Asset ID: 13262378 Ferno Washington Inc - Model 27-1 Serial #: L-611448 - Asset ID: 13262377 Ferno Washington Inc - Model 23 Serial #: L-740129 - Asset ID: 13262376
🔍 Technician Findings
1. Model 27-1, 14N-290588 2. Model 93H, 14N-290586 3. Model 23, L/740129 4. Model 27-1, L/611448 5. 24 Maxx, L/788675 6. Model 27-1, L/531982 7. Model 24, 14N292573 8. 24 Maxx, 08-092698
⚠️ Problem Description
Q-00029835 Annual Equipment PM https://www.ebiotrack.com/inspection.php?iid=29812 PMs 1. Ferno-Washington, Model 27-1, 14N-290588 2. Ferno-Washington, Model 93H, 14N-290586 3. Ferno-Washington, Model 23, L/740129 4. Ferno-Washington, Model 27-1, L/611448 5. Ferno-Washington, 24 Maxx, L/788675 6. Ferno Washington, Model 27-1, L/531982 7. Ferno Washington, Model 24, 14N292573 8. Ferno Washington, 24 Maxx, 08-092698

Timeline

📞
Case Linked Aug 29, 1:22 PM
Case Number: 00523321
Subject: Needs quote. Waiting for location to be created in EBT.
Status: Closed
⏳ 2.0 business days
📋
▶
2 Work Order Created Sep 2, 12:16 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Kimberly Hardison
From: Entered
To: Ready for Scheduling
Duration in Previous: 1m
👷
▶
2 Technician Assigned Sep 2, 1:09 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Charles Ramen
From: Ready for Scheduling
To: Assigned
Duration in Previous: 51m
🗓️
▶
2 Status: Scheduled Sep 2, 1:53 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-09-15T13:00:00.000+0000
🚨 10.0 business days
🔄
▶
2 Status: Reschedule Sep 15, 10:20 AM
Status: Reschedule → Dispatch Scheduled
📅
Dispatch Scheduled by Charles Ramen
Scheduled For: 2025-09-25T13:00:00.000+0000
⚠️ 8.0 business days
👷
Technician Assigned by Charles Ramen Sep 24, 8:49 AM
Technician: a0h5A00000Hod6IQAR, Scott R Roberts
📅
Dispatch Scheduled by Charles Ramen Sep 24, 8:59 AM
Scheduled For: 2025-09-26T13:00:00.000+0000
⏳ 3.0 business days
🔧
Status: Tech On Site by Scott Roberts Sep 26, 10:24 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 11d 0h
⏱️
▶
2 16x Labor Added Sep 26, 8:49 PM
16x Labor Added → Status: Closed
🏁
Status: Closed by Ben Saur
From: Tech On Site
To: Closed
Duration in Previous: 10h 25m
⏳ 3.4 business days
💳
Status: Billing Correction Needed by Diane Patton Oct 1, 9:26 AM
From: Closed
To: Billing Correction Needed
Duration in Previous: 4d 12h
🚨 21.0 business days
💵
Status: Billing Review by Diane Patton Oct 30, 11:49 AM
From: Billing Correction Needed
To: Billing Review
Duration in Previous: 29d 2h
⚠️ 7.0 business days
💳
Status: Billing Correction Needed by Diane Patton Nov 7, 12:39 PM
From: Billing Review
To: Billing Correction Needed
Duration in Previous: 8d 1h
🚨 12.0 business days
📄
Status: Ready to Bill by Diane Patton Nov 25, 6:31 PM
From: Billing Correction Needed, Ready to Bill
To: Ready to Bill, Invoice Pending
Duration in Previous: 18d 5h, 0m
💰
Status: Invoiced by Diane Patton Nov 25, 6:38 PM
From: Invoice Pending
To: Invoiced
Duration in Previous: 6m
⚠️ 7.7 business days
🧾
Invoice Created Dec 8, 5:12 PM
Invoice Number: 247596

Bottlenecks

Scheduled
Duration: 9.8 business days (threshold: 2.0 business days)
Exceeded by 7.8 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Billing Review
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days

🔗 Related Artifacts

📞
Case 00523321
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Scott R Roberts
Scheduled
Sep 26, 9:00 AM
Created
Sep 2, 12:16 PM
Invoice #
247596

Work Details (16)

Name Type Status Qty Amount Date
WL-02951580 Labor Open 3 $500.00 Sep 26, 8:49 PM
WL-02951581 Travel Open 132 $0.00 Sep 26, 8:49 PM
WL-02951582 Labor Open 1 $164.00 Sep 26, 8:49 PM
WL-02951583 Labor Open 0.5 $164.00 Sep 26, 8:49 PM
WL-02951584 Labor Open 0.83333333333333 $164.00 Sep 26, 8:49 PM
WL-02951585 Labor Open 0.41666666666667 $164.00 Sep 26, 8:49 PM
WL-02951586 Labor Open 0.5 $164.00 Sep 26, 8:49 PM
WL-02951587 Labor Open 0.66666666666667 $164.00 Sep 26, 8:49 PM
WL-02951588 Labor Open 3.25 $0.00 Sep 26, 8:49 PM
WL-02951589 Travel Open 161 $0.00 Sep 26, 8:49 PM
WL-02951590 Parts Open 1 $1.00 Sep 26, 8:49 PM
WL-02951591 Parts Open 1 $0.00 Sep 26, 8:49 PM
WL-02951592 Parts Open 2 $8.00 Sep 26, 8:49 PM
WL-02951593 Parts Open 1 $1.00 Sep 26, 8:49 PM
WL-02951594 Parts Open 1 $0.00 Sep 26, 8:49 PM
WL-02951595 Parts Open 2 $48.00 Sep 26, 8:49 PM

Details