Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01300919 ↗ ServiceMax

STAR OF DAVID FUNERAL HOME • Preventive Maintenance • PSM

📍 Star of David Funeral Home — 6701 W Commercial Blvd, Tamarac FL, 33319

Sep 3, 2025 → Sep 8, 2025

✅ Completed
PSM
SLA Clock
Last business day of September 2025 · Target: Sep 30, 2025
✓ SLA Met (16 biz days early)
Active: 3 biz days
🕐 Clock stopped: Invoiced (Sep 8, 2025)
▶ Clock Running
Status: Created
Sep 3 → Sep 3, 2025
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Ready for Scheduling
Sep 3 → Sep 5, 2025
2 business days (counted)
Running total: 2 of ? biz days used
1d
▶ Clock Running
Status: Assigned
Sep 5 → Sep 8, 2025
1 business day (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Scheduled
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 3 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 8 → Sep 8, 2025
0 business days (counted)
Running total: 3 of ? biz days used
Created: Sep 3, 2025 Invoiced: Sep 8, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Sep 3 → Sep 3 Created ▶ Running 0 0
Sep 3 → Sep 5 Ready for Scheduling ▶ Running 2 2
Sep 5 → Sep 8 Assigned ▶ Running 1 3
Sep 8 → Sep 8 Scheduled ▶ Running 0 3
Sep 8 → Sep 8 Tech On Site ▶ Running 0 3
Dispatch 0.0d
Coordinators 5.2d
Field Work 0.9d
Billing 58.8d
✓ SLA Met
Dispatch
0.0 days
Coordinators
5.2 days
Over SLA
Field Work
0.9 days
Billing
58.8 days
Over SLA
Created: Sep 3, 2025 Due: Sep 30, 2025 Completed: Sep 8, 2025 (22 days early)
📅
4.0 days Total Age
⏱️
58.8d in Billing Review Longest Stage
🔄
8 transitions Status Changes
⚠️
61.5d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00523833
L2 review - EMS
Closed
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Q-00029847 1 ceiling lift needs PM'd and to make sure in working order. Customer did not have SN just said it is an ultimate 1000 lift. https://www.ebiotrack.com/inspection.php?iid=29828
Priority
High
Origin
Phone
Reason
New Case
Contact
Nicole Zimnowski
Owner
Leona Coonrod
Created
Sep 2, 2025
Work Orders from this Case (1)
WO-01300919 (current) Invoiced
Preventive Maintenance • Ray Andreu
Created: Sep 3, 2025 • Closed: Sep 8, 2025
Completed with significant delays
Invoiced • 182 days old
🚨
Primary Delay 58.8 days stuck in "Billing Review"
⏱️
Total Delay 61.5 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
3.0d / 1.0d SLA
Assigned
2.0d / 0.5d SLA
Scheduled
0.2d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Closed
2.2d / 1.0d SLA
Billing Review
58.8d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/14/25 DPatton - PM price for MORTUARY LIFT isn't calculating (not listed on EMS rate card smc). LISTED AS WIGHT MACHINE IN EBT.


9/10/25 DPatton - PM price for MORTUARY LIFT isn't calculating (not listed on EMS rate card smc). LISTED AS WIGHT MACHINE IN EBT.



9/8/25 AJinerson - FSE spoke with Nicole and confirmed scheduling for today, 9/8.


9/5/25 AJinerson - Chatter to FSE regarding WO assignment.

🔧 Work Performed
Mortuary Lift Company - Ultimate 1000 Serial #: 02556 - Asset ID: 13259005
🔍 Technician Findings
Q-00029847 1 ceiling lift needs PM\'d and to make sure in working order. Customer did not have SN just said it is an ultimate 1000 lift.
⚠️ Problem Description
Inspection: Annual Equipment Electrical Safety Test And Calibration Service Q-00029847 1 ceiling lift needs PM'd and to make sure in working order. Customer did not have SN just said it is an ultimate 1000 lift. https://www.ebiotrack.com/inspection.php?iid=29828

Timeline

📞
Case Linked Sep 2, 1:16 PM
Case Number: 00523833
Subject: L2 review - EMS
Status: Closed
📋
2 Work Order Created Sep 3, 8:09 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
3.0 business days
👷
2 Status: Assigned Sep 5, 11:00 AM
Status: Assigned → Technician Assigned
👷
Technician Assigned by Abby Jinerson
Technician: Ray Andreu
2.0 business days
🗓️
2 Status: Scheduled Sep 8, 9:33 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Abby Jinerson
Scheduled For: 2025-09-08T14:00:00.000+0000
🔧
Status: Tech On Site by Ramon Andreu Sep 8, 11:24 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 1h 51m
⏱️
2 5x Labor Added Sep 8, 6:36 PM
5x Labor Added → Status: Closed
🏁
Status: Closed by Ben Saur
From: Tech On Site
To: Closed
Duration in Previous: 7h 12m
2.7 business days
💵
Status: Billing Review by Diane Patton Sep 10, 1:25 PM
From: Closed
To: Billing Review
Duration in Previous: 1d 18h
🚨 59.0 business days
📄
2 Status: Ready to Bill Dec 5, 1:19 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 4m
⚠️ 5.0 business days
🧾
Invoice Created Dec 11, 12:14 PM
Invoice Number: SM-248386

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Assigned
Duration: 2.0 business days (threshold: 4.0 business hours)
Exceeded by 1.5 business days
Closed
Duration: 2.2 business days (threshold: 1.0 business days)
Exceeded by 1.2 business days
Billing Review
Duration: 58.8 business days (threshold: 2.0 business days)
Exceeded by 56.8 business days

🔗 Related Artifacts

📞
Case 00523833
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Ray Andreu
Scheduled
Sep 8, 10:00 AM
Created
Sep 3, 8:09 AM
Invoice #
SM-248386

Work Details (5)

Name Type Status Qty Amount Date
WL-02929044 Labor Open 0.83333333333333 $164.00 Sep 8, 6:36 PM
WL-02929045 Labor Open 1.5 $195.00 Sep 8, 6:36 PM
WL-02929046 Travel Open 41 $28.70 Sep 8, 6:36 PM
WL-02929047 Labor Open 1 $130.00 Sep 8, 6:36 PM
WL-02929048 Travel Open 41 $28.70 Sep 8, 6:36 PM

Details