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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01304830 ↗ ServiceMax

Modern Animal Hospital • Virtual Tech - Field Repair • P3

📍 Modern Animal Clinic - STUD — 12157 Ventura Blvd, Studio City CA, 91604

Sep 17, 2025 → Dec 30, 2025

✅ Completed
P3
SLA Clock
3 business days from creation · Target: Sep 22, 2025
✗ SLA Missed (59 biz days late)
Active: 62 biz days
Paused: 7 biz days
Budget: 3 biz days
🕐 Clock stopped: Completed (Dec 30, 2025)
SLA Target
▶ Clock Running
Status: Created
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Ready for Scheduling
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Assigned
Sep 17 → Sep 17, 2025
0 business days (counted)
Running total: 0 of 3 biz days used
▶ Clock Running
Status: Scheduled
Sep 17 → Sep 23, 2025
4 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Completed
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 4 of 3 biz days used
▶ Clock Running
Status: Incomplete
Sep 23 → Sep 23, 2025
0 business days (counted)
Running total: 4 of 3 biz days used
⏸7d
⏸ Clock Paused
Status: Awaiting Parts
Sep 23 → Oct 2, 2025
7 business days (not counted)
▶ Clock Running
Status: Scheduled
Oct 2 → Oct 3, 2025
1 business day (counted)
Running total: 5 of 3 biz days used
▶ Clock Running
Status: Tech On Site
Oct 3 → Oct 6, 2025
1 business day (counted)
Running total: 6 of 3 biz days used
56d
▶ Clock Running
Status: Completed
Oct 6 → Dec 30, 2025
56 business days (counted)
Running total: 62 of 3 biz days used
⏸ Clock Paused
Status: Awaiting Parts
Dec 30 → Dec 30, 2025
0 business days (not counted)
▶ Clock Running
Status: Reschedule
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 62 of 3 biz days used
▶ Clock Running
Status: Scheduled
Dec 30 → Dec 30, 2025
0 business days (counted)
Running total: 62 of 3 biz days used
Created: Sep 17, 2025 Completed: Dec 30, 2025
Business Days Used 62 / 3
0 3d budget +59d over
Show SLA Clock Detail (13 periods)
Period Status Clock Biz Days Running Total
Sep 17 → Sep 17 Created ▶ Running 0 0 / 3
Sep 17 → Sep 17 Ready for Scheduling ▶ Running 0 0 / 3
Sep 17 → Sep 17 Assigned ▶ Running 0 0 / 3
Sep 17 → Sep 23 Scheduled ▶ Running 4 4 / 3
Sep 23 → Sep 23 Completed ▶ Running 0 4 / 3
Sep 23 → Sep 23 Incomplete ▶ Running 0 4 / 3
Sep 23 → Oct 2 Awaiting Parts ⏸ Paused 7
Oct 2 → Oct 3 Scheduled ▶ Running 1 5 / 3
Oct 3 → Oct 6 Tech On Site ▶ Running 1 6 / 3
Oct 6 → Dec 30 Completed ▶ Running 56 62 / 3
Dec 30 → Dec 30 Awaiting Parts ⏸ Paused 0
Dec 30 → Dec 30 Reschedule ▶ Running 0 62 / 3
Dec 30 → Dec 30 Scheduled ▶ Running 0 62 / 3
Dispatch 0.0d
Material Management 7.9d
Coordinators 7.1d
Field Work 59.3d
Incomplete 0.1d (excluded)
Billing 3.0d
✗ SLA Missed
Dispatch
0.0 days
Material Management
7.9 days
Over SLA
Coordinators
7.1 days
Over SLA
Field Work
59.3 days
Over SLA
Incomplete (excluded from total)
0.1 days
Billing
3.0 days
Over SLA
Created: Sep 17, 2025 Due: Oct 7, 2025 Completed: Dec 30, 2025 (83 days late)
📅
70.0 days Total Age
⏱️
56.9d in Completed Longest Stage
🔄
17 transitions Status Changes
⚠️
66.3d over Total Delay
📦
2 orders, 0 quotes Parts & Quotes
📝
15 lines Work Details
🏠
2 visits On-Site Trips
👤
Self-Scheduled Scheduling
🔄
2 On-Site Visits (1 reschedule)
2 on-site visits — follow-up trip required
👤 Self-scheduled by Omar Serrano — scheduling delays attributed to technician, not coordinators
Visit 1 Sep 22, 2025
Visit 2 Oct 3, 2025

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00527716
<no subject>
Closed
Troubleshoot Compressor issues Repeat Failure: A part was replaced in the compressor a couple weeks ago, but now the machine is doing the same thing it has been, it won’t turn on. It is time to replace the compressor now. Model: DentalAire - Prestige Model Type: Dental Delivery Unit Asset ID: 13128376 Site: Modern Animal Hospital - Modern Animal Clinic - STUD<https://www.ebiotrack.com/sites.php?sid=21268> Serial #: A13403 Derek S. Reynolds Virtual Tech Team derek.reynolds@emsar.com 888-841-5155 ext 2 Office: (937) 741-4833 [cid:ff76d80a-755d-4fa8-9f67-cd7765d259b4]
Priority
Standard
Origin
Email
Reason
New Case
Contact
Melissa Perez
Owner
Virtual Tech
Created
Sep 16, 2025
Work Orders from this Case (1)
WO-01304830 (current) Invoiced
Virtual Tech - Field Repair • Omar Serrano
Created: Sep 17, 2025 • Closed: Dec 30, 2025
Completed with significant delays
Invoiced • 168 days old
🚨
Primary Delay 56.9 days stuck in "Completed"
⏱️
Total Delay 66.3 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
Assigned
0.0d / 0.5d SLA
Scheduled
6.8d / 2.0d SLA
Completed
57.9d / 1.0d SLA
Incomplete
0.1d
Awaiting Parts
7.9d / 3.0d SLA
Tech On Site
1.4d / 1.0d SLA
Reschedule
0.1d / 2.0d SLA
Closed
1.4d / 1.0d SLA
Ready to Bill
3.0d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

10/13/2025 Sramen - Omar Serrano has an internal note on WO 1303194 that he completed this WO. Looks to me like Omar used parts from the parts order on WO 1303194. Chatter sent on the other WO.


10/2/2025 Sramen - per chatter, FSE pulled from awaiting parts status because customer said they received some parts and OSerano has the rest in stock so he scheduled. Included FOM since this still has an open parts order (SUP is PTO this week). Updated due date as a P3 from today.


10/2/2025 Sramen - chatter to FSE. found he pulled this from awaiting parts status and parts order is still in "open" status and have not shipped. Not sure why the FSE pulled this and put into scheduled status. No documentation as to who this was scheduled with either.


9-24 Pgreen parts order placed yesterday

9-17 Mburris called and set appt with Melissa Perez

🔧 Work Performed
Tried un seizing motor but after several tries not successful , new motor needed for compressor but will have to call dental aire next day to find out part number. Scaler tubbing also damaged so new tubing required. 10/3 Arrived on site and dismantled current compressor to remove motor from current set up. When assembling compressor once again found slight oil leak from fittings so first addressed leak and then installed new motor. New motor had a air leak so called dentalaire to inform them of issue. After speaking with dental air found that fitting just needed to be tightened. So removed fitting and applied seal tape to threads and reseated fitting. Completed by filling up the motor with fresh oil and power on the unit. Motor powered on with no issues so placed compressor back into cart. Replaced scaler tubing and confirmed function. Informed customer of repair and returned to service
🔍 Technician Findings
Compressor anf scaler issues
⚠️ Problem Description
Troubleshoot Compressor issues Repeat Failure: A part was replaced in the compressor a couple weeks ago, but now the machine is doing the same thing it has been, it won’t turn on. It is time to replace the compressor now. Model: DentalAire - Prestige Model Type: Dental Delivery Unit Asset ID: 13128376 Site: Modern Animal Hospital - Modern Animal Clinic - STUD Serial #: A13403 Derek S. Reynolds Virtual Tech Team derek.reynolds@emsar.com 888-841-5155 ext 2 Office: (937) 741-4833 [cid:ff76d80a-755d-4fa8-9f67-cd7765d259b4] https://www.ebiotrack.com/workorder.php?wo=68256

Timeline

📞
Case Linked Sep 16, 3:39 PM
Case Number: 00527716
Subject: <no subject>
Status: Closed
📋
2 Work Order Created Sep 17, 9:56 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Derek Reynolds
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Sep 17, 11:34 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Michael Burris
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 38m
🗓️
2 Status: Scheduled Sep 17, 11:45 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Michael Burris
Scheduled For: 2025-09-22T21:00:00.000+0000
3.0 business days
📅
Dispatch Scheduled by Michael Burris Sep 19, 3:41 PM
Scheduled For: 2025-09-22T22:00:00.000+0000
2.3 business days
✔️
Status: Completed by Omar Serrano Sep 23, 2:09 AM
From: Scheduled
To: Completed
Duration in Previous: 5d 14h
🚗
5x Travel Added Sep 23, 2:38 AM
Type: Travel, Labor
Status: Open
Qty: 23, 0.5, 1, 1.25
⚠️
Status: Incomplete by Omar Serrano Sep 23, 12:10 PM
From: Completed
To: Incomplete
Duration in Previous: 10h 1m
📦
2 Parts Requested Sep 23, 12:43 PM
Parts Requested → Status: Awaiting Parts
📦
Status: Awaiting Parts by Wendy Argueta
From: Incomplete
To: Awaiting Parts
Duration in Previous: 33m
4.0 business days
💵
Expenses Added Sep 28, 1:05 PM
Type: Expenses
Status: Open
Qty: 1
4.0 business days
📅
2 Dispatch Scheduled Oct 2, 11:59 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Omar Serrano
From: Awaiting Parts
To: Scheduled
Duration in Previous: 8d 23h
2.0 business days
🔧
Status: Tech On Site by Omar Serrano Oct 3, 4:43 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 1d 4h
🚗
7x Travel Added Oct 3, 9:38 PM
Type: Travel, Labor, Parts, Expenses
Status: Open
Qty: 35, 1.5, 3.75
1.3 business days
✔️
Status: Completed by Omar Serrano Oct 6, 1:02 PM
From: Tech On Site
To: Completed
Duration in Previous: 2d 20h
🚨 57.0 business days
📦
4 Parts Requested Dec 30, 2:59 PM
Parts Requested → Status: Awaiting Parts → 2x Parts Added → Status: Reschedule
📦
Status: Awaiting Parts by Keith Fricke
From: Completed
To: Awaiting Parts
Duration in Previous: 85d 2h
🔩
2x Parts Added
Type: Parts, Expenses
Status: Open
Qty: 1
🔄
Status: Reschedule by Keith Fricke
From: Awaiting Parts
To: Reschedule
Duration in Previous: 2m
📅
3 Dispatch Scheduled Dec 30, 3:54 PM
Dispatch Scheduled → Status: Scheduled → Status: Completed
🗓️
Status: Scheduled by Omar Serrano
From: Reschedule
To: Scheduled
Duration in Previous: 51m
✔️
Status: Completed by Omar Serrano
From: Scheduled
To: Completed
Duration in Previous: 2m
🏁
Status: Closed by Omar Serrano Dec 30, 3:59 PM
From: Completed
To: Closed
Duration in Previous: 2m
📄
Status: Ready to Bill by Diane Patton Dec 31, 9:49 AM
From: Closed
To: Ready to Bill
Duration in Previous: 17h 50m
3.0 business days
📨
2 Status: Invoice Pending Jan 5, 10:08 AM
Status: Invoice Pending → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 2m
🧾
Invoice Created Jan 5, 1:54 PM
Invoice Number: SM-250455

Bottlenecks

Scheduled
Duration: 4.8 business days (threshold: 2.0 business days)
Exceeded by 2.8 business days
Awaiting Parts
Duration: 7.9 business days (threshold: 3.0 business days)
Exceeded by 4.9 business days
Tech On Site
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.3 business hours
Completed
Duration: 56.9 business days (threshold: 1.0 business days)
Exceeded by 55.9 business days
Closed
Duration: 1.4 business days (threshold: 1.0 business days)
Exceeded by 3.0 business hours
Ready to Bill
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days

🔗 Related Artifacts

📞
Case 00527716
Closed
📦
Parts Order 00082203
Closed
📦
Parts Order 00087467
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
P3
Type
Virtual Tech - Field Repair
Branch
Edge
Technician
Omar Serrano
Scheduled
Dec 30, 4:00 PM
Created
Sep 17, 9:56 AM
Invoice #
SM-250455

Work Details (15)

Name Type Status Qty Amount Date
WL-02945532 Travel Open 23 $0.00 Sep 23, 2:38 AM
WL-02945533 Labor Open 0.5 $0.00 Sep 23, 2:38 AM
WL-02945534 Travel Open 23 $110.00 Sep 23, 2:38 AM
WL-02945535 Labor Open 1 $119.00 Sep 23, 2:38 AM
WL-02945536 Labor Open 1.25 $0.00 Sep 23, 2:38 AM
WL-02952234 Expenses Open 1 $0.00 Sep 28, 1:05 PM
WL-02959903 Travel Open 35 $110.00 Oct 3, 9:38 PM
WL-02959904 Labor Open 1.5 $0.00 Oct 3, 9:38 PM
WL-02959905 Labor Open 3.75 $446.25 Oct 3, 9:38 PM
WL-02959906 Parts Open 1 $70.04 Oct 3, 9:38 PM
WL-02959907 Labor Open 1.5 $0.00 Oct 3, 9:38 PM
WL-02959908 Parts Open 1 $316.86 Oct 3, 9:38 PM
WL-02959909 Expenses Open 1 $0.00 Oct 3, 9:38 PM
WL-03050002 Parts Open 1 $852.45 Dec 30, 3:02 PM
WL-03050003 Expenses Open 1 $38.25 Dec 30, 3:02 PM

Details