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← WO Overview

WO-01310781 ↗ ServiceMax

K'S PERSONAL TRANSPORT • Preventive Maintenance • PSM

📍 K's Personal Transport — 94 Main Street, Oxford MA, 01540

Oct 22, 2025 → Nov 10, 2025

✅ Completed
PSM
SLA Clock
Last business day of October 2025 · Target: Oct 31, 2025
✗ SLA Missed (5 biz days late)
Active: 13 biz days
🕐 Clock stopped: Completed (Nov 10, 2025)
▶ Clock Running
Status: Created
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 22 → Oct 22, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 22 → Oct 23, 2025
1 business day (counted)
Running total: 1 of ? biz days used
12d
▶ Clock Running
Status: Scheduled
Oct 23 → Nov 10, 2025
12 business days (counted)
Running total: 13 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 10 → Nov 10, 2025
0 business days (counted)
Running total: 13 of ? biz days used
Created: Oct 22, 2025 Completed: Nov 10, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Oct 22 → Oct 22 Created ▶ Running 0 0
Oct 22 → Oct 22 Ready for Scheduling ▶ Running 0 0
Oct 22 → Oct 23 Assigned ▶ Running 1 1
Oct 23 → Nov 10 Scheduled ▶ Running 12 13
Nov 10 → Nov 10 Tech On Site ▶ Running 0 13
Dispatch 0.0d
Coordinators 14.9d
Field Work 1.1d
Billing 17.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
14.9 days
Over SLA
Field Work
1.1 days
Billing
17.0 days
Over SLA
Created: Oct 22, 2025 Due: Nov 26, 2025 Completed: Nov 10, 2025 (16 days early)
📅
13.9 days Total Age
⏱️
17.0d in Billing Review Longest Stage
🔄
9 transitions Status Changes
⚠️
28.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
21 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00536088
Site needs added to ebt (sent teams msg)
Closed
Q-00030708 Equipment PM How many pieces of equipment are in need of attention? 10+(16) Manufacturer & Model: Ferno, Braun Serial: several Issue: yearly pm Detailed equipment list attached 5 Manual Cots 5 Fasteners 6 Standard stair chairs 2 Braun Wheelchair Van lifts https://www.ebiotrack.com/inspection.php?iid=30785
Priority
Standard
Origin
Web
Reason
New Case
Contact
Alexandra Jones
Owner
Sherry Reich
Created
Oct 16, 2025
Work Orders from this Case (1)
WO-01310781 (current) Invoiced
Preventive Maintenance • Paul Bonang Jr
Created: Oct 22, 2025 • Closed: Nov 10, 2025
Completed with significant delays
Invoiced • 133 days old
🚨
Primary Delay 17.0 days stuck in "Billing Review"
⏱️
Total Delay 28.4 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
0.0d / 1.0d SLA
Assigned
1.9d / 0.5d SLA
Scheduled
13.0d / 2.0d SLA
Tech On Site
0.9d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
2.0d / 1.0d SLA
Billing Review
17.0d / 2.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/13/25 DPatton - One Stair Chair not calculating. (Product Family doesn't specify if it's manual or power stair chair)


11/10 PBonang: Could not sync EBT upon completion due to missing sync button. Notified Matt Bateman

10/23 KSmith -- Scheduled for 11/10 with Alexandra

10/22 KSmith -- Sent email to schedule for 11/10

🔧 Work Performed
Ferno Washington Inc - Model 35-X ProFlexx Serial #: 17N-375486 - Asset ID: 13273242 Ferno Washington Inc - Model 35-X ProFlexx Serial #: 17N-363285 - Asset ID: 13273249 Ferno Washington Inc - Model 35-X ProFlexx Serial #: 21N-454539 - Asset ID: 13273238 Ferno Washington Inc - 185 Stat Trac Series Serial #: 17C-136672 - TRUCK K1 - Asset ID: 13273240 Ferno Washington Inc - 185 Stat Trac Series Serial #: 21C-178701 - TRUCK K7 - Asset ID: 13273239 Ferno Washington Inc - 185 Stat Trac Series Serial #: 20C-168021 - TRUCK K9 - Asset ID: 13273250 Ferno Washington Inc - Model 40 (Series) Serial #: L-389639 - Asset ID: 13273241 Ferno Washington Inc - Model 40 (Series) Serial #: L-358730 - Asset ID: 13273251 Braun - NCL Century Series Lift Serial #: 20120305616 - TRUCK C2 - Asset ID: 13273243 Stryker Medical - Model 42 Serial #: L-381617 - Asset ID: 13273237 Ferno Washington Inc - Model 35-X ProFlexx Serial #: 14N-298294 - Asset ID: 13273245 Ferno Washington Inc - Model 59-T EZ-Glide Serial #: 07-047255 - Asset ID: 13273252 Ferno Washington Inc - Model 35-X ProFlexx Serial #: 18N-387880 - Asset ID: 13273253 Ferno Washington Inc - Model 40 (Series) Serial #: L-191120 - Asset ID: Junkin - JSA-800 Serial #: 73113 - Asset ID: 13273244 Ferno Washington Inc - 185 Stat Trac Series Serial #: 22C-190661 - Asset ID: 13273246 Ferno Washington Inc - 185 Stat Trac Series Serial #: 16C-128141 - Asset ID: 13273247 Ferno Washington Inc - Model 40 (Series) Serial #: L-191120 - Asset ID: 13273248
⚠️ Problem Description
Q-00030708 Equipment PM https://www.ebiotrack.com/inspection.php?iid=30785 How many pieces of equipment are in need of attention? 10+(16) Manufacturer & Model: Ferno, Braun Serial: several Issue: yearly pm Detailed equipment list attached 5 Manual Cots 5 Fasteners 6 Standard stair chairs 2 Braun Wheelchair Van lifts

Timeline

📞
Case Linked Oct 16, 10:43 AM
Case Number: 00536088
Subject: Site needs added to ebt (sent teams msg)
Status: Closed
⚠️ 5.0 business days
📋
▶
2 Work Order Created Oct 22, 12:30 PM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
2 Technician Assigned Oct 22, 12:51 PM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling
To: Assigned
Duration in Previous: 20m
🗓️
▶
2 Status: Scheduled Oct 23, 12:15 PM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-10T14:00:00.000+0000
🚨 13.0 business days
🔧
Status: Tech On Site by Paul Bonang Nov 10, 10:34 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 17d 23h
✔️
Status: Completed by Paul Bonang Nov 10, 5:59 PM
From: Tech On Site
To: Completed
Duration in Previous: 7h 25m
⏱️
▶
2 21x Labor Added Nov 11, 8:09 AM
21x Labor Added → Status: Closed
🏁
Status: Closed by Ben Saur
From: Completed
To: Closed
Duration in Previous: 14h 11m
⏳ 2.0 business days
💵
Status: Billing Review by Diane Patton Nov 13, 9:19 AM
From: Closed
To: Billing Review
Duration in Previous: 2d 1h
🚨 17.0 business days
📄
▶
3 Status: Ready to Bill Dec 9, 6:22 PM
Status: Ready to Bill → Invoice Created → Status: Invoiced
🧾
Invoice Created
Invoice Number: SM-248625
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m

Bottlenecks

Assigned
Duration: 1.9 business days (threshold: 4.0 business hours)
Exceeded by 1.4 business days
Scheduled
Duration: 13.0 business days (threshold: 2.0 business days)
Exceeded by 11.0 business days
Closed
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 17.0 business days (threshold: 2.0 business days)
Exceeded by 15.0 business days

🔗 Related Artifacts

📞
Case 00536088
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
ERLA - PROD
Technician
Paul Bonang Jr
Scheduled
Nov 10, 9:00 AM
Created
Oct 22, 12:30 PM
Invoice #
SM-248625

Work Details (21)

Name Type Status Qty Amount Date
WL-03002926 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002927 Labor Open 0.5 $164.00 Nov 11, 8:09 AM
WL-03002928 Labor Open 0.25 $57.00 Nov 11, 8:09 AM
WL-03002929 Labor Open 0.25 $57.00 Nov 11, 8:09 AM
WL-03002930 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002931 Labor Open 0.5 $164.00 Nov 11, 8:09 AM
WL-03002932 Labor Open 0.5 $246.00 Nov 11, 8:09 AM
WL-03002933 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002934 Labor Open 0.5 $164.00 Nov 11, 8:09 AM
WL-03002935 Labor Open 0.25 $57.00 Nov 11, 8:09 AM
WL-03002936 Labor Open 0.25 $57.00 Nov 11, 8:09 AM
WL-03002937 Labor Open 0.5 $164.00 Nov 11, 8:09 AM
WL-03002938 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002939 Labor Open 0.25 $57.00 Nov 11, 8:09 AM
WL-03002940 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002941 Labor Open 0.25 $82.00 Nov 11, 8:09 AM
WL-03002942 Labor Open 0.5 $164.00 Nov 11, 8:09 AM
WL-03002943 Labor Open 1 $130.00 Nov 11, 8:09 AM
WL-03002944 Travel Open 52 $36.40 Nov 11, 8:09 AM
WL-03002945 Parts Open 2 $9.00 Nov 11, 8:09 AM
WL-03002946 Parts Open 1 $0.00 Nov 11, 8:09 AM

Details