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WO-01312147 ↗ ServiceMax

GULDMANN INC • Repair • PC

📍 ROLLING GREEN APARTMENTS — 2206 South East 44th Avenue Unit 297, Hillsboro OR, 97123

Oct 30, 2025 → Nov 5, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Nov 8, 2025
✓ SLA Met (3 biz days early)
Active: 3 biz days
🕐 Clock stopped: Tech Off Site (Nov 4, 2025)
▶ Clock Running
Status: Created
Oct 30 → Oct 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Oct 30 → Oct 30, 2025
0 business days (counted)
Running total: 0 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 30 → Oct 31, 2025
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Entered
Oct 31 → Oct 31, 2025
0 business days (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Assigned
Oct 31 → Oct 31, 2025
0 business days (counted)
Running total: 1 of ? biz days used
1d
▶ Clock Running
Status: Scheduled
Oct 31 → Nov 3, 2025
1 business day (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Tech On Site
Nov 3 → Nov 4, 2025
1 business day (counted)
Running total: 3 of ? biz days used
Created: Oct 30, 2025 Tech Off Site: Nov 4, 2025
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Oct 30 → Oct 30 Created ▶ Running 0 0
Oct 30 → Oct 30 Ready for Scheduling ▶ Running 0 0
Oct 30 → Oct 31 Scheduled ▶ Running 1 1
Oct 31 → Oct 31 Entered ▶ Running 0 1
Oct 31 → Oct 31 Assigned ▶ Running 0 1
Oct 31 → Nov 3 Scheduled ▶ Running 1 2
Nov 3 → Nov 4 Tech On Site ▶ Running 1 3
Dispatch 0.0d
Coordinators 3.1d
Field Work 2.1d
Billing 20.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
3.1 days
Field Work
2.1 days
Billing
20.1 days
Over SLA
Created: Oct 30, 2025 Due: Nov 8, 2025 Completed: Nov 5, 2025 (3 days early)
📅
4.7 days Total Age
⏱️
18.1d in Billing Review Longest Stage
🔄
9 transitions Status Changes
⚠️
20.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
4 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00538690
Service Order R110122842 Rolling Green Apts
Closed
Blinking yellow light
Priority
Standard
Origin
Email
Reason
New Case
Contact
Jack Demarest
Owner
Kimberly Hardison
Created
Oct 27, 2025
Work Orders from this Case (1)
WO-01312147 (current) Invoiced
Repair • Jeffrey Pastor
Created: Oct 30, 2025 • Closed: Nov 5, 2025
Completed with significant delays
Invoiced • 125 days old
🚨
Primary Delay 18.1 days stuck in "Billing Review"
⏱️
Total Delay 20.1 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
2.9d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
2.0d / 2.0d SLA
Closed
4.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA
Billing Review
18.1d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/13/25 DPatton - Travel is not billing.. is there a trip charge for this svc?

🔧 Work Performed
- Tested system for functionality across the room. - Verified that system was charging properly - Verified that system wall charger was properly connected and working. - Was unable to find an issue presenting blinking yellow light reported - Informed customer that the yellow light would indicate the system to be low on battery and perhaps charger was disconnected from outlet during use. - Connected to Guldmann SIC program to verify any errors and performed required updates shown. - Informed customer of the proper steps to ensure that system is charging properly.
🔍 Technician Findings
Found Patient Lift System in working condition
⚠️ Problem Description
Blinking yellow light
📞 Call Description
Blinking yellow light

Timeline

📞
Case Linked Oct 27, 3:34 PM
Case Number: 00538690
Subject: Service Order R110122842 Rolling Green Apts
Status: Closed
⏳ 4.0 business days
📋
▶
2 Work Order Created Oct 30, 2:11 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
👷
▶
3 Technician Assigned Oct 30, 3:26 PM
Technician Assigned → Dispatch Scheduled → Status: Scheduled
📅
Dispatch Scheduled by Peter Green
Scheduled For: 2025-11-04T00:00:00.000+0000
🗓️
Status: Scheduled by Peter Green
From: Ready for Scheduling
To: Scheduled
Duration in Previous: 1h 13m
⏳ 2.0 business days
🆕
▶
3 Status: Entered Oct 31, 5:20 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Jeffrey Pastor
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2025-11-03T22:00:00.000+0000
⏳ 1.8 business days
🔧
Status: Tech On Site by Jeffrey Pastor Nov 3, 6:25 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 2h
🚗
Status: Tech Off Site by Jeffrey Pastor Nov 3, 7:21 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 56m
⏱️
2x Labor Added Nov 4, 1:46 AM
Type: Labor
Status: Open
Qty: 0.5, 1
⏳ 1.5 business days
⏱️
Labor Added Nov 5, 3:56 AM
Type: Labor
Status: Open
Qty: 2
✔️
Status: Completed by Jeffrey Pastor Nov 5, 4:05 AM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 1d 8h, 0m
⏳ 4.0 business days
📄
Status: Ready to Bill by Nicole Floyd Nov 11, 12:38 PM
From: Closed
To: Ready to Bill
Duration in Previous: 6d 8h
⏳ 2.0 business days
💵
Status: Billing Review by Diane Patton Nov 13, 6:02 PM
From: Ready to Bill
To: Billing Review
Duration in Previous: 2d 5h
🚨 18.7 business days
🚗
▶
2 Travel Added Dec 11, 2:57 PM
Travel Added → Status: Ready to Bill
📄
Status: Ready to Bill by Diane Patton
From: Billing Review, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 27d 20h, 0m
⏳ 3.0 business days
🧾
Invoice Created Dec 15, 11:39 AM
Invoice Number: SM-248778

Bottlenecks

Closed
Duration: 4.0 business days (threshold: 1.0 business days)
Exceeded by 3.0 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Billing Review
Duration: 18.1 business days (threshold: 2.0 business days)
Exceeded by 16.1 business days

🔗 Related Artifacts

📞
Case 00538690
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Repair
Branch
ERLA - PROD
Technician
Jeffrey Pastor
Scheduled
Nov 3, 5:00 PM
Created
Oct 30, 2:11 PM
Invoice #
SM-248778

Work Details (4)

Name Type Status Qty Amount Date
WL-02995278 Labor Open 0.5 $0.00 Nov 4, 1:46 AM
WL-02995279 Labor Open 1 $119.00 Nov 4, 1:46 AM
WL-02996676 Labor Open 2 $0.00 Nov 5, 3:56 AM
WL-03034395 Travel Open 80 $125.00 Dec 11, 2:57 PM

Details