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← WO Overview

WO-01313149 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Inventory • PC

📍 David Trost Trunk Stock — 599 W. Merrick Road Unit 1305, Valley Stream NY, 11580

Nov 5, 2025 → Dec 3, 2025

✅ Completed
PC
SLA Clock
Per client agreement · Target: Dec 3, 2025
✓ SLA Met
Active: 17 biz days
🕐 Clock stopped: Completed (Dec 3, 2025)
▶ Clock Running
Status: Created
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Nov 5 → Nov 5, 2025
0 business days (counted)
Running total: 0 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Nov 5 → Nov 17, 2025
7 business days (counted)
Running total: 7 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Nov 17 → Nov 18, 2025
1 business day (counted)
Running total: 8 of ? biz days used
9d
▶ Clock Running
Status: Scheduled
Nov 18 → Dec 3, 2025
9 business days (counted)
Running total: 17 of ? biz days used
Created: Nov 5, 2025 Completed: Dec 3, 2025
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Nov 5 → Nov 5 Created ▶ Running 0 0
Nov 5 → Nov 5 Ready for Scheduling ▶ Running 0 0
Nov 5 → Nov 5 Assigned ▶ Running 0 0
Nov 5 → Nov 17 Scheduled ▶ Running 7 7
Nov 17 → Nov 18 Tech Off Site ▶ Running 1 8
Nov 18 → Dec 3 Scheduled ▶ Running 9 17
Dispatch 0.0d
Coordinators 18.1d
Field Work 1.1d
✓ SLA Met
Dispatch
0.0 days
Coordinators
18.1 days
Over SLA
Field Work
1.1 days
Created: Nov 5, 2025 Due: Dec 3, 2025 Completed: Dec 3, 2025 (on time)
📅
18.0 days Total Age
⏱️
10.0d in Scheduled Longest Stage
🔄
6 transitions Status Changes
⚠️
15.3d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
3 lines Work Details
🚩
3 visits On-Site Trips
📋
Coordinator Scheduling
🚩
3 On-Site Visits
3 on-site visits — why were multiple trips needed?
Visit 1 Nov 17, 2025
Visit 2 Nov 26, 2025
Visit 3 Dec 3, 2025

AI Analysis

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Generating AI analysis...
Completed with significant delays
Invoiced • 119 days old
🚨
Primary Delay 10.0 days stuck in "Scheduled"
⏱️
Total Delay 15.3 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
0.1d / 1.0d SLA
Scheduled
18.0d / 2.0d SLA
Tech Off Site
1.1d / 2.0d SLA
Closed
2.3d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

11/24 KSmith -- Moved inventory. Van still in the shop.

11/18/25 RCook- Updated due date. Inventory WO being rescheduled


11/18 KSmith -- FSEs van is in the shop and inventory cannot be finished until van comes back. Updated to 11/24 per Shawn (Subject to change again based off return of vehicle)

🔧 Work Performed
11-17 dt performed inventory. some inventory is in my van. unable to get to it today. will ask Shawn how he wants me to proceed. 11-26 retreived parts from dealership and was able to update some inevetroy. still not complete. 12-3 completed pm.
🔍 Technician Findings
11-17 dt performed inventory. some inventory is in my van. unable to get to it today. will ask Shawn how he wants me to proceed. 11-26 retreived parts from dealership and was able to update some inevetroy. still not complete. 12-3 completed pm.
⚠️ Problem Description
2025 Inventory Link to EBT Inventory Cycle Count: https://www.ebiotrack.com/cyclecount/index.php?location

Timeline

📋
▶
2 Work Order Created Nov 5, 10:03 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
▶
3 Technician Assigned Nov 5, 11:07 AM
Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Status: Assigned by Kourtney Smith
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 1h 3m, 0m
📅
Dispatch Scheduled by Kourtney Smith
Scheduled For: 2025-11-17T13:00:00.000+0000
⚠️ 8.0 business days
⏱️
▶
2 Labor Added Nov 17, 6:00 PM
Labor Added → Status: Tech Off Site
🚗
Status: Tech Off Site by David Trost
From: Scheduled
To: Tech Off Site
Duration in Previous: 12d 6h
📅
▶
2 Dispatch Scheduled Nov 18, 8:36 AM
Dispatch Scheduled → Status: Scheduled
🗓️
Status: Scheduled by Kourtney Smith
From: Tech Off Site
To: Scheduled
Duration in Previous: 14h 36m
⏳ 3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 20, 9:06 AM
Scheduled For: 2025-11-26T13:00:00.000+0000
⏳ 3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 24, 9:59 AM
Scheduled For: 2025-12-03T13:00:00.000+0000
⏳ 3.0 business days
📅
Dispatch Scheduled by Kourtney Smith Nov 26, 2:59 PM
Scheduled For: 2025-12-03T17:00:00.000+0000
⏱️
Labor Added Nov 26, 9:26 PM
Type: Labor
Status: Open
Qty: 1
⏳ 3.3 business days
⏱️
▶
2 Labor Added Dec 3, 4:50 PM
Labor Added → Status: Completed
✔️
Status: Completed by David Trost
From: Scheduled, Completed
To: Completed, Closed
Duration in Previous: 15d 8h, 0m
⏳ 2.9 business days
📄
Status: Ready to Bill by Diane Patton Dec 5, 1:42 PM
From: Closed, Ready to Bill, Invoice Pending
To: Ready to Bill, Invoice Pending, Invoiced
Duration in Previous: 1d 20h, 0m
⏳ 2.0 business days
🧾
Invoice Created Dec 8, 8:15 AM
Invoice Number: SM-248391

Bottlenecks

Scheduled
Duration: 8.0 business days (threshold: 2.0 business days)
Exceeded by 6.0 business days
Scheduled
Duration: 10.0 business days (threshold: 2.0 business days)
Exceeded by 8.0 business days
Closed
Duration: 2.3 business days (threshold: 1.0 business days)
Exceeded by 1.3 business days

🔗 Related Artifacts

No related artifacts

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Inventory
Branch
N/A
Technician
David Trost
Scheduled
Dec 3, 12:00 PM
Created
Nov 5, 10:03 AM
Invoice #
SM-248391

Work Details (3)

Name Type Status Qty Amount Date
WL-03010361 Labor Open 9 $0.00 Nov 17, 6:00 PM
WL-03021535 Labor Open 1 $0.00 Nov 26, 9:26 PM
WL-03025365 Labor Open 1.75 $0.00 Dec 3, 4:50 PM

Details