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Detailed work order timeline, KPIs, and analysis

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WO-01337016 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

📍 Andrew Przybyla Trunk Stock — 143 W. Dewey Ave, Coolidge AZ, 85128

Jan 9, 2026 → Jan 17, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 17, 2026
✓ SLA Met
Active: 5 biz days
🕐 Clock stopped: Tech Off Site (Jan 17, 2026)
▶ Clock Running
Status: Created
Jan 9 → Jan 9, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 9 → Jan 9, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 9 → Jan 9, 2026
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Scheduled
Jan 9 → Jan 17, 2026
5 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 17 → Jan 17, 2026
0 business days (counted)
Running total: 5 of ? biz days used
Created: Jan 9, 2026 Tech Off Site: Jan 17, 2026
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Jan 9 → Jan 9 Created ▶ Running 0 0
Jan 9 → Jan 9 Ready for Scheduling ▶ Running 0 0
Jan 9 → Jan 9 Assigned ▶ Running 0 0
Jan 9 → Jan 17 Scheduled ▶ Running 5 5
Jan 17 → Jan 17 Tech On Site ▶ Running 0 5
Dispatch 0.0d
Coordinators 5.9d
Billing 2.0d
✓ SLA Met
Dispatch
0.0 days
Coordinators
5.9 days
Over SLA
Billing
2.0 days
Over SLA
Created: Jan 9, 2026 Due: Jan 17, 2026 Completed: Jan 17, 2026 (on time)
📅
5.9 days Total Age
⏱️
5.9d in Scheduled Longest Stage
🔄
7 transitions Status Changes
⚠️
4.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
10 lines Work Details
🚩
5 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
5 On-Site Visits
5 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Brandon Rodriguez — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 12, 2026
Visit 2 Jan 13, 2026
Visit 3 Jan 14, 2026
Visit 4 Jan 15, 2026
Visit 5 Jan 16, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00557588
1x 1st week OJT on: HCP w/ Andy P. Week ending: 1/17
Closed
1x 1st week OJT on: HCP w/ Andy P. Week ending: 1/17 for Brandon Rodriguez
Priority
High
Origin
Phone
Reason
New Case
Contact
N/A
Owner
Shelby Robinson
Created
Jan 9, 2026
Work Orders from this Case (1)
WO-01337016 (current) Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 9, 2026 • Closed: Jan 17, 2026
Completed with minor delays
Invoiced • 54 days old
🚨
Primary Delay 5.9 days stuck in "Scheduled"
⏱️
Total Delay 4.9 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
Scheduled
5.9d / 2.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Completed
0.0d / 1.0d SLA
Closed
0.0d / 1.0d SLA
Ready to Bill
2.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
1x 1st week OJT on: HCP w/ Andy P. Week ending: 1/17 for Brandon Rodriguez
🔍 Technician Findings
1x 1st week OJT on: HCP w/ Andy P. Week ending: 1/17 for Brandon Rodriguez
⚠️ Problem Description
1x 1st week OJT on: HCP w/ Andy P. Week ending: 1/17 for Brandon Rodriguez

Timeline

📞
▶
6 Case Linked Jan 9, 11:31 AM
Case Linked → Work Order Created → Status: Ready for Scheduling → Status: Assigned → Technician Assigned → Dispatch Scheduled
📋
Work Order Created
Work Order: WO-01337016
Type: Cross-Training
Priority: PC
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
Status: Assigned by Kaitlyn Kelch
From: Ready for Scheduling, Assigned
To: Assigned, Scheduled
Duration in Previous: 3m, 0m
👷
Technician Assigned by Kaitlyn Kelch
Technician: Brandon Rodriguez
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-12T15:00:00.000+0000
⚠️ 6.0 business days
🔧
▶
2 Status: Tech On Site Jan 17, 1:54 AM
Status: Tech On Site → Status: Completed
✔️
Status: Completed by Brandon Rodriguez
From: Tech Off Site
To: Completed
Duration in Previous: 1m
⏱️
▶
3 8x Labor Added Jan 17, 2:13 AM
8x Labor Added → 2x Travel Added → Status: Closed
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 29
🏁
Status: Closed by Brandon Rodriguez
From: Completed
To: Closed
Duration in Previous: 21m
⏳ 0.0 business days
📄
Status: Ready to Bill by Diane Patton Jan 19, 6:18 PM
From: Closed
To: Ready to Bill
Duration in Previous: 2d 16h
⏳ 2.0 business days
📨
▶
2 Status: Invoice Pending Jan 21, 2:32 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-251830

Bottlenecks

Scheduled
Duration: 5.9 business days (threshold: 2.0 business days)
Exceeded by 3.9 business days
Ready to Bill
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days

🔗 Related Artifacts

📞
Case 00557588
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Brandon Rodriguez
Scheduled
Jan 12, 10:00 AM
Created
Jan 9, 11:31 AM
Invoice #
SM-251830

Work Details (10)

Name Type Status Qty Amount Date
WL-03069206 Labor Open 1.9166666666667 $0.00 Jan 17, 2:13 AM
WL-03069204 Labor Open 0.8 $0.00 Jan 17, 2:13 AM
WL-03069205 Labor Open 0.78333333333333 $0.00 Jan 17, 2:13 AM
WL-03069199 Labor Open 8 $0.00 Jan 17, 2:13 AM
WL-03069200 Labor Open 8 $0.00 Jan 17, 2:13 AM
WL-03069201 Labor Open 8 $0.00 Jan 17, 2:13 AM
WL-03069202 Labor Open 12 $0.00 Jan 17, 2:13 AM
WL-03069203 Labor Open 4.5 $0.00 Jan 17, 2:13 AM
WL-03069210 Travel Open 29 $0.00 Jan 17, 2:15 AM
WL-03069209 Travel Open 29 $0.00 Jan 17, 2:15 AM

Details