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← WO Overview

WO-01337230 ↗ ServiceMax

EMSAR HOUSE ACCOUNT • Cross-Training • PC

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

Jan 12, 2026 → Jan 26, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Jan 31, 2026
✓ SLA Met (4 biz days early)
Active: 9 biz days
🕐 Clock stopped: Tech Off Site (Jan 26, 2026)
▶ Clock Running
Status: Created
Jan 12 → Jan 12, 2026
0 business days (counted)
Running total: 0 of ? biz days used
2d
▶ Clock Running
Status: Ready for Scheduling
Jan 12 → Jan 14, 2026
2 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Entered
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 2 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 14 → Jan 14, 2026
0 business days (counted)
Running total: 2 of ? biz days used
7d
▶ Clock Running
Status: Scheduled
Jan 14 → Jan 26, 2026
7 business days (counted)
Running total: 9 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 26 → Jan 26, 2026
0 business days (counted)
Running total: 9 of ? biz days used
Created: Jan 12, 2026 Tech Off Site: Jan 26, 2026
Show SLA Clock Detail (7 periods)
Period Status Clock Biz Days Running Total
Jan 12 → Jan 12 Created ▶ Running 0 0
Jan 12 → Jan 14 Ready for Scheduling ▶ Running 2 2
Jan 14 → Jan 14 Entered ▶ Running 0 2
Jan 14 → Jan 14 Ready for Scheduling ▶ Running 0 2
Jan 14 → Jan 14 Assigned ▶ Running 0 2
Jan 14 → Jan 26 Scheduled ▶ Running 7 9
Jan 26 → Jan 26 Tech On Site ▶ Running 0 9
Dispatch 0.3d
Coordinators 10.7d
Field Work 0.0d
Billing 0.0d
✓ SLA Met
Dispatch
0.3 days
Coordinators
10.7 days
Over SLA
Field Work
0.0 days
Billing
0.0 days
Created: Jan 12, 2026 Due: Jan 31, 2026 Completed: Jan 26, 2026 (5 days early)
📅
10.0 days Total Age
⏱️
7.6d in Scheduled Longest Stage
🔄
8 transitions Status Changes
⚠️
8.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
11 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 19, 2026
Visit 2 Jan 20, 2026
Visit 3 Jan 21, 2026
Visit 4 Jan 22, 2026
Visit 5 Jan 23, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00556472
1/12 chat'd Butler/Dempsey for Andy P last name (two other WOs have been created)
Closed
Dispatch please create 4 Training Work Orders for this technician 1x for CBTs for HCP Pre-training ending 1/31/2026 2x 1week OJT work orders w/ week ending 1/31/2025 & 2/7/2026 1x for classroom week ending 2/14/2026 Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:
Priority
High
Origin
Email
Reason
New Case
Contact
N/A
Owner
Sherry Reich
Created
Jan 6, 2026
Work Orders from this Case (4)
WO-01337230 (current) Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Jan 26, 2026
WO-01337233 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 16, 2026
WO-01337260 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 1, 2026
WO-01337261 Invoiced
Cross-Training • Brandon Rodriguez
Created: Jan 12, 2026 • Closed: Feb 9, 2026
Completed with minor delays
Invoiced • 51 days old
🚨
Primary Delay 7.6 days stuck in "Scheduled"
⏱️
Total Delay 8.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.3d / 0.5d SLA
Ready for Scheduling
3.0d / 1.0d SLA
Scheduled
7.6d / 2.0d SLA
Tech Off Site
0.0d / 2.0d SLA
Closed
1.5d / 1.0d SLA
Ready to Bill
0.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
1week OJT work orders w/ week ending 1/23/2025 Technician: Brandon Rodriguez Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?: Andy
🔍 Technician Findings
1week OJT work orders w/ week ending 1/23/2025 Technician: Brandon Rodriguez Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?: Andy
⚠️ Problem Description
1week OJT work orders w/ week ending 1/23/2025 Technician: Brandon Rodriguez Q: Service Type (pm, repair, other)?: Q: Make / Model?: Q: Service Performed?: Q: Mentor?:

Timeline

📞
Case Linked Jan 6, 1:53 PM
Case Number: 00556472
Subject: 1/12 chat'd Butler/Dempsey for Andy P last name (two other WOs have been created)
Status: Closed
⚠️ 5.0 business days
📋
▶
2 Work Order Created Jan 12, 9:39 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Sherry Reich
From: Entered
To: Ready for Scheduling
Duration in Previous: 2m
⏳ 3.0 business days
🆕
Status: Entered by Kaitlyn Kelch Jan 14, 11:29 AM
From: Ready for Scheduling
To: Entered
Duration in Previous: 2d 1h
📅
Status: Ready for Scheduling by Sherry Reich Jan 14, 1:38 PM
From: Entered
To: Ready for Scheduling
Duration in Previous: 2h 9m
👷
▶
3 Status: Assigned Jan 14, 1:48 PM
Status: Assigned → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by Kaitlyn Kelch
Technician: Brandon Rodriguez
📅
Dispatch Scheduled by Kaitlyn Kelch
Scheduled For: 2026-01-19T15:00:00.000+0000
⚠️ 8.0 business days
🔧
Status: Tech On Site by Brandon Rodriguez Jan 26, 2:47 PM
From: Scheduled, Tech On Site
To: Tech On Site, Tech Off Site
Duration in Previous: 12d 0h, 0m
⏱️
▶
3 5x Labor Added Jan 26, 3:00 PM
5x Labor Added → Labor Added → 5x Expenses Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 7
💵
5x Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Brandon Rodriguez Jan 26, 3:05 PM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 18m, 0m
📄
▶
3 Status: Ready to Bill Jan 27, 1:47 PM
Status: Ready to Bill → Status: Invoice Pending → Invoice Created
📨
Status: Invoice Pending by Diane Patton
From: Ready to Bill, Invoice Pending
To: Invoice Pending, Invoiced
Duration in Previous: 1m, 0m
🧾
Invoice Created
Invoice Number: SM-252340

Bottlenecks

Ready for Scheduling
Duration: 3.0 business days (threshold: 1.0 business days)
Exceeded by 2.0 business days
Scheduled
Duration: 7.6 business days (threshold: 2.0 business days)
Exceeded by 5.6 business days
Closed
Duration: 1.5 business days (threshold: 1.0 business days)
Exceeded by 3.9 business hours

🔗 Related Artifacts

📞
Case 00556472
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PC
Type
Cross-Training
Branch
N/A
Technician
Brandon Rodriguez
Scheduled
Jan 19, 10:00 AM
Created
Jan 12, 9:39 AM
Invoice #
SM-252340

Work Details (11)

Name Type Status Qty Amount Date
WL-03079166 Labor Open 7 $0.00 Jan 26, 3:00 PM
WL-03079162 Labor Open 6.5 $0.00 Jan 26, 3:00 PM
WL-03079163 Labor Open 9 $0.00 Jan 26, 3:00 PM
WL-03079164 Labor Open 11.5 $0.00 Jan 26, 3:00 PM
WL-03079165 Labor Open 9.5 $0.00 Jan 26, 3:00 PM
WL-03079167 Labor Open 7 $0.00 Jan 26, 3:01 PM
WL-03079174 Expenses Open 1 $0.00 Jan 26, 3:04 PM
WL-03079175 Expenses Open 1 $0.00 Jan 26, 3:04 PM
WL-03079176 Expenses Open 1 $0.00 Jan 26, 3:04 PM
WL-03079177 Expenses Open 1 $0.00 Jan 26, 3:04 PM
WL-03079178 Expenses Open 1 $0.00 Jan 26, 3:04 PM

Details