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WO-01338458 ↗ ServiceMax

GULDMANN INC • Installation • PC

📍 Azle ISD - Santo Forte Junior HS — 479 Sandy Beach Rd, Azle TX, 76020

Jan 19, 2026 → Feb 8, 2026

✅ Completed
PC
SLA Clock
Per client agreement · Target: Feb 13, 2026
✓ SLA Met (8 biz days early)
Active: 11 biz days
🕐 Clock stopped: Tech Off Site (Feb 3, 2026)
▶ Clock Running
Status: Created
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Assigned
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Scheduled
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 19 → Jan 19, 2026
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Jan 19 → Jan 20, 2026
1 business day (counted)
Running total: 1 of ? biz days used
▶ Clock Running
Status: Tech On Site
Jan 20 → Jan 21, 2026
1 business day (counted)
Running total: 2 of ? biz days used
4d
▶ Clock Running
Status: Tech Off Site
Jan 21 → Jan 27, 2026
4 business days (counted)
Running total: 6 of ? biz days used
▶ Clock Running
Status: Entered
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 6 of ? biz days used
4d
▶ Clock Running
Status: Scheduled
Jan 27 → Feb 2, 2026
4 business days (counted)
Running total: 10 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 2 → Feb 3, 2026
1 business day (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech Off Site
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 11 of ? biz days used
▶ Clock Running
Status: Tech On Site
Feb 3 → Feb 3, 2026
0 business days (counted)
Running total: 11 of ? biz days used
Created: Jan 19, 2026 Tech Off Site: Feb 3, 2026
Show SLA Clock Detail (12 periods)
Period Status Clock Biz Days Running Total
Jan 19 → Jan 19 Created ▶ Running 0 0
Jan 19 → Jan 19 Assigned ▶ Running 0 0
Jan 19 → Jan 19 Scheduled ▶ Running 0 0
Jan 19 → Jan 19 Tech On Site ▶ Running 0 0
Jan 19 → Jan 20 Tech Off Site ▶ Running 1 1
Jan 20 → Jan 21 Tech On Site ▶ Running 1 2
Jan 21 → Jan 27 Tech Off Site ▶ Running 4 6
Jan 27 → Jan 27 Entered ▶ Running 0 6
Jan 27 → Feb 2 Scheduled ▶ Running 4 10
Feb 2 → Feb 3 Tech On Site ▶ Running 1 11
Feb 3 → Feb 3 Tech Off Site ▶ Running 0 11
Feb 3 → Feb 3 Tech On Site ▶ Running 0 11
Coordinators 4.2d
Field Work 14.6d
✓ SLA Met
Coordinators
4.2 days
Over SLA
Field Work
14.6 days
Over SLA
Created: Jan 19, 2026 Due: Feb 13, 2026 Completed: Feb 8, 2026 (5 days early)
📅
14.0 days Total Age
⏱️
5.0d in Tech Off Site Longest Stage
🔄
10 transitions Status Changes
⚠️
7.9d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
77 lines Work Details
🚩
10 visits On-Site Trips
👤
Self-Scheduled Scheduling
🚨
10 On-Site Visits
10 on-site visits — critical red flag: repeated failure to resolve
👤 Self-scheduled by Scott E Yelverton — scheduling delays attributed to technician, not coordinators
Visit 1 Jan 18, 2026
Visit 2 Jan 19, 2026
Visit 3 Jan 20, 2026
Visit 4 Jan 21, 2026
Visit 5 Jan 23, 2026
Visit 6 Feb 1, 2026
Visit 7 Feb 2, 2026
Visit 8 Feb 3, 2026
Visit 9 Feb 4, 2026
Visit 10 Feb 6, 2026

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00558999
Azle ISD - Santo Forte Junior HS - ID 104846 - Installation
Quote Approved
Priority
Standard
Origin
Email
Reason
New Case
Contact
Leyla Alkanat
Owner
Installations Cases
Created
Jan 14, 2026
Work Orders from this Case (1)
WO-01338458 (current) Closed
Installation • Scott E Yelverton
Created: Jan 19, 2026 • Closed: Feb 8, 2026
Completed with minor delays
Closed • 44 days old
🚨
Primary Delay 5.0 days stuck in "Tech Off Site"
⏱️
Total Delay 7.9 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Ready for Scheduling
0.0d / 1.0d SLA
Tech On Site
4.1d / 1.0d SLA
Tech Off Site
10.5d / 2.0d SLA
Scheduled
4.2d / 2.0d SLA

💬 Activities, Notes & Communications

🔧 Work Performed
1/19/26 CAbles arrived and met GC. Took us to materials and room. Laid room out on floor using curves and switch tracks. About to start installing steel in ceiling we found Guldmann never sent proper beam clamps. Called Jack and he said to go to Dallas VA and take what we need from connexes on site. After done at Dallas it was too late to go back to site. 1/20/26 CAbles Started installing steel in ceiling. Ran out of beam clamps and started installing drops. got 3/4 of steel and drops installed.
🔍 Technician Findings
One continuous lift need to be installed in restroom/ shower room. Upon arrival, we found that the GC never installed the steel and materials in the ceiling as shown in submitted drawings. Called Jack and informed him that there will be a change order to which he agreed.
⚠️ Problem Description
INSTALLATION: 1 Lift Systems (Patient Lifts HOIST = 605 LBS. / 825 LBS. NON-RECESSED / SINGLE A-RAIL /SLOPED I-BEAM/DIRECT TO I-BEAM ATTACHMENT NOTE: This project requires 2 mobilizations

Timeline

📞
Case Linked Jan 14, 12:45 PM
Case Number: 00558999
Subject: Azle ISD - Santo Forte Junior HS - ID 104846 - Installation
Status: Quote Approved
3.0 business days
📋
4 Work Order Created Jan 19, 11:51 AM
Work Order Created → Technician Assigned → Status: Assigned → Dispatch Scheduled
👷
Technician Assigned by David Carvalho
Technician: a0h5A00000HFAYTQA5, Christopher Ables
👷
Status: Assigned by David Carvalho
From: Ready for Scheduling, Assigned, Scheduled
To: Assigned, Scheduled, Tech On Site
Duration in Previous: 2m, 0m
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2026-01-19T14:00:00.000+0000
🚗
4 Status: Tech Off Site Jan 19, 6:00 PM
Status: Tech Off Site → Labor Added → 3x Expenses Added → 2x Travel Added
⏱️
Labor Added
Type: Labor
Status: Open
Qty: 6.5
💵
3x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
2x Travel Added
Type: Travel
Status: Open
Qty: 88, 345
⏱️
10x Labor Added Jan 19, 6:13 PM
Type: Labor
Status: Open
Qty: 0.75, 1, 1.5, 7.75
🔧
2 Status: Tech On Site Jan 20, 9:16 AM
Status: Tech On Site → 2x Expenses Added
💵
2x Expenses Added
Type: Expenses
Status: Open
Qty: 1
🚗
2x Travel Added Jan 21, 8:44 AM
Type: Travel
Status: Open
Qty: 88
🚗
Status: Tech Off Site by Scott Yelverton Jan 21, 10:30 AM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 1d 1h
⏱️
3x Labor Added Jan 21, 1:41 PM
Type: Labor
Status: Open
Qty: 2, 8.5
🚗
2 Travel Added Jan 21, 4:52 PM
Travel Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
1.9 business days
⏱️
6x Labor Added Jan 22, 9:28 PM
Type: Labor
Status: Open
Qty: 6.25, 8.5
⏱️
2 Labor Added Jan 23, 7:19 PM
Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
2.6 business days
🆕
3 Status: Entered Jan 27, 5:23 PM
Status: Entered → Technician Assigned → Dispatch Scheduled
👷
Technician Assigned by David Carvalho
Technician: Scott E Yelverton
📅
Dispatch Scheduled by David Carvalho
Scheduled For: 2026-01-26T14:00:00.000+0000
💵
4x Expenses Added Jan 27, 5:47 PM
Type: Expenses
Status: Open
Qty: 1
3.8 business days
⏱️
3x Labor Added Feb 1, 10:31 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 6, 315
🔧
Status: Tech On Site by Scott Yelverton Feb 2, 9:01 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 5d 15h
🚗
Status: Tech Off Site by Scott Yelverton Feb 2, 8:21 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 11h 20m
🔧
Status: Tech On Site by Scott Yelverton Feb 3, 7:45 AM
From: Tech Off Site
To: Tech On Site
Duration in Previous: 11h 23m
💵
2x Expenses Added Feb 3, 2:44 PM
Type: Expenses
Status: Open
Qty: 1
🚗
Status: Tech Off Site by Scott Yelverton Feb 3, 3:03 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 7h 18m
⏱️
11x Labor Added Feb 3, 7:10 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 0.5, 7.5, 15, 8.5
2.6 business days
⏱️
4x Labor Added Feb 5, 4:22 PM
Type: Labor, Travel, Expenses
Status: Open
Qty: 5, 315
⏱️
2 6x Labor Added Feb 5, 10:29 PM
6x Labor Added → 4x Travel Added
🚗
4x Travel Added
Type: Travel
Status: Open
Qty: 15, 311
💵
4x Expenses Added Feb 5, 10:38 PM
Type: Expenses
Status: Open
Qty: 1
1.2 business days
⏱️
2 5x Labor Added Feb 8, 10:01 AM
5x Labor Added → Expenses Added
💵
Expenses Added
Type: Expenses
Status: Open
Qty: 1
✔️
Status: Completed by Scott Yelverton Feb 8, 10:07 AM
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 4d 19h, 0m

Bottlenecks

Tech On Site
Duration: 2.0 business days (threshold: 1.0 business days)
Exceeded by 1.0 business days
Tech Off Site
Duration: 5.0 business days (threshold: 2.0 business days)
Exceeded by 3.0 business days
Scheduled
Duration: 4.2 business days (threshold: 2.0 business days)
Exceeded by 2.2 business days
Tech On Site
Duration: 1.2 business days (threshold: 1.0 business days)
Exceeded by 1.4 business hours
Tech Off Site
Duration: 3.5 business days (threshold: 2.0 business days)
Exceeded by 1.5 business days

🔗 Related Artifacts

📞
Case 00558999
Quote Approved

ℹ️ Work Order Details

Status
Closed
Priority
PC
Type
Installation
Branch
ERLA - PROD
Technician
Scott E Yelverton
Scheduled
Jan 26, 9:00 AM
Created
Jan 19, 11:51 AM
Invoice #
N/A

Work Details (77)

Name Type Status Qty Amount Date
WL-03070929 Labor Open 6.5 $0.00 Jan 19, 6:02 PM
WL-03070932 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070930 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070931 Expenses Open 1 $0.00 Jan 19, 6:03 PM
WL-03070934 Travel Open 88 $0.00 Jan 19, 6:05 PM
WL-03070933 Travel Open 345 $0.00 Jan 19, 6:05 PM
WL-03070959 Labor Open 0.75 $0.00 Jan 19, 6:13 PM
WL-03070960 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070956 Labor Open 1.5 $0.00 Jan 19, 6:13 PM
WL-03070958 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070957 Labor Open 7.75 $7,350.00 Jan 19, 6:13 PM
WL-03070961 Labor Open 1.5 $0.00 Jan 19, 6:13 PM
WL-03070962 Labor Open 7.75 $0.00 Jan 19, 6:13 PM
WL-03070963 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03070964 Labor Open 0.75 $0.00 Jan 19, 6:13 PM
WL-03070965 Labor Open 1 $0.00 Jan 19, 6:13 PM
WL-03071378 Expenses Open 1 $0.00 Jan 20, 9:18 AM
WL-03071379 Expenses Open 1 $0.00 Jan 20, 9:18 AM
WL-03072980 Travel Open 88 $0.00 Jan 21, 8:44 AM
WL-03072981 Travel Open 88 $0.00 Jan 21, 8:44 AM
WL-03073428 Labor Open 2 $0.00 Jan 21, 1:41 PM
WL-03073426 Labor Open 2 $0.00 Jan 21, 1:41 PM
WL-03073427 Labor Open 8.5 $0.00 Jan 21, 1:41 PM
WL-03073823 Travel Open 322 $0.00 Jan 21, 4:52 PM
WL-03073832 Expenses Open 1 $0.00 Jan 21, 4:54 PM
WL-03076138 Labor Open 6.25 $0.00 Jan 22, 9:28 PM
WL-03076136 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076133 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076134 Labor Open 8.5 $0.00 Jan 22, 9:28 PM
WL-03076135 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03076137 Labor Open 2 $0.00 Jan 22, 9:28 PM
WL-03077369 Labor Open 1 $0.00 Jan 23, 7:19 PM
WL-03077379 Expenses Open 1 $0.00 Jan 23, 7:23 PM
WL-03080595 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03080596 Expenses Open 1 $300.00 Jan 27, 5:47 PM
WL-03080597 Expenses Open 1 $0.00 Jan 27, 5:47 PM
WL-03080598 Expenses Open 1 $300.00 Jan 27, 5:47 PM
WL-03087346 Labor Open 6 $0.00 Feb 1, 10:31 PM
WL-03087347 Travel Open 315 $0.00 Feb 1, 10:31 PM
WL-03087348 Expenses Open 1 $0.00 Feb 1, 10:32 PM
WL-03089602 Expenses Open 1 $300.00 Feb 3, 2:44 PM
WL-03089601 Expenses Open 1 $0.00 Feb 3, 2:44 PM
WL-03090275 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090276 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090277 Labor Open 7.5 $0.00 Feb 3, 7:10 PM
WL-03090278 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090280 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090281 Travel Open 15 $125.00 Feb 3, 7:10 PM
WL-03090282 Travel Open 15 $0.00 Feb 3, 7:10 PM
WL-03090283 Expenses Open 1 $0.00 Feb 3, 7:10 PM
WL-03090279 Travel Open 15 $125.00 Feb 3, 7:10 PM
WL-03090273 Labor Open 0.5 $0.00 Feb 3, 7:10 PM
WL-03090274 Labor Open 8.5 $0.00 Feb 3, 7:10 PM
WL-03093745 Labor Open 5 $0.00 Feb 5, 4:22 PM
WL-03093746 Travel Open 315 $0.00 Feb 5, 4:22 PM
WL-03093747 Expenses Open 1 $0.00 Feb 5, 4:22 PM
WL-03093748 Expenses Open 1 $0.00 Feb 5, 4:22 PM
WL-03094504 Labor Open 7.5 $0.00 Feb 5, 10:29 PM
WL-03094500 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094501 Labor Open 9 $0.00 Feb 5, 10:29 PM
WL-03094502 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094503 Labor Open 0.5 $0.00 Feb 5, 10:29 PM
WL-03094499 Labor Open 6 $0.00 Feb 5, 10:29 PM
WL-03094508 Travel Open 15 $0.00 Feb 5, 10:31 PM
WL-03094507 Travel Open 15 $0.00 Feb 5, 10:31 PM
WL-03094506 Travel Open 15 $125.00 Feb 5, 10:31 PM
WL-03094505 Travel Open 311 $0.00 Feb 5, 10:31 PM
WL-03094516 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094515 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094517 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03094518 Expenses Open 1 $0.00 Feb 5, 10:38 PM
WL-03096820 Labor Open 0.5 $0.00 Feb 8, 10:01 AM
WL-03096821 Labor Open 1.5 $0.00 Feb 8, 10:01 AM
WL-03096822 Labor Open 7 $0.00 Feb 8, 10:01 AM
WL-03096823 Travel Open 20 $125.00 Feb 8, 10:01 AM
WL-03096824 Travel Open 311 $0.00 Feb 8, 10:01 AM
WL-03096825 Expenses Open 1 $0.00 Feb 8, 10:03 AM

Details