Monday, September 14, 2026

Ridgeway Material Handling · Greater Houston · (281) 555-0140

Service manager

Service packet

Diego’s spread: down units, techs who are actually turning wrenches, WIP age, and parts that leave a van idle. Elena can open this too.

Down units

2

Customer equipment not moving

Waiting on parts

2

78% of open tickets have a full pick list

Tech load

56%

5 of 9 on a job or parts run

Ready unbilled

1

Finished work still sitting on the board

Technician load

Hours already on the card, not theoretical capacity. Parts-run is not productive time.

TechStatusJobsHoursDownWaiting parts

Andre Cole

Van 12 · North

parts run11.5 hr11

Riley Brooks

Van 4 · North

available00 hr00

Sam Okonkwo

Shop North · North

available00 hr00

Jordan Ellis

Van 9 · West

on job10.4 hr00

Casey Nguyen

Shop · North

on job11 hr00

Maya Singh

Van 21 · East

available00 hr00

Luis Ortega

Shop East · East

on job13.2 hr00

Avery Walsh

Van 16 · West

parts run10.8 hr11

Chris Patel

Van 18 · West

available12 hr00
Open dispatch

WIP age

How long open tickets have been on the board. Older than a week is a leak.

Open tickets

9

Opened today/yesterday

6

2–3 days

2

4–7 days

1

Older than a week

0

Callbacks

2

7 field · 2 shop

Labor mix on open tickets

Internal hours are a leak. Warranty labor is cash parked at the OEM.

  • billable3 tickets · 3.2 hr
  • contract4 tickets · 4.3 hr
  • warranty1 tickets · 0.4 hr
  • internal1 tickets · 1 hr

PM coverage

Hour meters, not calendars. Uncovered fleet is next month’s down-unit list.

Installed fleet

10

On contract

9 · 90%

Due

7

Overdue

3

Open PM contracts

Warranty cash

3 claims older than 28 days. The tech already spent the hours.

Open claims

4

Dollars outstanding

$13,020

Short for open work

  • 04815-12340-71 Traction controller, 36V (Toyota 8FBE) — need 1, on hand 0North
  • HY-CHAIN-160 Lift chain pair, 160" (Hyster H155) — need 2, on hand 0East
  • HY-STEER-CYL Steer cylinder, Hyster H190 — need 1, on hand 0East
  • CR-SOL-MAST Mast solenoid, Crown RR/SP — need 1, on hand 0West
Open parts counter

What Diego asks at 7:30

  • Who is down? 2 customer units. A parts-run tech is not turning wrenches.
  • Is the pick list full? 2 tickets waiting parts · fill 78%.
  • Is ready work billed? 1 tickets ready and still unbilled.
  • PM attach? 90% of the installed fleet is on contract · 3 overdue.