Risk Watch

Operational risks Serdok has flagged before they become expensive — warranty, permit, insurance, customer, contract, and vendor exposure.

1 Critical
3 High
3 Medium
1 Low
Critical
Insurance / Compliance Risk

Subcontractor insurance expired yesterday

Active jobs with this subcontractor may not be covered under liability insurance.

Due Jul 6, 2026Mike Donovan

Recommended: Pause dispatch until updated certificate of insurance is received.

High
Permit / Deadline Risk

Mechanical permit expires in 8 days

Job #4502 cannot pass final inspection without an active permit.

Due Jul 15, 2026Sara Klein

Recommended: File permit extension with the city before July 15th.

High
Customer Escalation Risk

Customer complaint repeated 3 times in 60 days

Recurring noise complaint on the same install may indicate a workmanship issue.

Unassigned

Recommended: Schedule a senior technician to re-inspect the Harrison Ave install.

Medium
Warranty Risk

Warranty paperwork incomplete

Manufacturer may deny future warranty claims without registered equipment.

Due Jul 20, 2026Unassigned

Recommended: Complete and submit Trane warranty registration for Smith Residence.

Medium
Contract / Renewal Risk

Contract auto-renews in 21 days

Current commercial maintenance contract terms are below current market rate.

Due Jul 28, 2026Mike Donovan

Recommended: Review pricing before the auto-renewal date and renegotiate if needed.

Low
Warranty Risk

Equipment registration missing

New rooftop unit installed without manufacturer registration on file.

Due Aug 1, 2026Unassigned

Recommended: Register equipment serial number with Lennox within 30 days of install.

Medium
Vendor Risk

Vendor certificate of insurance outdated

Johnstone Supply's certificate on file expired last month.

Due Jul 18, 2026Unassigned

Recommended: Request updated certificate before next delivery is scheduled.

High
Operational Risk

Labor cost spike detected on Job #4510

Logged labor hours are running 34% over the original quote with no change order filed — margin on this job is already gone.

Unassigned

Recommended: Review job costing with the crew lead before the job closes out.