Oilfield Services and Service Repair
The Oilfield Services module supports well site service businesses and equipment repair businesses. Discovery automates Oilfield Service businesses that have single service providers or businesses that have crews to perform the service. Service jobs typically include providing specialized equipment, personnel and consumable inventory to the customer’s location (well site or rig).
Many types of Oilfield services that are provided to the well site or rig can be automated by Discovery’s Well Site Services module including: wireline, service rig drilling, coil tube operations, land surveying, submersible pumps, fishing tools, cementing, metal testing and environmental services. Equipment and service personnel can be scheduled making their availability visible to all of your computer users.
For Repairs and Maintenance businesses, the Oilfield Service module tracks the maintenance performed on your customer's equipment and on your own equipment. Maintenance jobs include recording the parts and labor costs to repair or maintain the equipment. A description of the problem is recorded for the job or you can enter the type of maintenance that was provided (i.e. valve repair, tune up, overhaul etc.)
Repair or maintenance jobs can be scheduled into the future to support a preventative maintenance program or a regular maintenance program. Jobs can be also scheduled whenever a customer calls to report a problem with an item that you can service. The costs to perform the repair job can be billed to the customer, billed to the manufacturer or coded to expenses for internal costing.
Transactions
Discovery’s Services module automates the job entry process and automates recording field ticket activities. Job entry can begin by quoting a job to a customer or by simply scheduling a job when the customer calls. The tools and functions available to your staff when entering a job include:
- Look up equipment status: What job is it on now? When will it become available?
- Look up equipment specifications: What are the capacities and features of the equipment (can it do what the customer needs?)
- Look up customer equipment: any customer equipment can be defined to the customer regardless if you have repaired it in the past
- Look up equipment repair history: if you have repaired it, a complete history is shown to the order taker
- Record the customer’s unique specifications (each well or rig location can be unique)
- Look up the customer’s past jobs
- Copy a past customer job
- Access a job template of a typical job’s requirements (personnel, equipment, consumables, etc.)
- Modify the template on the fly for this customer’s job
- Record the customer's statement of the problem
- Assign a repair template to the job (for standard or typical jobs you can define the parts needed and an estimate of labor hours required)
- Modify the template on the fly to deal with the customer's specific concerns
- View customer specific pricing
- View customer credit and outstanding AR
- View other customer locations (ship to locations or bill to locations)
- Record well name, well site directions, AFE number, rig number and LSD
- View Customer Relationship Management (CRM) information: demographics, contacts, current projects, tasks and notes
- Typical business flow chart of services.
Discovery's Laptop Field Ticket System can be used by your field staff to record the daily events. The job entry specifications (all of the job information entered above) are electronically sent to your field service personnel once the job has been assigned. The electronic field ticket can be set to track and produce daily tickets or set to track and produce a single ticket for the job.
Daily tickets can be printed for customer signature or an electronic customer signature pad can be attached to allow the customer to sign the ticket on-line. The customer receives a printed copy of the ticket and the electronic ticket is sent to the main server ready for review and billing. For daily tickets, an end of job field is entered so that the server knows the job is ready for billing.
Daily tickets are priced using the customer’s specific pricing and available for management to review the revenue activity of their crews prior to actual invoices being created. Electronic tickets are also used to enter costs for the job that are not printed or billed to the customer’s ticket such as: time entered for each member of the crew, mileage of equipment, costs of items or services that were purchased for the job, subsistence and do overs to record non-billable services.
A customer job, this could be competed by crews and equipment from more than one of your locations. Equipment that is used on jobs is assigned to a field location. Equipment can be tracked to record the revenue earned, the profitability by job, including the equipment costs (depreciation costs and non-recoverable/maintenance costs). This allows you to send equipment and crews from more than one of your locations.
Payroll information is captured by the electronic field ticket when each of your service providers records their time. Time entries are summarized by person, by job and by week to allow you to review their time entries before sending the data electronically for payroll processing.
Management Reporting
The Oilfield Services module provides management with daily ticket revenue, job costing by equipment, crew, type of job and customer, utilization of equipment (number of days billing, days in maintenance and days idle) and transaction exceptions.
Integration
The Oilfield Services software integrates to Discovery’s other Oilfield operational modules (see Products) and to Discovery’s accounting and financial system modules. All Discovery modules support multi-company, multi-branch and multi-currency operations.
The user productivity tools built into Discovery’s Technology Platform are available in the Oilfield Well Site Services software including SQL wild card searches, drop down lists, integration to spreadsheets and Email, user defined views and document attachments.
