Product Pages
Oilfield ERP (Enterprise Resource Planning) software
 
 

Oilfield Laptop Field Ticket System

Discovery's Laptop Integrated Field Ticket System (LIFTS) allows field staff to enter the results of a job while in the field and produce a priced field ticket for the customer to sign. The information is then sent via an Internet connection to Discovery’s ERP (Enterprise Resource Planning) system for review and invoicing.

LIFTS operates standalone on a Windows based laptop device and does not need to be connected full time to a server.

The field job can be entered into Discovery's ERP system and then sent to LIFTS or the job can be entered directly into LIFTS. Either way, jobs include the following customer information:

  • Job number
  • The customer name with bill to and ship to locations
  • The customer’s AFE or PO numbers
  • The LSD and well site name
  • The directions to the well site
  • The name of the customer’s field manager
  • A description of the services required
  • Whether the customer requires priced field tickets
  • Whether the customer requires daily tickets or a single summary ticket

When entering the job into LIFTS, all of the above information can be entered or the user can copy a similar job from the history files within the field ticket program and then just change the information for the new job.

Job Templates

For jobs that require specific equipment to be on-site, a template of the equipment can be created in Discovery’s ERP system and sent to LIFTS along with the job information. The equipment template includes specific serial numbers or unit numbers for the equipment that was configured for the job.

Similarly, if the job is entered into LIFTS (it was not downloaded form the ERP system), then you can copy similar equipment templates into the job or enter the equipment used on the job when the daily ticket information is entered.

A job template can also include known consumable inventory that is most likely required as well as other services. If the inventory or services required are not known until the job has started, then the user can scan the database and select the items, services and consumables that are used to create the field ticket.

Consumables

For job situations that require the field staff to purchase items or services to complete the job, Discovery’s LIFTS allows you to enter a buyout item or service into the field ticket. The cost of the buyout item/service is entered along with a selling price to the customer (or you can indicate the item/service is N/C to the customer). When the ticket is printed, only the selling price is shown to the customer.

Buyouts

The user also enters a purchase order number to validate the buyout. In the field ticket program, the user would select a known supplier or select a miscellaneous supplier and provide the vendor name. A PO number can be automated assigned by LIFTS or the number can be provided to the field staff from head office. When the job is sent to the ERP server, the PO number, the vendor and the cost are sent to the Accounts Payable system along with the job number so that when the invoice arrives from the buyout vendor, it can easily be reconciled back to the job.

Field Hours
 The field ticket program also allows field staff to enter their time (hours) against a job. Their time may or may not be invoiced directly to the customer. For example, the rates for equipment time or service time (Class II Operator) may include the costs of your personnel. LIFTS can accumulate the hours that each of your staff spent on the job even though their time was billed as Equipment time or Operator time.

The hours for each of your service staff are used when analyzing the job cost history reports and can be summarized and sent to the payroll system. By entering time directly into LIFTS, you can save duplicate data entry of time into a payroll system. When time is spent on non-customer jobs (i.e. shop time, training time, etc.) you can create internal jobs within LIFTS to accumulate the hours spent on these activities.

Customer Signature

When all the daily ticket activities (time, equipment time, operator time, consumables, buyouts, etc.) have been entered into LIFTS you can print a priced field ticket which the customer can stamp and sign. The ticket is extended automatically with the customer’s pricing as the customer pricing tables are sent to LIFTS from Discovery's ERP system.

An optional electronic signature pad can be used to capture the customer’s signature within LIFTS. Once captured electronically, the ticket can then be faxed, emailed or printed for the customer. If the customer signs and stamps the hard copy print out, an optional field scanner can be used to scan the document into the field ticket program so that the scanned document and the ticket data are both sent to the ERP system for billing. Scanning the document or using the electronic signature pad greatly improves the billing cycle as most Oil and Gas customers require a signed ticket to accompany the final invoice.