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Microsoft Dynamics NAV Oilfield Software Solution, ofsERP

We built ofsERP right into Microsoft Dynamics NAV, the most used ERP business management software in the world. With over 1.4 million users embracing its rich functionality, and over 120,000 companies relying every day upon its stability, why start from scratch?

Achieve the greatest efficiences using ofsERP with Microsoft Dynamics NAV, or keep your existing accounting software and use ofsERP to speed operations or the Field-Ticket-to-Cash process .

THE ofsERP™ SOFTWARE MODULES

Equipment Rental Management

Equipment Rental Management

“Streamline the management of your entire equipment rental business. “

Heavy Equipment · Tools · Tanks · Trucks · Facilities 

Rent equipment, service accounts & invoice faster.

Tired of rental software with weak accounting features and a lack of controls?
Frustrated with accounting software with weak or limited rental functionality?
Are you ready for the best of both worlds?…Take a closer look at ofsERP.

Easy-to-use:

  • Enjoy software that looks & feels just like Microsoft Office.
  • Enjoy a user-friendly interface.
  • Start a rental order with a single click.
  • Quickly lookup the whereabouts of any piece of equipment, its expected return date, and see the complete history of where it’s been.
  • Find equipment based on type, size, or any other attribute.
  • Easily add new tools and equipment, and optionally let accounting deal with the asset depreciation piece.

Forgiving…easy to correct and keep accurate:
Old technology software forced you to specify the specific equipment or asset ID on a rental order when it is being reserved. While that is an option, the problem with this is that many times you later discover that a different unit was actually taken and now the steps to make the correction are ridiculously complex and incredibly time consuming. Imagine how much easier your life will be if you can wait until you know the specific unit being rented before adding it to the order BUT you’re still be able to reserve and commit equipment as needed.

And BTW, even after deploying or placing assets “on rent”, convenient / easy-to-use “un-deploy” and “un-return” features make it easy to correct mistakes, so accurate whereabouts and usage is always maintained.

Unparalleled flexibility:

  • Rent, deploy and/or sell consumable inventory, other equipment, tools and services.
  • Keep track of personnel, rental equipment, and inventory consumables deployed and the services performed.
  • See Equipment Availability, Profitability, & Utilization.
  • Schedule Personnel, Equipment, & Tools.
  • Bundle equipment in packages with other equipment, tools, consumables, and labor.
  • Deploy all equipment on the same day or schedule deployment across multiple days.
  • Automate processes with user-definable workflows and alerts.
  • Replace whiteboards, chalkboards, and spreadsheets with automatically updating dashboards showing jobs, resource availability, and key performance measures on large monitors, laptops, and tablets.
  • Real equipment / inventory tracking with cradle-to-grave history:
  • View full location history on all rental assets in the field.
  • Sort by date range, customer, and more.
  • Track tools, equipment and inventory by location, truck, job site, and customer.
  • Record equipment movement from site-to-site without duplicating work orders.
  • Log serialized and non-serialized equipment and tools.
  • Track consumable inventory, supplies, parts, and chemicals.
  • Maintain a list of your customer’s specific pricing, site locations, and the best routes and driving directions to get there.

The ofsERP difference:
We designed & built our Equipment Rental Management system starting with Microsoft Dynamics NAV and added substantial functionaliy specifically for Oil Field Service providers. With the leading accounting and ERP software in the world, we didn’t have to try to re-create accounting and inventory functionaliy. You have robust accounting functionality and financials you can depend on and potential investors like this too.

We didn’t have to try to disguise some existing generic rental software product as an oilfield equipment rental solution. We also didn’t have to deal with issues that impact other industries that only confuse / complicate the process for Oil Field Service companies. No extra, unnecessary fields, buttons or processes to confuse you. Instead, ofsERP gives you exactly what you need and it works like you do.

Repair & Maintenance

Repair & Maintenance Management

” Designed for oil field service companies. “

Ensure timely maintenance and stop losing equipment to failure.

Minimize downtime and stop losing money from out-of-service equipment.

Identify failure points & anticipate maintenance issues before they kill your cash flow.

We designed our Preventative Maintenance, Repair, & Inspection module from the ground up for the oil field service business. By writing the module right inside the accounting software system you get all the controls and auditability required by your accounting dept., combined with all the everyday usability features wished for by your operations people. No batches, bolt-on applications, or other kludgy interfaces to deal with, just real-time, auditable, decision-quality information at the press of a button.

Key oil field service benefits:

  • Minimize dangerous and costly equipment failure.
  • Reduce unexpected costs to repair and service.
  • Reduce truck and equipment downtime.
  • Facilitate replenishment of parts inventory.
  • Improve compliance with due dates for inspections and certifications.
  • User-configurable dashboards spotlight your important KPIs.

” Oil field service work is hard, challenging, and unforgiving.
The software that runs your business should make it all look easy. ”

ofsERP Repair & Maintenance at a glance:

  • Complete scheduling of required maintenance.
  • Know the cost of equipment maintenance with the touch of a button.
  • Maintains history of preventative maintenance, repair, and inspections by truck or equipment.
  • Service intervals may be defined in terms of engine hours, mileage, time-period, or other intervals.
  • Parts and quantities normally used for the service code may be uniquely defined for specific truck or equipment types, makes, models, and years.
  • Checklists may be defined for each service.
  • Records the technician(s) who performed the service.
  • Tracks services performed by outside service facilities.
  • Supports centralized procurement of parts in bulk at reduced prices; and transfers to other yards periodically or as needed.
  • Projects future preventative maintenance dates to facilitate planning for part purchases and transfers.
  • Provides more accurate, real-time parts availability across all yards.
  • Provides rapid entry to record parts used and the type of repair, maintenance, or inspection.
  • Optional large screen designed for shop users.
  • Equipment and parts numbers may be scanned from bar codes.
  • Optionally displays only the relevant parts for the truck or equipment makes and models.
  • Substantially improves inventory accuracy, reduces picks of the wrong part, and speeds repair.
  • Repair both company-owned and customer-owned equipment and vehicles.
  • Charge time, materials, and other expenses to the costs of equipment.

The ofsERP difference:
The closer you look at our Preventative Maintenance, Repair, & Inspection module, the easier it is to validate our vast oil field service industry knowledge. We realize that maintenance & repair is not exactly on the top of most executive’s favorite things to do list, BUT it is a requirement.

So, we’ve automated as many of the tasks / processes as possible. You can’t forget to do a task if it happens automatically. For example: When a vehicle (equipment) comes back from the field, we will automatically trigger the appropriate service order (as needed) to keep your maintenance schedule on target without any input from users. And because customers sometimes break or abuse rental equipment, we allow you to charge a customer for the repair of your vehicle (equipment) as needed.

We can help you as much or as little as you want us to.

Electronic Field Ticketing

Electronic Field Ticketing

” The number one way to increase your cash flow is by moving to electronic field ticketing. “

Why replace the traditional paper ticketing process?
A lot can go wrong when the traditional paper field ticketing is utilized in the oilfield service industry. The process alone is prone to missing, inaccurate, and illegible information. Paper tickets tend to get lost. Paper tickets tend to get damaged (torn) as they travel their route. Paper tickets are expensive to route from person to person along the entire process.

Verifying and signing off on the service work performed is the easy part of the paper-based process. It’s the traditional paper itself that creates most of the problems. Field approvers need to ensure the work performed matches the information on the paper ticket including codes for invoicing. It takes time to review paper tickets which may be scribbled with illegible information.

During the invoicing process your accounting department has the exhausting task of ensuring the invoices match the associated field ticket information. After the lengthy guesswork-filled review process, exceptions need to be dealt with. This means using up even more man hours and valuable resources to correct errors.

The hidden cost of paper ticketing.
In the executive suite where key decisions are made about moving forward with operations and planning future jobs, decisions suffer when field data is slowly progressing through the approval process.

How can your executives make decisions for tomorrow if they don’t have access to accurate data to analyze what really happened today?

Paper field tickets take up too many resources that should be focused on higher value work that produces more profit for your business. The delay caused by the slower paper process results in the inability for companies to plan for the future and stay competitive in today’s market.

One of the biggest not-as-well-hidden impacts of slow paper process can be found in your cash flow. You’ll see this as a high number of Days Sales Outstanding on your financial reports. The time it takes to invoice your customer is the root problem. The cash flow impact is significant! In fact, we’ve found that companies can often justify the purchase of a mobile, electronic field ticketing system based on the improvement in their cash flow alone. Strong cash flow is critical to oil field service companies to effectively compete and grow their business.

Avoid the band-aid approach mistake.
The good news is that as mentioned above, the improvement in cash flow alone can typically justify the purchase of a new electronic field ticketing system. The bad news is that in their haste to leverage the advantages of electronic field ticketing companies often forget about the problems associated with using two different systems that are bolted together or utilize some kludgy interface to talk to each other. These companies end up simply exchanging one set of problems & inefficiencies for another set.

For example: Consider that systems that are bolted together don’t provide your executives with up-to-date information for decision making. This is just the beginning of the potential challenges when using two disparate systems and forcing them to try to talk with each other. Data validation, batch corruption, and upgrades that create incompatibilities help to make it even worse. The list goes on and on …

A better approach would be to utilize one system that validates your data, enforces the same accounting-based controls throughout and provides information in real time, a system such as ofsERP.

ofsERP Electronic Field Ticketing – The ticket to improving cash flow.
Record any information when in the field or away from the office. Connect online in real-time when within range of cellular or Wi-Fi internet service. When offline, save data to your choice of device for synchronization later.

Additional key benefits include:

  • Eliminate all the paper process-based problems.
  • Know what’s happening in real time.
  • Replace all the spreadsheets with an easy-to-use system that works anywhere.
  • Give customers accurate tickets, and invoice them faster – improving you cash flow.
  • Your Tickets, Your Way! We can create a field ticket that looks identical to what you’re using today, same layouts, fields, language, etc.
  • Get approvals via electronic signature, email, & more.
  • Simple to use – if they can drive a truck, they can use our system.
  • User Permissions – allow users to see only what their job function requires they need to know.
  • Your choice of device: tablet, phone, laptop or computer.
  • Compatible with Apple iOS, Android, and Windows.
  • Allows mix of devices and operating systems.
  • Completely configurable menus, screens, and data collected.

We can help you as much or as little as you want us to.

Disposal Site Management

Disposal Site Management

” Decrease invoicing delays & improve your cash flow with automated disposal site tickets. “

Disposal sites routinely deal with two issues that threaten / stress profitability.
The first profit threat is the time it takes to bill for your services. Long lead-times in billing can kill your cash flow. Decreased cash flow costs you real money and takes hard-to-earn profit dollars out of your pocket. The key symptom of this problem surfaces as a high number of Days Sales Outstanding on your financial reports.

The second profit threat comes from rejected invoices. The reasons for rejection often include wrong, inaccurate, or incomplete information on the invoice along with a host of others. Rejections lead to additional delays in getting paid, which further diminishes your already-stressed cash flow.

These two threats are significant. In fact, we’ve found that by successfully addressing these two profit killers alone, a typical company can justify the investment in a new Disposal Site Management System.

Avoid the band aid trap.
Remember, the solution needs to “successfully address these two profit killers”. What companies typically don’t think about is that using two disparate systems (one for accounting and the other for data collection) creates it own set of issues which also need to be resolved and addressing these issues can end up costing more than the original system itself did.

The issues created by bolt-on or kludgy interface products typically include the challenge that they don’t operate in real time. This means your executives are making decisions based on what may be incomplete or inaccurate information. While these systems do help to improve speed to invoice, they tend to create more problems than they’re worth because they don’t maintain established accounting controls across both products. Also consider that updates to either system can result in the so-called compatibility going away resulting in your system going completely down. Now that’s a profit killer!

Dispose of your cash flow killers with ofsERP Disposal Site Management.
Record any information when in the field or away from the office. Connect online in real-time when within range of cellular or Wi-Fi internet service. When off-line, save data to your choice of device for synchronization later.

We built ofsERP Disposal Management right into Microsoft Dynamics NAV. We did this because products that are bolted together or rely on some kludgy interface into each other tend to have challenges. These products (by design) lack the functionality, reliability, and the security required by today’s modern businesses.

Our Disposal Site Management module provides substantial efficiency for companies operating disposal sites. You can capture each disposal transaction with mobile devices at each disposal site and immediately send the relevant information to the head office for quick billing.

Capture the following information for each disposal ticket:

  • The type of fluid delivered and disposed and barrels/volume.
  • Times of entry and exit.
  • Customer and transporter / truck information.
  • Additional services such as washouts.
  • Other unique information as required.

ofsERP Disposal Site Management software key features:

  • Use Apple, Android, Windows tablet devices or PCs at the disposal sites.
  • Enable signature capture.
  • Tickets may be printed on-site directly from a hand-held tablet.
  • Scan and upload additional documents and manifests as needed.
  • Operate in real-time with our online mode when connected to the internet.
  • Operate in off-line mode and synchronize to the office when within internet range.
  • Ticket information gathered in the field can be invoiced without re-keying.
  • Customer specific pricing by material, washout, etc.
  • Skim Oil/Condensate, TX RRC Form P18, and other regulatory reports can be automated.
  • Full history and analysis capabilities in real-time.

We can help you as much or as little as you want us to.

distribution-mgmt

Distribution Management

” Decrease invoicing delays & improve your cash flow with automated disposal site tickets. “

Disposal sites routinely deal with two issues that threaten / stress profitability.
The first profit threat is the time it takes to bill for your services. Long lead-times in billing can kill your cash flow. Decreased cash flow costs you real money and takes hard-to-earn profit dollars out of your pocket. The key symptom of this problem surfaces as a high number of Days Sales Outstanding on your financial reports.

The second profit threat comes from rejected invoices. The reasons for rejection often include wrong, inaccurate, or incomplete information on the invoice along with a host of others. Rejections lead to additional delays in getting paid, which further diminishes your already-stressed cash flow.

These two threats are significant. In fact, we’ve found that by successfully addressing these two profit killers alone, a typical company can justify the investment in a new Disposal Site Management System.

Avoid the band aid trap.
Remember, the solution needs to “successfully address these two profit killers”. What companies typically don’t think about is that using two disparate systems (one for accounting and the other for data collection) creates it own set of issues which also need to be resolved and addressing these issues can end up costing more than the original system itself did.

The issues created by bolt-on or kludgy interface products typically include the challenge that they don’t operate in real time. This means your executives are making decisions based on what may be incomplete or inaccurate information. While these systems do help to improve speed to invoice, they tend to create more problems than they’re worth because they don’t maintain established accounting controls across both products. Also consider that updates to either system can result in the so-called compatibility going away resulting in your system going completely down. Now that’s a profit killer!

Dispose of your cash flow killers with ofsERP Disposal Site Management.
Record any information when in the field or away from the office. Connect online in real-time when within range of cellular or Wi-Fi internet service. When off-line, save data to your choice of device for synchronization later.

We built ofsERP Disposal Management right into Microsoft Dynamics NAV. We did this because products that are bolted together or rely on some kludgy interface into each other tend to have challenges. These products (by design) lack the functionality, reliability, and the security required by today’s modern businesses.

Our Disposal Site Management module provides substantial efficiency for companies operating disposal sites. You can capture each disposal transaction with mobile devices at each disposal site and immediately send the relevant information to the head office for quick billing.

Capture the following information for each disposal ticket:

  • The type of fluid delivered and disposed and barrels/volume.
  • Times of entry and exit.
  • Customer and transporter / truck information.
  • Additional services such as washouts.
  • Other unique information as required.

ofsERP Disposal Site Management software key features:

  • Use Apple, Android, Windows tablet devices or PCs at the disposal sites.
  • Enable signature capture.
  • Tickets may be printed on-site directly from a hand-held tablet.
  • Scan and upload additional documents and manifests as needed.
  • Operate in real-time with our online mode when connected to the internet.
  • Operate in off-line mode and synchronize to the office when within internet range.
  • Ticket information gathered in the field can be invoiced without re-keying.
  • Customer specific pricing by material, washout, etc.
  • Skim Oil/Condensate, TX RRC Form P18, and other regulatory reports can be automated.
  • Full history and analysis capabilities in real-time.

We can help you as much or as little as you want us to.

manufacturing

Manufacturing & Assembly Module

” Become more responsive to customers & improve your performance “

Oil field service Manufacturing needs are unique:
Features such as kitting, the ability to manage & kit resources (labor), and a host of others have made our Distribution module very powerful. In fact, the majority of our oil field service clients find that our distribution module fulfills (exceeds) all their day to day requirements. Only a relatively small percentage find they have an additional need for our Manufacturing Module.

Oil field service companies that do require full manufacturing capabilities will find that our Manufacturing Module can help you become more responsive to your customers and improve overall performance by providing you with the tools to manage your entire manufacturing processes.

Our Manufacturing module offers the functionality you need to make informed decisions about critical issues which you face every single day. Powerful MRP functionality assists you in determining what and when you need to produce and/or order. Our flexible MRP functionality allows you to calculate in a regenerative or net change mode.

You can define the critical manufacturing and reorder policies that MRP will use to calculate net requirements. Our system suggests what to order based on fact rather than guesswork, offers complete visibility into how it came up with these suggestions and offers the flexibility to adapt and adjust your manufacturing policies, on the fly, as your ever-changing business demands dictate.

The great news is that our system can be implemented with little disruption to your manufacturing processes that are already in use.

We often suggest that you implement manufacturing as a phased implementation. Beginning with just the basics gives you immediate benefits while it also simplifies the implementation process and creates less disruption (risk) to your business.

Once your people become more comfortable with this phase, we can expand functionality by adding new functional areas, such as full MRP, when you’re ready to digest them.

As your business needs change and grow, we’re ready with a host of additional functional areas that are available today.

Best of all, our Manufacturing Module is NOT a bolt on product. Everyone knows the challenges associated with products that bolt together or use some kludgy interface to talk with each other. These products typically don’t operate in real time. This means your executives may end up making decisions based on inaccurate or not up-to-date information. Beyond those challenges consider that every time one product upgrades, the link between the two products is at risk of making your system unusable – thereby killing your entire manufacturing process.

Our Manufacturing Module is part of a single ERP system that operates in real-time and was designed to do so from its inception.

We built our ofsERP product right into Microsoft Dynamics NAV. We did this because products that are bolted together or rely on some kludgy interface into each other can often have challenges. These products (by design) lack the functionality, reliability, and the security required by today’s modern businesses. Not operating in “real time” with up to the second data is no longer an option is today’s competitive world. Making bad decisions based on obsolete or bad data can quickly kill a company’s profitability, reputation and cost you customers in the process.

Building ofsERP right into Microsoft Dynamics NAV means you get the reliability of utilizing Microsoft’s most popular ERP system combined with the benefits of being specifically designed to meet the unique needs of the oil field service industry.

Our Manufacturing Module also provides the following advantages:

  • Utilizes a single inventory database that operates in real-time while considering requirements for distribution, equipment rentals, maintenance & repairs, and manufacturing.
  • Available-to-promise and capable-to-promise information available during sales order entry.
  • Efficient management of production orders and bills of materials.
  • Capacity planning.
  • Automated and manual planning processes.
  • Graphical overview to quickly spot problems & resolve bottlenecks before they cause trouble.
  • Deep visibility into work in progress.
  • Complete customization capabilities for the most unique needs.

We can help you as much or as little as you want us to.

manufacturing

Sales, Billings & A/R Management

” ofsERP Sales, Billings & A/R Management was specifically to fulfill the needs of oil field service companies. “

Oil field service sales & billing needs can be complex:
At first glance, most people not familiar with the oil field service industry would believe that a typical company’s billing and accounts receivable needs are not that complicated. We actually hear that statement all the time. Companies we meet say there’s nothing really special about our billing needs.

What these people aren’t considering is that it’s common everyday practice for our clients to be invoicing a customer for the sale of an inventory item, billing them for equipment rental, charging a customer for the damage done to a piece of equipment they rented & returned last week, invoicing a customer for an agreed upon milestone reached within a job and all the while we need to track & verify the customer’s credit limit and make sure they are up to date with payments before committing any resources for any of this stuff.

Suddenly the oil field service industry just became a whole lot more complex. In fact, solving ALL these challenges is nearly impossible for most systems.

At first thought, many companies start to piece together the various components needed for a complete system, a billing system, a rental system, a maintenance & repair system, a manufacturing system, a job cost system, etc.

The problem with this approach is that each of these disparate systems don’t know that the other system exists. Think about how this impacts the credit limit for the customer. Each system believes it has access to the entire credit limit for the customer because it is unaware that the other systems are providing activities that will also impact the customer’s credit limit.

Also consider that because these systems communicate through a bolt on (batch) or some other type of kludgy interface even your accounting department will likely fall victim to this same trap.

Imagine an executive who approves a slight bump in credit limit for a customer only to find they made their decision before a bunch of batches were posted and suddenly that decision no longer looks to be a good one.

This is exactly why we avoid using any products that rely on being bolted together or connected via some kludgy interface. The risk for inaccurate or obsolete information is too high. And, these products have their own set of problems to deal with which further complicates things.

Consider that every time one product upgrades, the link between all other products is at risk of making your system unusable – thereby killing your entire system. Also consider the cost of maintaining two disparate systems is significantly higher than that of maintaining just one system.

For those reasons, we built ofsERP Sales, Billings & A/R right into Microsoft Dynamics NAV. Bolt on products (by design) lack the functionality, reliability, and the security required by today’s modern businesses. Not operating in “real-time” with up-to-the-second data is no longer an option is today’s competitive world. Making bad decisions based on obsolete or bad data can quickly kill a company’s profitability, reputation and cost you customers in the process.

ofsERP Sales, Billings & A/R was designed from the ground up for the oil field service industry and allows you to:

  • Operate in Real Time.
  • Operate with one fully integrated system that maintains accounting controls throughout.
  • Maintain Customer Contract Pricing for items, equipment, tools, labor rates & more.
  • Maintain multiple customer sites.
  • Accurately promise delivery dates based on item availability, outstanding purchase orders, scheduling & more.
  • Quickly create quotes.
  • The ability to upload your invoices and associated field tickets to operators ‘ billing portals (e.g. ADP òpen invoice, oildex, cortex, and others)
  • Handle the varied field ticket-to- invoice relationships: one to one , many to one, and sometimes further complicated with run tickets, drop tickets, disposal tickets, and bills of lading.
  • Manage & track partial and blanket orders.
  • Accurately track receivables and create mail merge statements, invoices, etc.
  • Quickly process credit memos as needed.
  • Ship & invoice as separate functions.
  • Handle prepayments.
  • Full integration with sales tax tracking.
  • And more …

We can help you as much or as little as you want us to.

Billings & Accounts Receivable

Purchasing & Payables

” Purchasing is one of the most important functions in an oil field service company, it can dramatically impact cash flow. “

Oil field service purchasing needs can be complex:
Attempting to track purchasing activities for an oil field service company is not an easy task for most systems. Consider that it’s not uncommon for a company to have purchasing requirements for equipment rentals, repairs & maintenance, inventory items, manufacturing requirements, job specific purchases and more. Tracking, grouping and maximizing your purchasing power suddenly becomes challenging for any system that was not specially designed for this task.

Purchasing is one of the most important functions within an oil field company, it can dramatically impact your cash flow, both positively and negatively!

Making sure your people have the tools, equipment, and parts required when they need them is a complex job & very important part of oil field service.

Leveraging your buying power to ensure you get the best possible pricing can be overwhelming when not assisted by automation. Maintaining & managing alternative vendor options complete with their part numbers, lead times, etc. (just in case you need them in a hurry) can be a full-time job in itself.

At first thought, many companies seek out a purchasing system that can link to all the other systems.

The problem with this approach is that each of these disparate systems don’t know that the other system exists. Each system only thinks about only its own requirements and thereby may round up, wait, group or even select a vendor as it sees fit to fulfill only its own needs.

When the master purchasing system gets the requirements from each individual system – chaos results. More often than not, all of your carefully-constructed accounting controls just evaporated within the batch that each of these systems sends to your purchasing system. Mistakes routinely happen.

Over ordering kills your cash flow. Under ordering annoys customers and can delay manufacturing, or jobs that are already in progress, creating costly mistakes.

This is exactly why we avoid using any products that rely on being bolted together or connected via some kludgy interface. The risk for inaccurate or obsolete information is too high. And, these products have their own set of problems to deal with.

Consider that every time one product upgrades, the link between all other products is at risk of making your system unusable – thereby killing your entire system. Also consider the cost of maintaining two disparate systems is significantly higher than that of maintaining just one system.

For those reasons, we built ofsERP Purchasing & Payables right into Microsoft Dynamics NAV. Bolt on products (by design) lack the functionality, reliability, and the security required by today’s modern businesses. Not operating in “real-time” with up-to-the-second data is no longer an option is today’s competitive world. Making bad decisions based on obsolete or bad data can quickly kill a company’s profitability, reputation and cost you customers in the process.

ofsERP Purchasing & Payables was designed from the ground up for the oil field service industry and allows you to:

  • Operate in Real Time.
  • Operate with one fully integrated system that maintains accounting controls throughout.
  • Maintain Vendor Contract Pricing for items, equipment, tools, & more.
  • Maintain multiple location addresses.
  • Quickly create requisitions or orders.
  • Handle & track drop shipments.
  • Order non-stock items.
  • Manage & track partial and blanket orders.
  • Manages item substitutions and cross references.
  • Accurately track payables and vendor performance.
  • Track vendor fill rates.
  • Receive & invoice as separate functions.
  • Handle prepayments.
  • And more …

We can help you as much or as little as you want us to.

Billings & Accounts Receivable

Job Costing Module

” ofsERP Job Cost allows you to keep track of resources (people, equipment, g/l expense accounts, etc.) and their prices while maintaining real-time job tracking. “

Accurate job costing is critical to success for oil field service companies:
Managing Job Cost in the oil field service industry can be challenging for any software product. When you consider that a job may include resources, inventory items, rental equipment, manufactured items, general ledger expense item accounts and / or any combination of the above, most off the shelve job costing software packages run away scared by this level of complexity.

The thought of trying to bolt on or create some kludgy interface between two different products only exasperates your problems because these bolt on products have their own set of problems.

Bolt on / interfaced products typically don’t operate in real time, they work in batches. This means your executives may end up making decisions based on inaccurate or not up-to-date information. This also means that jobs can be spinning wildly out of control before anyone realizes it. Beyond those challenges consider that every time one product upgrades, the link between the two products is at risk of making your system unusable – thereby killing your entire job costing system.

We built our ofsERP Job Cost Module right into Microsoft Dynamics NAV.

We did this because products that are bolted together or rely on some kludgy interface into each other tend to have challenges. Bolt on products (by design) lack the functionality, reliability, and the security required by today’s modern businesses. Not operating in “real-time” with up-to-the-second data is no longer an option is today’s competitive world. Making bad decisions based on obsolete or bad data can quickly kill a company’s profitability, reputation and cost you customers in the process.

Building ofsERP right into Microsoft Dynamics NAV means you get the reliability of utilizing Microsoft’s most popular ERP system combined with the benefits of being specifically designed to meet the unique needs of the oil field service industry.

We can help you as much or as little as you want us to.

Billings & Accounts Receivable

Financial Mgmt. & Reporting

” ofsERP Financial Management maintains system-wide-accounting controls & provides powerful, flexible financial reporting for oil field service companies. “

Oil field service sales & billing needs can be complex:
There’s a myriad of General Ledger Software packages available today and at first glance many oil field service companies follow the logic that most will work just fine for their business. Heck, Quick Books is cheap and it sure has an impressive looking demo, so why not use it to run your financials?

The flaw with this logic is that your General Ledger is the heart of your entire ERP system and it should establish all the accounting controls required for every other part of your entire operational system.

Without these system-wide controls in place, all your data is in worst case worthless and in best case extremely expensive and cumbersome to support your case in the event of an audit.

Beyond the risk of an audit, consider that using any General Ledger that is bolted on or connected via some kludgy interface between two different products only exasperates your audit problems because these products have their own set of problems.

Consider that every time one product upgrades, the link between all other products is at risk of making your system unusable – thereby killing your entire system. Also consider the cost of maintaining two disparate systems is significantly higher that that of maintaining just one system.

For those reasons, we built ofsERP right into Microsoft Dynamics NAV. We did this because products that are bolted together or rely on some kludgy interface into each other tend to have challenges. Bolt on products (by design) lack the functionality, reliability, and the security required by today’s modern businesses. Not operating in “real-time” with up-to-the-second data is no longer an option is today’s competitive world. Making bad decisions based on obsolete or bad data can quickly kill a company’s profitability, reputation and cost you customers in the process.

Thinking beyond the associated risks, the higher maintenance costs, and inability to audit data, think about the value of a general ledger system that was designed from the ground up for oil field service companies.

When you want to see profitability, you can view an entire profit & loss statement by well, by project, by equipment type, by AFE level, by customer, by job and more …

ofsERP General Ledger provides a powerful, flexible financial reporting tool that can help accountants and financial analysts to extract the most essential business data from your chart of accounts, budgets, cash flow accounts and cost types into financial reports. These reports can be used to efficiently monitor the health of the business and provide valuable input for the business decision makers.

You get to choose the accounts you want to monitor and report on, change the order of the accounts, and combine figures in various ways, set up which columns to print, change the description of the accounts and supply them with additional notes as needed.

In addition, you can make simple calculations on the data you selected on the accounts schedules worksheet, and compare current figures with historical ones and with your budgets. Our recurring journals allow you to allocate general ledger entries to combinations of accounts, departments, and projects using allocation keys based on amount, percentage, or quantity.

ofsERP Financial Management At A Glance.
Our General Ledger also includes support for:

  • Multiple budgets and comparative scenarios.
  • Multiple company consolidations.
  • Deferrals.
  • Intercompany postings.
  • Profit & cost centers.
  • Change log tracking.
  • Cash flow forecasting.
  • Fixed Assets.
  • Multiple currencies.
  • Cash management.
  • Bank Account Management.
  • Electronic Payments.
  • Bank Reconciliation
  • And more …

We can help you as much or as little as you want us to.

Business Intelligence

Analytics, Reporting & Business Intelligence

” Your data, your way, anytime, anywhere. “

Powerful Business Intelligence at the press of a button.
Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. Monitor the health of your business using a live dashboard, create rich interactive reports with Power BI Desktop and access your data on the go with native Power BI Mobile apps.

It’s easy, fast, and it’s an optional part of ofsERP.

Power BI is a suite of business analytics tools that deliver insights throughout your organization. Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. Produce beautiful reports, then publish them for your organization to consume on the web and across mobile devices. Everyone can create personalized dashboards with a unique, 360-degree view of their business. And scale across the enterprise, with governance and security built-in.

Experience your data. Any data.
Connect to what matters to you. Excel spreadsheets, on-premises data sources, big data, streaming data, and cloud services: it doesn’t matter what type of data you want or where it lives, connect to hundreds of data sources with Power BI. Connecting to Excel Spreadsheets, Salesforce, Google Analytics, Web pages, Oracle, MailChimp, Facebook, QuickBooks, Zendesk and more are as simple as pushing button.

Desktop – Tablet – Phone.
Access your data anytime & anywhere with our Business Intelligence Module.

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We can help you as much or as little as you want us to.

Business Intelligence

Customer Relationship Management

“Turn relationships into revenue.”

We built ofsERP right into Microsoft Dynamics NAV. This means we fully Integrate with Microsoft Dynamics CRM better than other product on the market. We are built right inside the Microsoft family of products so exchanging and managing data from CRM & Microsoft Office is a breeze.

Leveraging 100% of the power of Microsoft Dynamics CRM allows you to extend the capabilities of your ofsERP system.

Microsoft Dynamics Customer Relationship Management adds significant functionality to ofsERP.

Turn relationships into revenue.
Go beyond sales management software by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.

Actionable insights:

  • Focus and act on the right priorities.
  • Take action with confidence.
  • Derive meaningful intelligence from large amounts of complex data to deliver simple to understand, actionable insights that are in context of the customer relationship.
  • Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence.
  • Build trust with customers and increase opportunities by offering relevant product recommendations.
  • Engage your customers in more personalized, effective ways through customer intelligence.

Personal engagement:

  • Know your customer better than they know themselves.
  • Understand customer behavior, trends, and potential value. Your sales team will be ready to build and
  • develop customer relationships, regardless of how customers engage with you.
  • Gain insights from email interactions with your customers and know which contacts will be most receptive.
  • Create more high-quality leads by using sales software and social media to identify and act on buying signals.
  • Reveal specific information about accounts and opportunities based on email, calendar, and ofsERP data.
  • Easily collaborate and share conversations, events, notes, and sales content with colleagues.

Customer management:

  • Spend more time selling and less time on administration.
  • Increase revenue, boost productivity, gain key insights, and reduce costs when you automate your sales processes through a highly intuitive interface and Microsoft Office-embedded capabilities.
  • Work where and how you want to, managing customers and deals using familiar, preferred tools.
  • Recruit, onboard, and strengthen your partner channel through deeper enablement and activation.
  • Work on the go—anytime, anywhere—with rich, mobile apps that provide contextual news, social data, and task flows.
  • Know what steps to take next to close deals faster by using process automation and a guided sales process.

Sales performance:

  • Create a culture that nurtures success.
  • Accelerate your sales performance with real-time analytics based on historical data and predictive information. Inspire, onboard, coach, and motivate your team to achieve more through fun, engaging competitions.
  • Get answers fast using dashboards, contextual charts, and Power BI Q&A for natural language queries.
  • Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real time.
  • Ease onboarding and align sales behavior through sales management software and interactive help and documentation.
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We can help you as much or as little as you want us to.

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