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By Michael Maltsev

Mobile Field Ticket in Energy Sector: Implementation Analysis

Approximately 15 Million field tickets are processed monthly throughout the North American Energy Sector, making it critically important to optimize and streamline this process for maximum efficiency while maintaining a strong focus on achieving measurable results. The sheer volume of transactions highlights the significant operational impact that effective field ticketing can have on the industry’s productivity and bottom line.
Here at RigER, we have established ourselves as true pioneers in the mobile field ticket space, having initiated development of these solutions many years ago. Our innovation led to creating the industry’s first offline-capable rental tickets, a breakthrough that revolutionized field operations in areas with limited connectivity. Over the past seven years, we’ve continued to refine and enhance our mobile applications, incorporating feedback from real-world users to address the unique challenges of the energy sector.
We are enthusiastic about sharing our extensive experience and insights regarding the numerous challenges we’ve encountered throughout our equipment rental and energy service digitalization journey. These lessons learned represent valuable knowledge that can help other organizations navigate their own digital transformation processes more effectively and avoid common pitfalls.
In this analysis, we will be Addressing Key Challenges in Digital Oilfield Operations and providing practical solutions based on our implementation experience across multiple energy sector environments.
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Core Technical Challenges:
Offline Mode
Many wellsites are located in extremely remote and isolated areas that lack reliable cellular coverage or internet connectivity, particularly for energy service providers operating in these challenging environments. This requires mobile applications with offline functionality. These apps must maintain a local database on the device, letting field workers access and record data without connectivity. This approach introduces challenges in data security, synchronization, and process reengineering for hybrid online/offline operations. Teams must address local data storage, synchronization timing, and maintaining data integrity throughout the process.
Synchronization
Offline mode requires special synchronization rules, especially synchronization conflict resolution and editing restrictions. Another requirement for synchronization in offline mode is the ability to switch to manual synchronization instead of automated synchronization.
Complex Data
Oil and gas service and equipment rental field data can be very complex and include technical information (such as working hours, number of runs, etc.). Some of this data will require unification and standardization before use. Before including content on a mobile device, we need to assess the volume of data and screen limitations, which guides our device size selection.
Devices
Device selection depends on the information the user should see on the screen. In many cases in the field, we have to use tablets instead of phones to present the large volume of data for the users.
Platform
Another important decision is the platform you will use for the mobile applications. Traditionally, we have more Apple devices in North America and more Android in other regions. The price of devices is a factor. Switching from one tablet to another can sometimes be very painful due to different formats and screen sizes.
Security
Security is becoming an increasingly critical factor—it’s a global problem, and the energy sector faces attacks daily. From a security standpoint, we need to test mobile applications, API connectors, and cloud databases, while implementing security throughout the entire development process—from initial design through final deployment to users.
Integrations
Another challenge is integration with different systems, like CRM, ERP, telemetry and others. Usually, integration is considered a good thing, but in some cases it can be a limiting factor for data entry or editing. The data flow needs to be designed accordingly—for example, a client can be entered in CRM, edited in ERP, and created in the mobile app. The company needs to define the proper process for creating, editing, and approving client records.
Telecom Provider
An unexpected but important factor affecting mobile app performance is the telecom provider, which can offer coverage in some locations but not in others. For example, AT&T and T-Mobile have different coverage areas in Texas and New Mexico. This should be taken into account during mobile application implementations.
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Operations requirements can be different for different businesses and nature of service.
Jobs
Jobs can have many details like sales areas and region (optional), client, client division (optional), job locations, wells (optional), rigs (optional), line of business (optional), department, job category (optional), and other details. Price structure usually has multiple levels, must be flexible, and different.
Services
Service lists can be very extensive, and some companies use service codes to optimize pricing and data entry. Some services require collecting technical data and providing job summaries with service logs and customer satisfaction forms.
People
Safety is number one priority in oil and gas, and built-in safety protocols and compliance tracking can be part of mobile applications. Payable and billable working hours and bonuses can be collected in the field and reported for payroll
Equipment
Energy service companies use different equipment in their service operations, from telecom and lighting equipment at the top of drilling rigs to downhole tools that can be rented. Equipment Delivery, Return and Swap movements in equipment rentals, as well as rental breaks and field maintenance and inspection records, require significant data transfer between mobile devices and central systems, including equipment models, UN information, and other details.
Consumables
Consumables like chemicals, sand, and spare parts are essential in energy services and require robust tracking throughout the supply chain. Inventory management approaches vary widely—from advanced real-time systems to basic tracking methods—creating challenges for mobile field ticket operations. Proper consumable documentation impacts both immediate operations and long-term planning.
Trucks and Trailers
Carrier and company-owned trucks and trailers can be integrated into mobile applications. This integration allows field personnel to efficiently coordinate transportation logistics, document equipment condition with photos, and maintain detailed service records.
Special Requirements
Legally compliant electronic signature systems ensuring authentication and non-repudiation across jurisdictions. Mobile systems support multi-level authorization workflows with hierarchical signoffs based on business rules, dollar thresholds, and organizational responsibilities, tracking approval status in real-time and escalating when needed to prevent delays.
These requirements make the mobile ecosystem extraordinarily complex and intricate, necessitating a highly customized and thoughtfully tailored approach to each individual client and their unique operational processes. The multifaceted nature of these requirements, combined with industry-specific challenges, creates a situation where standardized solutions often fall short, highlighting the importance of adaptable and flexible implementation strategies that can be precisely configured to address the specific needs, constraints, and objectives of each organization within the energy sector.
The final category to consider is Organizational Challenges, which represent significant hurdles that extend beyond technical implementation aspects to encompass the human and structural elements that can impact successful digital transformation:
Resistance to Change
Cultural barriers and established work patterns often create significant resistance to new digital solutions. Field personnel may be hesitant to abandon familiar paper-based processes, especially when they have used them successfully for years. This resistance can manifest as passive non-compliance or active opposition during implementation. Additionally, comprehensive training programs are essential to equip staff with the necessary digital skills, requiring substantial time investments and potentially creating temporary productivity disruptions during the transition period.
Securing management buy-in across multiple departments presents another significant challenge. Decision-makers from operations, finance, IT, and executive leadership must align on implementation priorities, resource allocation, and expected outcomes. Without strong champions at the leadership level, digital transformation initiatives often stall or receive inadequate support.
Infrastructure Limitations
Remote operational environments in the energy sector frequently suffer from inconsistent or entirely absent connectivity. Wellsites, offshore platforms, and remote service locations often exist beyond reliable cellular networks, presenting fundamental challenges for real-time data transmission. These connectivity issues require sophisticated offline functionality with robust synchronization protocols to ensure operational continuity regardless of network availability.
Device compatibility across various hardware platforms introduces additional complexity. Field teams often operate in harsh conditions requiring ruggedized equipment, while integration with existing legacy systems demands compatibility with specific device configurations. Supporting multiple device types, operating systems, and screen sizes significantly increases development and maintenance requirements.
Cost
Total Cost of Ownership extends far beyond initial implementation expenses. Organizations must account for ongoing maintenance, regular software updates, user training, hardware replacements, security protocols, and integration modifications. These recurring costs can significantly impact operational budgets and must be carefully forecasted to avoid unexpected financial burdens throughout the solution lifecycle.
Return on Investment calculations for digital field ticketing systems must incorporate both quantifiable benefits (reduced administrative time, faster invoicing cycles, decreased errors) and qualitative improvements (enhanced client satisfaction, improved data analytics, better operational insights). Establishing realistic timelines for achieving positive ROI helps manage expectations and secure continued organizational support during the transition period.
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RigER 24: Field Mobile Application
Despite all these challenges, we have successfully built advanced mobile applications for equipment rentals and energy service field operations. We would like to share some implementation results from our real-world deployments that demonstrate the transformative impact these solutions can have on operational efficiency and financial performance.
Learn More
Case Study 1: From Field Ticket to Invoice – Transforming Revenue Collection
One of our clients was experiencing significant operational bottlenecks with their paper-based ticketing system. The company was struggling with substantial delays in their invoicing process due to paper tickets, with an average of 30 days between field ticket creation and invoice generation. This prolonged cycle was causing serious delays in revenue collection, negatively impacting cash flow, and creating administrative inefficiencies throughout their financial operations.
Following the implementation of RigER 24: Field, we observed dramatic improvements across their entire invoicing workflow. The invoicing process now completes in an average of just 4 hours after a pickup ticket has been posted in the system. This remarkable acceleration has significantly improved the accuracy of invoices, streamlined operations, enhanced data visibility, and substantially improved cash flow management. The financial impact has been considerable, resulting in approximately 10% annual revenue cash injection due to faster payment cycles and improved collection efficiency.
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Case Study 2. From Field to Boardroom
Top management teams, particularly at the COO level, were experiencing significant challenges in obtaining timely operational data from field operations. The existing workflow resulted in critical information only being received approximately 30 days after actual field events had occurred, creating a substantial lag in operational awareness. This severe delay in information flow rendered the data essentially non-manageable for effective operations planning and oversight. The operational system’s inability to deliver real-time or near-real-time information significantly impeded the decision-making process, forcing leadership to make critical operational choices based on outdated information.
The implementation of RigER 24: Field application, seamlessly integrated with RigER BI: Business Management Dashboard, has fundamentally transformed the information flow throughout the organization. This integrated solution creates a fluid data pipeline directly from field operations to operations management, directors, and executive leadership, delivering critical information almost instantaneously. This dramatic improvement in data visibility means that every morning, the operations team can access and analyze the previous day’s complete operational results, enabling them to make informed, data-driven decisions that effectively navigate the company in the optimal strategic direction. The elimination of the information lag has revolutionized their operational responsiveness and decision-making capabilities.
Conclusion
Mobile field ticketing transforms energy operations, requiring strategic implementation to address challenges. With proper technology, companies optimize processes, increase efficiency, and gain competitive advantage. Mobile field ticketing replaces paper processes, improving workflows, visibility, and approval times. Despite benefits, successful implementation requires addressing several key challenges.

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