In RigER you can easily initiate and manage both Equipment Rentals and Field Service jobs. The main difference between the two types of jobs (and tickets) is that in case of a Field Service job having rental equipment in a ticket is optional. A typical field service ticket has different service items and allows users to enter and track employee/crew time, consumables, parts, and other items that may be required to perform work.
A very simple scenario of a service job is represented in the image below:
Assets that generate revenue and require tracking are called Items in RigER. The example of an item is Rental Units with their unique Unit Numbers, Goods, Materials, etc. To be able to track service delivery and retain history of service jobs, RigER has a special type of an item – Service Item.
When you schedule a delivery of services a service ticket is created in the system. Depending on the situation, you can create as many service tickets as required. These tickets (see image) are grouped by jobs (Rental Service Agreements), and all tickets pertaining to one job are generated from within the same RSA.
There are two types of service tickets you can create in RigER. Both serve the same function with a slightly different interface and underlying mechanism:
Rental Ticket of type Service – a type of ticket which allows to set the service provision as the main focus for the current ticket and does not require to include any piece of equipment.
Field Ticket – a type of ticket that does not include information about equipment and is strictly intended for service delivery.
Recurring Services Scheduling
If you have a recurring service to provide, you can schedule tickets to be generated automatically. The automation feature eliminates the need to manually create a service ticket each time. All you need to do is to define the schedule for the recurring services. And, whenever a Service Invoice is generated, services from all those tickets will be included in the invoices as long as they have occurred during the time period of the invoice.
Employee Time Tracking
The Field Service ticket in RigER allows tracking employee time spent performing some particular work. There are two different information tabs that we can use to track employee’s time. The first one – Time Tab – is for recording the job time, i.e. the time the field technician spends providing the service.
The second one is called Crew Tab. It allows a user to add crew members to a ticket and record their individual time spent working on specific service split into billable and payable hours and per diem.
Here’s the example of a Crew tab with time tracking for two employees:
All time tracking information is available in the Business Analytics and HR modules and can be exported for payroll purposes as well as used in a series of standard reports.
There is a number of other tools and automation mechanisms in RigER that apply to Field Services, including, but not limited to the following:
Field Technician Availability Dashboard – a dynamic dashboard with the information about scheduled jobs/vacations and other availability information (sick days, days off) for each Field Technician
Rig Movement Note – a powerful tool that allows you to create multiple documents that are necessary for moving equipment from one client/job/location to another, along with the services required to be provided with the Move operation – directly from within one window by providing all necessary details
Rental Break Notes – a tool that allows setting the equipment that is already at client’s location, to a state in which it stops to generate rental revenue, or accrues only a Standby Fee (if defined) for the time period, which is indicated in the note
Equipment Swaps – done through the Rental Ticket of type Service. It’s a process that allows swapping a specific asset at a client’s location for another one as required
Features To Explore
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