Imagine...
Your office & field personnel,
all your locations & lines of business
connected together & running the same app.
ofsERP®
EVERYTHING
YOU NEED
to run the business aspects of oilfield services.
The payback in financial and operational results to be expected are shown below, 1 year after go-live, exceed the total investment in licensed software and professional services. These gains enable companies to grow and thrive, while improving the work lives of their employees.
Operational Results
01
Eliminate Equipment Loss
Every time a piece of equipment, truck, or tool is deployed, returned, transferred, serviced, or moved for any reason the movement is immediately recorded in the ofsERP Equipment Location History table within Business Central. This includes when and at what customer site or location it is moved to. Knowing everything that was sent to a particular site, and what should be coming back, etc. makes the loss of equipment a rarity.
02
Keep all equipment info. in one place
See everything about a specific piece of equipment or tool in one place. This includes location history, maintenance history, inspection history revenue, profit, cost, utilization, insurance policies, certifications, images, depreciation records (optional), notes, and more. Our customers need to keep detailed information about their equipment and ofsERP is able to record all of the relevant specifications of each unit including virtually-unlimited attachments and notes. All equipment can have detailed preventative maintenance plans including regular inspections triggered by date, runtime or mileage intervals. These detailed records have aided our customers with successfully resolving well site incidents, passing audits, and avoiding lawsuits.
03
Say "goodbye" to handwritten tickets
Replace the time-consuming and error-prone task of writing field tickets. Auto generate electronic field tickets from the service order electronically or printed. Record work performed, equipment & crew usage, photos, signatures, and more. Easily reassign, copy, transfer, all or parts of the ticket at will, to another site or well.
04
Improve Productivity
ofsERP® runs seamlessly within Business Central, providing a proven, all-in-one, single source of truth for all accounting and business operational needs. All modules work together seamlessly enabling maximum automation of tasks and processes - although they can now be licensed separately. Say goodbye to siloed systems with islands of information, duplicate entry, and poor or delayed visibility of business performance.
05
Be Protected from External Threats
Business Central is securely hosted by Microsoft – winner of the U.S. Department of Defense security contract.
06
Enhance Competitiveness
In today's dynamic market, staying ahead is crucial. Business Central empowers you with real time insights from news and social media, role centered dashboards, and improved forecasting of inventory and cash flow via Microsoft AI-driven Copilot. Be agile, make informed decisions, and outperform your competitors with Microsoft Business Central and ofsERP.
Financial Results
01
Accelerate Revenue Growth
Every time a piece of equipment, truck, or tool is deployed, returned, transferred, serviced, or moved for any reason the movement is immediately recorded in the ofsERP Equipment Location History table within Business Central. This includes when and at what customer site or location it is moved to. Knowing everything that was sent to a particular site, and what should be coming back, etc. makes the loss of equipment a rarity.
02
Increase Profitability
See everything about a specific piece of equipment or tool in one place. This includes location history, maintenance history, inspection history revenue, profit, cost, utilization, insurance policies, certifications, images, depreciation records (optional), notes, and more. Our customers need to keep detailed information about their equipment and ofsERP is able to record all of the relevant specifications of each unit including virtually-unlimited attachments and notes. All equipment can have detailed preventative maintenance plans including regular inspections triggered by date, runtime or mileage intervals. These detailed records have aided our customers with successfully resolving well site incidents, passing audits, and avoiding lawsuits.
03
Increase Visibility & Control
Replace the time-consuming and error-prone task of writing field tickets. Auto generate electronic field tickets from the service order electronically or printed. Record work performed, equipment & crew usage, photos, signatures, and more. Easily reassign, copy, transfer, all or parts of the ticket at will, to another site or well.
04
Speed Billing, Increase Cash Flow
ofsERP® runs seamlessly within Business Central, providing a proven, all-in-one, single source of truth for all accounting and business operational needs. All modules work together seamlessly enabling maximum automation of tasks and processes - although they can now be licensed separately. Say goodbye to siloed systems with islands of information, duplicate entry, and poor or delayed visibility of business performance.
05
Migrate Excel and
custom apps into Business Central.
Business Central is securely hosted by Microsoft – winner of the U.S. Department of Defense security contract.
06
Use Tickets to Feed Payroll
In today's dynamic market, staying ahead is crucial. Business Central empowers you with real time insights from news and social media, role centered dashboards, and improved forecasting of inventory and cash flow via Microsoft AI-driven Copilot. Be agile, make informed decisions, and outperform your competitors with Microsoft Business Central and ofsERP.
07
Save on IT and Infrastructure Costs
In today's dynamic market, staying ahead is crucial. Business Central empowers you with real time insights from news and social media, role centered dashboards, and improved forecasting of inventory and cash flow via Microsoft AI-driven Copilot. Be agile, make informed decisions, and outperform your competitors with Microsoft Business Central and ofsERP.
08
Automate Manual Tasks
In today's dynamic market, staying ahead is crucial. Business Central empowers you with real time insights from news and social media, role centered dashboards, and improved forecasting of inventory and cash flow via Microsoft AI-driven Copilot. Be agile, make informed decisions, and outperform your competitors with Microsoft Business Central and ofsERP.
Top 06 essential points about Business Central with ofsERP
"Go-live" 3-5X faster
Clients can go-live faster with ofsERP, as it comes pre-configured for oilfield services. Training is also streamlined since it's a single, unified application.
Stimulates growth
By integrating business operations and accounting, companies can accelerate workflows and enhance cash flow to support sustainable growth.
Optionally Interface with your existing accounting
ofsERP can be used by operations, field, and office personnel, while accounting personnel continue using their existing system.
Everything you need
Microsoft Business Central, combined with ofsERP, seamlessly manages all business functions for oilfield service providers.
Configurable
ofsERP offers extensive configuration options, reducing the need for extensive customization.
Customer proven
ofsERP is a Microsoft-tested, certified, and hosted add-in for BC Essentials. The certification involved Microsoft communication with CBSi customers to confirm the product quality and functionality, and use.
The diagram below shows the modules and features of Business Central with ofsERP extensions.
Hover over each of the 9 modules to display its key features.
ofsERP supports unlimited companies and lines of business including
Site prep, drilling, casing, fracking, completion, stimulation, workover, fishing, pressure control, pumping services, wireline, rental, inspection, electrification, water transport, hauling, disposal, leak detection, construction, roustabout, fabrication, supply, other services.
Automate any time-consuming process
Increase cash flow with advanced billing
Designed and developed by the oilfield services team at CBSi.
Tested, approved, certified for Business Central and securely hosted by Microsoft.
Mobile apps for field entry and eTickets
Transform your workflow with pre-built and fully customizable mobile apps for the field.
Provide office personnel with any info captured in the field.
Provide field personnel with any info needed from the back office ERP.
DEVICES: Phones, Laptops, Laptops
ON-LINE: Information gathered in the field is instantly available "live" for supervisors or back office personnel to approve, edit, and invoice.
.
OFF-LINE: Information entered in the field and synchronized back to the office when internet becomes available.
Multiple Printing Options
Full size tickets can be printed off-line on Bluetooth connected printers with room for a stamp & signature, or print minimalized ticket information on a 4" roll with holstered printers, and more.
Our Mobile Apps use simplified screens for field workers to type or speak. However they may print any info. from ofsERP, in any layout desired.
Oilfield Service & Rental
Vendor Management
Customer Management
Robust Accounting & Controls
Dynamics 365 Field Service
Open Invoice
Payroll
Dynamics NAV
QuickBooks
Disposal Management
Artificial Intelligence
Workflows & Approvals
Alerts
Dashboards
Dimensions
Timecards
Employee Expenses
Qualifications
Inspections
Dispatch & Job Boards
Trucking / Hauling
Field Tickets
Ecommerce
Assembly & Disassembly
Repairs & Maintenance
Advanced Invoicing
Reservations
Mobile Apps
Warehouse Management
Purchasing Management
Sales Management
Inventory Consumables
CRM
Cash Flow Forecast
Fixed Assets
Human Resources
Multi-Currency
Multi-Company & Consolidation
Multi-Language
Equipment & Tool Rental
Operational
Results
Each time a piece of equipment, truck, or tool is deployed, returned, transferred, serviced, or moved for any reason, the movement is instantly recorded in the ofsERP Equipment Location History within Business Central. This log tracks the date and location or customer site it is sent to. With real-time visibility into what has been dispatched to each site and what is scheduled for return, equipment loss becomes a rare occurrence.
Access comprehensive details about any piece of equipment or tool in a single, organized view. This includes location history, maintenance and inspection records, revenue, profit, costs, utilization, insurance policies, certifications, images, optional depreciation records, notes, and more.
With ofsERP, customers can efficiently manage their equipment by storing detailed specifications, unlimited attachments, and notes. Our system supports in-depth preventive maintenance plans with scheduled inspections based on date, runtime, or mileage. These detailed records have helped businesses successfully resolve well site incidents, pass audits, and mitigate legal risks.
✔ Eliminate the hassle of handwriting field tickets with our automated solution.
✔ Auto-Generate Field Tickets – Instantly create electronic or printed field tickets directly from service orders.
✔ Comprehensive Records – Use Tickets to capture work performed, equipment and crew usage, photos, signatures, and more.
✔ Flexible Ticket Management – Easily reassign, copy, or transfer full or partial tickets to another site or well as needed.ofsERP® runs seamlessly within Business Central, providing a proven, all-in-one, single source of truth for all accounting and business operational needs. All modules work together seamlessly enabling maximum automation of tasks and processes - although they can now be licensed separately.
Say goodbye to siloed systems with islands of information, duplicate entry, and poor or delayed visibility of business performance.
Business Central is securely hosted by Microsoft – winner of the U.S. Department of Defense security contract.
In today's dynamic market, staying ahead is crucial. Business Central empowers you with real time insights from news and social media, role centered dashboards, and improved forecasting of inventory and cash flow via Microsoft AI-driven Copilot. Be agile, make informed decisions, and outperform your competitors with Microsoft Business Central and ofsERP.
Financial
Results
Banks and equity partners prefer the improved controls, security, accuracy, and auditability of Business Central versus QuickBooks and Excel-based financials.
The safeguards Microsoft built into Business Central also serve to protect against internal fraud and external threats.
Better control over costs, added efficiencies, use of approval workflows, and a consolidation of software licensing contribute to higher profitability. Unlimited Dimensions provide real-time visibility into the profitability of any segment of the business and enhance decision making.
After automating the preparation of complex, time-consuming invoice packages, the CFO described ofsERP® as a "Real Game Changer" during their company's growth from $18M to over $100M. This transformation was achieved without the need to expand the billing staff.
See also Blog: The proof and formulas to calculate the cash flow impact of billing efficiencies.
ofsERP drives increased revenue by enhancing visibility into equipment and personnel allocation, optimizing uptime with scheduled maintenance, streamlining workflows to expand business capacity and efficiency, enabling strategic pricing models, capturing a larger market share, and more.
Stop over-reliance on spreadsheets and outside applications by adding the same fields, tables and calculations to Microsoft Business Central / ofsERP.
Analyze accounting and operational data with Pivot-Table functionality built into every list page in BC and ofsERP,
Enable multi-user access and security by user, table, record or field.ofsERP eliminates duplicate time entry into payroll by processing the hours, per diems, and other payroll related data from field tickets and converting it to the format needed by payroll.
Business Central is 100% web-based, requiring minimal to zero internal IT infrastructure costs.
Automate virtually any manual billing, accounting, and other processes.
If you can imagine it, we can create it.