Oil Field Service

Microsoft Dynamic NAV is well suited to tackle the requirements for Oil field Service.

There are two very different types of field service organizations typically found in North America.  The first are those businesses where service is a complement to their primary business; normally manufacturing or distribution.  Personnel may be dispatched to stock customer shelves, repair refrigerators or install cable modems.  Service calls often include the use or sale of inventory items.   The second type of business is one where the provision of sophisticated services at a field level is the primary business model and often involves the use of very expensive equipment and skilled field personnel.  The creation, pricing, and invoicing of field tickets in this situation is much more complex and is often made more difficult by the remote locations in which the work may be performed.  Oilfield service companies providing testing, drilling or completion services. 

Depending on the size and type of organization, service operations may involve a small team of employees in a local area or thousands of personnel deployed internationally.  Whether field service represents the primary business or a service offering needed to remain competitive in their industry, organizations with a field service component need to make the process work better.  Field tickets documenting the work effort as a prelude to invoicing are often completed manually and forwarded to head office.  The methods vary but include fax, mail, hand delivery, bus, and almost any other way imaginable.  The result is a logistical nightmare in trying to track down missing tickets, which can be worth several thousand dollars each.  Invoicing delays are common as paperwork is tracked down.  Field tickets often have to be entered into multiple systems, which can create errors resulting in either lost revenue or customer dissatisfaction.  Invoicing delays and the difficulties experienced by clients in trying to reconcile the work actually done with their records often results in significant delays in processing payments.  Payment cycles can take as much as three to four months.

Forward-thinking companies facing increasing competitive pressures and requirements to improve cash flow are turning to mobile technologies to bolster operational efficiencies and improve customer satisfaction — in turn driving top-line profitability.  By combining well-defined business processes and field service automation solutions that bridge the gap between the back office and the field, what is often a continual administrative headache can be turned into a well-functioning machine.

Here is just some of the capabilities and functionality that Microsoft NAV and ABS can address for the oil field service industries:

• Effectively utilize and bill for and personnel used in the field
• Improve cash flow from invoices using handhelds in field
• Increase accuracy of invoices
• Decrease time it takes to invoice to clients (Possibly same day or next day invoices)
• Receive supervisors signatures in the field for job completion
• Real time visibility of the cost and profitability of each job or project
• Quick reporting for daily activities for internal use and for your clients benefit
• Automate invoice jobs based on time & contract price, % of completion, at completion, and bid price
• Flexibility to bill jobs at the frequency requested by customer (never miss the check run)
• Integrated rental management
• Know where all your equipment and personal are located
• Manage personnel reservations based on their ability and availability
• Streamline dispatch process 
• Fleet management and dispatch
• Manage equipment maintenance
  • Schedule maintenance and preventative maintenance on your boats, trucks and equipment by date or usage
  • Track equipment repairs
• Maintain OSHA and ODOT safety records
• Assure adequate insurance is in place for equipment, workers comp, and 1099 contractors
• Capture data in the field and automatically update NAV
• Integrate your existing field ticket process electronically (this will lowers the learning curve for your employees)
• Advanced and flexible financial management and payroll
• Use time saving features like dimensions to manage large chart of accounts
• Flexible company rollup and reporting options
• Built in financial reporting system
• Integrated fixed assets
• Integrated CRM
• Multi-language
• Country specific accounting rules
• Multi-currency
• Country specific payroll rules 
• Microsoft SharePoint Document Management with document links placed anywhere in the system
• NAV web employee and client portals can open up any parts of NAV to the web
• Intergraded POS
• Outdoor inventory management