Fieldbook ERP

Introducing

 

Finally, a system that lets you gain deep insight into your business. The information that makes up your business, tickets, invoices, rentals, income, expenses, payroll, etc. are managed in a single place. Imagine never losing a ticket again and being able to process all tickets and invoice the day the service is performed. Read More

Fieldbook is a system that lets you gain deep insight into your business. The information that makes up your business, tickets, invoices, rentals, income, expenses, payroll, etc. are managed in a single place. Imagine never losing a ticket again and being able to process all tickets and invoice the day the service is performed.

At a glance view key indicators about your business such as current labor costs, profitability per employee, average time on job, and more. Storing and analyzing the information in one place lets you make informed decisions. Put your most profitable workers on jobs with key clients and use the right equipment for the right task.

You make critical business decisions each and every day; make sure you have the best information at your fingertips. Using Fieldbook means you and your staff can access that information anywhere you have an Internet connection.

The software runs securely on the Internet which lets you and your staff update and utilize the Fieldbook ERP system in the field, on vacation, or in your office. Specialized controls let you provide only the level of access to information needed for your staff to do their jobs. The integrated reporting engine provides overviews and in-depth analysis in real time.

  • Operations

  • Operations

Fieldbook ensures you put the right resources, trucks and people at the correct location each and every time. The Operations Center allows one person to easily assign work, track progress, and monitor employees at a glance.

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  • Accounting

  • Accounting

Fieldbook provides a configurable enterprise-class accounting platform. Using the same data as the rest of the system it provides timely data for decision making and automates many manual tasks you now face.

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  • Analysis

  • Analysis

Having lots of data is great, but useless if you can't find it, understand, and act on it. Our standard reporting engine provides ready reports at the click of a button. Additionally our Custom Reporting Engine lets you design and build your own.

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  • Accessibility

  • Accessibility

One benefit of the Fieldbook system is your ability to work almost anywhere. An Internet connection allows you to securely login to the encrypted system and access Fieldbook as if you were in your office.

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Operations Overview

You make critical business decisions each and every day; make sure you have the best information at your fingertips. Using Fieldbook means you and your staff can access that information anywhere you have an Internet connection. The system uses built in approval and tracking so you can manage your sales team and ensure that your pricing and bids are in-line with your costs.

Evaluate and turns it into timely information you can use to make decisions that truly impact your bottom line. Many businesses today are run from Excel spreadsheets or a legal pad on someone's desk. Bids are created on the back of napkins or a business card.

Fieldbook changes all that by creating electronic bids that can be reviewed before sending to the customer. The system also makes sure you're using the latest pricing and have the resources available to do the work.

Fieldbook gives you the ability to perform services for your clients faster more accurately while tracking all the details so you can focus on growing your business.

Operations Center

Operations Center is one of the core benefits of the Fieldbook system. The information gathered provides the basis for most of the reporting and decision-making.

Operations Center ties together tickets, employees, leases, and more to allow fast dispatching and job scheduling. Fed by intelligence from the field and data input in other areas of the company, Fieldbook can track efficiencies and provide additional data allowing your sales staff to ensure profitability.

Ticket Management

Operations Center creates tickets automatically as soon as a job is scheduled or an employee is dispatched. Since the system ties information from bids, customers, leases, lease phase and equipment in use; it creates automatically tickets that have all the necessary information to ensure consistent pricing and proper billing. Fieldbook's electronic tickets mean that there is always a record of work performed. The Fieldbook system makes sure you don't lose tickets, miss revenue, or lose track of equipment and resources.

One-Click Invoicing

Invoicing tickets has never been easier. Fieldbook allows you to take all tickets by company, lease, lease phase, etc. and create an invoice in one simple step.

Tasks that can take hours to complete are now possible at the click of a button. Again, using the data already in the system means high accuracy and consistency.

Bid Management

Fieldbook Bid Center allows you to quickly create detailed bids ensuring consistent pricing and quick turnaround. Using other data already in the system it lets you create a bit for services and rentals while respecting dates, lease phase, lease location, and other considerations.

An integrated review and approval process means you'll send the right information to your customer each and every time.

Accounting Overview

The accounting system is the backbone of your business. Not only does it track your performance financially, but it lets you structure assets and liabilities so that you can make solid decisions and grow accordingly. The Fieldbook accounting system complies with all necessary reporting regulations and allows you to drill down to critical information anytime you want.

Since users are constantly inputting information into the system, it means that your reporting always has the most current information available.

Operations

Fieldbook integrates an enterprise-level accounting system with inventory management, sales, customer management, and more. The major benefit of systems known as ERPs is their ability to use related data that might be relevant to your task. Customers, contacts, bids, leases, and more are all tied together and kept up to date automatically.

Sales Collaboration

Fieldbook tracks the latest pricing, cost of goods, and labor for jobs so you can determine if you're profitable at many different levels. Provide your sales and operations staff with current company data to help them better set goals and targets.

Invoices & Billing

The Fieldbook system provides a simple interface for invoicing tickets automatically either through the ticket itself or though invoice center. The invoicing engine takes all completed tickets by lease and lease phase and creates invoices automatically with all the necessary information to make sure you get paid on time and in full.

Bid Management

The bid center allows you to quickly create detailed bids ensuring consistent pricing and quick turnaround. An integrated review and approval process means you'll send the right information to your customer each and every time.

Analysis Overview

Computer systems collect lots and lots of data, but often there is no way to make sense of it all. Fieldbook's reporting engine changes all that. Our system contains industry standard reports and the customer reporting engine means you can drill down to the answer you're looking for.

Detailed Analysis

Whether looking for current income or focusing on employee time and attendance, Fieldook provides secure access to the data and the ability to analyze it anyway you need.

Advanced Analysis

Fieldbook data can be exported into multiple different formats for further analysis and distribution in programs such as Microsoft® Excel and Adobe Acrobat® PDF.

One-Click Invoicing

The Fieldbook system provides a simple interface for invoicing tickets automatically either through the ticket itself or though invoice center.

Bid Management

The bid center allows you to quickly create detailed bids ensuring consistent pricing and quick turnaround. An integrated review and approval process means you'll send the right information to your customer each and every time.

Accessibility Overview

Fieldbook uses enterprise-level security to ensure that only authorized users have access to your data. Our hardware lives in a physically secure environment and has multiple redundant connections to the Internet. Fieldbook ERP is online so you can do business no matter when or where you are.

Familiar Interface

The system is designed on web technology you use every day, so that the basic interface is already familiar to the majority of your users. We use cutting edge technology where it counts, but not where it distracts from getting the job done.

Easily Collaborate

Management and staff can collaborate more closely and call attention to problems or challenges before they become problems.

Flexible Technology

You can access your Fieldbook data in several ways and on multiple devices. Using Fieldbook, your company is literally in your hands no matter where you are.

Share Information

Easily access and share information with your staff or customers at the touch of a button. Keep everyone informed and ensure you and your customers are on the same page all the time.

Software as a Service (SaaS)

Software as a Service (SaaS) means the application runs in your web browser connected securely to Fieldbook. No special servers, infrastructure costs, or extra staff to support. Just you efficiently getting the job done.

Superior Support

Rest at ease that the system works each and every time. Our support staff are fanatically dedicated to ensuring your business gets done right.

Increased Agility

The ability to access to up-to-minute information immediately means you can respond to changes in the market and new opportunities quickly and efficiently.

Secure Tools

The safety and security of your data is our top priority. Fieldbook uses the most reliable hosting and security environments possible while delivering service anywhere in the world.

Fieldbook ERP was created out of necessity. As an oilfield service company we were struggling for cost-effective solution to grow efficiently and a way to put our methods of doing business into a central system. Not able to find one that worked easily and seamlessly we created one. Many companies take a one-size fits all model with their software and much time is spent configuring and customizing it to do the actual work of the company. Fieldbook ERP chose a better route.

The system has proven so successful in our company we decided to make it available to other companies.

  • Information
    (580) 302-5580
  • Support
    (580) 302-5580
  • Sales
    (580) 302-5580