riger iimplementation
TRANSCRIPT
Getting Started with RigER
Implementation Step-by-Step
Confidential and Proprietary Information. BelcaSoft and RigER name and logos are trademarks of Belca Soft Corporation All other product or service names are the property of their respective owners
BOOST OILFIELD RENTALS
All-In-One Solution for Oilfield Rentals
Rental and Service Operations Fleet Management Next Day Invoicing Oil Patch CRMPerformance AnalysisAccounting and Supply Chain
Thank you for choosing RigER!
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1. Starting Date2. Rental Units and Serial Numbers3. Services, Goods and Materials4. Prices and Taxes5. Company Structure and Users6. Clients, Locations and Contacts7. Current Rental Agreements8. Beginning Balances to Client Locations
Implementation Step-By-Step
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Rental Fleet
Services and Goods
Prices and Taxes
Structure and Users
Clients and Contacts
Rental Agreements
Beginning Balances
Beginning of New Rental Period
First Day of the Month
One Months Before Actual Start
Rental Fleet Beginning Balances
Starting Date
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Start Date
Preparation DocsRU PurchasesAssembly ListsInter Company MovementsRental AgreementsRig Up Delivery Tickets
Actual Docs
List of Rental UnitsFleet StructureKits and BundlesSerial NumbersSub-Rental EquipmentVendors and WarrantiesService and RepairMaintenance CyclesOther Important Data
Rental Fleet
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• Rental Group• Rental Unit
• Serial Number• …
• Rental Unit (Kit)• Serial Number
• Rental Unit Serial Number +• Rental Unit Serial Number +• Rental Unit Serial Number +• …
Rental Fleet Structure
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Purchase Order Book Value - Qty & Cost
Purchase Invoice
Bill of LoadingSerial Number
Enter ManuallyUpload MS Excel File
Purchase Rental Units
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Date of Purchase Actual Purchase DateDate Before Starting Date
Assembly Kit Rental UnitsNew Serial Numberfrom Existing Rental Units and Serial Numbers
Rental Kits Assembly
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Services and Goods
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List of ItemsPurchase (PO, Invoice, Bill of Lading)Contractors Vendors and WarrantiesService MetricsInventory TrackingOther Important Data
Service Group• Service Item• …
Connect Rental Unit to• Service 1• Service 2• Service 3• …
Service Structure
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General Price ListClient Price AgreementsTaxes Schemes Sales Tax Brackets
Prices and Taxes
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LogoDepartmentsLocations: Shops, Yards, Storage, TrucksField Technicians ListDispatchers / Operators List
Users:Names, Roles, and Rights
Company Structure and Users
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Move Rental Units to Actual Storages
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Inter Company Transfer
Move Serial Numbers to Actual Storages
Rental Units Beginning Balance for each Shop, Yard, Storage, Truck
List of ClientsBilling Address and EmailAccounting ID#
LSD / Well Names
Contacts:Name, Position, Phone, Email
Clients and Contacts
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Import Data from MS Excel
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Settings => Import Data
Import Data Using MS Excel Templates
Download MS Excel Template
Enter/Export Data to the Template
Upload template file to RigER
Check Data
Import Data to RigER
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Enter Current Rental Agreements:
Clients/ LocationsRental UnitsServicesDatesPrices
Current Rental Agreement
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Generate Rig Up Delivery Tickets based on Rental Agreements:
Clients/ LocationsRental UnitsSerial NumbersDatesRates
Beginning Balances to Clients’ Locations
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Visit Learning Centre
www.riger.ca
Call 1-888-865-8903
Need More Info?
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Thank you!Better and Better Each Day!
BOOST OILFIELD RENTALS
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