riger iimplementation

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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

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Page 1: RigER Iimplementation

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

Page 2: RigER Iimplementation

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!

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 2

Page 3: RigER Iimplementation

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

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 3

Rental Fleet

Services and Goods

Prices and Taxes

Structure and Users

Clients and Contacts

Rental Agreements

Beginning Balances

Page 4: RigER Iimplementation

Beginning of New Rental Period

First Day of the Month

One Months Before Actual Start

Rental Fleet Beginning Balances

Starting Date

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 4

Start Date

Preparation DocsRU PurchasesAssembly ListsInter Company MovementsRental AgreementsRig Up Delivery Tickets

Actual Docs

Page 5: RigER Iimplementation

List of Rental UnitsFleet StructureKits and BundlesSerial NumbersSub-Rental EquipmentVendors and WarrantiesService and RepairMaintenance CyclesOther Important Data

Rental Fleet

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 5

Page 6: RigER Iimplementation

• 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

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 6

Page 7: RigER Iimplementation

Purchase Order Book Value - Qty & Cost

Purchase Invoice

Bill of LoadingSerial Number

Enter ManuallyUpload MS Excel File

Purchase Rental Units

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 7

Date of Purchase Actual Purchase DateDate Before Starting Date

Page 8: RigER Iimplementation

Assembly Kit Rental UnitsNew Serial Numberfrom Existing Rental Units and Serial Numbers

Rental Kits Assembly

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 8

Page 9: RigER Iimplementation

Services and Goods

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 9

List of ItemsPurchase (PO, Invoice, Bill of Lading)Contractors Vendors and WarrantiesService MetricsInventory TrackingOther Important Data

Page 10: RigER Iimplementation

Service Group• Service Item• …

Connect Rental Unit to• Service 1• Service 2• Service 3• …

Service Structure

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 10

Page 11: RigER Iimplementation

General Price ListClient Price AgreementsTaxes Schemes Sales Tax Brackets

Prices and Taxes

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 11

Page 12: RigER Iimplementation

LogoDepartmentsLocations: Shops, Yards, Storage, TrucksField Technicians ListDispatchers / Operators List

Users:Names, Roles, and Rights

Company Structure and Users

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 12

Page 13: RigER Iimplementation

Move Rental Units to Actual Storages

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 13

Inter Company Transfer

Move Serial Numbers to Actual Storages

Rental Units Beginning Balance for each Shop, Yard, Storage, Truck

Page 14: RigER Iimplementation

List of ClientsBilling Address and EmailAccounting ID#

LSD / Well Names

Contacts:Name, Position, Phone, Email

Clients and Contacts

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 14

Page 15: RigER Iimplementation

Import Data from MS Excel

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 15

Settings => Import Data

Import Data Using MS Excel Templates

Page 16: RigER Iimplementation

Download MS Excel Template

Enter/Export Data to the Template

Upload template file to RigER

Check Data

Import Data to RigER

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 16

Page 17: RigER Iimplementation

Enter Current Rental Agreements:

Clients/ LocationsRental UnitsServicesDatesPrices

Current Rental Agreement

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 17

Page 18: RigER Iimplementation

Generate Rig Up Delivery Tickets based on Rental Agreements:

Clients/ LocationsRental UnitsSerial NumbersDatesRates

Beginning Balances to Clients’ Locations

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 18

Page 19: RigER Iimplementation

Visit Learning Centre

www.riger.ca

Call 1-888-865-8903

Need More Info?

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 19

Page 20: RigER Iimplementation

Thank you!Better and Better Each Day!

BOOST OILFIELD RENTALS

www.riger.ca © 2016 Belca Soft Corporation. All Rights Reserved 20