Book A Demo mail-icon
Case Study Top Icon
Industry - Well Completion Services

Digitization of Mid-Size Well Completions Services Operations Using FieldEquip SaaS Software

Last Updated: September 25, 2025 

Introduction

This customer provides Well completion equipment and services to offshore oil platforms. They have to create complex quotes for large Oil platform Operators and request approval from them. This customer will send out equipment and personnel to the platform for work execution.

Challenges

  • Manual handling of the quoting process that could have complex contract terms such as day rate vs. fixed prices on items; Standby vs. In-Operation rates; packages that include equipment and personnel
  • Manual workflow for approval/refinement of quotes as well as the project execution
  • Manual collection of Field tickets either via paper or Excel from the field execution of the work including the usage of the equipment and/or personnel
  • Slow quote-to-cash process due to slow data collection
  • Too many hours spent in forecasting revenues; personnel and equipment needs as per committed projects
  • Manual data compilation for reporting to Operators
  • Manual forecasting of the equipment and personnel availability
  • No reliable view into the field operations at any time
Challenges Well Completion
Quote to Cash Sales Dashboard

Solution

  • Enabled complete workflow automation using FieldEquip SaaS solution for Oil Field Services.  Platform provides intuitive online/offline mobile application for iOS, Android and Windows Mobile and role based Web Portal
  • Easy-to-use dashboards for Operations and management with actionable information, for example, revenue forecasts, approved projects, actual running costs against planned
  • Smart online/offline mobile applications allow easy capture of field ticket data from job site including equipment usage, personnel time, downtime.  This data is automatically available to management dashboards and back office operations when the device gets Cellular or WiFi signal.
  • Enabled job scheduling and schedule reviews by Operations assisted
  • Setup the master data on FieldEquip. Users attended the Free Training Webinars offered by FieldEquip
  • Complete solution enabled within 6 weeks from the start of the project
Oilfield-Electrical-Contractor-working-on-Tablet

Results

  • Sales / Account Managers can create quick quotes; Account Managers can change job schedules and monitor job progress
  • Account and project managers can change job start dates via Portal and Mobile application
  • Accounting and management has a clear line of sight into revenue forecasts and job schedule changes
  • Operations has better control over the availability of equipment and personnel along with better handle on the future requirements
  • Full stack solution from FieldEquip digitized the workflow for field services
  • Highly efficient workflow between the field, operations and accounting leads to huge savings in cost
  • Significant efficiency improvement in Operations as no manual compilation of field reports
  • Faster data flow from Field to Operations and to the customers
  • Real-time line of sight into the field operations and real-time data flow from field to the corporate office
  • Field technicians able to download and start using the mobile application with little or no training
Results Well completions client

27%

Highly efficient workflow between the field, operations and accounting leads to huge savings in cost

>20k

Real-time data flow from field to the corporate office  & compilation of field reports

1.2M

Generate prompt error-free customer invoices

Learn More About
FieldEquip's Field Service Management System

Can Artificial Intelligence (AI) Prevent Costly Business Disruptions

Can Artificial Intelligence (AI) Prevent Costly Business Disruptions?

•
November 26, 2025
•
No Comments

There is no question that disruptions in any business cause immediate outlay and potentially have a longer-term impact from lost business.  Thankfully, …

FieldEquip AI Banner Image

FieldEquip Introduces AI to Field Service Management with Launch of “FieldNote AI”

•
November 20, 2025
•
No Comments

HOUSTON, Nov. 13, 2025 /PRNewswire-PRWeb/ — FieldEquip, a leading provider of field service management software for various industries such as oil & …

Labor Cost Savings in Oil and Industrial Services

Top 8 Strategies to Achieve Labor Cost Savings in Oil and Industrial Field Services

•
October 31, 2025
•
No Comments

Achieving labor cost savings is easier said than done for any business. However, it can be especially hard for those operating in …

Equipment and Asset Maintenance

The Ultimate Guide to Industrial Asset Management

•
September 23, 2025
•
No Comments

Ever wondered how to keep your operations running smoothly while minimizing costs and maximizing asset longevity? Industrial asset management may just be …

Asset Management in the Oil & Gas Industry

The Scope of Asset Management in the Oil & Gas Industry

•
September 8, 2025
•
No Comments

Field service asset management software is transforming the oil and gas industry by helping companies optimize operations, reduce downtime, and control costs. …

Field Service Ticket Software Delivers Value and Efficiency in Oil & Gas and Industrial Operations

How Field Service Ticket Software Delivers Value and Efficiency in Oil & Gas and Industrial Operations

•
August 19, 2025
•
No Comments

Field ticketing software is a digital solution that captures job related labor, material and incidentals data in real-time. This blog explores its …

Field Ticketing Software Empowers Oil and Gas Companies

Field Ticketing Software Empowers Oil and Gas Companies to Swiftly Adapt to Market Changes | Our Insight

•
July 11, 2025
•
No Comments

The oil and gas industry operates in a complex and ever-changing environment where market shifts can significantly impact profits and efficiency. To …

Oilfield Service Software

10 Best Features of FSM Software for the Oil and Gas Industry

•
July 2, 2025
•
No Comments

Work is fluid in the oil and gas industry and has many important functions that must be managed in the field efficiently …

Quoting Software Helps You Win New Business in a Competitive Field Service Market

How Quoting Software Helps You Win New Business in a Competitive Field Service Market 

•
June 19, 2025
•
No Comments

In today’s competitive field service landscape—whether in industrial and commercial equipment services, oil and gas, construction, and others—winning service jobs often comes …

Transforms Field Service Operations

Technician Tracking 101: How Real-Time Location Visibility Transforms Field Service Operations

•
June 4, 2025
•
No Comments

Managing a dispersed field service workforce (technicians, truck drivers, equipment operators, etc. ) can be complex, especially without having visibility of their …

Contact Us

Would you like to have a free demo or have any questions about FieldEquip?

ADDRESS:

US Corporate Headquarters 1011 S. Hwy. 6, Suite 117 Houston Texas 77077 US

PHONE:

+1 281-815-4314

EMAIL:

contactus@bursys.com