Dispatch & field coordination
- Job tickets and field reports re-keyed from texts and photos
- “Where's that crew?” answered by phone, all day
- Scheduling and callouts coordinated across spreadsheets
- Status updates to the operator typed one at a time
For oil-service vendors
Automation for the field-service back-office.
Bakersfield runs on oilfield services. The office work behind the field — dispatch, field tickets, recordkeeping, invoicing — is recurring and rule-bound, which is exactly what automates well. When volumes tighten, automating the back-office is how you absorb the squeeze without adding headcount.
The work that eats your week.
Three patterns we hear from oil-service vendors and field-service shops:
Compliance & recordkeeping
- Safety, training, and certification records spread across binders
- Inspection and maintenance logs reconstructed at audit time
- Document requests that mean a scramble through email
- The same data entered into three systems
The office back-office
- Quotes, POs, and field tickets to invoice, by hand
- Reports assembled manually every week
- Vendor and operator paperwork chased down
- Approvals routed by forwarding emails
Where to start
Start with one install, extend from there.
Kickstart
$7,500one-time · 30-day ship
One end-to-end automation, built for your actual field-and-office workflow — dispatch coordination, field-ticket-to-invoice, or recordkeeping. We Map, Pick with you, Build on tools you already use, and hand off fully documented. You own it.
What it covers:
- 1-hour Map session of your field + office flow
- Build in your existing tools where possible
- Documentation a non-engineer can read
- 2-week ship guarantee: if it doesn't ship, you don't pay
Managed Concierge
$2,500/ month · 3-month min
4–8 hours of automation work each month once you have a few workflows live — tuning what runs, building small new things, first-response when something breaks. Right for shops that want it maintained without growing an IT team.
What it covers:
- Monthly review of every running workflow
- Up to 8 hours of build/tune each month
- 48-hour first-response on what breaks
- Direct Slack/email channel
Managed Strategic
Customby interview · 6-month min
For operations where automating the back-office is a margin lever, not just convenience — regular new builds, an owned roadmap, quarterly strategy. Scope and price set together after we talk.
What it covers:
- Everything in Concierge
- Typically 2–3 net-new workflows per quarter
- Quarterly strategy review with your leadership
- Optional: train one of your people to maintain it
Not sure which fits? Use the budget guide or book a 30-minute intro — no deck, just a conversation about your work pattern and whether we're a fit.
FAQ
Questions oil-service operators ask.
Do you know the oil-service business?
We know recurring office and field paperwork — dispatch, field tickets, recordkeeping, invoicing — which is what automates well in any field-service operation. We don't claim to be safety or regulatory consultants; we build the workflows and connect your existing tools, and we say so plainly when something is outside our lane.
Production is down this cycle — is now the wrong time?
It's often the right time. When volumes tighten, automating the back-office is a way to absorb the squeeze without adding headcount — fewer hours lost to re-keying and chasing status. We frame this as margin-preservation, not a growth promise; how much it pays back depends on your operation.
Will you handle our OSHA or safety compliance?
We organize and retrieve the records — training logs, inspection and maintenance logs, certifications — so they're not a scramble at audit time. We don't make safety or compliance determinations; your safety lead or consultant does. We build the system around their decisions.
Do we have to replace our current software?
No. We connect what you already pay for and fill the gaps with focused pieces. You own the workflow, the credentials, and the documentation — no vendor lock-in.
How fast can the first automation be live?
A Kickstart ships a working automation in about 30 days, then runs a live calibration window after. Most clients see the Map done in week one and the first Build deployed in weeks two or three.
See it run before you decide.
Every month we walk the Method through a real example. Come see whether this fits your office before you spend a dollar.
Run a different kind of operation? We also build for Ag & food · Professional services.