Field Ticket Procedure

This guide is to help correctly fill out Field Tickets in the field.

Introduction

It is imperative that field tickets are filled out thoroughly, are properly approved by the customer, and turned in in a timely manner to the office. This is how the company gets paid. Proper care, neatness, and thoroughness of field tickets is of paramount importance. If we cant read the ticket, if the ticket is missing information, if the math is incorrect, if it doesn’t have the proper stamp/signature, then there is a good possibility that we will not be able to bill the field ticket and will require someone to be sent back out to location with the proper ticket to get the correct stamp/signature, thus delaying payment for the ticket.

Gathering the proper information

Information needed to properly fill out a Field Ticket is as follows: - Date - Company work is being performed for - Who is transporting the equipment - Lease/Well names - Pricing for the work performed/to be performed

Filling out the Header

Date

This is the field in which you put the date in which the work is being performed.

Shipped By

This is the field in which you put the company that hauled the equipment to location (i.e. Pradon, Sharky, ACME etc). If only an Exact Vehicle was used put “Exact”.

Billing address

This is the field where you put in the company in which you are performing work for (i.e. Cimarex, COG, Chesapeake etc.)

Location

Well Name

This is the field in which you will put the complete Lease Name and Well number.

Rig

This is the field in which you will put the rig number, if this job is for coil tubing you will need to put the Coil Tubing Unit Number, if this is a frac job, put the Frac Crew Number.

County

This is the field in which you put the county in which the work was performed in.

Ticket Body

Quantity

This is the field in which you will put the quantity of units for every line item.

Description

This is the field where you will put the description of work performed along with a line item of each billable service/product provided. The description of work performed always goes at the top of this field, billable line items go in sequence below.

Rate

This is the field where you will put the price for each billable line item.

Service Hours

This is the field is only used if we bill the customer by the hour, input the total number of hours, then the hourly rate, and put the total dollar amount in the total box. Many of our customers have set “shift rates” for personnel, when this is the case, personnel charges will need to be put as a line item in the body of the ticket.

Total Mileage

This is the field where you will input the mileage incurred on the job, make sure you are billing for the complete round trip to go to and return from location, put the total miles, then the rate charged per mile, and the total dollar amount in the total box.

Overall Total

This is the field where you will input the total for the ticket with all charges added together.

Signature Lines

Make sure you always fill out the Technician Print and Signature lines, it is very important that we know who filled out the ticket.

Customer Signature

There are several ways in which a customer can approve the field ticket, this varies company to company, these are the most common ways customers approve field tickets: - Plain Signature by Company Rep. - Stamp with signature by Company Rep. - Sticker and Signature by Company Rep. - Signature with Purchase Order by Company Rep.

It is very important that you are familiar with the way a company approves field tickets, because sometimes company representatives will forget they need a stamp for one reason or another and we will have to go back out to get the ticket properly approved.

Math

When you are filling out field tickets, please be sure to check your math multiple times before you get the ticket signed, one of the biggest problems we have is getting signed tickets from the field with incorrect math on them, this requires us to go back out to location to get the ticket signed and delays processing and payment.


This article was last modified: May 24, 2019, 6:21 p.m.

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