Getting Started with RigER Implementation Step-by-Step

1. 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

2. All-In-One Solution for OilfieldRentals
Rental and ServiceOperations
Fleet Management
Next Day Invoicing
Oil PatchCRM
PerformanceAnalysis
Accounting and Supply Chain
Thank you for choosing RigER!
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3. 1. Starting Date
2. Rental Units and Serial Numbers
3. Services, Goods and Materials
4. PricesandTaxes
5. CompanyStructure and Users
6. Clients, Locationsand Contacts
7. Current Rental Agreements
8. 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

4. Beginning of New Rental Period
First Day of the Month
One Months Before ActualStart
Rental Fleet Beginning Balances
Starting Date
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Start Date
Preparation Docs
RU Purchases
AssemblyLists
Inter CompanyMovements
RentalAgreements
Rig Up DeliveryTickets
Actual Docs

5. List of Rental Units
Fleet Structure
Kits and Bundles
Serial Numbers
Sub-Rental Equipment
Vendors andWarranties
Serviceand Repair
Maintenance Cycles
Other Important Data
Rental Fleet
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6. •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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7. Purchase Order
BookValue - Qty & Cost
Purchase Invoice
Bill of Loading
Serial Number
Enter Manually
Upload MS Excel File
Purchase Rental Units
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Date of Purchase
Actual Purchase Date
Date Before Starting Date

8. Assembly KitRental Units
New Serial Number
from Existing Rental Units
and Serial Numbers
Rental Kits Assembly
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9. Services and Goods
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List of Items
Purchase(PO, Invoice, Bill of Lading)
Contractors
Vendors andWarranties
ServiceMetrics
InventoryTracking
Other Important Data

10. ServiceGroup
• Service Item
• …
ConnectRental Unit to
• Service 1
• Service 2
• Service 3
• …
Service Structure
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11. General Price List
Client Price Agreements
Taxes Schemes
SalesTax Brackets
Prices and Taxes
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12. Logo
Departments
Locations: Shops,Yards, Storage,Trucks
FieldTechnicians List
Dispatchers/ OperatorsList
Users:
Names, Roles, and Rights
Company Structure and Users
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13. Move Rental Units to Actual Storages
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Inter CompanyTransfer
Move Serial Numbers
to Actual Storages
Rental Units Beginning
Balance for each
Shop,Yard, Storage,Truck

14. List of Clients
Billing Address and Email
Accounting ID#
LSD /Well Names
Contacts:
Name, Position, Phone, Email
Clients and Contacts
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15. Import Data from MS Excel
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Settings => Import Data
Import Data Using
MS ExcelTemplates

16. Download MS ExcelTemplate
Enter/ExportDatato theTemplate
Upload templatefile to RigER
Check Data
Import Data to RigER
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17. Enter Current
Rental Agreements:
Clients/ Locations
Rental Units
Services
Dates
Prices
Current Rental Agreement
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18. Generate Rig Up
DeliveryTickets based on
Rental Agreements:
Clients/ Locations
Rental Units
Serial Numbers
Dates
Rates
Beginning Balances to Clients’ Locations
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19. Visit
Learning Centre
www.riger.ca
Call
1-888-865-8903
Need More Info?
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20. Thank you!
Better and Better Each Day!
BOOST OILFIELD RENTALS
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