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Transformed Asset-based Activity and Visibility for a Leading Oil Field Service Company
Last Updated: June 26, 2026
20%+
Improved operating efficiency across field and back-office operations
>1K
Reports and invoices generated for billing
90 Sites
Complete visibility of field inventory at customer sites and warehouses
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Introduction
Flo-Rite Fluids Inc. manufactures and leases proprietary fluid conditioners designed to reduce paraffin and mineral scale in production tubing. Their business model — leasing specialized units to oil well operators across a large-scale installed base in the US and Canada — requires precise tracking of every unit’s location, status, service history, and billing lifecycle across 90+ customer sites.
But the data that drove billing decisions lived in spreadsheets, disconnected lists, and manual records. Installations went unreported for days, delaying invoicing and leaking lease revenue. Pricing was recorded manually per transaction. Field inventory across warehouses and stocking locations was invisible to the back office. Flo-Rite needed a field service management platform that could centralize every asset transaction, inventory record, and billing event onto one system — configured for their leasing model and delivered directly by the team that built it.
Challenges
- Asset data scattered across disconnected systems. Unit locations, lease status, and service history lived in spreadsheets and lists. No single source of truth.
- Unreported installations leaked lease revenue. Days passed between unit installation and billing notification. Every delayed report was revenue left on the table.
- Billing errors from decentralized data. Manual pricing and scattered records introduced invoicing inaccuracies that eroded customer confidence and delayed payment.
- Field inventoryinvisible to the back office. Units at warehouses, stocking locations, and customer sites had no centralized tracking. Discrepancies went undetected.
- Manual processescouldn’t scale. Tracking transfers and managing a growing installed base consumed hours of manual effort that couldn’t keep pace.
- Unit lifecycle history untracked. No centralized record of installations, replacements, or transfers. Reconstructing a unit’s history required manual effort.
FieldEquip replaced Flo-Rite’s disconnected systems with a single field service management platform — configured for their asset leasing model, live within weeks. One platform, owned and operated by the team that built it. Every unit, transaction, and inventory record centralized.
Proposed — Capabilities:
- Every unittracked on one platform. Full visibility of each unit’s location, customer site, service history, and lease status across the entire installed base.
- Real-time install reporting prevents missed revenue. Field reps record installations via mobile app. Billing triggers the moment a unit goes live.
- Field inventoryvisible across every location. Warehouses, stocking locations, and field-held units tracked in real time. System-to-physical discrepancies eliminated.
- Flexible pricing built into the system. Standard, negotiated, and discounted rates managed centrally. New lease pricing calculates automatically from pre-established rules.
- Mobile app for field transactions — online and offline. Installations, transfers, and inventory updates captured at the well site. Data syncs when connectivity returns.
- Automated reporting with asset imaging and sign-off. Work order reports generated with unit images and customer authorization signatures. No manual compilation.
Result
- 30% improvement in operating efficiency. Automating field transactions, inventory tracking, and billing eliminated manual steps that consumed hours daily.
- >10,000 reports and invoices from one platform. Automated reporting replaced manual compilation. Invoices generated from accurate field data without re-entry.
- Full inventory visibility across 90+ sites. Every unit at every customer site, stocking location, and warehouse visible in real time.
- Billing accuracy improved through real-time reporting. No more revenue lost to unreported installations. Every lease triggers an invoice the moment it’s recorded.
- Scalable without adding headcount. As the installed base grows, the platform scales. New sites and units configure without additional admin resources.
- Deployed by the team that built it. FieldEquip customized the platform for Flo-Rite’s leasing model. One team, ongoing direct support.
20%+
Improved operating efficiency across field and back-office operations
>1K
Reports and invoices generated for billing
90 Sites
Complete visibility of field inventory at customer sites and warehouses
Client Testimonial
We enjoy having FieldEquip as an inventory management device. The team can now easily report and correct tools-transfers within our customers’ sites. It has made our field and warehouse inventory management process easy to manage and administratively improved our invoicing accuracy while reducing processing time.
