Equipment Management

Manage your equipment fleet, track maintenance schedules, monitor costs, and generate utilization reports.

0

Total Equipment

0

Available

0

Overdue Maintenance

0%

Average Utilization
Status Category Sync Status

Maintenance Management

Equipment Maintenance Type Due Date Days Overdue Priority Actions
Equipment Maintenance Type Due Date Days Until Due Priority Actions
Equipment Maintenance Type Completed Date Cost Notes

Cost Analysis & ROI

$0

Total Costs (30 days)

$0

Avg Cost/Hour

$0

Maintenance Costs

0%

Average ROI

Monthly Cost Trends
Cost by Category
Recent Cost Entries
Date Equipment Category Amount Description Actions

Equipment Inspections

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Passed (Last 30 days)
0
Failed (Last 30 days)
0
Overdue
0%
Compliance Rate
Date Equipment Inspector Type Status Defects Found Actions

Equipment Reports & Analytics

Report Parameters
Equipment Utilization by Category
Monthly Utilization Trends
Equipment Performance Summary
Equipment Category Total Hours Utilization Rate Total Cost Cost per Hour ROI Reliability Score

Inventory Management

Track stock totals and/or inventory usage here.

Coming from the old inventory system? Click migrate to bring your inventory items over. Per-project usage tracking remains the same.

Total Items

0

Total Value

$0

Low Stock Items

0

Out of Stock

0

Item ID Name Category Current Stock Min Stock Max Stock Unit Unit Price Total Value Location Actions
Date Item Type Quantity Before After Reference User Notes
assessment Export Usage Reports

Export inventory usage data for different time periods. Shows quantity used for each item during the selected period.

Custom Date Range
Inventory by Category
Usage Trends
Category Breakdown
shopping_cart Purchase Orders

Create and manage purchase orders for restocking inventory.

info Getting Started:
  • Click "Create Purchase Order" to start a new PO
  • Add items manually, from usage history, or from supplier catalogs
  • Save drafts and return later to finish
  • Send POs via email to integrated or ad-hoc suppliers

DrillerDB

inventory_2 Inventory Status
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View Inventory

(choose a driller)

(choose a driller)

SWD Labs

Date

Search
Lab ID Lab Sample Date Taken Customer Well Num Owner Name PWS Bacteria Nitrates
Lab Sample Customer Owner Sample Date Results Mailed Date TG Labs Invoice
Taken Lab Received Result Bacteria Ecoli
Sample Well Client Date Time Date Time Date Time Pos Neg Pos Neg Nitrates Comments Billed n/Pump
Example: AAA23
EX: 16888

Reason for Test

Daily Logs

logs.drillworx.us
Export to Excel
Date User Start Time End Time Time Off % Travel % Office # Customer Interactions
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Customer Interaction

SWD/Nest/JRS Interactions

Non-Sales Tasks Completed

Next Day Agenda

Projects

Status Next Step Priority ID # Well # Date person Client Address County Type Driller
Status ID # Date Client Well# Depth Casing Liner Water Lvl Pump Billed

Showing wells nationwide

Showing all pump installers with > 25 projects

File Import

Import a project PDF (or image) and turn it into a DrillerDB project

eFile Search

Search all eFile data into the deep past

Pump & Service Work Orders

Use this section for Pump and Service work.

Search

Rolodex Employee List

Find info about vendors and view their related projects and pump / service work

Sorted by Last Updated

Search by Name

arrow_back Rolodex:

Jobs:

Type

Business Name

Primary Contact

First:
Last:
Cell:
Phone:
Email:
Fax:

Location Info

Address:
Address 2:
City:
State:
Zip:
Billing Email:
Latitude:
Longitude:
Notes:

Monthly Company Reports
For sending to shareholders or external stakeholders
Report History
Month Generated Type Recipients Status Actions
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photo_library Image Gallery

Browse all company images

Admin

Welcome to the admin section!

General Settings

Email Notification Settings

Configure your email notification preferences for company-wide alerts and updates.

Subscription

Current Plan:

Next Payment:

Depth Map

$9.99

per month
Basic

$129

per month

$99

$948 billed annually
Save $238/yr
Enterprise

$349

per month

$299

$2,388 billed annually
Save $600/yr

Payment Method:

Third-Party Integrations

QuickBooks Integration

Connect your company to QuickBooks Online to manage your finances seamlessly.



Motive Integration

Connect to Motive to import vehicle GPS tracking

Connect with Motive
location_on GPSTrackIt Integration

Connect your GPS tracking system by entering your GPSTrackIt API key.

check_circle
Connected
Last updated: —
warning
Not Connected
Enter your GPSTrackIt API key to enable GPS tracking.
Your API key will be encrypted and stored securely.
Stripe Connect Integration

Connect your company to Stripe Express to receive ACH or credit card payments from customers.

Payment Processing Fees:
  • Credit Card: 2.9% + $0.30 per transaction
  • ACH Bank Transfer: 0.5% (capped at $5 per transaction)
  • Platform fee: 0.2% (included in above rates)
You can choose to pass these fees to customers in settings
Test Mode Active: This is a test environment. All transactions will use test credentials.
Payments
Your account fees

Credit Card Fee: 2.9% + $0.30 per transaction

ACH Bank Transfer Fee: 0.5% per transaction (capped at $5)

Platform Fee: 0.2% (included in above rates)

Monthly Fee: None

Fee Pass-Through Settings

Choose whether to pass payment processing fees to your customers or absorb them yourself.

When enabled, customers will see the processing fee added to their invoice total at checkout.

Accounting Settings

Manage QuickBooks integration and automatic synchronization settings.

Connection Status

Loading connection status...

Not Connected

Connect to QuickBooks Online to enable automatic synchronization of proposals, invoices, and customer data.

Provider: -
Company: -
Health: -
Webhook Status: -
Last Sync: Never
Auto-Sync Settings

Control which data is automatically synchronized to QuickBooks when changes occur.

Sync Statistics (Last 30 Days)
Total: 0
Success: 0
Failed: 0
Rate: 0%
Sync Activity Log
Help & Documentation
How Two-Way Sync Works

DrillerDB → QuickBooks: When you approve proposals, send invoices, or record payments in DrillerDB, the data is automatically synchronized to QuickBooks (if auto-sync is enabled).

QuickBooks → DrillerDB: When invoices are paid or edited in QuickBooks, webhook notifications update the corresponding records in DrillerDB.

Troubleshooting
  • Sync Failed: Check the activity log for error details. Common issues include expired credentials or missing customer records in QuickBooks.
  • Webhook Inactive: Webhooks may need to be reconfigured if you disconnect and reconnect.
  • Connection Test Failed: Your QuickBooks authorization may have expired. Try disconnecting and reconnecting.
Data Mapping
  • Proposals → Estimates: Each approved proposal creates an estimate in QuickBooks with line items, customer info, and totals.
  • Invoices → Invoices: Sent/finalized invoices are created in QuickBooks with the same structure.
  • Customers: Customer contact information is synchronized to ensure proper linkage.

Notification Settings

Company-Wide Notifications

These settings apply to all users in your company.

Your Notification Preferences

Email Notifications

Choose which email notifications you want to receive.

User Management

Name Email Phone Role Actions

Projects & Proposals Configuration

Manage your project proposal templates here. You can edit, and delete templates as needed. Templates can be created directly from the proposal page within a Project or Service Work Order

Template
Name
Unit Cost
Actions
Terms and Conditions
Set Well Types
Show / Hide Default Fields
Custom Project Fields

Custom fields are used to add additional information to projects and work orders. You can add as many fields as you need, and they will be available to all users.

Employee Hours

chevron_left chevron_right
Name Rig Time Travel Time Shop time Pump time Total time

Scheduling Settings

Company Holidays (Days Off)

These dates will be skipped when calculating next workday in the scheduling system. By default, 6 major US federal holidays are used if no custom holidays are set.

Date Holiday Name Actions
Default US Federal Holidays: New Year's Day (Jan 1), Memorial Day (Last Mon of May), Independence Day (Jul 4), Labor Day (First Mon of Sep), Thanksgiving (4th Thu of Nov), Christmas (Dec 25)

Activity Log

Super Admin

Company Users Projects Last Activity Actions

Inventory Management

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Help

Welcome to the Help Section. Here you can find resources and support for using our ERP software. If you need further assistance, please use the chat option.

Introduction: Learn the basics of using DrillerDB Project Management software.

Managing Projects

The Projects view allows you to manage, search, and filter your projects efficiently. Below are the key functionalities available in the Projects view:

  • Create, Billing, Changelog:
    • Create: Start a new project by clicking the 'Create' button.
    • Billing: Access billing information for projects.
    • Changelog: View recent changes made to the application.
  • Select by ID: Search for a project using its unique identifier.
  • Rolodex Search: Search for projects by entering the owner / builder / pump installer name.
  • Advanced Search: Use the search bar to look up projects by DNR number, well location, etc.
  • Project Status Tabs:
    • All: View all projects.
    • Proposals: Filter to see only project proposals.
    • Open: View projects that are currently active.
    • Completed: See projects that have been finished.
    • Closed: Access projects that have been closed.
  • Filter Options: Refine your project list using various filters:
    • By Employee: Filter projects by the assigned employee.
    • By Well Type: ▼ the type of well associated with the project.
    • By Drill Type: Narrow down projects by the type of drilling operation.
    • By County: Filter projects based on the county location.
    • By Priority: View projects according to their priority level.
  • Show Starred Only: Toggle this option to display only the starred projects.

Project List:

The project list provides a comprehensive view of your projects with the following columns:

  • Status: Indicates the current status of the project (e.g., Proposal, Open Job).
  • Priority: Shows the priority level of the project.
  • ID #: The unique identifier for each project.
  • Date: The date the project was created or last updated.
  • Client: The name of the client associated with the project.
  • Address: The location address of the project.
  • County: The county where the project is located.
  • Type: The type of project with drill type (e.g., Residential - Hammer).

To use the Projects view effectively, follow these steps:

  1. Create a Project: Click on the 'Create' button to start a new project.
  2. Search for Projects: Use the search bar and filters to find specific projects quickly.
  3. View and Edit Projects: Click on a project from the list to open and edit its details.
  4. Filter Projects: Apply filters to refine your project list based on specific criteria.

For more detailed instructions, please refer to the user manual or contact our support team via the chat option.

Project Details

The Project Details page allows you to view and edit all information related to a specific project. Below are the key functionalities available on the Project Details page:

General Info

  • Project #: The unique identifier for the project.
  • Status: The current status of the project (e.g., Open Job, Proposal).
  • Priority: The priority level of the project (e.g., Medium, Low, High).
  • Well Type: The type of well associated with the project (e.g., Residential).
  • Well Categories: Indicates if the project is for a new well, replacement, or reconstruction.
  • Date: The date when the project was created

Other Info

  • Bill To: The entity responsible for billing.
  • Proposal To: The entity to whom the proposal is addressed.
  • Employee: The employee assigned to the project.
  • Driller: The driller assigned to the project.
  • Drill Type: The type of drilling operation (e.g., Mud, Hammer).
  • GPS Coordinates: The latitude and longitude of the project location.

Permits & GPS

  • DNR #: The State Department of Natural Resources number.
  • Damage Waiver Date: The date when the damage waiver was issued.
  • County Permit: The permit number issued by the county.
  • Landfill Approval #: The approval number for landfill use.
  • Diggers #: The diggers hotline confirmation number
  • Clear By: The date by which the project must be cleared.

Location & Map

  • Distance from Office: The distance and estimated travel time from the office to the project location.
  • Map View: A map showing the project location with options to switch between map and satellite views.

Well Location

  • Address: The full address of the project location.
  • County: The county where the project is located.
  • City, State, Zip: The city, state, and zip code of the project location.
  • Other Location Details: Includes fields for township, section, range, lot number, and intersection distance.

Owner, Builder, Pump Installer

  • Owner Info: Details about the project owner, including name, business name, address, contact information, and email.
  • Builder, Realtor, Contractor Info: Details about the builder, realtor, or contractor associated with the project, including name, business name, address, contact information, and email.
  • Pump Installer Info: Details about the pump installer associated with the project, including name, business name, address, contact information, and email.

Notes

  • Add Note: Add notes related to the project. Remember to press 'Add' to save the note.
  • Edit/Delete/Highlight Notes: Options to edit, delete, or highlight existing notes.

Files

  • Upload Files: Drag and drop files to upload documents or images related to the project.
  • View Files: View uploaded files in the project details.

To use the Project Details page effectively, follow these steps:

  1. Edit Project Details: Click on any field to edit the project details and press 'Save' to apply the changes.
  2. Navigate Through Tabs: Use the tabs (Main, Hazards, Site, WCRs, Activity) to access different sections of the project details.
  3. Add Notes and Files: Use the notes section to add important information and the files section to upload relevant documents.

For more detailed instructions, please refer to the user manual or contact our support team via the chat option.

Customer Rolodex Management

The Customer Rolodex allows you to manage contact information for vendors, builders, pump installers, and other relevant contacts. Below are the key functionalities available:

Rolodex List Page

  • Create New: Click the 'Create New' button to add a new contact to the Rolodex.
  • Search by Name: Use the search bar to find contacts by name, pump, builder, or other categories.
  • Sort by Last Updated: The list is automatically sorted by the last updated date to show the most recent entries first.
  • Contact List: Displays a list of contacts with columns for type, name, city, address, phone, and email.

Rolodex Detail Page

  • Type: Select the type of contact (Owner, Builder, Pump Installer) using the checkboxes.
  • Business Name: Enter the business name associated with the contact.
  • Primary Contact: Enter the first and last name, phone, and email of the primary contact person.
  • Add Contact: Add additional contact persons if needed.
  • Location Info: Enter the address, city, state, zip code, and GPS coordinates for the contact's location.
  • Billing Email: Enter the email address for billing purposes.
  • Map View: A map showing the contact's location with options to adjust the latitude and longitude.
  • Notes: Add any additional notes related to the contact.
  • Proposals: View related proposals and work orders associated with the contact.
  • Save Changes/Delete: Click 'Save Changes' to update the contact information or 'Delete' to remove the contact from the Rolodex.

To use the Customer Rolodex effectively, follow these steps:

  1. Add a New Contact: Click on 'Create New' to add a new contact. Fill in the required fields and click 'Save Changes'.
  2. Search for a Contact: Use the search bar to find a specific contact by name or category.
  3. Edit Contact Details: Click on a contact from the list to open the detail page. Make necessary changes and click 'Save Changes' to update the information.
  4. Delete a Contact: On the detail page, click 'Delete' to remove the contact from the Rolodex.

For more detailed instructions, please refer to the user manual or contact our support team via the chat option.

Statistics

The Statistics page provides an overview of various metrics and data points related to jobs, billing, proposals, and well footage. Below are the key functionalities and data points displayed:

Job Statistics

  • Open Jobs: Displays the number of jobs currently open (approved, but not yet drilled).
  • Completed Jobs: Shows the number of jobs completed year-to-date.
  • Avg Daily New Proposals: Indicates the average number of new proposals per day for the current month.
  • Total Billed: Shows the total billed amount for the current year and the previous year.
  • Monthly Revenue / Driller Hour: Displays the revenue per hour for drillers for the last full month. (only available if you have employee hour tracking enabled)
  • Driller Hours: Select a driller to view their hours worked. (only available if you have employee hour tracking enabled)
  • ▼ Employee: Admins can filter data by specific employees.

Completed Jobs

  • Completed Jobs Chart: Toggle between a chart and table view for completed jobs data by month and year.
  • Data Table: Shows the number of jobs completed each month.

Number of Proposals

  • Proposals Chart: Toggle between a chart and table view for proposal data by month and year.
  • Data Table: Shows the number of proposals each month.

Billing (Admin Only)

  • Billing Data: Displays the total billed amount each month.

Well Depth Footage

  • Well Depth Chart: Toggle between a chart and table view for well depth footage data by month and year.
  • Data Table: Shows the well depth footage drilled each month.

Job Casing Footage

  • Job Casing Chart: Toggle between a chart and table view for job casing footage data by month and year.
  • Data Table: Shows the job casing footage each month.

$ Per Foot (Admin Only)

  • $ Per Foot Data: Displays the revenue per foot drilled each month.

$ Per Day (Admin Only)

  • $ Per Day Data: Shows the revenue per day for drillers each month, calculated based on an average of 21 workdays per month.

To use the Statistics page effectively, follow these steps:

  1. View Job Statistics: Review the open and completed jobs, average daily new proposals, and total billed amounts.
  2. Toggle Views: Switch between chart and table views for detailed data on completed jobs, proposals, well depth, and job casing footage.
  3. Filter Data: Use the employee filter to view statistics for specific employees (admin only).
  4. Analyze Billing Data: Access the billing section to review monthly revenue figures (admin only).

For more detailed instructions, please refer to the user manual or contact our support team via the chat option.

Geospatial Tracking

Our ERP software includes advanced geospatial tracking features to help you manage and monitor your projects efficiently. Below are the key functionalities available in the Geospatial Tracking section:

  • Job Map: The main interface for viewing all job locations on a map. Each marker represents a job or task with color-coded icons for different statuses and types.
  • Map/Satellite View: Toggle between the standard map view and satellite imagery to get a clearer understanding of the job locations and surrounding areas.
  • Filters: Use various filters to refine the displayed jobs:
    • By Employee: Filter jobs assigned to specific employees.
    • By Well Type: Narrow down the jobs based on the type of well.
    • By Drill Type: ▼ the type of drilling operation.
    • By Category: Select jobs based on predefined categories.
    • By Priority: View jobs by their priority level.
  • Show Only Work Orders: Toggle this option to display only the jobs that are currently active work orders.
  • Job Status Tabs: Switch between 'Open' and 'Completed' job tabs to view current or past job data.
  • Select by ID: Search and select jobs using their unique identifiers for quick access.

To use the geospatial tracking feature effectively, follow these steps:

  1. Navigate to the Job Map: Click on the 'Job Map' tab to open the geospatial tracking interface.
  2. Apply Filters: Use the filter options to narrow down the displayed jobs based on your criteria.
  3. Interact with the Map: Click on any job marker to view detailed information about the job, including its status, assigned employee, and other relevant data.
  4. Switch Views: Toggle between map and satellite views to get the best perspective of the job locations.

For more detailed instructions, please refer to the user manual or contact our support team via the chat option.

Getting Started Tour

New to DrillerDB? Take our interactive onboarding tour to learn the essential features and get up to speed quickly.

What you'll learn:
  • How to set up your company profile
  • Creating your first project
  • Using the map to visualize your projects
  • Managing customer information
  • Scheduling jobs and assignments

The tour takes about 3-5 minutes to complete and can be paused at any time. Your progress is automatically saved.

Notifications