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

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

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

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

Custom Date Range
shopping_cart Purchase Orders

Create and manage purchase orders for restocking inventory.

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How Purchase Orders Work
1 Select Supplier
Choose an existing supplier or enter new supplier details
2 Add Items
Add from recent usage or enter items manually
3 Review & Send
Preview your PO and send it via email

DrillerDB

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
Date User Start Time End Time Time Off % Travel % Office # Customer Interactions

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:

Total Billed

$0.00

Total Projects

0

Most Common Type

-

Role Breakdown

-

Contact 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.

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Connected
Last updated:
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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

Accounting Settings

Manage QuickBooks integration and automatic synchronization settings.

Connection Status
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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: Loading...

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

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Loading auto-sync settings...
Sync Statistics (Last 30 Days)
Total: 0
Success: 0
Failed: 0
Rate: 0%
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

These settings apply to all users in your company.

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.

DrillPath Milestone Configuration

Configure which milestones appear in your DrillPath workflow. Disabled milestones will be hidden from all projects. Note: The "Created" milestone is always enabled and cannot be disabled.

Changes will apply to all projects company-wide. Disabled milestones will not appear in the DrillPath visualization.

Employee Hours

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

Scheduling Settings

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 & Documentation

Welcome to the Help Section. Find comprehensive guides and tutorials in our Knowledge Base, or take an interactive tour to get started.

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DrillerDB Knowledge Base

Comprehensive documentation for all DrillerDB features

Our Knowledge Base covers everything you need to know about using DrillerDB:

  • Getting Started - Account setup, dashboard overview, navigation
  • Projects & Proposals - Create, manage, and track drilling projects
  • Scheduling - Calendar, Gantt, and team scheduling views
  • Equipment & Inventory - Fleet management and material tracking
  • Billing & Invoicing - Invoice creation and payment processing
  • And much more...
open_in_new Open Knowledge Base
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Getting Started

New to DrillerDB? Start here.

View Guide
description
Projects

Learn to manage projects and proposals.

View Guide
help_outline
Troubleshooting

Common issues and solutions.

View Guide

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