1. Using WolfePak to Manage Your Service Business
Kristy Strickland
Subject Matter Expert

2. Did you know? Record tickets Manual entry
Import from Excel (BP, Oildex, PIDX)
Future plans to integrate WolfePak Mobile Midstream
Record time and activity at different leases – per ticket
Invoice group of tickets on a lease
Can I mention the work we are planning for multi line imports? And moving the Utility feature to Enter Tickets?

3. Did you know? Produce invoices
Different invoice options and formats available
Group invoices to customer specifications
invoices to customers from WolfePak
10 different default invoice formats – detail tickets by line item, by operator tickets, summary by facility, or summary by well/job, just to name a few. You also have the option to choose a format for monthly invoice formats. If you choose to do electronic invoicing, then the same 10 formats can be applied. We have integrated with Oildex, so the ability to electronically send your invoices to Oildex is seemless. You can upload them as often as you need to with just minimal setup.
Paper
Electronic upload to Oildex
invoices directly to customers

4. Did you know? Import time into the Payroll system
Extract hours to create a file
Import time directly into Payroll using the file created
View reports specific to labor compared to truck hours or parts
Are you manually entering time for your drivers into Payroll? Sometimes clients duplicate their workload by putting information into Service Ticket and then enter the same type of information in for the Payroll system. With Service Ticket, you can allow the module to create the payroll entries for you and then produce a file where you can automatically import the entries into the Payroll as you begin a new cycle.

5. Did you know? Record entries into General Ledger
Update tickets will send entries into GL entries #10
Update tickets with option to “Automatically Post Entries” into the ledger
Will go through the process toward the end of this presentation.

6. Job/Equipment Tickets can be tracked by job location or by equipment
Multiple items to search by
Other items available to include in the report

7. Job/Equipment Labor Job Codes allow varying rates for certain jobs
Codes can be associated with your employees
Workers Comp code can be attached to equipment
Longevity Factor is if an employee is paid more than the base rate for the number of years they have been with the company. It would take the base rate and then add an additional rate (which can be set up in the Longevity Factor Maint window).

8. Job/Equipment
Tickets assigned to equipment with hours will default to employees associated with the equipment
Time Entry - the Labor Tab will auto-populate

9. Job/Equipment Multiple price lists
Copy one price list and effective date to another price list
Can add price list to certain Customer/Job Locations

10. Tickets/Invoicing Flow
Tickets are entered, changed, and maintained
Remains available to edit until tickets are updated
If invoice has been assigned, Customer, Job Location or Well number may not be changed
Invoices can be unassigned and then changed
Updated invoices have to be voided and entered again

11. Tickets/Invoicing Flow
All tickets can be printed at one time

12. Tickets/Invoicing Flow
Unbilled Tickets shows tickets and their status
Grid report allows tickets to be filtered by any column
Can view the Billing Status of each ticket

13. Tickets/Invoicing Flow
Assign Invoices and group tickets for a customer
Choose any combination of options from the Assign Invoices menu and choose a Customer

14. Tickets/Invoicing Flow
View invoices will select invoices that are ready to print
Have the option to update any invoice on the list
Columns can be filtered to pull certain criteria
Update box is checked by default

15. Tickets/Invoicing Flow
Print all invoices
Choose status, invoice number range, copies and formats
This screen also allows you to print ticket documentation with the invoice
customers invoices

16. Tickets/Invoicing Flow
Update invoices and create General Ledger entries

17. Reports View All Tickets Invoice by Customer Sales Tax Report
Saltwater Disposal Summary
Rig Statistics
Hour Statistics
Sales History

18. Reports
P-18, UIC 19/19A Extract
State forms are updated in WolfePak

19. Questions?