OUR SOFTWARE FEATURES

Inventory Equipment & Asset Management

Track every piece of equipment with confidence. BASIS gives oil and gas companies real-time visibility into equipment location, status, and usage. Whether assets are in the yard, in transit, or at a remote job site, you’ll always know what you have and where it’s working.

Stay ahead of losses and improve inventory management with accurate, up-to-date data. BASIS helps you make informed decisions, reduce idle time, and achieve long-term cost savings.

BASIS serves as an asset tracking software that gives you complete control over your equipment. You can use integrated purchase requisitions and purchase orders to buy new or replacement assets directly in the system. BASIS adds every new item to your inventory as soon as it arrives. Each record includes a full history with vendor details, serial numbers, and GL assignments.

With AutoPurchase, BASIS creates purchase orders automatically based on reorder levels, open maintenance work orders, or active rental tickets. You’ll always have the right parts and equipment available when needed.

The Inventory Availability screen provides real-time visibility into items that are available, reserved, rented, or under maintenance. Integrated accounting links each asset to its GL accounts, ensuring financial accuracy and a complete audit trail.

BASIS supports multi-division and multi-yard operations, so you can view utilization and performance by location. Built-in billing logic applies the correct pricing model — rental, sale, or custom — for accurate, consistent billing.

The system also functions as a rental inventory control system, ensuring accountability for every asset. Our equipment management software helps you track location, usage, and maintenance efficiently.

BASIS doesn’t just track your inventory — it procures, manages, and bills it with precision.

Rental & Field Ticket Management

Manage every rental and field ticket with speed and accuracy. BASIS unifies all ticket types, including job, delivery, field, and return tickets. Your team can manage the entire rental cycle from setup to final equipment return.

Generate and manage digital tickets in real time for complete visibility. This eliminates paper forms, reduces manual entry, and improves accuracy across every job. Link agreements directly to assets and services for accurate pricing, real-time availability, and automated billing.

BASIS automatically captures dates and times for every transaction. It applies dynamic rate management from your Pricebook and tracks ticket status from draft to invoice. You can monitor rental periods, service schedules, and equipment activity to ensure on-time returns and proper maintenance. BASIS acts as a complete rental tracking system, connecting field and office data for accuracy.

Before a job begins, BASIS Bids lets you create and send detailed rental proposals for customer approval. Each bid mirrors a rental contract. Once approved, it converts into a live ticket for consistent pricing and faster turnaround.

Package Pricing groups related equipment and services under one rate. BASIS distributes the package price across all items while keeping each asset traceable. This streamlines billing and maintains full accuracy.

Ticket Approval Levels enforce control based on your company’s policies, user roles, or dollar thresholds. Managers can review and authorize tickets before posting or billing to ensure accuracy and compliance.

BASIS supports equipment swaps, digital signatures, field ticket attachments, and automated reporting. It gives your team everything they need to manage jobs efficiently from the field to the office.

With built-in rental equipment tracking software, BASIS provides real-time oilfield rental tracking and complete billing accuracy. The system delivers equipment rental automation that keeps operations smooth, compliant, and profitable.

Job and Equipment Movement Management

Once equipment is in the field, BASIS keeps you in control as it moves between job sites, customers, or projects. The system connects Job Management and Field Transfers, giving you full visibility into each asset’s location and destination.

When crews reassign or relocate equipment, BASIS captures those moves instantly. Each update includes the equipment’s location, status, and job details — keeping billing continuous and downtime minimal.

BASIS also simplifies equipment swaps in the field. BASIS instantly records replacement equipment in the same job record to keep billing accurate and job history complete.

Every transfer record shows who moved the equipment, where it went, and when. This creates a verified digital trail for accountability and compliance. Whether equipment moves from yard to field or between jobs, your team always has an up-to-date view of asset activity.

Sales, Billing & Invoice Management

Simplify complex billing with accuracy and speed. BASIS applies contract terms, equipment usage, and project data automatically to create precise invoices quickly and consistently.

Handle even the most complex billing scenarios with customizable rules that fit your business. Generate invoices by job, client, location, or Well/AFE to match your customer’s cost structure and simplify accounting.

This flexibility leads to faster approvals, fewer disputes, and cleaner reporting. Submit invoices electronically for faster processing and fewer delays.

By ensuring accuracy and transparency, BASIS helps reduce billing disputes, improve cash flow, and strengthen client relationships.

Maintenance, Repair & Work Orders

Once equipment returns from a job, BASIS manages the next stage — inspection, maintenance, and repair. Create work orders to schedule inspections, log activity, and track parts and labor.

The system automatically updates asset status from on rent to in maintenance and then to available. This ensures every asset is ready for the next job.

BASIS supports both corrective and preventive maintenance. It helps you catch small issues before they cause downtime. Each repair links to the asset, job, and customer, creating a full maintenance history for audits and compliance.

Dispatch

BASIS Dispatch keeps deliveries, pickups, and job assignments coordinated in real time. Dispatchers can plan routes, assign drivers, and monitor progress as it happens.

Automated updates flow to dashboards and field tickets, keeping your operation synchronized. Maintain seamless communication across your yard, field, and office. Respond quickly to urgent jobs, equipment swaps, and changing priorities.

BASIS Dispatch bring together equipment deliveries and pickups, ensuring the right assets reach the right place on time, every time.

Dashboards, Online & Automated Reporting

Every action in BASIS — from rentals and maintenance to billing and dispatch — flows into powerful dashboards and reports. These tools keep your entire operation visible and in control.

View real-time data on utilization, revenue, costs, and job activity in one central hub. Dashboards provide equipment utilization tracking that helps identify idle assets and improve ROI.

Custom dashboards let each department focus on what matters most. Scheduled reports deliver insights automatically — with no manual effort required. With live data, you can spot trends early, make informed decisions, and improve profitability.

Mobile Applications

With BASIS Mobile, your team stays connected beyond the office. Every dashboard, report, and ticket is available on the go.

Field personnel can create and update tickets, capture digital signatures, track deliveries, and record equipment usage instantly — even offline. BASIS automatically syncs data as soon as the connection restores.

Managers gain instant visibility into field activity and job progress. Communication improves, errors drop, and decisions happen faster.

By extending BASIS beyond the office, the mobile app helps your team work smarter and stay connected anywhere.