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Salesforce for Oilfield Services

We help OFS teams who need real job visibility, faster dispatch coordination, and fewer billing misses.

Job details, tickets, and change orders are scattered. You can't easily see job profitability, status, or what's billable. If you did the work, you should capture the revenue, every time.

OFS is fast-moving and high-variability. Systems must match the field reality. Counter Code builds Salesforce job lifecycle systems that connect sales, dispatch, field capture, and billing.

We start by standardizing job lifecycle stages + data requirements. From there we digitize field capture + approvals, then integrate billing and build profitability reporting.

WHAT WE BUILD

Solutions We Build

Salesforce capabilities tailored for oilfield services.

SOLUTION 1

Job Lifecycle Workspace (Sales Cloud + Custom Objects)

Quote → work order/job → completion → invoice readiness; standardized statuses.

SOLUTION 2

Dispatch + Scheduling Alignment (Service Cloud/Field Service)

Assign crews, track work, capture completion.

SOLUTION 3

Digital Field Tickets (Mobile + Forms)

Capture signatures, equipment usage, time, materials, and exceptions.

SOLUTION 4

Revenue Protection (Flow + CPQ/Pricing Rules)

Approvals for discounts and change orders; enforce required billing details.

SOLUTION 5

Integrations (MuleSoft)

Push invoice-ready packages to ERP/accounting; sync customers, equipment, products, pricing.

SOLUTION 6

Analytics (CRM Analytics/Tableau)

Job margin by crew/customer/service line; DSO drivers; leakage tracking.

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