Turn field tickets into invoices faster.
Tercero works with oilfield and energy service companies to learn how a job gets from the field to an invoice: tickets, timesheets, approvals, and the calls and emails in between. Then we automate the repetitive steps so work gets billed sooner, and your billing team still approves every invoice.
Where ticket paperwork slows billing.
- CAPTURE
Field ticket capture
Read scanned, photographed, or emailed field tickets and capture job, well, crew, equipment, and line-item details.
- PACKETS
Ticket-to-invoice packets
Assemble tickets, approvals, and supporting documents into invoice packets that follow each customer's requirements.
- MATCH
PO & pricing checks
Check ticket line items against the purchase order, AFE, or agreed pricing and flag what doesn't match.
- FOLLOW-UP
Missing signatures & approvals
Track which tickets are unsigned or incomplete and draft the follow-up before billing stalls.
- PAYROLL
Crew timesheets
Reconcile timesheets against tickets and prepare hours for payroll review.
- PORTALS
Customer invoice portals
Prepare invoice data and attachments for the e-invoicing portals your customers require.
Every engagement starts with one of these, chosen with the people who do the work and measured before anything expands.
What could your office do with the billing time back?
Set your weekly or monthly ticket volume. This illustrative model translates repetitive ticket and invoice preparation into time for collections, exceptions, and field support.
Illustrative model assumes 8 minutes of repetitive preparation saved per ticket. Actual results depend on the workflow.
hours per month
- Billing follow-up & collections · 35%
- Exception handling · 30%
- Customer & field support · 20%
- Team development · 15%
Improve how the work flows without replacing your systems.
Instead of handling every email, form, and follow-up by hand, let the repetitive steps happen automatically, then bring your team in where judgment is actually needed.
- IN
Collect automatically
Gather field tickets from email, scans, phone photos, and uploads, along with customer approval emails, into one consistent queue.
- PREP
Prepare automatically
Capture ticket details, match them to jobs, purchase orders, and pricing, and identify missing signatures or approvals.
- CHECK
Review what matters
Your billing team reviews mismatches, missing approvals, and real exceptions instead of every line item.
- OUT
Move approved work forward
After approval, route information into your accounting or ticketing software where integration supports it, or prepare it for the exports and customer portals already in use.
Built with your team, not handed to it.
- 01LISTEN
Workflow Assessment
Spend time with the people doing the work, from the emails and calls to the handoffs, and establish a baseline together.
- 02ALIGN
ROI Blueprint
Define the automation boundary, pilot cost, expected savings, timeline, and controls.
- 03PROVE
Build, Measure & Expand
Build beside your team, adjust from their feedback, and expand only after the results are proven.