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Posted on May 20th, 2019 - Posted in Management | Reporting

Getting Creative with Forms

When we introduced Custom Forms to our users back in 2017, we knew that our forms would change the way our customers functioned on the jobsite. After all, going electronic is a big conversation in oil and gas. What we didn’t know was how creatively our customers would use the forms.

Custom form preview




Customer Feedback Survey

One of our Contractors created a fast and efficient Customer Feedback Survey. From the field, the Contractor collects the Operator’s feedback to ensure they are meeting high-standards. The survey is succinct and short.

  • Buttons to select a range between Extremely Satisfied to Extremely Dissatisfied on a number of criteria
  • Room for additional comments
  • Signature field to capture the authenticity of the survey

Receive less than a perfect rating? Managers are alerted immediately and can discuss any problems with the Operator before the issue escalates. Having immediate evaluations from the field keep the Contractor and Operator relationship strong and open. Their Operators continue to use them over and over again knowing that they will receive not only excellent service, but excellent communication as well.

Image of a custom form as a timesheetTime-In / Time-Out

A regular comment we hear from future customers is their concern that their employees won’t use an app. While we work with management to help the transition from old systems to Wellsite Report, one of our customers cleverly came up with a fast solution. Start of shift, employees must use the custom forms to clock in and save a draft. At end of shift, they edit the form to clock out. These forms get sent straight to HR to enter into payroll. We never thought we’d be involved in the financials of our customers, but here we are!

Cleaning Checklist

Is there anything worse than getting into a shared company truck and it’s dirty? You don’t need to know what fast food your co-worker is grabbing on the job! One customer confronted this issue with a basic checklist. Clean carpet? Check. Clean seats? Check. Clean out the cup holders, the dashboard, the console? No more of employees pointing the finger at who left what dirty. Our custom forms removed that annoying issue and now our customer’s employees are riding around in clean trucks. Nice.

Operator Forms

Are you an Operator who has one form you use for all Contractors? No problem. If your Contractor is a Wellsite Report customer, we can ensure they have your form exactly the way you want it. When they fill it out, we’ll set up alerts so you’re notified. You want to know what’s happening and we help you with that transparency.



What forms do you need?

The power of our Custom Forms is endless. We know this is only the start to the creativity of our customers. What problem are you encountering in your company? Let us know and we will help you brainstorm solutions!

Release Notes

Posted on July 1st, 2019
Posted in Software Update

Release Notes – 2.6.4

Introducing General Tasks Tasks can now be assigned outside of incidents! Tasks and action items now have their own section on the sidebar for easy access Assign the tasks to individuals, to a role type, or to an entire base Make the task required to be completed by all assignees or just one of the […]

Bugs bugs everywhere

Posted on June 27th, 2019
Posted in Resources | Tips and Tricks

I think I found a software bug, what should I do?

We work hard to build quality software that makes your job easier. Before we release any new features or improvements, we go through several rounds of developer review and quality assurance testing. Occasionally, a software bug (or “bug”) can slip past us and make it into an update. If you encounter a software bug in […]

Posted on June 17th, 2019
Posted in Tips and Tricks

How To: Reset Your Password

Our #1 tech support question is, How do I reset my password?. Resetting your password is incredibly easy, so let’s walk through it together. Note: you can do this on your computer or on your mobile browser. 1. Go to app.wellsitereport.com/#/login. You should see the following page. Your email and password may already be entered. […]

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