#1 OILFIELD ERP SOFTWARE
ALL THE SOFTWARE YOU NEED FOR OILFIELD OPERATIONS
CBSI’s ofsERP® extends Microsoft Dynamics 365 Business Central with field tickets, equipment rentals, job costing, hauling, inspections, and AI – unified in one Microsoft-certified platform.
The Proof Is In The Numbers
17 years configuring Microsoft Dynamics 365 Business Central to meet the real-world requirements of oilfield service and equipment providers. Helping their businesses run smarter, faster, and with greater control.
A retention rate that reflects long-term trust, consistent results, and systems that continue to deliver value well beyond implementation.
Serving startups to mid-market companies with Microsoft Dynamics 365 Business Central ERP built for ease of use, yet easily customizable to run complex operations.
WHAT IS OFSERP®?
ONE SYSTEM FOR FIELD & FINANCE
Many oilfield service companies rely on disconnected tools and spreadsheets, creating inefficiencies and limited visibility. By consolidating operations and financials into Microsoft platform, ofsERP® helps streamline workflows, improve accuracy, and give your team dull control — driving better performance, stronger cash flow, and increased profitability.
83 → 13 days to close invoices — achieved by CBSi client within one year of go-live
PLATFORM MODULES
EVERY OILFIELD WORKFLOW, ONE SYSTEM
All modules share the same data inside Business Central — no duplicate entry, no reconciliation between systems, no intergration fees.
Mobile Apps for Field Work
Microsoft powered Field Reporting
Field data is automatically organized and analyzed, helping supervisors quickly identify job progress, delays, and potential issues.
Offline Field Operations
Work in remote job sites without internet. Capture tickets, labor, and equipment usage, then sync instantly when a connection becomes available.
preventative maintenance
Our system analyzes equipment usage and maintenance data to help predict service needs before breakdowns impact the job.
Real-Time Project Visibility
Office teams instantly see updates from the field, improving coordination between crews, dispatch, and accounting.
Consolidated Job Information
Technicians can record job details, photos, and signatures in seconds, creating accurate records without paperwork or manual entry.
One Platform. Every Advantage.
Every Asset. Every Location. Every Status. Always.
Cradle-to-grave visibility into every piece of equipment — availability, utilization, maintenance records, test results, and cost history. When an audit happens or an incident needs resolving, you have the documentation to prove everything was done right.
One System Replaces All of Them.
Accounting, CRM, invoicing, purchasing, inventory, rentals, maintenance, field tickets, scheduling, and analytics. All running in one place. No more paying for six tools that don't talk to each other.
Scale Your Operation Without Adding Headcount.
Streamlined workflows mean your team handles more volume with less manual effort. Take on additional projects, serve more customers, and grow revenue without growing your overhead at the same rate.
AI That Actually Knows Your Business.
Microsoft Copilot is built directly into ofsERP®: forecasting cash flow, flagging inventory gaps, assisting month-end close, and surfacing real-time insights from your own operational data. Not a bolt-on. Not a separate tool. Built in.
WHO USES OFSERP®?
OILFIELD SERVICE VERTICALS WE SERVE
ofsERP® is deployed across upstream service and supply segments where field-to-finance visibility drives competitive advantage.
WHY CBSi VS. ALTERNATIVES
ofsERP® VS. GENERIC ERP FOR OILFIELD
Most oilfield operators outgrow QuickBooks or struggle to adapt generic ERP to field operations. Here’s why ofsERP® on Business Central is different:
SERVICE AREA
NATIONWIDE ERP EXPERTS
Based in Plano, TX, CBSi serves oilfield service companies across all major U.S. producing basins. We proudly support businesses in Odessa, Midland, Houston, Williston, Dickinson, Lafayette, Morgan City, New Orleans, and Denver. With remote implementation and 24/7 nationwide support, CBSi delivers reliable solutions to oilfield operations wherever they’re located.
HOW IT WORKS
FROM ASSESSMENT TO GO-LIVE
CBSi has refined a structured implementation process over 17 years. Most oilfield clients are live seeing results within 60-90 days.
Hear From Our Customers
FAQ
ask us
anything
How experienced is your team with oilfield ERP implementations?
Our team brings extensive experience in oilfield ERP implementations, backed by over 17 years of hands-on work within the industry. We understand the unique operational challenges of oilfield services—from field operations and equipment tracking to complex financial workflows—and design systems that align with how your business actually runs.
In addition, we have over 30 years of combined expertise in Microsoft Dynamics NAV and Business Central, allowing us to deliver tailored, reliable ERP solutions that are built correctly from day one and scalable for long-term growth.
Does ofsERP® use Business Central’s Service Management module?
No. The Service Management module that comes native in Business Central (BC) is designed using separate tables for service orders, service items, and service contracts, and they are only accessible with a Premium BC license.
The Service Management module design and focus is on servicing customers’ equipment, but oilfield service companies typically use their own equipment to provide services at a job site / well, and the focus is on servicing or renting their own equipment, tracking equipment location and availability, increasing utilization, and safety.
We designed ofsERP® extensions to require only an Essentials BC license, by using BC’s existing Sales Order tables with different order types for Sale, Service, Rental, and Repair orders. We leverage the existing functionality of Business Central for sales processes, invoicing, inventory management, and reporting. We believe this approach provides simplicity and ease-of-use for our clients, while also delivering powerful features and flexibility.
What size of company is a fit for ofsERP®?
Clients with 5 to 400 users and growing are using ofsERP® to simplify and automate their workflows, boost their performance, and improve their competitive advantage. Microsoft Dynamics 365 Business Central with ofsERP® is the preferred software for oilfield service providers of all sizes seeking an all-in-one ERP and business software solution to handle multiple lines of business.
How does ofsERP® integrate with Dynamics 365 Business Central?
ofsERP® is a powerful solution that becomes an indistinguishable part of Business Central; no integration is required. It uses the extension model to enhance the functionality of Business Central without modifying the core code. This way, ofsERP® becomes a natural part of Business Central that works smoothly and efficiently and can receive new features from Microsoft without interruption.
Your Field and Your Finance Should Finally Be One.
Talk to a CBSI specialist and find out exactly what ofsERP® would look like for your operation.