How to Create a Waste Ticket and Invoice in the Oil and Gas Business: Step-by-Step Guide

This guide will walk you through the process of creating a waste ticket using a mobile application, capturing a driver’s signature, and generating an invoice in the back office. The process is specifically designed for the oil and gas business and integrates with both the mobile and back-office systems.

• Launch the mobile app to begin creating a new waste ticket.
  
  

Select the Manifest.

• In the app, navigate to the section where you can select the Manifest. This document contains important details about the waste being transported.
  

Choose the Hauler.

• From the list of available haulers, select the appropriate one. If needed, you can search for the hauler by typing the name into the search bar.
• Make sure to change the selection from individual to Business, as this is required for haulers.
  

Add Customer and Product Information.

• Select the Customer, then proceed to add the Product details and finalize the manifest information.

Send the Ticket to the Back Office.

• Once all the necessary details are entered, push the ticket to the back office for further editing.
  

Get the Driver’s Signature.

• Before completing the ticket, obtain the driver's signature to confirm the job.
• After the signature is captured, the driver can leave with a copy of the ticket.

Open the Back Office System.

• Log into the back-office system to continue working on the ticket that was pushed from the mobile app.

Locate the Ticket.

• Find the ticket that was just created. It should appear in the ticket queue, ready for review.

Switch to Hauler Pricing.

• Navigate to the Hauler Pricing section to adjust pricing details.

• Review and Update Pricing.

• The system will display both the customer pricing and the hauler pricing. For example:
  • Customer Pricing: $150
  • Hauler Pricing: $100
• Make any necessary adjustments and save the changes.

Go to the Accounting Section.

• After saving the ticket, head to the accounting section of the system to generate an invoice.

• Click on the option to create a new invoice. The system will prompt you to select the billing party.

• In this case, select the Hauler as the billing company.

• Input the correct date for the invoice.

• Ensure that the invoice reflects the Hauler Pricing. For example, the invoice should display the hauler pricing of $100 instead of the customer pricing of $150.

• Once all the details are correct, save the invoice. The process is now complete.

Creating a waste ticket and generating an invoice for hauler payments in the oil and gas business involves a few simple steps using both the mobile app and back-office system. By following this guide, you can ensure that all necessary information is accurately captured and reflected in the final invoice.