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Workover ERP

ERP for oil & gas service companies and machine shops — from lead to lien release, in one database.

Modules

ProcurementSales & QuotingJob RoutingMachine ShopQuality (API Q1)Financials

More modules

InventoryField TicketingTime & LaborDoc AI / OCRAI AgentsDashboardsCAD to QuoteSchedulingShipping & QCMaintenanceMarketingOperator WorkspaceMaster Data & Access

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© 2026 Workover ERP. Built for Machine Shops.

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PRACTICAL WRITING FOR

SHOPS THAT CUT CHIPS

Switching guides, quality, job costing, and document AI — written for

owners, shop supervisors, and controllers in oil & gas services. No fluff,

no stock photos of handshakes.

DESIGN2026-07-19 · 4 MIN

Billing the hours your designers already work

In most shops, design time is a favor: quoted loosely, tracked nowhere, absorbed silently. Treat it like machine time and the margin comes back.

READ ARTICLE →
PERMIT & COMPLIANCE2026-07-19 · 4 MIN

Permits and monograms: make the paperwork a gate, not a chase

The week before an API audit shouldn't be archaeology. When compliance documents attach where they're created and holds actually hold, the binder compiles itself.

READ ARTICLE →
CNC MACHINING2026-07-19 · 5 MIN

Your CNC cell has a math problem, not a hustle problem

Spindles are the scarcest asset in the building. Loading them by whiteboard and memory wastes the one thing you can't buy more of by working harder.

READ ARTICLE →
TURNING2026-07-19 · 4 MIN

Turning work: rhythm is the product

Lathe cells make money on cadence — bar in, parts out, inserts indexed before they chip. The ERP's job is to protect that cadence.

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FABRICATION2026-07-19 · 4 MIN

Fabrication jobs sprawl. The work order shouldn't.

Plate, structurals, buyouts, coating, heat treat, NDE — a fab job touches half your vendors and all your floor. One work order should hold it together.

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WELDING2026-07-19 · 4 MIN

Code welding is a records business with sparks

The weld is the easy part to inspect. The procedure, the qualification, the continuity, the rod lot — that's where audits are won and jobs are lost.

READ ARTICLE →
GENERAL MACHINING2026-07-19 · 4 MIN

Busy is not a business model: profit control for job shops

One-offs, repairs, short runs — general machining is where shops stay busy and quietly lose money. Three controls fix it.

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INSTALLATION2026-07-19 · 4 MIN

Installation revenue leaks in the truck ride home

The work was done, the customer was happy, and the ticket rode a dashboard for nine days. Installation margin is mostly a billing-speed problem.

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SALES2026-07-17 · 5 MIN

A pipeline that knows what a lead is worth before you quote it

Most shop CRMs are a list of names. A pipeline built inside your ERP knows your capacity, your margins, and this customer's history — so it can score a lead the moment it lands.

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SALES & QUOTING2026-07-15 · 5 MIN

Quote from the routing, not the gut

The most dangerous number in a job shop is a price someone felt good about. Here's what changes when every quote line builds its cost from an actual routing.

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CAD TO QUOTE2026-07-13 · 4 MIN

From STEP file to priced quote in one coffee

Feature recognition reads the model, drafts the routing, and prices the part — your estimator reviews instead of rebuilds.

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DOCUMENT AI2026-07-11 · 4 MIN

Document AI works both directions: customer POs in, vendor invoices in

The same OCR engine that turns a faxed PO into a sales order also reads vendor bills for the three-way match. Retyping dies on both sides of the house.

READ ARTICLE →
JOB ROUTING2026-07-09 · 5 MIN

The traveler that costs itself as work happens

A routing isn't paperwork — it's the spine of the job. Standards, material, trace, and cost all hang off the operations.

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SWITCHING GUIDES2026-07-06 · 6 MIN

Migrating from GlobalShop Solutions: a field guide for shop owners

What actually moves when you migrate from GlobalShop Solutions to Workover ERP — customers, routings, open work orders — plus the parallel-run playbook and a realistic timeline.

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MACHINE SHOP2026-07-05 · 5 MIN

Machine shop control: utilization you can bill and trace you can prove

Spindle hours, scrap causes, and heat-lot genealogy — the three numbers that separate profitable shops from busy ones.

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INVENTORY2026-07-03 · 4 MIN

Inventory that knows its heats, lots, and reorder points

RM, WIP, FG, and consumables — traced by heat and lot, counted by barcode, and reordered before the saw goes hungry.

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PROCUREMENT2026-07-01 · 4 MIN

PR to PO to receipt to bill: the three-way match nobody has to police

Purchase discipline shouldn't depend on a diligent clerk. Build the match into the flow and exceptions surface themselves.

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QUALITY (API Q1)2026-06-29 · 5 MIN

Always audit-ready: running API Q1 inside the ERP

MOC, risk, calibration, supplier evals, NCR/CAPA — when the quality system lives where the work happens, the audit binder compiles itself.

READ ARTICLE →
QUALITY RECORDS2026-06-27 · 4 MIN

Cert packages that compile themselves

MTRs, heat-treat charts, FAIs, NDE reports, hydro certs — attached at the operation that produced them, compiled to PDF when the truck shows up.

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FIELD TICKETING2026-06-25 · 4 MIN

Signed on glass at the wellsite, invoiced before the crew gets back

The gap between finishing field work and billing it is where service companies quietly finance their customers. Close it to under a day.

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TIME & LABOR + HR2026-06-23 · 5 MIN

Every punch lands on a job — and HR keeps the rates honest

One time system feeding three masters: payroll, job costing, and the P&L. And an HR module making sure the rates behind them are real.

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QUALITY2026-06-22 · 5 MIN

What API Q1 auditors actually look for in your ERP records

API Q1 audits live and die on traceability, hold points, NCR/CAPA discipline, and attributable records. Here's how auditors read your ERP — and what makes an audit easy.

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FINANCIAL ACCOUNTING2026-06-21 · 5 MIN

The general ledger that posts itself

If accounting re-enters what operations already did, you have two versions of the truth and one expensive month-end. Subledgers should post the GL automatically.

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MAINTENANCE2026-06-19 · 4 MIN

Maintenance on meters, not memory

PMs triggered by spindle hours and miles, breakdowns that reschedule the shop instantly, and downtime with a cost attached.

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SHIPPING & QC2026-06-17 · 4 MIN

The final gate: QC release, cert pack, and BOL in one motion

Nothing leaves the dock without quality's release — and when it does leave, every document goes with it.

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MARKETING2026-06-15 · 4 MIN

Marketing that answers to booked revenue

Trade shows, email pushes, and search ads — attributed all the way to the invoice, because the lead never leaves the system.

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MASTER DATA2026-06-13 · 4 MIN

Parent-child master data: the boring module everything depends on

Customers with many addresses, vendors with remit-to versus ordering desks, employees with roles and rates — get this right and every document downstream gets right with it.

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SCHEDULING2026-07-07 · 5 MIN

Finite scheduling that respects machines and people

Infinite-capacity scheduling promises dates physics can't keep. Finite scheduling loads real machines and real employees — and blocks the conflicts before they happen.

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AI AGENTS2026-06-11 · 5 MIN

AI agents that watch the reports so you don't have to

A copilot you can ask anything, and a dozen agents running on schedules — late jobs, thin margins, aging AR, expiring certs — raising their hands with the fix attached.

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OPERATOR EXPERIENCE2026-06-09 · 4 MIN

A shop-floor screen operators don't hate

ERP adoption dies at the machine. Big buttons, one job in focus, and a time card that fills itself — that's what wins the floor.

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JOB COSTING2026-06-08 · 5 MIN

Estimate vs actual: why month-end job costing is too late

If you learn a job lost margin at month-end, you've already repeated the mistake on the next three jobs. How live estimate-vs-actual costing works, per job and per sales order.

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DOCUMENT AI2026-05-25 · 4 MIN

From scanned PO to sales order in four seconds: how document AI works

How OCR and machine learning turn a customer's PDF, photo, or faxed PO into a sales order with one job per line item — with confidence scores and human review where it counts.

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RATHER SEE IT THAN READ IT?

Sixty-second walkthroughs of every module.

WATCH THE VIDEOS