Customer Stories

From Bottlenecks and Paper to Digital Invoicing

How Pitts Energy Modernized Invoice Processing With OpenInvoice®

Success at a Glance

Challenges

  • Time-consuming manual coding and data entry that pulled specialized staff away from core duties.
  • Limited visibility into spend, control and error detection
  • Resistance to change from a traditionally paper-based team and vendor base.

Solutions

  • Pumpers and field supervisors now approve invoices directly, reducing bottlenecks and decentralizing the process.
  • A seamless implementation approach gave Pitts Energy the tools and support to transition long-time paper-based vendors to digital workflows.

Results

  • Reduced administrative overhead, improved spend visibility and faster turnaround times.
  • Staff can code and approve invoices from anywhere — including while traveling or working in the field.
  • Vendors transitioned smoothly from paper to digital invoicing.

Client Overview

Pitts Energy is a privately held, family-owned oil and gas company with deep roots in the industry. Known for its hands-on approach and tight-knit team, the company manages a range of upstream operations. With a strong focus on operational efficiency and adaptability, Pitts Energy continues to modernize its processes while maintaining the values of a traditional, service-driven business.

Challenges

Drowning in Paper and Manual Processes: Addressing Pitts’ Core Challenges

Before adopting OpenInvoice, Pitts Energy relied on a fully manual invoice process. Physical invoices were mailed in, hand-coded, then sorted by engineers who had to approve them individually. This created bottlenecks, especially at month-end, with stacks of paper invoices sometimes reaching more than two feet tall. The process consumed significant time and pulled engineers and other technical staff away from higher-value work.

Solutions

Shifting to Digital Invoicing

The transition to OpenInvoice marked a turning point. Pitts Energy began with a test environment that allowed the team to explore the platform and tailor it to their needs before involving vendors. Once live, the system enabled field staff, including pumpers and supervisors, to approve invoices remotely, reducing the burden on office engineers and accelerating the workflow.

The rollout also extended to more than 100 vendors, many of whom had only submitted invoices manually for decades. With OpenInvoice, these vendors transitioned to digital submissions and gained visibility into invoice status, creating a more collaborative and efficient process.

Results

Time Saved, Accuracy Improved, Everyone Onboard

With OpenInvoice in place, Pitts Energy saw immediate improvements in efficiency and transparency. Engineers and field teams could approve invoices digitally, significantly reducing time spent on processing. Mobile access enabled staff to code and approve invoices remotely, even from a phone. Vendors also adapted quickly to the digital system, gaining visibility into submission status and reducing errors. The company now catches issues like duplicate invoices and mismatched totals earlier in the process, improving accuracy and minimizing rework.

Customer

Pitts Energy

Industry

Oil and Gas

Company Size

~50

Location

Midland, TX

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