Owner / GM
AI that answers to cash, not to a roadmap.
- One AI job written in one sentence, with a person checking it
- Built in 1 to 3 weeks inside the account you already pay for
- No new app for the crews to log into
The Oil Patch AI Playbooks · Fall 2026
Make AI work behind the work.
Whatever your seat: Owner.
Role-by-role plans for contractors servicing Alberta's oil patch. What AI may draft, what a person always approves, and a 30/60/90-day build plan for your seat. Free to read, and useful whether or not you ever work with us.
Choose your seat
90 days from now, this is your back office.
Hover a seat to preview it. Open it to see what AI drafts, what you approve, what you always keep, and the 30/60/90-day plan.
Controller
AI that checks every invoice before the portal does.
- Tickets read from photos and matched to the rate sheet and PO line
- A Friday list of signed work not yet invoiced, by client and crew
- Every invoice approved by a person before it goes out
Billing Coordinator
AI that does the re-typing. You keep the decision.
- Ticket details typed once, then filled into the invoice and portal fields
- Flagged fields only: you check the seconds that matter
- Your name beside the step as the person who approves it
Dispatcher / Operations
AI that keeps the crew from being turned back at the gate.
- Worker, ticket, expiry date and site requirement on one register
- Reminders at 60, 30 and 7 days
- Idle units visible before Monday's board is set
Safety Lead (HSE)
AI that reads the FLHAs nobody has time to read.
- Last quarter's FLHAs and near-miss cards sorted by hazard, task and crew
- Audit questions mapped to the documents you already keep
- Every answer an auditor reads written and signed by a person
Group CFO / CEO
AI that produces your numbers on demand.
- Every report you owe operators, the Nation and the board, mapped to its source
- One source, printed into each operator's template
- Your own people trained to run it, with the data kept in your hands
Need one plan across the whole office?
Bring the owner, the controller, dispatch and safety to one call. We line up the seats, the steps they share and who approves each one.
One shared clock
Watch AI go to work.
Every seat runs on the same clock. Not a reading plan. A build plan.
Day 30
AI is in the work
One scoped playbook runs beside your person on real tickets or reports, with a named approver and a record of every step from day one.
Day 60
AI is producing
The approval gates are holding, nothing leaves the office unsigned, and the first numbers are counted against your own week-1 baseline.
Day 90
AI is compounding
A second playbook starts on the same foundation, quicker than the first, and your own staff run the first one with a one-page SOP.
The full library
16 playbooks. One data foundation.
Each playbook is a fixed-scope build of 1 to 3 weeks, made from 39 shared components, so the second is quicker to build than the first.
Get Paid Faster · 4 playbooks
Field tickets to approved invoice, plus short jobs, fuel and waste loads.
Field Tickets
Ticket photos and PDFs read, priced against your rate sheet and checked against 10 common rejection reasons before the portal.
Facilities Work Orders
Short jobs closed, matched to the work order and billed while the details are fresh.
Fuel & Lube Inventory
Deliveries, tank readings and unit usage reconciled to the right job.
Waste Manifests
Signatures, weights and codes checked before the truck leaves.
Run Crews Efficiently · 3 playbooks
The right crew, with valid tickets, on the right unit, in the right window.
Dispatch
Crew, tickets, unit and window checked before the crew cab leaves the yard.
Fleet & Equipment
Every unit, its hours and its assignment each week.
Service-Rig Scheduling
Rig, crew and job windows on one board, with tour sheets feeding payroll once.
Safety · 4 playbooks
FLHAs, prequal audits, certifications, onboarding and driver hours.
Safety Paperwork
FLHAs talked into a phone, approved by a supervisor, near-miss trends read monthly.
Rotation Payroll, Certifications & Camp
4/3, 7/7, 10/4 and 14/14 lined up against timesheets, with expiry reminders.
HR Onboarding & Community Recruiting
Offer to site in one chain, each step with a name and a date.
Driver HOS, CVIP & BOL
Hours of service, inspections and bills of lading kept current.
Reporting · 3 playbooks
Operator, Nation and board reports, produced on demand.
Indigenous Employment & Spend Reporting
Member hours, Indigenous spend and headcount printed into each operator's template.
Group/JV Portfolio Reporting
One monthly board pack across 5 to 20+ companies.
JV Partner Data Visibility
One shared register both partners fill once.
Win More Work · 2 playbooks
Answer every RFP and turnaround scope from your own library.
Bids & Proposals
Deadlines, forms and prequal requirements pulled from a tender in the first hour.
Maintenance & Turnaround Planning
Past scopes, crew counts and lessons found in seconds.
Why are we giving this away?
Oil Patch AI Systems builds fixed-scope AI playbooks and runs them for contractors servicing Alberta's oil patch. These plans have to be useful even if you never talk to us: take one to your office, write the first job in one sentence, and put a name beside it.
That usefulness is how we earn the call.
You've seen the plan. Now see where you stand.
12 questions · about 5 minutes · no account
Playbook