Preisser Solutions · Operator OS
01
Preisser Solutions

The back office that runs itself.

Operator OS reads every invoice, statement and email that reaches an oil and gas office, catches what a person would miss, and hands each decision to the right person with one button to release it.

Operator OS (working name) · November 2026 · Illustrative data
Day oneNeeds meDuplicate paymentsInvoices inBank changesVendor statementsRulingsField and waterMonth-end closeAsk
01 · Day oneIllustrative

Connect your mailbox. See what's at risk by lunch.

On the first day, Operator OS reads your office's mail and files, read-only, and hands back what needs attention now: a vendor about to stop service, a payment to call about first. Every finding links to the email it came from.

  • Reads months of mail and files on day one
  • Money at risk, ranked, with the source email
  • Read-only until you say otherwise
Operator OSSandpiper Operating Illustrative

1Connect Microsoft 365, read-only

2It reads the mail and files, start to today

3Findings land, ranked by money

4Every finding opens the email behind it

5Next up: call before paying

6One yes starts two things

Microsoft
RKross@sandpiper-op.example

Operator OS wants to read your office's mail and files

Permissions requested by Preisser Solutions
  • Read mailIn the mailboxes you choose
    Read-only
  • Read filesIn your shared and personal drives
    Read-only
  • Send, delete or changeNothing, until a person releases it
    Not asked
You can disconnect it any time from Microsoft 365 admin.CancelAcceptConnected
Mailboxes read
0of 7
Drives read
0shared and personal
Reading from
Mar 2024
Mar 2024Oct 6

Mailboxes

  • ap@Accounts payable
  • dana@Dana Whitfield
  • priya@Priya Ostrander
  • ross@Ross Kittredge
  • lena@Lena Marsh
  • ty@Ty Brennan

Drives

  • AccountingShared drive
  • PriyaOneDrive
Day-one reportOct 6, 6:52 AM · nothing confirmed yet
Money at risk now1
Copperline says service stops Oct 12. They want $38,600.00 past due on four rental invoices.

No reply in the ap@ thread since Sep 28.

Their email ›Answer itYesNot right
Call before paying1
Prairie Iron Works changed its bank details. $5,260.00 waits on a call.

Priya calls the number on file first.

Pay Copperline before Oct 12? A yes makes a card for Priya to cut the check and a reply Dana releases.
Priya, needs meCut the check$38,600.00 · card made
Dana releasesReply to CopperlineDraft ready
Source · Copperline's emailIn ap@
CC
Copperline Compressionbilling@copperline-compression.exampleTo: ap@sandpiper-op.example
Past due: CC-2988, CC-3017, CC-3049, CC-3080
CopperlineBilling

Hello, our records show $38,600.00 past due on the four rental invoices below. If we have not received payment or a payment date by Monday, October 12, we will stop service on the Midstream compressors.

InvoicePeriodDueAmount
CC-2988Jun rentalJul 15$9,200.00
CC-3017Jul rentalAug 14$9,650.00
CC-3049Aug rentalSep 14$9,850.00
CC-3080Sep rentalOct 1$9,900.00
Total past due$38,600.00

Copperline Compression, billing · 620-555-0142

Copperline_PastDue_Statement_0928.pdfPDF · 184 KB
Copperline Compression · Garden City, KS 67846
02 · Needs meIllustrative

One list. Every decision, ready to press.

Each person gets one queue. Every card says what the engine did, what it found and what it needs, with one button for the obvious answer. Payments on hold come first, then whatever beats the next cutoff.

  • What I did, what I found, what I need
  • One press releases the obvious answer
  • Sorted by money and deadline
OSOperator OS · Sandpiper OperatingIllustrative

Needs me

Dana Whitfield · 87 waiting · 1213 done today

Holds a payment2
Prairie Iron Works$5,260.00 Invoice PI-7720 · the remit-to changed Call Prairie to check8:31 AM
Ridgeline Hot Oil$2,315.00 Invoice 1042 · a second copy Hold this copy?9:20 AM
Before the Nov 5 billing cutoff65
From Ty Brennan A photo of an invoice I can't read Read it and type it in?7:58 AM
Cedar Gap Pumping$4,812.50 Invoice 2207 · checked, ready Forward to Docs10:02 AM
Sandpiper Midstream import$9,140.25 Built the import: 2 invoices, 5 lines Download and import10:15 AM
3 more waiting below
Cedar Gap Pumping  ·  $4,812.50  ·  SPO10:02 AM
Checked 2207: it's ready to go to Docs.
I did
Read the PDF and coded it 8240 Contract Pumping, Cottonwood 3-14, from Cedar Gap's own history.
I found
Not in the books yet. No duplicate, and the total ties to the field ticket.
I need
Your OK to forward it to Docs before the Nov 5 billing cutoff.

Exactly what goes Inside Sandpiper

ToDocs · docs@sandpiper-op.example

SubjectInvoice 2207, Cedar Gap Pumping, coded 8240

Forward invoice 2207 to Docs?
Not yetMore ▾
Sends as Dana WhitfieldDraft 3 of 10
Released by Dana WhitfieldToday, 10:14 AM · logged to the audit trail
Up nextSandpiper Midstream importBuilt the import: 2 invoices, 5 lines
$9,140.25
03 · Duplicate paymentsIllustrative

The same invoice, never paid twice.

An invoice was mailed a check last week and keyed again by hand for Thursday's run. Operator OS spots both lines in the aging, shows them side by side, and drafts the hold for the person who cuts checks.

  • Checks every open line against what's already paid
  • Side-by-side proof, not a hunch
  • The hold drafted, one press to send
Operator OS · Accounts payableIllustrative

1The Oct 30 aging report arrives

2Every line is read

3One invoice, on it twice

4The hold is drafted for Dana

5Dana presses it. Priya has it.

AR
Scheduled report: A/P Aging Detail, as of 10/30/26reports@sandpiper-op.example → ap@sandpiper-op.example · Fri, Oct 30, 6:00 AM
PDF
AP_Aging_Detail_103026.pdf212 KB · 4 pages
SANDPIPER OPERATINGA/P AGING DETAILPage 2 of 4
Aged as of 10/30/26Sorted by line # (entry order) · All vendorsRun 10/30/26 06:00
LnVendorInvoice #Inv DateDueCurrent1-3031-6061-90Over 90Check # / Status
40Prairie Iron WorksPI-339009/18/2610/18/265,260.00Open
41Mesa Pipe & Supply8821310/06/2611/05/266,904.10Chk 10388 10/24
42Tallgrass Water HaulingTW-441010/06/2611/05/261,742.50Open
lines 43 - 55
56Redfern WirelineRW-2087110/19/2611/18/262,184.00Open
57Mesa Pipe & Supply8821310/06/2611/05/266,904.10OPEN
58Cedar Gap PumpingCG-120910/20/2611/19/264,812.50Open
** continued on next page **AP_AGING_DTL
ArrivedAging report in the shared inbox. Nothing is paid or changed.
ReadingAll 4 pages, every line against what is already paid
MatchSame vendor, same invoice #, same amount: lines 41 and 57

Open twice in the books · One line open: hold + void

Mesa Pipe & Supply·$6,904.10·SPOToday

Checked the Oct 30 A/P aging: Mesa invoice 88213 is in the books twice.

Open twice. Line 57 is open and in Thursday’s check run. Line 41’s check was mailed Oct 24, so it can’t be voided. Aging, lines 41 and 57
Line 41Line 57 · void
EnteredOct 6, from Docs, approved by Ty BrennanOct 21, keyed in by hand
Coded8220 Tubing · JUNIPER 018220 Tubing · JUNIPER 01
PaidMailed Oct 24, check 10388Open · in Thursday’s run
Hold line 57 from Thursday’s checks, then void it?
Send Priya the holdSent to Priya Not a duplicate Draft 3 of 10

Sends as Dana Whitfield

DW
Dana Whitfield
<dana@sandpiper-op.example>
Sending…Delivered 7:41 AM
To: Priya Ostrander <priya@sandpiper-op.example>
Hold line 57 (Mesa 88213) in Thursday’s check run
Sandpiper OperatingAccounts Payable

Priya,

Please mark line 57 HOLD when you cut Thursday’s checks. It’s the same invoice as line 41, which went out on check 10388 on Oct 24. I’m voiding line 57 in the books today.

  • InvoiceMesa Pipe & Supply 88213 · $6,904.10
  • Already paidLine 41, check 10388, mailed Oct 24
  • Hold from Thursday’s runLine 57 (keyed Oct 21)
PDF
AP_Aging_Detail_103026.pdf212 KB · lines 41 and 57 marked

Thanks,
Dana Whitfield · Accounts Payable · Sandpiper Operating · (620) 555-0142

Sandpiper Operating, 214 N Main St, Hutchinson, KS 67501 · Internal · Sent securely
  1. 1ArrivesOct 30 A/P aging
  2. 2ReadsEvery line
  3. 3MatchesLines 41 and 57
  4. 4PreparesHold drafted
  5. 5ReleasedDana sends it
04 · Invoices inIllustrative

From the vendor's PDF to coded and filed.

A vendor emails an invoice. Operator OS reads it, checks it isn't already in the books, suggests the account, lease and well from that vendor's history, and files it once to your accounting system. Unsure coding goes to the field approver.

  • Read from the PDF, nothing typed
  • Coded from the vendor's own history
  • Filed once, never entered twice
OOperator OSAccounts payableIllustrative

1An invoice lands in the shared inbox.

2Every field read off the PDF.

3Not in the books. Not forwarded.

4Coded from the vendor’s history.

5Filed once. Ready to key in.

Inbox ap@sandpiper-op.example 1 new
HE
Halverson Electric Billing
<billing@halverson-electric.example>
Tue, Nov 3
9:58 AM
To: ap@sandpiper-op.example
Invoice 5531 – Cottonwood 3-14 pump panel

Hi Dana,

Attached is invoice 5531 for the pump panel work at Cottonwood 3-14 (field ticket FT-30417). Terms are Net 30. Let us know if you need anything else.

PDF
INV-5531.pdf1 page · 184 KB
Carla Voss · Billing
Halverson Electric · Pratt, KS · (620) 555-0147
Operator OS picked this up from the shared inbox
INV-5531.pdf1 of 1 · 100%
Halverson Electric, Inc.2210 N. Industrial Rd · Pratt, KS 67124
(620) 555-0147 · Oilfield & commercial electrical
INVOICE5531
Bill toSandpiper Operating, LLC
Invoice date11/02/2026
Lease / wellCottonwood 3-14
TermsNet 30
Field ticket #FT-30417
AFE #26-0114
Ordered byT. Brennan
Due date12/02/2026
QtyUnitDescriptionPriceAmount
13.5HRElectrician, straight time98.001,323.00
64MITruck & mileage3.25208.00
1EAPump-off controller kit842.00842.00
2EAContactor 40A 3-pole118.50237.00
1LOTWire, lugs, fittings321.00321.00

Replaced controller and contactors in pump panel, Cottonwood 3-14. Tested under load. Parts taxable.

Remit toHalverson Electric, Inc.
PO Box 418, Pratt, KS 67124
Rec’d by T. Brennan 11/2
Subtotal2,931.00
KS sales tax 8.5%119.00
TOTAL$3,050.00

Read from the PDF

  • VendorHalverson Electric
  • Invoice5531 · Nov 2
  • TermsNet 30 · due Dec 2
  • Lease / wellCottonwood 3-14
  • Field ticketFT-30417
  • Total$3,050.00

Checked before anything moves

Not in the booksNo invoice 5531 from Halverson Electric.
Not forwarded beforeNo earlier copy sent to Docs.
Ties to the fieldTicket FT-30417 is Cottonwood 3-14, ordered by Ty Brennan.

Suggested coding

Account
8410 Electrical
Lease / well
Cottonwood 3-14
Amount
$3,050.00

Halverson: 9 of the last 10 invoices coded 8410 Electrical, Cottonwood 3-14.

9 matched · 1 coded differently
ConfidenceHigh · 90%

Unsure? It goes to the field approver, Ty Brennan, instead.

Docs forward · Rest: bill-to → books
Halverson Electric · $3,050.00 · SPO
Read invoice 5531 from Halverson Electric for $3,050.00.
Checked: not in the books yet · not forwarded before · ticket FT-30417 ties to Cottonwood 3-14 · no bank or login changes.
INV-5531.pdf · unchanged1 page · Bill to Sandpiper Operating, LLC → SPO books
Goes once to docs-spo@inbox.books.example
Forwarded once· never twice ·
Key it as8410 ElectricalCottonwood 3-14$3,050.00Due Dec 2
Forward to DocsKey it in Docs
Not our invoiceMore
Releases as Dana WhitfieldDraft 7 of 10
  1. 1ArrivesVendor email
  2. 2ReadsEvery field
  3. 3ChecksBooks + Docs
  4. 4CodesFrom history
  5. 5FiledOnce, to Docs
05 · Bank changesIllustrative

A new bank account gets a phone call first.

A vendor's invoice arrives with a new remit-to account. That is how payment fraud starts. Operator OS holds the payment, puts the number on file next to the new one, and asks a person to call the vendor before a dollar moves.

  • Remit-to changes caught on arrival
  • Payment held until someone calls
  • The call logged with who and when
Sandpiper Operating · vendor desk Illustrative

1Prairie Iron Works sends an invoice

2Operator OS reads the remit-to

3Spots a different bank

4Payment held, call the number on file

5Dana makes the call and logs it

✓Confirmed by phone, then released

New in the A/P inbox

PI
Prairie Iron Works
ar@prairieironworks.example
Invoice 20417 – Cottonwood 3-14
To: ap@sandpiper-op.example
PIW-INV-20417.pdfPDF · 184 KB

Operator OS opens every attachment the moment it lands.

What I read

  • VendorPrairie Iron Works
  • Invoice20417 · Oct 29
  • Total$5,260.00
  • Remit-toNew ACH account •••• 0942Notice on the invoice
On file
Heartland State Bank
•••• 7731account
Routing
•••• 2210
Source
Vendor master
Verified
Mar 2021, by phone
≠
On this invoice
Great Plains Commerce Bank
•••• 0942account
Routing
•••• 5509
Source
Invoice 20417, page 1
Verified
Not yet
Same vendor, same address. Only the bank changed. Nothing is queued for payment.
On hold· Bank change · For Dana Whitfield
Prairie Iron Works · $5,260.00 · Invoice 20417Today

Prairie Iron Works sent new bank details. The payment is held.

Held. Bank changes are capped at autonomy level 0, so a person always decides. It stays out of the run until the call is logged.
Call this number, from the vendor master(785) 555-0148Prairie Iron Works, main office · on file since 2021

Not the number printed on the invoice(785) 555-0199It is never used to verify.

Call Prairie Iron Works before any payment moves?
Log the callNot a bank change
Held by Operator OS · Oct 29, 9:14 AMHold Level 0 of 10
Log the callDana Whitfield
Called (785) 555-0148Number on file
Spoke with Karen, AP at Prairie Iron, 2:14 PM
ConfirmedNot confirmed
Save to the record

Dana Whitfield logged the call: Karen, AP at Prairie Iron, confirmed the new account.

Priya Ostrander released the $5,260.00 payment to account •••• 0942.

Confirmed by phone · logged · payment released by PriyaIf it were not confirmed, the payment would stay held and Priya would be told.
  1. 1ArrivesInvoice, $5,260.00
  2. 2ReadsNew remit-to found
  3. 3SpotsBank differs from file
  4. 4HoldsLevel 0, a person decides
  5. 5CalledLogged, then released
06 · Vendor statementsIllustrative

Every vendor statement, answered line by line.

A vendor sends a statement saying you owe more than your books show. Operator OS matches every line against invoices and checks, then drafts a reply that shows exactly which items are paid, which are open and which you never received.

  • Each line matched to an invoice or check
  • Differences explained, with check numbers
  • Won't draft if the totals don't tie
Illustrative

1A vendor statement lands in the A/P inbox

2Every line read from the PDF

3Every line matched to the books

4The reply, drafted for Dana

5Dana presses release. Delivered.

Shared inbox ap@sandpiper-op.exampleNew · 1 attachment
Marcy Dunn · Ridgeline Hot Oil
<ar@ridgelinehotoil.example>
Mon, Nov 2, 8:14 AM
To: ap@sandpiper-op.example
Statement of Account – October 2026 (Acct SAN-114)

Hello,

Attached is your statement of account through October 31. Our records show a balance of $9,870.00. Please remit at your earliest convenience, or call with any questions.

Thank you for your business.

PDF
Ridgeline_Statement_SAN-114_10-31-26.pdf118 KB

Marcy Dunn
Accounts Receivable · Ridgeline Hot Oil
(620) 555-0147

Ridgeline Hot Oil · PO Box 418, Ellinwood, KS 67526 · Please do not reply with payment details by email.
Ridgeline_Statement_SAN-114_10-31-26.pdfPage 1 of 1
RIDGELINE HOT OILHot oil & paraffin treatment · 4410 County Road 12, Ellinwood, KS 67526 · (620) 555-0147
STATEMENT
Statement date10/31/2026
Account #SAN-114
TermsNet 30
Page1 of 1
Bill toSandpiper OperatingAccounts Payable · PO Box 2290
Hays, KS 67601Please detach and return
with your payment
DateInv #ReferenceChargesPmtsBalance
08/31Balance forward  0.00
09/181031Cottonwood 3-14 · FT 20171725.000.00725.00
09/251035Juniper 01 · FT 20233480.000.001,205.00
10/021039Badger SWD #1 · FT 20309350.000.001,555.00
10/091042Juniper 01 · FT 204182,315.000.003,870.00
10/141044Cottonwood 3-14 · FT 20452760.000.004,630.00
10/221049Juniper 01 · FT 205773,180.000.007,810.00
10/281052Badger SWD #1 · FT 206112,060.000.009,870.00
Current8,665.00
31-601,205.00
61-900.00
Over 900.00
Amount due$9,870.00
Remit to: Ridgeline Hot Oil, PO Box 418, Ellinwood, KS 67526Pmts received after 10/29 not shown

Read from the statement

  • Vendor · accountRidgeline · SAN-114
  • Statement dateOct 31
  • Lines on the statement7
  • Amount due, they say$9,870.00

Matched against the books

  • 1031Paidcheck 10338 · Oct 8$725.00
  • 1035Paidcheck 10347 · Oct 15$480.00
  • 1039Paidcheck 10372 · Oct 29$350.00
  • 1042Duplicatepaid, check 10361$2,315.00
  • 1044Not receivednot in our books$760.00
  • 1049Opendue Nov 21$3,180.00
  • 1052Opendue Nov 27$2,060.00
They say$9,870.00
Our books$5,240.00
Difference, explained$4,630.00 ✓
Paid $1,555.00 + duplicate $2,315.00 + not received $760.00 = $4,630.00
DW
Dana Whitfield
<dana@sandpiper-op.example>
Draft · not sentSending…Delivered 10:42 AM
To: Marcy Dunn <ar@ridgelinehotoil.example>
Re: Statement of Account – October 2026 (Acct SAN-114)

Hi Marcy,

We matched your October statement line by line. You show $9,870.00 and we show $5,240.00 open:

Paid, with check numbers
  • 1031 · $725.00Check 10338, Oct 8
  • 1035 · $480.00Check 10347, Oct 15
  • 1039 · $350.00Check 10372, Oct 29
  • 1042 · $2,315.00 second copyCheck 10361, Oct 22
Open, on our normal cycle
  • 1049 · $3,180.00Due Nov 21
  • 1052 · $2,060.00Due Nov 27
Not received
  • 1044 · $760.00 · Oct 14Ticket 20452

Could you send us a copy of invoice 1044 (Cottonwood 3-14)? We have no record of receiving it and will pay it on the next cycle once it is in.

Thank you,
Dana Whitfield · Accounts Payable, Sandpiper Operating · (785) 555-0136

Sends as Dana Whitfield, only on release
Draft 3 of 10 Send to RidgelineCtrl ↵Released by Dana
Honest checkIf the total doesn’t tie, it won’t draft. Here it ties to the penny: $9,870.00 − $4,630.00 = $5,240.00.
  1. 1ArrivesRidgeline’s statement
  2. 2Reads7 lines, $9,870.00
  3. 3MatchesEvery line, one tag
  4. 4DraftsTies, then writes
  5. 5ReleasedDana sends it
07 · RulingsIllustrative

Correct it once. It remembers the rule.

When someone fixes a coding, they choose how far it applies: this vendor, this task, from this date. The next invoice cites the rule. Each kind of task earns more autonomy only as its accuracy is proven, and any miss drops it back.

  • Corrections become rules you can read
  • The next invoice cites the rule it used
  • Autonomy earned, and lost on any miss
Sandpiper Operating · Needs meIllustrative

1Dana fixes the coding once

2How far should it apply?

3The rule, in plain words

4Vendor-wide, so Priya approves

5The next invoice cites the rule

6Autonomy is earned, and lost

CedarGap_2198.pdf1 of 1
CEDAR GAP PUMPING, LLC1184 County Road 9 · Medicine Lodge, KS 67104
(620) 555-0176 · billing@cedargap-pumping.example
INVOICENo. 2198Oct 29, 2026
Bill toSandpiper Operating, LLC
TermsNet 30
Lease / wellJuniper 01
AFE #26-114
Field ticket #FT-30471
Ordered byT. Brennan
QtyDescriptionAmount
6.0Pulling unit + crew, hrs @ 185.001,110.00
1Rod pump 2-1/2 x 1-1/2 x 16, RHAC1,150.00
1Trip charge, Juniper 0195.00
Subtotal2,355.00
KS sales tax, parts74.75
TOTAL DUE$2,429.75
Remit to: Cedar Gap Pumping, LLC
PO Box 214, Medicine Lodge, KS 67104
T. Brennanreceived on location
Invoice coding · Needs me
Cedar Gap Pumping$2,429.75· SPO
Read invoice 2198. Coding is ready to check.
Account
8300 Repairs8350 Well Service (rod pump)
  • 8300 Repairs
  • 8350 Well Service (rod pump)
  • 8220 Tubing
Lease / wellJuniper 01

Suggested from Cedar Gap's past invoices.Changed by Dana Whitfield.

Release to booksNot our invoice
Releases as Dana WhitfieldDraft 3 of 10
How far does this apply?

Dana changed 8300 Repairs to 8350 Well Service (rod pump).

Just this invoiceInvoice 2198 only
Dana decides
This vendorEverything from Cedar Gap Pumping
Controller
This vendor + taskCedar Gap Pumping, pump repair
Controller
The rule it remembersWaiting for approval

From now on, when Cedar Gap Pumping sends a pump repair invoice, code it 8350 Well Service (rod pump) instead of 8300 Repairs.

Saved as a ruleapplies to Cedar Gap Pumping, pump repair, from Nov 4, 2026 → 8350
Needs me · Priya Ostrander
Ruling R-0142· proposed by Dana Whitfield
Approve a vendor-wide rule for Cedar Gap Pumping?

It reaches every future Cedar Gap pump repair, so the controller signs it off.

Covers only Cedar Gap Pumping, pump repair

Starts Nov 4, 2026 and you can end it any day

Every use cites the rule and is logged

Approve rulingApprovedSend back to Dana
Releases as Priya Ostrander
R-0142 is live

Approved by Priya Ostrander

Nov 4, 2026 · 10:41 AM

CG
Invoice 2231ap@cedargap-pumping.example
CedarGap_2231.pdf · 94 KB
Invoice coding · Needs me
Cedar Gap Pumping$1,975.00· SPO
Read invoice 2231. Coded, ready to release.
Account8350 Well Service (rod pump)
Lease / wellJuniper 01
Coded by ruling R-0142 (Dana, Nov 4)
Release to booksChange coding
Releases as Dana WhitfieldDraft 3 of 10
Autonomy · Invoice codingMoves on measured accuracy, not on time
Invoice coding
Level 1DraftA person checks and finishes each one
Level 2PreparedFully ready, one press releases
Level 3AutoFiles itself, reviewed afterInternal items only

Draft · 3 of 10 right so far

10 of 10 right · moves up to Prepared

19 of 20 right · moves up to Auto

One miss (invoice 2262, recoded by Dana) · drops back to Prepared

Outsider-facing items cap at Prepared. A person always sends them.
Bank changes always need a person. No level skips that.
  1. 1CorrectsFixes one coding
  2. 2ScopesPicks how far
  3. 3ApprovesPriya signs off
  4. 4AppliesCites R-0142
  5. 5EarnsOn proven accuracy
08 · Field and waterIllustrative

Haul tickets to a clean ledger.

Water haulers send stacks of run tickets and invoices. Operator OS reads each ticket, matches barrels to the lease and the disposal well, flags a ticket billed twice or a rate that changed, and builds the haul ledger.

  • Every ticket read and matched to a lease
  • Doubled tickets and rate changes flagged
  • Disposal statements build themselves
OOperator OSSandpiper OperatingIllustrative

1An invoice and 5 run tickets arrive

2Every ticket read, handwriting too

3Barrels matched to lease and well

4Two things don't add up

5The ledger ties out, two items held

TW
Tallgrass Water Hauling <billing@tallgrass-water.example>Re: October hauling, invoice TWH-7741 and run tickets · to ap@sandpiper-op.example
PDFTWH-7741.pdfPDFrun-tickets-oct.pdf
✓
TALLGRASSWATER HAULING · RUSSELL, KS · (785) 555-0142
RUN TICKETNo. 20412
DATE10/6/26
TRUCK #T-14
DRIVERR. Voss
LEASE / WELLJuniper 01
PICKUP TANKTk 2
DISPOSAL WELLBadger SWD #1
FLUIDProduced water
BBLS HAULED96
TIME IN7:40a
TIME OUT8:25a
RATE / BBL$1.15
DRIVER SIGNATURE
PUMPER / OPERATOR SIGNATURE
FILE COPYBOOK 20401-20450
✓
TALLGRASSWATER HAULING · RUSSELL, KS · (785) 555-0142
RUN TICKETNo. 20415
DATE10/9
TRUCK #T-14
DRIVERR. Voss
LEASE / WELLCottonwood 3-14
PICKUP TANKTk 3
DISPOSAL WELLBadger SWD #1
FLUIDProduced water
BBLS HAULED112
TIME IN6:55a
TIME OUT7:50a
RATE / BBL$1.15
DRIVER SIGNATURE
PUMPER / OPERATOR SIGNATURE
CUSTOMER COPYBOOK 20401-20450
✓
TALLGRASSWATER HAULING · RUSSELL, KS · (785) 555-0142
RUN TICKETNo. 20419
DATE10/20/26
TRUCK #T-09
DRIVERM. Dietz
LEASE / WELLCottonwood 3-14
PICKUP TANKTk 3
DISPOSAL WELLBadger SWD #1
FLUIDProduced water
BBLS HAULED88
TIME IN1:10p
TIME OUT1:48p
RATE / BBL$1.35
DRIVER SIGNATURE
PUMPER / OPERATOR SIGNATURE
FILE COPYBOOK 20401-20450
✓
TALLGRASSWATER HAULING · RUSSELL, KS · (785) 555-0142
RUN TICKETNo. 20422
DATE10-23-26
TRUCK #T-09
DRIVERM. Dietz
LEASE / WELLJuniper 01
PICKUP TANKTk 1
DISPOSAL WELLBadger SWD #1
FLUIDProduced water
BBLS HAULED121
TIME IN8:05a
TIME OUT9:00a
RATE / BBL$1.35
DRIVER SIGNATURE
PUMPER / OPERATOR SIGNATURE
CUSTOMER COPYBOOK 20401-20450
✓
TALLGRASSWATER HAULING · RUSSELL, KS · (785) 555-0142
RUN TICKETNo. 20417
DATE10/16/26
TRUCK #T-14
DRIVERR. Voss
LEASE / WELLJuniper 01
PICKUP TANKTk 2
DISPOSAL WELLBadger SWD #1
FLUIDProduced water
BBLS HAULED104
TIME IN7:35a
TIME OUT8:20a
RATE / BBL$1.15
DRIVER SIGNATURE
PUMPER / OPERATOR SIGNATURE
CUSTOMER COPYBOOK 20401-20450
5 tickets and 6 invoice lines read
TWH-7741.pdfPage 1 of 2
TALLGRASS WATER HAULING, LLCPO Box 418 · Russell, KS 67665
(785) 555-0142 · billing@tallgrass-water.example
INVOICETWH-7741
Invoice date 10/31/2026
Terms Net 30
Bill to Sandpiper Operating
Period Oct 1 - Oct 31
TICKETDATELEASEBBLRATEAMOUNT
2041210/06Juniper 01961.15110.40
2041510/09Cottonwd 3-141121.15128.80
2041710/16Juniper 011041.15119.60
2041710/16Juniper 011041.15119.60
2041910/20Cottonwd 3-14881.35118.80
2042210/23Juniper 011211.35163.35
TOTAL DUE$760.55
Disposal: Badger SWD #1 · Produced water · Remit to: PO Box 418, Russell, KS 67665

Reading ticket 20417 handwriting read

  • Ticket20417
  • Date · truckOct 16, 2026 · T-14
  • DriverR. Voss
  • Lease / wellJuniper 01 · Tk 2
  • Disposal wellBadger SWD #1
  • FluidProduced water
  • Barrels104 bbl
  • In · out7:35a - 8:20a
  • Rate$1.15 / bblsigned

Each ticket matched to its lease and its disposal well

TicketDatePickup tankLeaseDisposalBBL
20412Oct 6Tk 2Juniper 01Badger SWD #196
20415Oct 9Tk 3Cottonwood 3-14Badger SWD #1112
20417Oct 16Tk 2Juniper 01Badger SWD #1104
20419Oct 20Tk 3Cottonwood 3-14Badger SWD #188
20422Oct 23Tk 1Juniper 01Badger SWD #1121
Juniper 01 to Badger SWD #1321bbl
Cottonwood 3-14 to Badger SWD #1200bbl

Invoice TWH-7741 · 6 lines billed $760.55

#TicketDateBBLRateAmount
12041210/06961.15110.40
22041510/091121.15128.80
32041710/161041.15119.60
42041710/161041.15119.60
52041910/20881.35118.80
62042210/231211.35163.35
Total due625$760.55
Ticket 20417 is on the invoice twice

Lines 3 and 4 are the same ticket: Oct 16, Juniper 01, 104 bbl. Only one run ticket is in the stack. $119.60 held.

The rate went from $1.15 to $1.35/bbl

It changes at ticket 20419 (Oct 20), and no rate notice is on file for Tallgrass. 209 bbl at $0.20 more is $41.80.

Haul ledger · Tallgrass Water Hauling October 2026

LeaseTicketsBBLsAmount
Juniper 0120412 · 20417 · 204223321$393.35
Cottonwood 3-1420415 · 204192200$247.60
Total5521$640.95
Invoice TWH-7741 as billed (6 lines)$760.55
Less ticket 20417 billed twice-$119.60
Ledger total, 5 tickets$640.95
Needs me Ty Brennan (field)
Tallgrass TWH-7741: 2 items held
!
Ticket 20417 billed twiceLine 4 held, $119.60 off the ledger.
!
Rate $1.15 to $1.35 a bblNo notice on file. Tickets 20419 and 20422, +$41.80.
Did Tallgrass tell you about a new rate?
Send Ty the questionEdit first
Nothing goes out until Dana Whitfield presses release.
  1. 1ArrivesInvoice + 5 tickets
  2. 2ReadsEvery field, signed
  3. 3MatchesLease and disposal well
  4. 4FlagsBilled twice, new rate
  5. 5LedgerTotals tie, 2 held
09 · Month-end closeIllustrative

The whole close, on one board.

Every close task has an owner, a due day and a hard stop. Operator OS shows what is late, what is at risk and why, for example a statement that can't build because a vendor has no rate this month, and who has to act.

  • Owner and due day on every task
  • Late and at-risk, with the reason
  • Hand-offs between people tracked

October close

Close due Wed, Nov 11 · Sandpiper Operating · 28 tasks

Illustrative
Tasks28
Late1
At risk7
Done12
By dayBy owner
Preparer → releaser on every task
12of 28 done
DoneLateAt risk

What has to happen todayWed, Nov 11

1

Lena adds Redfern Wireline’s October rate

The SWD statement build starts again by itself
2

Dana corrects the intercompany $1,240.00

Back to Priya to re-check
3

Priya releases the SWD statements

Hard stop was Tue, Nov 10; nothing goes out until she does
4

Priya finishes JIB pre-billing review

Due today, nothing attached yet
6 of 28 tasks shown · 12 done, the rest on track
10 · AskIllustrative

Ask anything. Get the answer and the email.

Ask a plain question, like why a vendor stopped service or what is still owed on a well, and get an answer with links to the exact emails, invoices and checks it came from. If the record doesn't say, neither does Operator OS.

  • Plain-English questions
  • Every answer cites its source
  • No guessing when the record is silent
O
Operator OSSandpiper Operating · Ross Kittredge, Owner
Illustrative
Why did Copperline threaten to stop service, and are we paid up now?
Ross Kittredge · Wed, Nov 4, 9:41 AM
OOperator OS

How I got this

  • Searched ap@ and invoices@ mail for Copperline
  • invoices@ has had no reads or replies since Apr 14
  • Opened the 4 invoices and added them in code: $38,600.00
  • Looked up check 10412 in the check register

Copperline threatened to stop service over $38,600.00 past due on four rental invoices, CC-2988, CC-3017, CC-3049 and CC-3080. You are paid up now.

Why it happened. Copperline emailed those invoices to invoices@, a mailbox no one was watching, so none of them reached A/P.

What fixed it. Priya cut check 10412 for $38,600.00 on Oct 9, three days before the Oct 12 deadline.

Result. Service never stopped. I found no further notice from Copperline after Oct 9.

Sources
What's our total haul cost on Juniper 01 this year?
Ross Kittredge · Wed, Nov 4, 9:43 AM
OOperator OS

How I got this

  • Found 9 Tallgrass Water Hauling invoices coded to Juniper 01
  • Checked what the export covers: Mar 1 – Oct 31 only
$3,712.40Partial answer

That is Juniper 01 haul cost for March through October only. Nine Tallgrass invoices, added up in code.

Not in this total: Jan 1 – Feb 28. No checks export covers those months. Priya can load it and I'll redo the figure.
Sources
Ask about a vendor, a well, a check…
Preisser Solutions

Every decision has a name on it.

The rules Operator OS never bends. They are what make it safe to hand it the mail.

01Release

A person presses send

  • Nothing leaves the office until a named person releases it
  • Sent from your own mailbox, in the thread
  • Bank and contact changes always need a call

The engine prepares, people decide

02Numbers

Code does the math

  • AI reads and drafts; it never decides a number
  • Every total checked against the source document
  • If it can't check it, it says so

No made-up figures

03Audit

Every step on the record

  • Who did what, when, and from which email
  • A tamper-evident chain you can export
  • An altered proposal refuses to run

Ready for the auditor

04Your books

Sits above your system

  • Your accounting package stays the system of record
  • Invoices filed once, never entered twice
  • Earns autonomy one task at a time

Nothing to rip out

Talk to us about Operator OS → preissersolutions.com ↗