Give Your Team the Tools to Succeed with BASIS, TrakQuip, and RTMS Training

In the equipment rental and oil and gas service industries, efficiency is everything. From managing rental fleets to maintaining oilfield equipment, businesses rely on powerful software like BASIS, TrakQuip, and RTMS to streamline operations, reduce downtime, and improve profitability.

But software is only as effective as the people using it. That’s why we offer comprehensive training programs to ensure your team has the knowledge and confidence to use our system to its full potential.

Whether you’re onboarding new employees, cross-training staff, or rolling out new features, our expert-led training sessions are designed to make your software investment work harder for your business.

We understand every business has unique needs. That’s why we deliver training how and where you need it:

• On-site training at your location – Get hands-on guidance in your own work environment.
• In-person training at our Baton Rouge office – Ideal for focused learning away from daily distractions.
• Live online training sessions – Convenient, interactive, and accessible from anywhere.

New 2-Day BASIS, TrakQuip, and RTMS Core Training

Get your team up and running fast with our BASIS, TrakQuip, and RTMS Core Training — a focused, two-day course designed to help new and existing users grasp the core functions of the software.

As part of your company’s subscription of BASIS, TrakQuip, or RTMS, this free training is available every 3rd Wednesday and Thursday of the month and provides hands-on instruction in the software’s five core modules: Inventory, Rentals, Invoices, Purchases, and Maintenance

Why Attend

• Boost productivity: Learn practical tips and best practices to complete daily tasks more efficiently.
• Ensure consistency: Standardize processes across your team for smoother collaboration and accuracy.
• Support new hires: Help new team members gain confidence and proficiency quickly.

This condensed Core Training focuses on the operations your team uses most, making it perfect for busy professionals in the equipment rental and service industries. Participants will walk away with a solid foundation in BASIS, TrakQuip and RTMS — ready to apply their knowledge immediately and improve performance across your organization.

‍BASIS, TrakQuip, or RTMS Essentials Training

Our Essentials Course introduces users to the core functions of our software, giving them the skills to manage daily rental and service operations with confidence.

Key Modules Covered:

• Inventory & Asset Tracking – Manage equipment, parts, and consumables across multiple locations
• Tickets & Work Orders – Create, process, and complete rental or service tickets from start to finish
• Invoicing & Billing – Streamline customer billing with accuracy, including batch processing
• Purchasing – Control procurement, manage vendors, and track costs
• Fleet & Maintenance – Schedule preventive maintenance and manage repair work orders for equipment or oilfield assets

Course Details:

• Duration: Up to 3 days
• Delivery: Baton Rouge, at your facility, or online
• Frequency: Offered the 3rd week of every month (custom dates available)
• Method: Hands-on guided exercises designed for real-world operations

This course covers system navigation, permissions, preferences, and basic customizations to help users become confident and efficient.

‍BASIS, TrakQuip, or RTMS Administrator Training

For operations managers and system administrators, this advanced course dives into the setup, maintenance, and optimization of your software environment.

Course Details:

• Duration: ~4 hours
• Format: Online or in-person
• Topics Covered:
  • Setting up rental offices, tax codes, GL codes, and customer/vendor records
  • User permissions, profiles, and role-based access control
  • Preferences and system customization for your rental workflows
  • Installation, updates, and data backup strategies

‍Module-Based TrainingDrill deeper into the modules that matter most to your business:

Drill deeper into the modules that matter most to your business:

• Inventory Management – Learn iTypes, billing logic, inventory transactions, and GL coding.
• Purchasing – Manage consumables, acquire new assets, use AutoPurchase, and set purchase authorization limits.
• Tickets – Create, process, and complete tickets while managing taxes, pricing, usage, discounts, and returns.
• Invoicing – Process tickets into invoices, handle batch invoicing, and make corrections as needed.
• Maintenance – Manage work orders, parts, labor, fleet maintenance, and customer billable repairs.
• Custom Training – Content developed around your organization’s specific workflows.

Customized Training (Online or On-Site)

Every business is different. Our custom training sessions are built around your company’s workflows—whether that’s managing oilfield rentals, tracking heavy equipment fleets, or servicing critical assets.