The original problem was operational
Scheduling lived in a spreadsheet and calendar, changes moved through messages, and field and reporting records required repeated office handoffs.
Built from real geotechnical operations
Software shaped by the way geotechnical work actually moves.
GeoCRM began inside a working Sydney geotechnical business that had outgrown spreadsheets, messages and a shared calendar. The product connects the operational chain from project setup and scheduling through field records and report preparation.
Developed in Sydney
Workflow-led product decisions
Built for field and office teams
Why GeoCRM exists The product was created to solve the coordination problem between a busy office, changing field work and the records required after every site visit.
The product follows the working chain
Projects, scheduled jobs, digital dockets, field evidence, review states and reports remain connected instead of becoming separate administrative tasks.
Adoption should be practical
A team can begin with the workflow causing the most pressure, prove it with real work and connect adjacent stages after people trust the process.
From a daily coordination problem to a connected operating workflow GeoCRM concentrates on the points where information and ownership are most likely to be lost between the office and field.
Plan the field week
Keep scheduled work attached to its project and location.
Coordinators can allocate real field jobs, see named and unassigned work, and keep timing, priority and project context visible as the week changes.
- Shared job schedule
- Project and location context
- Named and unassigned allocation
Capture the field handoff
Keep work, evidence, time and client sign-off with the job.
The digital docket carries the field record back to the office, with reporting and billing states visible after the site work is complete.
- Work items, notes and images
- Time, travel and sign-off
- Reporting and invoicing visibility
Prepare the deliverable
Build the report without rebuilding the project context.
Structured report sections, document-control details and PDF export sit in the same product that holds the supporting project and field records.
- Structured report outline
- Prepared-by and reviewed-by details
- PDF export
Principles guiding GeoCRM These principles shape product priorities, implementation and the claims made on this website.
- Start with an operational problem, not a feature checklist
- Keep every field record attached to the correct job and project
- Make ownership and the next required action visible
- Support engineering review rather than pretending to replace judgment
- Introduce connected workflows in manageable stages
- Show demonstrated capabilities and avoid unsupported performance claims
- Prioritise the needs of Australian geotechnical and testing teams
About GeoCRM
Why was GeoCRM created?
It was originally developed for the day-to-day needs of an operating Sydney geotechnical business using a combination of spreadsheets, messages and a shared calendar. The objective was to connect scheduling, field records, project work and reporting.
Is GeoCRM only a scheduling or docket product?
No. Scheduling and digital dockets are strong starting points, but the wider product connects projects, field work, reporting, laboratory activity, calculations, client records, equipment and workforce planning.
Does a team have to replace every system at once?
No. The recommended approach is to begin with one high-pressure workflow and connect adjacent stages after the operating process is trusted.
Where is GeoCRM based?
GeoCRM is based in Sydney, Australia, and is initially focused on Australian geotechnical and testing businesses.
Bring one real operating workflow
See whether GeoCRM fits the way your team already works.
We will map the project, people, field record and office handoffs involved, then recommend the smallest useful starting scope.