Complete the docket in the field
Record work items, quantities, notes, images, start and finish times, travel and client sign-off against the job.
Built for Australian geotechnical teams
Digital field dockets that stay connected to the geotechnical job.
Capture time, travel, work completed, notes, photos and sign-off once, then give the office a clear handoff for reporting and invoicing.
Notes, photos and signatures
Hours, travel and shift details
Reporting and invoicing status
Australian geotechnical workflow
Make the field docket part of delivery, not another document to re-enter.
Field dockets are the operational evidence of what happened on site: who attended, when they worked, what service was completed, what equipment was used and what needs follow-up. Paper forms and disconnected PDFs slow approval, invoicing and project review. GeoCRM keeps the docket with its job, project and site. Field staff can capture consistent records, attach supporting evidence and return the completed docket to the office without rekeying the same context.
One field record for the technician, office and reviewer Capture the work while it is current, then track what must happen next.
Track the operational state
See open, locked, signed and emailed dockets alongside the assigned project, client, crew and schedule.
Continue into reporting and billing
Maintain reporting status, billable state, invoice state and invoice number from the same docket register.
From field completion to office action The field docket captures what happened; the register and project workspace keep the next steps visible.
Docket register
See which field records still need attention.
Search by docket, project, job, client, invoice or address and filter the register by workflow or reporting state.
- Open, locked and signed states
- Reporting and email status
- Billable and invoiced controls
Connected project history
Keep the field record with the wider project.
Open the project workspace to continue into jobs, dockets, reports, calculations and site plans without matching records manually.
- Project and location context
- Linked jobs and dockets
- Reports and calculations in the same workspace
What field teams can capture in a digital docket A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Work items and quantities
- Site observations and notes
- Field images and supporting evidence
- Start time, finish time and travel time
- Weekend and night-shift details
- Client name and signature
- Locked completion record
- Email, reporting and invoicing status
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Open the assigned job
Start from the scheduled project, site, scope and contact details.
Record the site activity
Capture attendance, time, service details, notes, quantities and equipment as configured.
Attach supporting evidence
Add photos, forms, signatures or relevant records to the same job history.
Review and use downstream
Check the docket, resolve exceptions and make approved information available for reporting or billing workflows.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Project-linked dockets
Reduce miscoding by creating the docket from the correct job and project.
Consistent field capture
Use structured fields and configured forms instead of free-form paper notes.
Time and attendance context
Record who attended and the working period associated with the site activity.
Photos and attachments
Keep supporting site evidence with the docket rather than in personal devices or inboxes.
Review status
Show whether a docket is incomplete, submitted, checked or ready for downstream use.
Searchable history
Retrieve prior attendance and site activity when answering project or client queries.
Field Dockets FAQs
Can field dockets be completed on mobile?
GeoCRM is designed to support field use; the exact mobile and offline workflow should be confirmed against your operating environment.
Can we use our own docket fields?
Fields, terminology and approval paths can be configured around the information your business requires.
Does a docket automatically prove contractual entitlement?
No. It records operational evidence; contractual assessment and invoice approval remain business responsibilities.
Can docket data feed other systems?
Integration options can be assessed for accounting, payroll or other operational systems using controlled identifiers.
See it with your own workflow
See a field docket move from site to invoicing.
Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.