GeoCRM Documentation
Everything you need to set up GeoCRM and run your projects, scheduling, field data, laboratory, reporting, and CRM in one platform.
Getting Started
Orientation, the GeoCRM record model, navigation and search.
6 articlesWorkspace
The Dashboard, Scheduling calendar and GIS Map.
5 articlesClients
The client register, adding clients and the client workspace.
3 articlesProjects & Jobs
Creating projects, scheduling jobs and managing job records.
6 articlesDockets
Field dockets, work entries, sign-off and the public docket.
4 articlesBorehole Logging
Ground investigation logging: the Log Studio, description conventions, field procedure and worked examples.
23 articlesField Testing
Ground Logs, the Subsurface Log Studio and DCP tests.
6 articlesLaboratory
Work requests, samples, test worksheets and lab reports.
10 articlesReporting & Calculations
The Report Builder, templates and engineering calculators.
15 articlesSettings & Administration
Team members, equipment, media library and workspace settings.
8 articlesReference
Numbering, status vocabularies, test standards, shortcuts and glossary.
5 articles