Product fit
Which scheduling, project, docket, reporting, laboratory, calculation, client, equipment and workforce workflows are available today?
Straight answers for evaluation teams
GeoCRM questions, answered plainly.
What the current product supports, how a staged rollout works, what to bring to a demo and where GeoCRM deliberately avoids making claims it cannot yet prove.
Demonstrated capabilities only
Staged rollout guidance
Australian geotechnical focus
The questions that matter before choosing operational software A useful evaluation should cover product fit, rollout scope and the quality of each field-to-office handoff—not only the length of a feature list.
Implementation scope
Which single workflow creates enough pressure to justify a pilot, and what information and ownership must be preserved?
Commercial fit
Which people and modules are required, what implementation support is needed, and what should be demonstrated before a proposal is prepared?
Bring these items to a useful GeoCRM demo A representative workflow produces a more valuable evaluation than a generic tour through every menu.
- One week of current field scheduling information
- One representative paper, PDF or digital docket
- One report template and its document-control requirements
- The project, site and client information required by field staff
- The office handoffs after field completion
- The people responsible for scheduling, review, reporting and billing
- The spreadsheet, calendar or message process causing the most rework
- A realistic pilot team or repeatable job type
Use the practical guides during your evaluation Each guide separates the operating problem from the software decision and includes a staged implementation path.
Scheduling guide
Replace a geotechnical scheduling spreadsheet
Map project, location, allocation and change ownership before moving the field week.
Read the scheduling guide
Docket guide
Design a better digital field-docket handoff
Keep work, evidence, time, sign-off and downstream office status attached to the job.
Read the docket guide
Workflow guide
Build a controlled field-to-report workflow
Define the stages, readiness rules and owners between field completion and report issue.
Read the workflow guideGeoCRM product and implementation questions
What is GeoCRM?
GeoCRM is operational software for geotechnical and testing businesses. It connects project context with job scheduling, digital field dockets, field evidence, reporting workflows and related office processes.
Who is GeoCRM designed for?
The initial focus is Australian geotechnical engineering and construction-testing businesses coordinating office staff, field teams, project records, dockets and reports.
How is GeoCRM different from a generic CRM?
Client records are only one part of the product. GeoCRM is organised around delivery: projects, field locations, scheduled jobs, dockets, evidence, review states and reports remain connected.
Can we start with only scheduling or digital dockets?
Yes. The recommended approach is to begin with one high-pressure workflow, use a defined pilot and connect adjacent stages after the team trusts the process.
What can field staff record in a digital docket?
The demonstrated docket workflow supports work items and quantities, notes, images, start and end time, travel, relevant shift information, client name and signature, and downstream reporting and billing states.
What does the reporting workflow support?
The current report builder supports ordered sections, project and document-control details, prepared-by and reviewed-by information, automatic saving of report details and PDF export. Engineering interpretation, checking and approval remain the responsibility of appropriately qualified people.
Can GeoCRM replace every system at once?
A full replacement may be possible for some teams, but it is not the default recommendation. A staged rollout reduces operational risk and makes ownership and data requirements easier to validate.
How is existing data migrated?
Migration scope is defined during workflow review. Active clients, projects, upcoming jobs and information needed for current delivery are usually prioritised, while older spreadsheets and records can remain in a controlled archive unless there is a clear reason to migrate them.
Why is pricing not published as fixed packages?
The required scope can differ significantly between a small team improving one workflow and a larger business connecting field, laboratory and reporting operations. GeoCRM uses a workflow review before recommending modules, implementation support and commercial terms.
What happens during a GeoCRM demo?
The most useful demo maps one representative job through the relevant screens. GeoCRM will show the current capability, identify any gaps and recommend the smallest useful pilot rather than presenting every module as mandatory.
Does GeoCRM automatically guarantee compliance or accreditation?
No. The product can help structure records, responsibilities and document-control information, but software use alone does not guarantee compliance, accreditation or professional approval.
Can integrations be evaluated?
Yes. Bring the systems and handoffs that matter to your workflow. Integration requirements should be assessed against the current product and implementation scope rather than assumed from generic marketing claims.
Use one real workflow
Turn the questions into a practical evaluation.
Bring a current schedule, docket or report template. We will map the people, information and handoffs involved and show what GeoCRM supports today.