Project setup
Create the shared project record for location, client and downstream delivery work.
Geotechnical operations platform
One system for the work between project setup and final report.
Explore the connected GeoCRM workflows used to manage projects, schedule field teams, capture digital dockets and field data, and produce geotechnical reports.
The five parts of the core delivery workflow Each stage carries the project, job and client context needed by the next person.
Field scheduling
Plan jobs, allocate staff and keep site and dispatch information attached.
Field data collection
Record work items, notes, photos, hours and signatures while the job is current.
Digital docket control
Track open, signed, emailed, reporting and invoicing states from one register.
Report delivery
Build the report with structured sections, document details and PDF export.
See how the modules connect The value is not another isolated feature. It is the handoff between project, field and office work.
Project control
Start with one project workspace.
Keep the project number, location and client context with its jobs, dockets, reports, calculations and site plans.
- Project and site context
- Connected delivery records
- Map and location visibility
Field operations
Schedule the work and keep the field record.
Allocate field jobs from the live team schedule, then track the resulting digital docket, sign-off, reporting and billing status.
- Live team schedule
- Job and location context
- Docket workflow visibility
Reporting
Continue into the report without losing the project context.
Build the report outline, maintain document-control details and export the finished deliverable as a PDF.
- Structured report sections
- Project and document details
- PDF export
Supporting capabilities in the same platform Extend the core field-to-report workflow when the business is ready.
- Client and contact history
- Laboratory work requests and sample workflows
- A library of 25+ engineering calculations
- Team workload and access management
- Equipment custodianship, status and expiry
- Operational dashboards and searchable registers
Explore GeoCRM by workflow Start with the operational pressure point that matters most to your team.
Project management
One workspace for project delivery records.
Learn moreJob scheduling
Plan jobs, people and field capacity.
Learn moreField data & dockets
Capture and track field completion.
Learn moreGeotechnical reporting
Build and export structured reports.
Learn moreLaboratory management
Track requests, samples, tests and reviews.
Learn moreEngineering calculations
Save calculations, results and revisions.
Learn moreEquipment management
Keep equipment status and ownership visible.
Learn moreWorkforce management
See people, departments and workload.
Learn moreGeoCRM platform questions
What should a geotechnical business implement first?
Start with the workflow creating the most daily coordination pressure. For many teams that is scheduling, digital dockets or reporting. GeoCRM can then connect the adjacent stages without requiring a complete operational change on day one.
Does GeoCRM replace project, scheduling and field spreadsheets?
GeoCRM is designed to move the active project, schedule, field record and report workflow into shared operational registers. The exact migration scope is agreed during implementation.
Can field and office teams use the same project information?
Yes. Projects, jobs and dockets retain shared client, location, timing and delivery context so each team can continue from the same current record.
Can we see GeoCRM using one of our workflows?
Yes. Bring a representative project, scheduling, docket or reporting process to the demo and we will map it through the relevant GeoCRM screens.
Start with your workflow
Show us how one job runs today.
We will map where GeoCRM can remove re-entry, unclear ownership and manual status chasing.