1. Set up the project
Create the shared record for client, site, location and delivery work.
Project → Schedule → Field → Report
Connect the geotechnical field-to-report workflow.
Keep project setup, field scheduling, digital dockets, field data, office review and report preparation in one operational chain.
One project context
Digital field handoff
Visible reporting workflow
Five connected stages instead of five separate tools Each stage carries the job context and operational state required by the next person.
2. Schedule the field job
Allocate people and time with the project and site details attached.
3. Capture the field record
Record work items, notes, photos, hours and client sign-off in the digital docket.
4. Review the handoff
Track docket completion, reporting status and what still requires office action.
5. Build the report
Prepare the structured document with project and document-control details.
See the complete operating chain The workflow starts before the site visit and continues until the deliverable is ready.
Plan
Schedule fieldwork with project and location context.
Use the live team schedule to allocate the work, then confirm the project, field location, timing and dispatch summary.
- Team schedule and allocated hours
- Unassigned-work visibility
- Project-linked job creation
Capture and hand off
Keep the digital docket and its downstream state visible.
Capture field information against the job, then use the docket register to track sign-off, reporting and invoicing readiness.
- Field notes, work items and images
- Hours and client sign-off
- Workflow, reporting and billing states
Report
Build the report with the project context intact.
Prepare structured report sections, maintain document-control details and export the completed deliverable as a PDF.
- Structured document outline
- Report and project details
- PDF export
What no longer needs to be reconstructed at each handoff Keep the operational facts attached as the work moves between the office, field and reviewer.
- Project and client identity
- Site address and mapped location
- Scheduled time and assigned field staff
- Field work items, notes and photos
- Hours, travel and client sign-off
- Docket workflow and reporting state
- Report document-control details
- The project history behind the final deliverable
Field-to-report workflow questions
Does GeoCRM connect scheduling to field dockets?
Yes. The scheduled job carries project, location, timing and allocation context into the downstream field and docket workflow.
What can field staff capture?
The digital docket workflow supports work items, quantities, notes, images, hours, travel, shift information and client sign-off.
Can the office see what needs reporting action?
Yes. Dockets can be filtered by workflow and reporting state, with signed, emailed, billable and invoiced status also visible.
Does the report stay linked to the project?
Yes. Reports are retained from the project workspace alongside jobs, dockets, calculations, location and site plans.
Can we start with only one part of this workflow?
Yes. Teams can begin with scheduling, field dockets or reporting and connect the adjacent stages as the operating process is adopted.
Map your real workflow
Bring one job from next week’s schedule.
We will map it from project setup through the field docket and into the final report inside GeoCRM.