Control the project record
Keep the client, project number, site, locations, jobs, dockets and deliverables connected in one workspace.
Built for Australian geotechnical teams
Keep every geotechnical job connected from site request to final report.
GeoCRM brings project setup, field scheduling, digital dockets, field data, laboratory requests and reporting into one operational chain for geotechnical teams.
Project and site context
Field-to-office handoffs
Visible reporting workflow
Built around geotechnical delivery—not generic CRM activity Give coordinators, field staff, project managers and reviewers the same current job context.
Coordinate field operations
Schedule fieldwork, allocate people and capture work items, notes, photos, hours and client sign-off against the job.
Manage the office handoff
Track docket, laboratory and reporting states so the next action remains visible after the field visit.
Follow the geotechnical job through GeoCRM The project context stays attached as work moves between coordinators, field teams and report authors.
Project control
Start with one project workspace.
Keep the project number, client, site and delivery history together with its jobs, dockets, reports, calculations and site plans.
- Client and project identity
- Mapped site and field locations
- Connected delivery records
Field operations
Schedule the visit and preserve the field record.
Allocate field staff from the shared schedule, then keep notes, work items, photos, time and sign-off in the digital docket.
- Team and department scheduling
- Project and location context
- Digital field evidence
Reporting
Continue into the report with the project context intact.
Build structured report sections, maintain document-control details and export the finished deliverable as a PDF.
- Structured report outline
- Project and document details
- PDF export
Where GeoCRM fits in a geotechnical business Use the platform across the high-frequency workflows that usually become fragmented between spreadsheets, calendars, messages and shared folders.
- Set up projects, sites and field locations
- Schedule investigations, inspections and testing jobs
- Allocate field staff and identify unassigned work
- Capture field notes, photos, time and client sign-off
- Track digital dockets through reporting and invoicing states
- Create laboratory work requests and monitor progress
- Build structured geotechnical reports and export PDFs
- Keep the delivery history searchable against the project
Questions from geotechnical teams
Which GeoCRM workflow should we implement first?
Start with the area creating the most daily coordination pressure. For many geotechnical teams that is job scheduling, digital dockets or report preparation. Adjacent workflows can then be connected in stages.
Can field and office staff use the same job information?
Yes. Project, location, allocation and delivery context remains attached as the work moves through scheduling, field capture, docket review and reporting.
Can GeoCRM support both field and laboratory work?
Yes. GeoCRM includes field jobs and digital dockets alongside laboratory work requests, status tracking and lab reporting workflows.
Can we keep our existing document templates?
Implementation is scoped around your current process and outputs. Bring a representative report or docket to the demo so the required configuration and migration approach can be assessed.
Is GeoCRM suitable for teams working across many sites?
Yes. Projects retain site and location context while the shared schedule, job registers and dashboards help coordinators manage work across active locations.
Use one of your real jobs
Map your geotechnical workflow in GeoCRM.
Bring a current project, field schedule, docket or report. We will show how the work can stay connected from setup to delivery.