Receive the job
Open the assigned project, site, contact, scope and timing details.
Take assigned work offline, capture structured field data, photos and signatures, then synchronise the record when connectivity returns.
Australian geotechnical workflow
Field software has to work at the point of activity. Staff need the current job, site and scope details; a reliable way to capture structured observations; and a clear handover back to the project record. Re-entering notes from paper or personal photos later creates avoidable delay and uncertainty. The GeoCRM mobile workflow brings assigned work and structured capture closer to the field. Mobile capability should be configured around device, connectivity, security and offline requirements rather than assumed from an office workflow.
Claim assigned work and pull the project data needed for field delivery.
Queue field changes with conflict-aware synchronisation when connectivity returns.
Attach field photos and capture field or client sign-off against the correct docket.
Create clients, projects and jobs online when authorised without returning to the office.
Open the assigned project, site, contact, scope and timing details.
Complete the configured docket, form, log, checklist or observation record.
Attach photos, location context, signatures or supporting notes where required.
Return the record to the connected project workflow for checking, laboratory action or reporting.
Give field staff the current project number, address, contact and scope.
Replace inconsistent paper capture with configured fields and required information.
Associate images with the job or record they support.
Capture attendance and work details without rebuilding the project reference.
Show office staff when field information has been submitted or still needs attention.
Apply authenticated, permission-aware access appropriate to company devices and data.
Offline behaviour depends on the enabled workflow and should be tested for your devices, record types and remote operating conditions.
Device support should be confirmed during implementation, including camera, screen size, operating system and mobile-device policies.
Photo capture can be kept with the relevant job or field record, subject to configured permissions and file handling.
No. It improves capture and handover; required checking and approval still apply.
See it with your own workflow
Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.