Plan the work
Define the scope, sites, jobs, responsibilities, dates and required technical outputs.
Built for Australian geotechnical teams
Run geotechnical projects from job setup to report issue.
Give project managers one place to see scheduled work, field completion, dockets, investigation records, calculations, reports and commercial handoffs.
Jobs and schedules
Field-to-office handoff
Reporting and billing status
Australian geotechnical workflow
A project workspace designed for field-to-report delivery.
A geotechnical project moves through planning, field investigation, sample handling, laboratory work, interpretation, review and reporting. Delays often occur at the handovers: a field record is incomplete, a sample cannot be matched to a location, a calculation is waiting for review, or the issued report is not clearly linked to its source data. GeoCRM keeps those delivery stages connected to the same project and makes ownership, status and next actions visible. Teams can standardise the pathway without forcing every project into an identical technical method.
[01] Project delivery
/ Connected GeoCRM workflow
See the work, its readiness and its next handoff. Keep operational delivery connected from project setup through field completion, technical review, report issue and invoicing.
Jobs and scheduling
Create project jobs with location, timing, assignees and dispatch context.
Docket workflow
Track field completion, sign-off, reporting readiness and billing status.
Technical delivery
Keep reports, calculations, ground logs and review activity with the project.
Project visibility
Give coordinators and managers a current view of progress and outstanding work.
Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Project job register
- Schedule and assignee context
- Digital docket status
- Reports and calculations
- Document and media records
- Delivery and billing visibility
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Capture field and laboratory records
Keep field observations, dockets, samples, work requests and worksheets linked to the project.
Review technical outputs
Route calculations, logs and draft reports through the appropriate checking and approval steps.
Issue and retain
Record the approved deliverable, revision and project history for client delivery and future retrieval.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Stage visibility
See where work sits across field, laboratory, engineering review and reporting.
Clear ownership
Keep assigned people, due dates and current responsibilities visible.
Project-linked evidence
Connect source records and supporting files to the work they substantiate.
Controlled handovers
Reduce reliance on inboxes and verbal updates when work moves between teams.
Review status
Make pending checks, comments, approvals and issue status easier to identify.
Delivery history
Retain the sequence from request to issued output for later reference.
Project Delivery FAQs
Can workflows vary by project type?
Yes. The operating model can be configured around your services, roles, terminology and approval paths.
Does GeoCRM manage both field and laboratory work?
Yes. It connects project planning with jobs, dockets, samples, laboratory requests, technical review and reporting.
Can managers see bottlenecks?
The connected status model helps managers identify unassigned work, overdue tasks and records waiting for review or issue.
Does GeoCRM make technical decisions?
No. It organises workflow and evidence. Technical interpretation and approval remain with appropriately competent personnel.
See it with your own workflow
Bring one active geotechnical project to the demo.
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.