Choose the report structure
Start from the appropriate approved template, project type and document metadata.
Built for Australian geotechnical teams
Build geotechnical reports from the project record, not copied files.
Create branded reports with reusable technical content, project variables, investigation context, document review and controlled PDF or DOCX output.
Visual report builder
Reusable content
PDF and DOCX output
Australian geotechnical workflow
Reduce report assembly without removing engineering judgement.
Geotechnical reports bring together project context, investigation records, laboratory results, calculations, interpretation, figures and recommendations. Manual assembly creates repeated formatting work and increases the chance that a table, log or result is copied from the wrong revision. GeoCRM can use approved project data and reusable report structures to reduce document assembly. Automation should handle repeatable content while competent authors and reviewers remain responsible for interpretation, limitations, conclusions and final issue.
[01] Engineering deliverables
/ Connected GeoCRM workflow
Bring project context, technical content and document control together. Create structured report documents, reuse controlled blocks and move the deliverable through review and issue.
Visual authoring
Build the report from structured sections and rich document content.
Reusable blocks
Use controlled templates, variables and standard content without copying old reports.
Project data
Bring client, project, job, investigation and technical context into the document.
Deliverables
Review the document and produce controlled PDF or DOCX outputs.
Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Visual document editor
- Reusable report blocks
- Templates and branding
- Project-linked variables
- Review and annotations
- PDF and DOCX export
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Bring in connected records
Populate controlled project details, logs, results, tables or attachments from reviewed sources.
Author and review
Add project-specific interpretation and route the draft through technical and editorial checking.
Issue and retain
Record revision, approval and issue details with the project and supporting evidence.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Reusable templates
Standardise branding, headings, disclaimers and repeatable project information.
Connected project data
Reduce manual copying from separate registers and spreadsheets.
Logs and result schedules
Use reviewed source records in appendices and tables where configured.
Revision control
Distinguish drafts, checked versions and issued deliverables.
Review workflow
Keep reviewer comments, response and approval status visible.
Project archive
Retain the issued report with its originating project and supporting records.
Geotechnical Report Builder FAQs
Can GeoCRM write the engineering interpretation?
It can assist with structured and repeatable content, but qualified professionals must author and approve technical interpretation and recommendations.
Can we use our existing Word templates?
Existing templates can be assessed and mapped; complex formatting or macros may require adaptation.
Will report automation eliminate review?
No. Automation reduces assembly work but makes controlled source data and competent review even more important.
Can issued revisions be retained?
The workflow can preserve revision and issue status with the project record.
See it with your own workflow
Bring one report template 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.