Connect
One capture, fewer manual handoffs.
Move approved field records into the right project folders, tables, forms, and templates without retyping them.
Workflow integrations for cultural-resource firms
Your fieldwork should not become office work.
Field to Report carries photos, metadata, maps, and required fields from the tools your crews already use into the photo logs, agency forms, and report templates your reviewers already use.
25 minutes · no system access · one useful page
Field stateCapture
Capture → validate → assemble
Drag to rotate · space changes state
The premise
Capture once. Carry it through.
Field staff should document the work. Office staff should review it. Neither should spend the day rebuilding photo logs, forms, and evidence packages from the same records.
Cultural-resource work already has enough complexity. Field photos, notes, coordinates, project IDs, and agency requirements should not create a second job after the team returns to the office.
Yet the evidence often moves by hand. Photos come off devices. Files get renamed. Photo logs and continuation sheets get rebuilt. Metadata gets retyped. Report templates get populated. Missing attachments appear late, when they are expensive or impossible to replace.
Field to Report builds the layer between capture and delivery. It connects what your team already uses, validates the handoff, and makes failures visible before they become report problems.
01 · Where it sits
A narrow layer between your team and your deliverables.
No replacement platform. No forced migration. Fix the gap between your field tools and the deliverables your reviewers expect.
The layer adapts to your templates, folders, state requirements, and review process. If a standard product already closes the gap, I will recommend it.
01
Your team
Field judgment stays human.
Archaeologists keep capturing findings, photos, coordinates, and professional judgment in the field tools and offline workflows they already know.
02
Field to Report
The handoff runs cleanly.
Records move, filenames normalize, required fields validate, attachments surface, and photo logs, forms, and report-ready material assemble without repeated entry.
03
Your systems
Your source of truth remains yours.
SharePoint, Google Drive, ArcGIS, Word, Excel, databases, and the tools already embedded in your operations.
04
Your deliverable
Records arrive ready for review.
Photo sheets, structured exports, required-form packages, and template-ready records arrive together so project teams can review professional content instead of reconstructing the evidence trail.
02 · The work
Connect. Validate. Assemble.
Validate
Catch the quiet failures.
Surface missing attachments, incomplete metadata, sync failures, and exceptions before they reach final QA.
Assemble
Prepare the record for review.
Build photo logs, structured exports, and template-ready material while professional interpretation remains with your team.
03 · Experience
A decade building systems that have to work.
Company systems
10+years
Building and operating systems across companies.
Two-person fintech
$2.5M+
Revenue reached while building the product and operations.
Partner network
12K+
Referral partners supported by product, partner, and internal tooling.
7
business days
to ship
to ship
Coda + DriveField use
Upload · annotate · organize · filter · export
2+
years
in field use
in field use
04 · Start small
Measure the hours before building the system.
Free · no system access
The Report Hours Teardown
One conversation and one page showing where report-production hours go, what is realistically recoverable, and whether custom work is justified.
25minutes, then a page
- No credentials, logins, or client data
- Yours to keep whether or not we work together
- If software already solves it, you get the vendor links
Then, if the number is big enough
$6,500
Two weeks
One workflow
50% on signature
One workflow
50% on signature
The Field-to-Report Sprint
A fixed-scope implementation of one costly handoff, built into your existing systems and handed back to your team.
- Current-state map and measurable baseline
- One workflow using the client’s own accounts
- Validation, exception handling, and visible failures
- Source, documentation, recorded walkthrough, and training
- 30 days of bounded support and a clean handoff
- A documented manual fallback
If the agreed workflow does not recover at least 20 hours per month against the baseline, the final balance is waived. The client keeps the work.
05 · Delivery
Designed to end cleanly.
Map the handoff.
Follow one record from field capture to final review and identify the actual source of rework.
Set the baseline.
Agree on the current hours, error points, acceptance test, and manual fallback before implementation starts.
Build in your world.
Use scoped, time-boxed access to deploy into client-owned systems. No passwords transferred. No shared client infrastructure.
Test the failure paths.
Missing files, incomplete records, offline behavior, and exceptions must be visible and recoverable.
Hand it back.
Source, documentation, walkthrough, training, and revoked access. No permanent dependency on the builder.
06 · FAQ
What teams should ask before trusting a workflow.
Do we need to replace our current software?
No. The offer exists for firms whose existing stack is mostly right but whose handoffs are still manual. If a standard product can solve the problem cleanly, I will recommend that instead.
Is this an AI service?
Not by default. AI is used only where it is the right mechanism for classification, extraction, or drafting. Deterministic rules handle required fields, file movement, validation, and other work that should behave predictably.
Where does our data live?
In your accounts and infrastructure. Access is scoped and time-boxed. Source code, documentation, and operational ownership transfer to your team at handoff.
What happens when something fails?
The workflow is designed so failures are visible and recoverable. Every engagement includes exception handling and a written manual fallback. There is no promise of uninterrupted operation and no 24-hour on-call service.
What is outside scope?
Payment systems, financial records, consumer personal data, health information, and any workflow that becomes the single point of failure for the business.
What happens after the two-week sprint?
You receive 30 days of bounded support. After that, the system is yours. A small business-hours care plan can be discussed if ongoing changes are useful, but it is optional.
Begin with the actual workflow
Find the hours. Then decide what deserves to be built.
The first conversation requires no system access and produces a useful answer even when the right answer is “do nothing.”
Request a free teardown