WIREFRAME · scene 01 · engineer view · templates shelf
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Logged-in engineer: SAM PATEL @ SWAN GEOTECHNICAL PTY LTD · Whadjuk Country, Perth
Sam Patel SP

The templates you stamp.

Every report Swan Geotechnical writes — auto-drafted from this project's data, in your house style.
A
The big shift. Today this shelf is hardcoded — same 7 tiles for every project ("Project Brief, Weekly Status, Risk Register…"). In the new world, the shelf is this client's templates. For Swan Geotechnical that's the 9 templates below — 4 are theirs (scanned from real .docx), 4 came from our library and were re-skinned, 1 was custom-built during the engagement. The engineer doesn't see those distinctions — they just see "their" templates.
Geotech · CORE

Geotech Factual Report

Borehole register · lab tests · soil units · groundwater · recommended parameters. Stamped by Principal Engineer.
Geotech · CORE

Geotech Interpretive Report

Ground model · design parameters with rationale · risk discussion · construction notes.
Geotech

Design Brief — Geotech investigation

Issued to drillers. Scope, AS standards, deliverables, hold points.
Field

Logsheet · borehole record

One row per borehole. Auto-populated from the boreholes register entered via Capture.
Project mgmt

Site diary · daily report

Weather · activities · plant · personnel · ITP records. Mobile-first capture, your logo on every page.
Project mgmt

Lessons learned register

Project closeout knowledge capture. Filtered by discipline + project type.
Compliance

Construction EMP

Environmental Management Plan template. AU-aligned; pre-filled with your standard mitigations.
Compliance

Inspection report (Level 2)

AS 5100.7-aligned bridge inspection. Adds when Swan Geotechnical's inspection arm needs it.
Swan-specific

Closeout brief to Main Roads

Custom built during onboarding — Swan's standard MRWA panel closeout. 1-pager, geotech-flavoured.
B
Origin colours = sales lever. The "From our library" pills become the upsell hook: "This is from our library — you didn't have one. Want us to add a few more?" When Adina sets up a new client, she can browse the library, find templates the firm should have but doesn't, and rebrand + drop them in during the engagement. Engineers using the app just see the tile.
C
Branding is per-client. The header here uses Swan Geotechnical's dark-teal accent (not our Lavender purple). Logo on every rendered .docx export. Letterhead is the client's. Same UI shell + same UX — but the engineer's firm sees themselves, not us.