From Filing Cabinets to Field-First Efficiency: How One CMT Firm Transformed Operations with eFieldData
September 12, 2025
Executive Summary
When Carter Geotechnical set out to build a modern, scalable operation, they needed more than just a reporting tool—they needed a system that could streamline field operations, eliminate paperwork, and grow with their team. After exploring several options, they found eFieldData to be the most user-friendly and intuitive platform, well-suited to their operations and CMT workflows. The platform streamlined scheduling, field data collection, lab data management, and billing (with QuickBooks integration), all while boosting team efficiency and reducing administrative overhead.
Business Challenge
As a CMT firm just starting with limited resources, Carter Geotechnical needed to overcome several challenges common in the CMT industry:
- Manual data entry in both field and lab with handwritten notes and delayed input.
- Overloaded technicians managing both field and lab duties without digital tools.
- Limited visibility into daily assignments and technician schedules.
- No centralized lab equipment tracking.
- Outdated leading legacy platforms lacked the flexibility or user-friendliness the team needed.
The Solution: A Field-First, Comprehensive CMT Platform
Both Brandon Kulp and Rodney Carter, the president, had experience working with legacy systems and had even developed a platform at a previous employer. So, Rodney knew what to look for and adopted eFieldData, a cloud-based platform specifically designed for construction materials testing and geotechnical laboratory management.
- User-friendly interface tailored for field technicians, reducing training time and errors.
- Daily scheduling dashboard with color-coded technician assignments for instant clarity.
- Duplicate/copy function, making it easier to create new work orders and change just the test location.
- Cloud-based document storage, replacing filing cabinets and scattered spreadsheets.
- Integration with QuickBooks, making it easier to invoice.
- Responsive post-sales support and feature requests fulfilled.
- Equipment inventory with calibration reminders, providing a foundation for future operational improvements.
The Results
eFieldData didn’t just replace paper; it redefined how Carter Geotechnical manages field and lab operations. With intuitive features, responsive support, and workflows built around technicians’ needs, it’s become the digital backbone of their CMT business.
Reduced Paperwork & Manual Entry:
- Reducing paper records frees up physical space and minimizes data loss.
- Digital forms eliminated most handwritten field reports.
Boosted Technicians’ Efficiency:
- Technicians complete daily reports faster thanks to intuitive workflows and the mobile app.
- Calendar and color-coded scheduling improve field visibility and reduce missed assignments.
Enhanced Data Accuracy & Turnaround:
- Digital reports are generated faster, reducing the turnaround time for clients.
Scalable for Future Growth:
- With additional lab personnel now in place, the team plans to expand the use of eFieldData to cover lab testing workflows, including tracking equipment calibrations, sending notifications, and entering real-time lab test data.
As Carter Geotechnical grows and processes evolve, eFieldData continues to scale with them, proving that the right software isn’t just a tool, but a long-term partner in efficiency and growth.
About Carter Geotechnical, LLC.
Carter Geotechnical, LLC, based in Lakeland, FL, is a small business dedicated to solving a wide range of geotechnical challenges in Polk County and the surrounding Central Florida area. As a CMEC-accredited laboratory, they offer comprehensive geotechnical engineering alongside construction materials testing and inspection services, everything from soil and asphalt testing to structural steel and weld inspections.
They strive to meet customers' needs first while providing reliable and high-quality services. Their skilled professionals transform complex soil and site data into clear insights, enabling clients to make informed engineering decisions on time and within budget.
About eFieldData
eFieldData, developed by Vconnex Services, Inc., is a powerful, affordable, and easy-to-use cloud-based software platform designed specifically for geotechnical engineering, construction materials testing (CMT), and inspection firms. It streamlines the entire workflow — from scheduling and field data collection to lab data management, report generation, and billing — all within a single, integrated system.
With a mobile app for iOS and Android, field technicians can capture accurate data on-site, while project managers and clients benefit from real-time updates and faster turnaround times.
Trusted by CMT and geotechnical firms nationwide, eFieldData helps teams reduce paperwork, minimize errors, increase productivity, and stay ahead of industry standards, making it a smart, scalable solution for modern CMT operations.