The Field Data Platform Built for CRM Firms

Stop wrestling with paper forms, spreadsheets, and generic apps. FieldTap gives cultural resource management professionals purpose-built digital tools for Phase I surveys, excavations, site documentation, and SHPO reporting - all in one offline-capable platform.

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The three things that matter most

Forget feature lists. For CRM firms, the difference between a tool that works and one that fights you comes down to three capabilities — these matter more than everything else combined.

1. Build any form to spec — exactly

A drag-and-drop form builder with conditional logic, controlled vocabularies, validation rules, repeating sections, GPS-tagged fields, and component records. Build a Phase I form, an excavation level record, or your firm's internal QA template — without writing code, without rebuilding for every state. Custom fields, custom workflows, custom exports.

2. FieldTap Report Builder — record data → official state PDFs

Import your state's official PDF (DPR 523, IMACS, your agency's ESA template). Drag-map your FieldTap fields onto the form once, and every record auto-exports a submit-ready PDF — locations, photos, attributes, all populated. No professional services bill, no rebuilding when the state revises the form. To our knowledge, no other tool on the market does this.

3. Truly offline-first

Not "offline support that mostly works." Offline-first by design: create projects, fill forms, capture GPS-tagged photos, and assign work to crew members in remote canyons with no signal. Multi-device sync resolves cleanly when you return to service. Tested where field crews actually work, not in the marketing demo.

The CRM Workflow Problem

Most CRM firms still run fieldwork on paper forms, personal spreadsheets, and consumer apps never designed for archaeological data. The result is predictable: inconsistent records, lost data, and hours of post-field reformatting before anything is SHPO-ready.

Paper forms get lost, damaged, or illegible in the field
Spreadsheet data varies between crew members - no standardization
Hours spent reformatting field data for SHPO submissions
Photo logs are manual - matching photos to proveniences is tedious
No single system connects field data to deliverables

How FieldTap Solves It

FieldTap replaces your patchwork of paper forms, spreadsheets, and photo folders with a single platform purpose-built for CRM fieldwork.

Phase I Survey Forms

Pre-built STP logs, surface survey forms, and site recording sheets. Deploy in minutes, customize as needed.

Excavation Recording

Standardized level records, feature forms, and artifact catalogs. Every crew member uses the same format.

GPS-Tagged Photos

Every photo automatically tagged with coordinates, timestamp, and direction. No manual photo logs ever again.

SHPO-Ready Exports

Export field data in formats your SHPO accepts. One click - no reformatting, no manual compilation.

Team Coordination

Assign areas to crew members, review submissions in real-time, maintain QC across multi-site projects.

Offline-First Design

Full functionality without cell service. Data syncs automatically when you're back in range.

Who Uses FieldTap

FieldTap is used by professionals across the cultural resource management and archaeological consulting industry.

CRM consulting firms
University field schools
DOT and infrastructure archaeology programs
Tribal Historic Preservation Offices
Section 106 consultants
Phase I-III survey teams

Form Templates Available

FieldTap ships with ready-to-use form templates covering the core CRM field recording workflow. Customize any template to match your firm's standards or your state SHPO's requirements.

STP log
Excavation level record
Feature record
Artifact catalog
Site recording form
Photo log
Daily field journal

Browse all archaeology form templates

SHPO compliance by state

Each state has its own forms (DPR 523, IMACS, etc.). FieldTap Report Builder imports the official PDF once and auto-exports submit-ready records for every project going forward.

California

California DPR 523 forms

The Field Data Platform Built for CRM Firms

The three things that matter most

The CRM Workflow Problem

How FieldTap Solves It

Who Uses FieldTap

Form Templates Available

SHPO compliance by state

California

Nevada

Utah

Arizona

Colorado

New Mexico

Washington

Oregon

Idaho

Wyoming

Montana

Florida

Georgia

North Carolina

South Carolina

Virginia

Alabama

Mississippi

Tennessee

Texas

Louisiana

Ohio

Illinois

Indiana

Michigan

Wisconsin

Minnesota

Iowa

Missouri

Kansas

Nebraska

North Dakota

South Dakota

Oklahoma

Arkansas

Kentucky

West Virginia

Pennsylvania

New York

New Jersey

Maryland

Delaware

Massachusetts

Connecticut

Rhode Island

Maine

New Hampshire

Vermont

Hawaii

Alaska

District of Columbia

Related guides & comparisons

Switch Without the Headache

Switching from Fulcrum? Wildnote? Survey123?

Supported Import Formats

Simple Import Wizard

Frequently Asked Questions

What forms does FieldTap include for CRM work?

Can I customize forms for my state's requirements?

Does FieldTap work offline in remote field locations?

How does FieldTap handle photo documentation?

Can my whole field crew use FieldTap?

How much does FieldTap cost for a CRM firm?

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