Multi-Client Management

One platform for all your clients. Completely separate workspaces.

Contractors and consultancies serve multiple clients simultaneously. Geocadra was built for this reality—maintain completely separate workspaces for each client with their own projects, forms, team access, and export configurations. Switch between clients instantly while ensuring data never crosses boundaries. Whether you're managing utility inspections for five different network operators or environmental surveys for multiple municipalities, Geocadra keeps everything organised without the overhead of managing separate systems.

The Challenge of Serving Multiple Clients

Contractors and consultancies face a difficult choice: use one system and risk data mixing between clients, or maintain separate tools and accounts for each client at significant administrative cost. Most end up with a messy hybrid—shared folders with client prefixes, spreadsheets tracking which login belongs to which client, and constant anxiety about accidentally sending one client's data to another. Export formats compound the problem: Client A wants Shapefiles in UTM Zone 32N, Client B needs GeoJSON in WGS84, and Client C requires Excel reports with their specific column headers. Managing these variations manually is error-prone and time-consuming.

How Geocadra Solves This

Geocadra's multi-client architecture gives each client a completely separate workspace within a single platform. Client data is isolated at the database level—not just organised into folders. Each workspace has its own projects, custom forms, team member access, and export configurations. Your team can switch between clients with a single click, and the entire interface adapts to show only that client's data, forms, and settings. When you export, data automatically formats to that client's specifications. No more manual reformatting, no risk of data mixing, and no duplicate systems to maintain.

Complete data separation between clients

Different forms and workflows per client

Deliver in each client's preferred format

Add new clients without complexity

Database-level isolation prevents data leakage

One login, all clients—switch instantly

How It Works

1

Set Up Client Workspaces

Create a workspace for each client you serve. Each workspace is a completely separate environment with its own projects, forms, and settings. You can customise the workspace with client branding, specific form templates, and export configurations that match their requirements.

2

Configure Client-Specific Forms

Build or import form templates tailored to each client's inspection requirements. Client A might need detailed condition assessments with 30 fields, while Client B wants a simple pass/fail checklist. Each workspace maintains its own form library without affecting others.

3

Assign Team Access

Control which team members can access each client workspace. A field technician might have access to three clients they regularly work for, while a project manager sees all client workspaces. Permissions are granular—you can allow data collection but restrict exports or administrative functions.

4

Switch Clients Instantly

When working in the field or office, switch between client workspaces with a single tap. The entire interface updates to show that client's projects, forms, and data. There's no logout/login cycle, no app switching, and no confusion about which environment you're working in.

5

Export in Client Format

When it's time to deliver, export data with client-specific configurations already applied. Coordinate systems, file formats, column mappings, and report templates are all preset per client. What used to be hours of manual reformatting becomes a one-click operation.

Common Use Cases

Utility Contractors

Inspection contractors serving multiple network operators maintain separate workspaces for each utility company. Each workspace contains that operator's asset standards, inspection forms, and export requirements. Field crews switch between operators throughout the day without any risk of uploading data to the wrong client.

Environmental Consultancies

Environmental consultancies serving multiple municipalities or private clients keep each engagement separate. Project data, species lists, and reporting formats vary by client and are contained within their respective workspaces. When regulatory requirements differ between jurisdictions, each workspace reflects those specific needs.

Surveying Firms

Land surveyors working for multiple developers, government agencies, and private landowners maintain client-specific workflows. Each client's preferred coordinate system, deliverable format, and documentation standards are configured once and applied automatically to all projects in that workspace.

Infrastructure Inspectors

Bridge and road inspection companies serving multiple transport authorities keep each authority's asset standards, inspection protocols, and reporting requirements in separate workspaces. When inspection standards vary between authorities, the forms automatically reflect the correct requirements.

Frequently Asked Questions

Is there a limit to how many clients I can have?

There's no hard limit on the number of client workspaces. Pricing is based on total active users and storage, not the number of clients. Growing your client base doesn't increase your per-client costs.

How is client data kept separate?

Client data is isolated at the database level, not just through user interface controls. Each workspace has completely separate data storage. Even in the event of a software bug, there's no pathway for data to appear in the wrong workspace.

Can I share forms or templates between clients?

Yes, you can copy forms between workspaces when setting up a new client. However, once copied, each form is independent—changes to one client's form don't affect others. This prevents accidental modifications while still allowing you to build on existing work.

Can team members see all client workspaces?

You control access at both the workspace and role level. A field technician might only see the three clients they work with, while a manager sees all workspaces. Within each workspace, you can further restrict actions like exporting or deleting data.

How does billing work with multiple clients?

Billing is based on your total active users and storage across all workspaces, not the number of clients. This means you can add new clients without increasing costs, as long as you're not adding more users or storing significantly more data.

Ready to try Multi-Client Management?

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