Heritage Survey Assistant
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Conservation Project Workspace

Survey.
Understand.
Report.

Conservation projects, from survey to final report.

Capture conservation evidence, manage assets and project information, reference professional conservation knowledge, and produce client-ready documentation from a single workspace.

Carved stone facade detail — heritage architecture
Plate I · Carved stonework, surveyed in situ

Section i

A conservation project workspace

Survey capture, asset and project management, conservation knowledge and professional reporting — held together in one place.

01

Survey capture

  • Observations
  • Photographs
  • Voice notes
  • Measurements
  • Survey methodology
02

Asset & project management

  • Asset register
  • Assemblies
  • Project files
  • Site plans & drawings
  • Previous surveys
03

Conservation knowledge

  • Reference library
  • Conservation terminology
  • Professional guidance
  • Evidence review
04

Reporting & outputs

  • Photo schedules
  • Conservation briefs
  • Condition reports
  • Scopes of work
  • Workshop task sheets
  • Client documentation
Conservator's workshop — limestone fragment with measured drawing
Plate II · Limestone fragment, calipers and measured drawing

Section ii

Field record to archival report

A continuous evidence trail from on-site capture to typeset PDF — measured, referenced and ready for clients, architects and planning authorities.

Section iii

Designed for the breadth of conservation practice

Discipline-aware vocabulary and reference structures spanning built heritage and collections conservation.

MetalsSculptureStoneHistoric Buildings / FabricDecorative SurfacesPaintingsCeramics & GlassTextilesTimberStained GlassArchaeologyCollections CareBook & PaperPhotographic Materials

Section iv

The conservation project workflow

A clear progression from on-site capture to issued documentation — with assets, files and references held alongside the survey.

Step 01

Survey

Capture conservation evidence on site — observations, photographs, voice notes and measurements.

Step 02

Review

Organise assets and project files, reference conservation knowledge, assess findings.

Step 03

Export

Produce client-ready conservation documentation — briefs, condition reports, scopes of work.

Section v

Built for conservation practice

Used by professionals across built heritage and collections conservation.

  • 01Conservation architects
  • 02Architectural metalwork conservators
  • 03Historic building surveyors
  • 04Stone conservators
  • 05Stained glass conservators
  • 06Heritage contractors
  • 07Collections conservators
  • 08Conservation consultants

Section vi

Evidence-led conservation documentation

Reports are assembled from the structured survey dataset and a curated conservation knowledge base — with project-level references attached as supporting evidence.

Photo schedules, defect schedules and treatment recommendations are produced from what was actually recorded on site, not from generic AI output. Cited references appear in the appendix of the issued PDF and DOCX.

Appendix

Frequently asked

Workflows, exports and evidence-led conservation reporting.