How does this differ from generic inspection software?

Generic inspection tools record findings as free-form text against a checklist. Conservation reporting requires evidence-led narrative tied to discipline-specific terminology, cited references and a defensible chain of custody between observation and recommendation. The platform is built around that requirement.

Are issued reports editable?

No. An issued report is fixed at the moment of issue and stored as an archival record. Further work produces a new, lineage-linked revision, so the original observations remain available for review.

Can our practice use its own report templates?

Yes. The structured dataset assembles into customisable report templates with practice branding, sectioning and house style preserved across projects.

Architectural conservation reporting software

Architectural conservation work produces documentation that has to stand up to scrutiny long after issue: by clients, statutory bodies, insurers and successor practitioners. The Heritage Survey Assistant assembles those documents from a single, structured evidence base — site observations, measured records, annotated photographs, references and cited sources — rather than from free-form prose that drifts between drafts.

From field record to issued report

Surveyors capture observations, photographs, defects and measurements in the field. The structured Survey Dataset is then assembled into a draft report, supported by the conservation knowledge base and project references, and reviewed before issue. Every paragraph is traceable back to a discrete piece of evidence.

Evidence integrity

Once a report is issued it becomes an immutable record. Subsequent revisions are tracked as new versions with a documented lineage rather than overwrites, preserving the evidential value of earlier observations.

Exports and reproducibility

Reports export to PDF and DOCX with cover pages, contents, photo and defect appendices, and a References Consulted section. Structured data is also available as XLSX workbooks and JSON archive bundles for long-term record keeping.

Frequently asked

How does this differ from generic inspection software?: Generic inspection tools record findings as free-form text against a checklist. Conservation reporting requires evidence-led narrative tied to discipline-specific terminology, cited references and a defensible chain of custody between observation and recommendation. The platform is built around that requirement.
Are issued reports editable?: No. An issued report is fixed at the moment of issue and stored as an archival record. Further work produces a new, lineage-linked revision, so the original observations remain available for review.
Can our practice use its own report templates?: Yes. The structured dataset assembles into customisable report templates with practice branding, sectioning and house style preserved across projects.