Industry & trades · TePublico.NET

Management software for heritage restoration companies

Consents, specifications and photographic records that a conservation officer may ask to see. Management software for heritage restoration tracks approvals, materials used and the evidence of what was done.

In brief: software for heritage restoration companies

  • Consents and conditions attach to the job and must be respected.
  • Photographic records before, during and after are part of the deliverable.
  • Materials used have to be recorded, not just ordered.
  • Specialist trades are scarce and scheduled far ahead.

Consent conditions are constraints on the work. What was approved, with which conditions and what was expressly refused belongs to the job file, because a variation on a protected building is not a matter of preference.

The photographic record is part of what is being bought. Before, during and after, with dates, is what satisfies a conservation officer and what protects the company if a question arises years later.

Materials have to be recorded as used. Which lime, which sand, which mix and where it was applied is both a technical record and the answer when somebody asks why one elevation weathered differently.

Specialist trades book months ahead. A stonemason or a leadworker is not available at a fortnight's notice, and a programme that assumes otherwise stops on site while everybody waits.

The modules heritage restoration companies need

Start with the one that hurts most and switch on the rest when you're ready — they all share the same data.

Starts here

Online orders & pickups

Your clients place orders with a pickup date from their phone, without jamming the phone or the counter.

Clients (CRM)

The record, history and follow-up for every client and quote, so none slips away.

Email marketing

Campaigns and automations to bring clients back, with ready-made templates and tracking.

How we do it for heritage restoration companies, step by step

  1. 1

    We look at your day-to-day

    We count the enquiries arriving each week by phone, WhatsApp and website — and how many go cold.

  2. 2

    We choose the modules

    We agree what success looks like in three months, so the choice can be judged later.

  3. 3

    We set it up for your sector

    We set up the automatic reminders, because the most expensive appointment is the one nobody turns up to.

  4. 4

    We connect it to your website

    We wire the panel to your Google Business Profile, so a search lands straight in your system.

  5. 5

    We hand it over working

    Simple training and close support so you get value from day one.

It starts where your customer finds you

Enquiries usually arrive with a survey or a schedule of works attached. Recording which document governs the job from the outset is what keeps the quote and the consent in the same conversation.

Frequently asked questions about software for heritage restoration companies

Why keep consent conditions in the job file? +

Because they constrain the work. What was approved, under which conditions and what was refused is not a preference on a protected building, and departing from it has consequences beyond the client relationship.

Is the photographic record part of the job? +

It is part of what is being bought. Dated images before, during and after satisfy a conservation officer and protect the company if the work is questioned years afterwards.

Should materials be recorded as used? +

Precisely, including the mix. It is a technical record and it is also the answer when somebody asks why one elevation has weathered differently from another.

How far ahead do trades need booking? +

Months. A stonemason or a leadworker cannot be found at a fortnight's notice, and a programme that assumes availability simply halts on site while everybody waits.

Much more than a website

Not just your website. Your panel so no quote is lost.

Every request that comes through the website lands in your CRM with follow-up; nothing goes unanswered.

Customer CRM

Every contact that comes through your website lands in your panel, with follow-up and notes. Nothing gets lost.

Bookings & appointments

Online diary with automatic reminders. Your customers book themselves, you see your calendar fill up.

AI assistant

A smart chat serves and captures customers on your website 24/7, and passes the interested ones to your CRM.

Clear analytics

How many visit you and where they come from, with no jargon or annoying cookies. Decisions backed by data.

All under your brand, in one place.

I want my panel

What heritage restoration companies look for

If any of these is what you're after, this software is for you.

  • construction consent tracking
  • photographic site records
  • materials specification records
  • specialist trade scheduling
  • heritage project management

What your management software includes

From quote to order

Enquiry, costing, order and delivery note in one chain instead of three spreadsheets.

What happens on site

Measurements, hours and materials logged from a phone — the same day, not at the weekend.

Chase, don't hope

Every open quote gets a follow-up date: most jobs go to whoever calls back.

Shall we put the day-to-day in one place?

We'll show you the modules that fit how you already work. Demo and quote, no commitment.

We reply within 24 hours · No obligation

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