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How it works

How Vertex works from first enquiry to delivered pack

A clear four-step process from quote request to delivered pack, built to keep commercial, technical, and site teams moving without avoidable delays.

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We confirm scope and lead time before anything is booked. Pack and organised photos are available on completion; EPC follows by next morning in the standard flow.

Installers first

The clearest path from quote request to delivered pack

  • Send postcode, service type, and any known constraints
  • We confirm scope, lead time, and pricing before booking
  • The delivered pack is structured so office, design, and installation teams can find answers fast
Homeowner prep

Supporting guidance, not a separate buying route

  • Homeowners mainly need to provide access and any useful documents they already have
  • The survey visit is evidence capture, not a sales appointment
  • Detailed homeowner prep stays available in the homeowner guide
Steps

From enquiry to delivery

A simple four-step process, whether you are checking it on desktop or on your phone between jobs.

01

Send postcode + service

Tell us what you need and the postcode. We’ll confirm scope, lead time, and next steps.

02

Site visit (survey capture)

We capture evidence photos, measurements, and constraints to the agreed scope.

03

Pack delivery

You receive a structured pack so designers and installers can find answers fast.

04

Follow-up clarification

If questions come up, we can clarify what was captured and what’s included.

View sample pack Deliverables Portal Installer case study Get pricing
Responsibilities

Who does what, and when

Clear ownership reduces delays. Everyone knows what needs to happen before booking, on survey day, and after delivery.

Before booking

Installer + Vertex

  • Installer sends postcode, service, and known constraints
  • Vertex confirms scope, lead time, and quote
  • Homeowner receives clear access and prep guidance
Survey day

Vertex + homeowner access support

  • Vertex captures agreed measurements, photos, and notes
  • Homeowner provides access and relevant documents if available
  • Installer can escalate any special constraints before arrival
After delivery

Installer design and install teams

  • Teams review structured evidence through the portal
  • Design decisions are made with fewer clarification loops
  • Vertex supports follow-up clarifications when needed

See deliverables, the portal page, and FAQ for deeper detail.