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Portal

Vertex Portal for installers

One place to book surveys, track progress, and download packs without piecing the job together from inboxes, phone calls, and shared drives.

Vertex Portal gives office, design, and installation teams one clear place to check what has been booked, delivered, and downloaded.

Open Vertex Portal on the web Download Vertex Portal on the App Store Get pricing

View sample pack online to see the pack format your team will download through the portal.

Download on the App Store

Live today on web, iPhone, and iPad. Need team access? Email info@vertex-surveys.co.uk or use the contact page.

15,000+ surveys completed · pack on completion · EPC by next morning in the standard flow.

Read independent client feedback on Trustpilot.

Day to day

Built to keep the job clear from booking through to pack delivery

One clear place for the booking, status, and final pack, so your team is not switching between inboxes, calls, and ad-hoc spreadsheets.

Portal

Bookings + pack downloads

  • Book surveys in seconds
  • Secure pack downloads through Vertex
  • Status tracking from booking to delivery
  • Installer pack and customer-friendly PDF options
Teams

Role-based access

  • Installer master, admin, rep, and design roles
  • Right access for each user without sharing inboxes
  • Smoother handover between office, design, and installation teams
Connections

Push booking and delivery details back into your own records

  • Webhook routes are available for teams already running a CRM or internal tracker
  • Attach booking and delivery data back onto existing records
  • Useful when you want fewer manual status updates across more than one system
Reference material

Standards notes and lookup details close to the job

  • Useful reference material sits alongside the core booking and pack record
  • Saved inputs help cut repeated typing where teams already work that way
  • Kept secondary to the main job record, status view, and pack download process
Open Vertex Portal on the web Get pricing Contact Vertex
What teams see

What office and site teams actually use

Dashboard visibility for office teams and mobile-first access for field teams, in one place.

Vertex Portal desktop dashboard showing live job status
Office visibility

Live status for every job

See pipeline movement from booked to delivered without chasing updates across channels.

Vertex Portal mobile dashboard for installers
Mobile access

Install teams get what they need fast

Field users can check status and access packs quickly without waiting for office relay.

Vertex Portal mobile booking assistant
Booking control

Booking details captured clearly at the start

The booking flow helps teams capture the key scope details before survey day.

What improves

What improves when the portal sits inside the day-to-day process

This is not just file storage. It helps teams respond faster, keep records straighter, and avoid basic communication slips.

Speed

Less waiting, fewer chases

  • Live status from booked to delivered
  • Pack downloads without waiting on email threads
  • Smoother follow-through for design and installation teams
Consistency

A familiar process across your team

  • Role-based access for master, admin, rep, and design users
  • Clear ownership and fewer missed updates
  • Clear records that keep the pack format familiar across the team
Client confidence

Professional delivery every time

  • Installer and customer versions of deliverables
  • Branded, organised pack structure
  • Audit trail and timeline visibility
Before and after

Before Vertex vs after Vertex

The portal is not just a download page. It keeps booking, survey capture, QC, and delivery tied to the same job so teams are not working from different versions.

Before

Status spread across too many places

  • Status updates spread across calls, inboxes, and chat
  • Design teams chase missing files and unclear evidence
  • Install teams lose time checking what is final
After

One clear record from booking to delivery

  • Office sees live job status from booking to delivery
  • Design and install teams access the same clear record
  • Fewer back-and-forth messages between teams
Open Vertex Portal on the web Download Vertex Portal on the App Store See how it works Case studies Resources Get pricing
For larger teams

Extra support for teams with more moving parts

Most teams only need the booking record, status visibility, and pack downloads. Larger teams may also want tighter booking checks, more consistent survey-day capture, or extra QC before release.

Booking support

Cleaner booking intake

  • Helps teams capture the key booking details up front
  • Supports scheduling and slot selection
  • Reduces missing information before the survey is assigned
Field support

More consistent capture on survey day

  • Supports field teams through repeatable survey steps
  • Helps reduce avoidable misses in photos, notes, and scope details
  • Makes QC and design review easier
QC support

Quality checks before packs go out

  • Supports survey-complete checks and internal QC review
  • Flags what needs fixing before release
  • Helps reduce rework and improve first-pass quality

These tools are optional and depend on your team setup. For access and rollout, contact info@vertex-surveys.co.uk.