Skip to main content
Portal

Vertex Portal for installers

Your control system from booking to handoff: less office chasing, clearer visibility, and fewer install-day surprises.

Vertex Portal gives office, design, and install teams one shared operational timeline, with role-based access and cleaner accountability.

Open portal (web) Trial us on one live job View sample pack online

Download on the App Store

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

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

Read independent client feedback on Trustpilot.

What this changes

Built to remove admin and tighten operational control

One source of truth from booking to delivered 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
  • Cleaner handoff between office, design, and install teams
API

CRM integrations via JSON

  • Webhooks to push booking data into your CRM
  • Attach structured job data back onto existing bookings
  • Designed for installer workflows and audit trails
Data

Heat loss + datasheet library

  • Integration options for heat loss software to reduce re-typing
  • Installer datasheets and reference library for repeatable standards
  • Consistent field structures to keep inputs reliable
Open portal (web) Onboard your installer team
Real interface

What teams actually use day to day

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

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

Cleaner intake, fewer missing details

Structured booking flow helps teams capture critical scope details before survey day.

Service quality

How the portal improves service quality

This is not just file storage. It tightens speed, consistency, and communication across your install pipeline.

Speed

Less waiting, fewer chases

  • Live status from booked to delivered
  • Pack downloads without waiting on email threads
  • Cleaner handoff to design and install teams
Consistency

Standard process across your team

  • Role-based access for master, admin, rep, and design users
  • Clear ownership and fewer missed updates
  • Structured records that support repeatable quality
Client confidence

Professional delivery every time

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

Before Vertex vs after Vertex

The portal is not a download page. It is your operating layer between booking, survey capture, QC, and installer handoff.

Before

Fragmented workflow

  • 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

Controlled workflow in one system

  • Office sees live job status from booking to delivery
  • Design and install teams access the same structured record
  • Fewer back-and-forth messages and cleaner team handoff
Open portal (web) Download iOS app See how it works Case studies Installer resources Trial us on one live job
AI inside Vertex

What AI inside Vertex actually does

These are practical tools built to cut admin, raise field quality, and reduce avoidable rework. Features are enabled by role and rollout settings.

Booking AI

Faster, cleaner booking intake

  • Guides booking questions so key details are captured up front
  • Supports scheduling and suggested slot workflows
  • Reduces missing data before the survey is assigned
Surveyor Assistant

On-the-job guidance for field teams

  • In-portal assistant for surveyor workflows
  • Helps with consistent capture and fewer avoidable misses
  • Supports better handoff into QC and design stages
QC Copilot

Quality checks that improve delivery

  • Survey-complete check and QC support workflows
  • Flags what to fix vs what can be left
  • Helps reduce rework and improve first-pass quality

AI features are controlled by account role and enabled modules. For access and rollout, contact info@vertex-surveys.co.uk.