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How it works

How Vertex works from first enquiry to delivered report

You send the postcode and scope. We confirm the job. We visit. You get the report.

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We confirm scope and lead time before booking. Report and organised photos are ready when the visit is complete; EPC follows next morning in the standard flow.

Installers first

The shortest version

  • Send postcode, service type, and any known constraints
  • We confirm scope, lead time, and pricing before booking
  • The report comes back in a layout the people pricing, designing, and fitting it can all read
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

Four steps. Nothing clever hiding in the middle.

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

Report delivery

You get the report and organised photos, ready to use.

04

Follow-up clarification

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

View sample report Deliverables Portal Installer case study Get pricing
Responsibilities

Who does what, and when

Clear ownership keeps the job moving. 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 the report in the portal or PDF
  • Design moves with fewer follow-up calls
  • Vertex supports follow-up clarifications when needed

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