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Installer process view

How Vertex works with installers

Predictable process. Consistent output. Designed for repeat installs across office, design and install teams.

Supporting installers across the UK. Built for companies running multiple installs weekly.

End-to-end workflow for installer teams

Step 1

Survey booked

Scope, lead time and pricing are confirmed before booking so teams start with clear expectations.

Step 2

Survey completed

Specialist surveyors capture room-level, electrical and plant evidence in a renewable-specific workflow.

Step 3

Internal QC checks

Each record is reviewed before release to protect consistency and reduce avoidable redesign questions.

Step 4

Pack delivered

Structured pack on completion with EPC in the next-morning standard flow.

Step 5

Portal access

Office, design and install teams work from one job record for downloads, status and evidence review.

Step 6

Installer workflow use

Teams spend less time searching PDFs, quote faster, and run cleaner internal handoff.

What changes in practice

Time saving

Less time hunting through long documents for electrical and cylinder constraints.

Commercial speed

Faster quoting decisions from standardised evidence and consistent section layout.

Risk reduction

Fewer redesign loops and fewer install-day surprises from clearer handoff quality.

Trial first, then scale

No lock-in contracts. Trial one live job. Quote confirmed before booking.