Admin

About the Vertex Portal

The Vertex Portal is a secure web app that connects everyone involved in a survey job: installers who book surveys, Vertex staff who schedule and quality-check them, and the design team who deliver the final pack. It’s one place to book jobs, see where each job is in the pipeline, and get your PDF and photos when they’re ready.

In short: installers submit jobs here; Vertex staff link surveys, generate PDFs, and publish packs; installers (and customers) get deliverables through the portal.

How a job moves through the portal

Every booking moves through the same pipeline. You’ll see these stages on each job:

• Booked — Job submitted, waiting to be scheduled.
• Scheduled — Survey slot and surveyor assigned.
• Survey — Site survey in progress or being saved.
• Quality check — Vertex reviewing survey data.
• Design — Deliverables (PDF + photos) being prepared.
• Ready — PDF and photos ready; you can “publish to installer” so they can download.
• Delivered — Job complete; deliverables stay available.

Features at a glance

Bookings — List and detail of every job; link survey record, generate PDF, publish to installer, send emails.

Dashboard — Overview of bookings and “Emails ready to send”.

Link survey — Connects the survey record to the portal booking so the PDF can be generated. Use “Find survey” or paste the record ID.

Generate PDF — Turns linked survey data into the branded installer pack. Run after linking.

Publish to installer — Makes the PDF and photos visible and downloadable to the installer. Until you publish, the deliverable is internal only.

Emails — Customer-facing emails (e.g. installer-paid confirmation). Admin → Emails or “Emails ready to send”.

QC — Optional quality-check workflow: score and approve bookings before they move to design.

Datasheets — Upload, review, publish or reject product datasheet PDFs. Installers can view published ones and use Pack Navigator.

Pack Navigator — Ask questions in natural language and get answers from published datasheets.

Calendar — View and manage survey slots and assignments.

Invoices — Weekly invoices for installer orgs; send and reconcile.

Installers — List orgs, add/remove users, set roles (installer_rep, installer_design, installer_master).

Surveyors — List surveyors, assign to jobs.

Admin — Feature flags, system status, survey sync checks, webhooks, reconciliation.

Your guide: Admin

Your role: Full access. You can do everything in the portal: manage bookings, link surveys, generate PDFs, publish to installer, send emails, manage installers and surveyors, run QC, handle datasheets, invoices, and admin tools.

What you’ll use most:

• Dashboard — Overview of bookings and “Emails ready to send”. Use it to send customer confirmation emails where needed.
• Bookings — Open any booking. Link survey (Find survey or paste record ID), Generate PDF, Publish to installer. Check deliverables and status.
• Admin — Feature flags (AI, QC, calendar), system status, survey sync checks, Emails, Reconciliation, Invoices. Use these for config and day-to-day ops.
• Installers — List installer orgs, add/remove users, set roles. Ensure each org has at least one user who can download (installer_master or installer_design).
• Surveyors — List surveyors, assign to jobs from Calendar or booking.
• Datasheets — Upload, review, publish or reject.
• QC — If QC is on, use the QC queue to score and approve bookings.
• Invoices — Weekly invoices, send to installer orgs, reconcile.
• Profile / Account — Your profile, notifications, password.

Typical flow: Link survey → Generate PDF → Publish to installer → (optional) send customer email from Emails. If something didn’t link automatically, use “Find survey” or paste the survey record ID. If an installer can’t download, check INSTALLER_DOWNLOAD_FLOW—usually the pack isn’t published yet, or the user is installer_rep (no download), or wrong org.