Vertex Surveys
Portal user guidebook
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.
Every booking moves through: Booked → Scheduled → Survey → Quality check → Design → Ready → Delivered. You see only your org’s bookings. You can view and download published PDFs and photos; you cannot book surveys (reps and masters do that) or publish to installer.
Bookings — Your org’s bookings. Open a booking → “Download PDF”, “Download photos ZIP” when Vertex have published.
Pack Navigator — Ask questions in natural language and get answers from published datasheets. Useful for product/spec lookups.
Datasheets — View and open published datasheet PDFs (no draft/rejected). Vertex upload and publish these; you use them for design and Pack Navigator.
Tickets — Create or view tickets for your org if something’s wrong (e.g. pack missing or wrong).
Your role: Design team within your installer org. You can view and download published PDFs and photos, use Pack Navigator and published datasheets. You cannot book surveys (reps and masters do that) and you cannot publish to installer.
Typical flow: Bookings → open a Ready booking → Download PDF and photos ZIP. Use Pack Navigator for product/spec questions. Raise a ticket if a pack is missing or wrong.