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 jobs assigned to you. After the site visit, you link your survey record to the booking; if you have the rights, you can also generate PDF and publish to installer.
Surveyor / Dashboard — Your assigned jobs and schedule.
Bookings — Only your assignments. Open a job → after the site visit, “Link survey” → “Find survey” or paste the survey record ID → Link. If you have QC/publish rights, you can then Generate PDF and Publish to installer.
Link survey — Connects your saved survey record to the portal booking so the PDF can be generated.
Calendar — If enabled, your calendar view.
QC — Only if QC is enabled; only for your bookings. Score and add notes; design will take it from there.
Datasheets / Pack Navigator — If enabled for your role.
Your role: Site surveys and (if enabled) QC. You see only bookings assigned to you. You can link your survey after the site visit, and—if you have the rights—generate PDF and publish to installer. Otherwise you hand off to design after linking.
Typical flow: See your day in Surveyor or Bookings → complete survey in the Vertex app → open booking in portal → Link survey (Find or paste ID) → if you have rights, Generate PDF and Publish; otherwise the designer does that step.