Portal

Client portal

Bookings, status tracking, and secure pack delivery — built for installer workflows.

Portal access is provided to onboarded teams. Use it to view jobs, track progress, and download deliverables.

Open portal View sample pack online

Need access or the link isn’t working? Email dave@vertex-surveys.co.uk.

What you can do

Built to remove admin

Everything is designed to keep one source of truth from booking to install.

Portal

Bookings + pack downloads

Secure pack downloads through Vertex
Status tracking from booking to delivery
Installer pack and customer-friendly PDF options

API

CRM integrations via JSON

Webhooks to push booking data into your CRM
Attach structured job data back onto existing bookings
Designed for installer workflows and audit trails

Data

Heat loss + datasheet library

Integration options for heat loss software to reduce re-typing
Installer datasheets and reference library for repeatable standards
Consistent field structures to keep inputs reliable

Open portal