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Portal

Vertex Portal for installers

Book the survey, track the status, and download the report in one place.

Booking One clean record

No scattered emails or copied notes.

Status Example portal view — sample data

Booked, in progress, delivered.

Access Web, iPhone, and iPad

The same record follows the team.

Output Report delivered same day

The portal becomes the handoff point.

Open Vertex Portal Download the app
Sample report Trustpilot Get pricing

Live on web, iPhone, and iPad. Team access is handled through info@vertex-surveys.co.uk or the contact page.

Day to day

Keep the job clear from booking to delivery

Booking, status, and report delivery in one place.

  • One record from booking to report delivery.
  • Role-based access without shared inboxes or version drift.
  • Quicker handover between office, design, and installation.
Portal

Bookings + report downloads

  • Book surveys in seconds
  • Secure report downloads through Vertex
  • Status tracking from booking to delivery
  • Installer report and customer-friendly PDF options
Teams

Role-based access

  • Installer master, admin, rep, and design roles
  • Right access for each user without sharing inboxes
  • Easier handover across the team
Connections

Send updates back into your own systems

  • Webhook routes are available if you already run a CRM or internal tracker
  • Attach booking and delivery updates back onto existing records
  • Fewer manual status updates
Reference material

Useful standards notes close to the job

  • Reference material sits alongside the booking and report record
  • Saved inputs can cut repeated typing
  • Still kept secondary to the main job record and report download
Open Vertex Portal on the web Get pricing Contact Vertex
Screens

What the portal looks like in use

Desktop and mobile views.

Office visibility

Status visibility for every job

See pipeline movement from booked to delivered without chasing updates across channels.

Mobile access

Install teams get what they need fast

Field users can check status and access reports quickly without waiting for office relay.

Booking control

Booking details captured clearly at the start

The booking flow helps teams capture the key scope details before survey day.

Outcome

What gets easier once the portal is the default

Fewer chases and less confusion about what is final.

Speed

Less waiting, fewer chases

  • Status visibility from booked to delivered
  • Report downloads without waiting on email threads
  • Smoother follow-through for design and installation teams
Consistency

Same place, same version

  • Role-based access for master, admin, rep, and design users
  • Clear ownership and fewer missed updates
  • Clear records that keep the report format familiar across the team
Client confidence

Professional delivery every time

  • Installer and customer versions of deliverables
  • Branded, organised report structure
  • Audit trail and timeline visibility
Before and after

Before Vertex vs after Vertex

The job stays tied together from booking to delivery, so people are not working from different versions.

Before

Status spread across too many places

  • Status updates spread across calls, inboxes, and chat
  • Design teams chase missing files and unclear evidence
  • Install teams lose time checking what is final
After

One clear record from booking to delivery

  • Office sees live job status from booking to delivery
  • Different users access the same clear record
  • Fewer back-and-forth messages between teams
Open Vertex Portal on the web Download Vertex Portal on the App Store Get pricing
For larger teams

Extra support for teams with more moving parts

Most teams only need bookings, status, and report downloads. Larger teams sometimes want extra checks around intake, field capture, or final review.

Booking support

Cleaner booking intake

  • Helps teams capture the key booking details up front
  • Supports scheduling and slot selection
  • Reduces missing information before the survey is assigned
Field support

More consistent capture on survey day

  • Supports field teams through clear survey steps
  • Helps reduce avoidable misses in photos, notes, and scope details
  • Makes final review and design easier
Review support

Quality checks before reports go out

  • Supports survey-complete checks and internal review
  • Flags what needs fixing before release
  • Helps reduce rework and improve first-pass quality

These tools are optional and depend on your team setup. For access and rollout, contact info@vertex-surveys.co.uk.