The renewable survey portal behind every Vertex job

Put a complete job into the diary

• Start by form, typed request or voice-enabled assistant
• Suggested slots account for availability, capacity and travel rules
• Slot checks prevent stale suggestions being accepted twice

Check the survey before the visit ends

• A completed field record enters the Vertex review flow
• The reviewer sends specific corrections or confirms the surveyor is good to go
• AI-assisted checks help surface possible misses; Vertex controls the release decision

Release the approved pack, not a draft

• PDFs and photo packs remain internal until they are approved and published
• Authorised installer users download the same final version
• Job status makes it clear what is in review, ready to release or delivered

Give each person the access they need

• Representatives can book work without being given report-pack access
• Master, admin and design users can access published deliverables
• Calendar subscriptions and signed webhooks connect the portal to existing workflows

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

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

Professional delivery every time

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

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

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

Completion starts the review

• The field record remains linked to its original booking
• Completion routes the job into the live QC flow
• Corrections can be made while the surveyor is still at the property

Vertex decides when the pack is ready

• AI-assisted checks can point the reviewer towards possible omissions
• The reviewer confirms what must be fixed or approves the record
• Draft deliverables stay internal until the release gate is passed

Use the portal alone or connect it

• Use the web, desktop or mobile apps for daily work
• Subscribe to job calendars without re-entering appointments
• Signed webhooks can return booking and delivery events to existing systems

What does the Vertex Portal do?

The Vertex Portal connects booking, survey progress, live quality control and final report delivery. Installer teams can follow one job record from the first request to the approved PDF and photo pack.

Which devices can installers use?

Installers can use Vertex Portal on web, Windows, Android, iPhone, iPad and Mac. The native mobile apps are available from Google Play and the App Store.

How does the portal support quality control?

When a field record is completed, it enters the Vertex live QC flow. A reviewer can return a specific fix list while the surveyor is still on site or confirm that the record is good to go. AI-assisted checks help surface possible omissions; Vertex controls the release decision.

Can every installer user download reports?

No. Portal permissions match the job each person does. Installer representatives can book work without report-pack access, while authorised master, admin and design users can download published deliverables.