Portal

Client portal (coming soon)

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

We’re building a portal and integrations so you can book surveys, track progress, and download packs in one place. For now, survey packs are delivered directly via email.

Request access View sample pack

If you need a pack re-sent, email info@vertex-surveys.co.uk.

What’s coming

Built to remove admin

Features are in development and will roll out in phases.

Portal

Bookings + pack downloads

Secure pack downloads through Vertex (no shared-drive confusion)
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