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Installer requirements

Pre-install survey requirements before the job gets booked in

Before design sign-off or install booking, the report needs to show the things people normally end up chasing.

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Requirements

What should be obvious before install booking

Best practice

The checks that stop late surprises

One layout every time

If teams know where to look, they make decisions faster.

Obvious gaps flagged before release

Missing evidence is cheaper to catch before the report goes out.

One shared record

Office, design, and site should be looking at the same job, not three versions of it.

What Vertex sends

Clear enough to move the job on

One report. Same layout each time. Clear photos, plain notes, obvious constraints, and the bits that still need a decision.

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