Lead partners

Turn raw renewable leads into surveyed installer opportunities

Vertex gives lead partners a survey-first qualification layer for heat pump, solar, battery and heat loss enquiries.

Instead of handing installers a name, number and vague property interest, you can pass a surveyed opportunity with site evidence, constraints, photos, measurements and a clear handover pack.

Discuss partner model View sample report

Built for lead generators, introducers and installer networks that want higher-quality opportunities before allocation.

The commercial problem

Raw leads are cheap until installers have to qualify them twice

Many renewable enquiries look viable at first touch, then fail once roof access, heating detail, electrics, room data or site constraints are checked. That burns installer survey capacity before a quote can move.

Raw lead

Name, number and a broad technology interest
Unknown property constraints until installer review
More calls, rework and dead-end appointments

Surveyed opportunity

Property visited and site evidence captured
Photos, measurements and blockers visible early
Installer receives a clearer pack before allocation

Installer handover

What an installer receives

The goal is not to replace the installer. It is to make the opportunity easier to review before they commit office, design or survey time.

Site evidence

Property and access context
Roof, electrical, heating or room evidence depending on scope
Labelled photos and measurements grouped by decision area

Handover pack

Quote and design blockers flagged early
Portal delivery, download link or webhook update where agreed
One report structure your installer network can learn once

Clear boundary

The installer keeps final design, quote, system sizing, install delivery and customer ownership unless a separate scope is agreed.

Lead partner value

What changes commercially

A surveyed opportunity should be easier for an installer to trust because the basic site facts have already been captured and presented cleanly.

Better acceptance

Give installers more than interest

The handover is built around useful evidence, not just a homeowner enquiry and an optimistic technology choice.

Less wasted capacity

Filter obvious blockers earlier

Access, electrical, roof, cylinder, room or heating constraints can be seen before an installer allocates extra internal time.

Cleaner handoff

Keep the operating model clear

Vertex can provide the survey pack while the lead partner and installer keep their commercial relationship intact.

Operating options

Three ways to test the model

Pilot batch

Start with a small batch of live enquiries

Use a handful of suitable jobs to test survey quality, installer acceptance and the handover process before scaling.

White-label support

Keep your partner model intact

Survey output can be aligned to the agreed handover route, with installer branding options discussed where appropriate.

Portal or webhook

Feed progress back into the process

Portal tracking, downloads and integration routes can support lead partners that need status visibility across multiple jobs.

Next step

Discuss a surveyed-opportunity pilot

Send the shape of your lead flow and installer handoff. We will help define what should be surveyed, what the installer receives and where Vertex should stop.

Discuss partner model Email the team See portal delivery