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Why Vertex exists

We built the survey system ourselves

Vertex was designed from the ground up for renewable installers, with structured navigation, clearer technical handoff, and repeatable pack logic.

15,000+ surveys completed · pack on completion · EPC by next morning in the standard flow.

The problem with traditional survey packs

Many survey documents are little more than form exports. Data is captured, but the output is not always structured around how design teams, office staff, and installers work in practice.

Vertex was built after seeing first-hand how generic surveys slowed down renewable installations and created avoidable handoff friction.

Traditional survey packs

Generic form logicHarder to adapt for renewables
Linear PDF exportLong scrolling and slower review
Variable structureInconsistent handoff between jobs
Photo dump orderCritical details harder to spot fast

Vertex survey system

Renewable-specific capture workflowBuilt for ASHP, solar, and heat loss decisions
Structured navigationFaster access to technical sections
Standardised pack architectureRepeatable output quality across jobs
Evidence grouped by installer useCleaner office-to-design-to-install handoff

Purpose-built renewable survey workflow

Renewable-specific logic

Capture structure built around ASHP siting, electrical evidence, cylinder context, and heat loss handoff requirements.

Navigation for real teams

Section flow allows office, design, and install teams to jump directly to the technical detail they need.

Design-handoff structure

Evidence, measurements, and assumptions are grouped by decision point, not by raw capture order.

Standardised architecture

Every pack follows one repeatable structure so workflows stay predictable across jobs and surveyors.

QC-led release

Internal checks are built into the workflow before release, supporting consistent survey output quality.

Operational visibility

Portal delivery keeps one shared job record from booking through pack access and download.

Why this matters for installer operations

Fewer redesign questions

Critical constraints are clearer on first review.

Less time hunting through PDFs

Navigation and section logic reduce document search time.

Cleaner quoting workflow

Office teams can move faster when evidence is grouped by use.

Stronger internal handoff

Survey, design, and install teams operate from one structure.

More confidence before install

Technical risk is surfaced earlier, before install day.