Shared job visibility
Installer teams can see survey progress and report delivery through the portal, rather than relying on scattered messages and manual chasing.
Survey-only support for installer teams that need clearer evidence, portal visibility and reports that help jobs move.
Vertex is not trying to be the installer, designer and surveyor all at once. The role is clear: capture site evidence, structure it properly and give installer teams a report they can use for quoting, design, installation planning and compliance review.
Installer teams can see survey progress and report delivery through the portal, rather than relying on scattered messages and manual chasing.
Photos, measurements, assumptions, access notes and follow-up actions are grouped so the office, designer and installer can work from the same file.
Vertex supports the survey and report layer, so installers can focus on design decisions, customer communication and installation delivery.
The aim is simple: fewer missing photos, fewer unclear assumptions and fewer avoidable callbacks. See the sample report, portal overview and installer services.
That difference matters most when the same installer team is handling multiple job types at once. A heat pump survey, solar survey and heat-loss report should not all arrive in different formats with different levels of evidence. The Vertex approach keeps the job record consistent so teams can scale without lowering the quality of the handover.
It also helps when new people join the office or design team. They can open a familiar report layout, find the evidence quickly and see which decisions still need confirmation before the job is booked in.