LOCAL DEVELOPMENT Staff login protected. Fictional CRM data only.
ExclusiveConstruction
ONE TEAM. ONE WORKSPACE.

Built for the way
your team works.

Keep every job moving with your conversations, documents and team in one place.

STAFF ACCESS

Opening your workspace

Checking your session…

Local development · Company-controlled staff access
Use fictional customer information during this development phase.
BOARD WORKFLOW

Create a board

Status columns

Name each step and put it in order. Changes apply to this board only.

Use existing company statuses
NEW JOB

Add a customer & job

Add the customer and property for this job. For a repeat visit, open an existing job card and choose Repeat job.

SIGNING REHEARSAL

Prepare a packet

Each signer reviews and explicitly signs each document. No email is required.

Add documents or photos

PDFs, JPG, PNG, WebP or HEIC photos. Each becomes a separate document to review and sign.

Original kept. Vertex prepares a copy for signing.

Choose Fill & place signatures to add text, signatures, names, dates, initials and checkboxes to your PDF. Only the owner can save layouts to shared documents. Each signer approves each document separately.
No PDFs selected
ExclusiveConstruction
TEST ONLY · This local handoff is not an authenticated signing session.
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Sign this document

Your confirmation applies to this document only. Signature dates are recorded in UTC; the audit includes exact timestamps.

Draw your signature optional

Use your finger, pen or mouse. Your typed name is still required. Leave the pad blank to use your typed name.

No drawing added. Your typed name will be used.
GEORGIA · LOCAL SIGNING TEST

Prepare agreement

Fill the supplied PDF, then have the insured and public adjuster review and sign it separately. No signer email is required.

Public adjuster signer

The insured signer’s name comes from Full name above. Each person confirms their own signature.
DOCUMENT PREVIEW

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LOCAL TEST OUTBOX · NOT SENT

Signing invitation

This email is captured locally. Nothing was delivered to the recipient.


YOUR UPDATES
Notifications
Browser alerts
Optional alerts while Vertex is open on this device. Enable them separately for each staff session.
Browser alerts are off.
Background push · Local test mode
Rehearse alerts here. Delivery while the app is closed will need approved browser push services and secure access.
Local test mode.


Channel photo


PRIVATE STAFF CONVERSATION
New message
Choose an existing staff account. This opens a private conversation between the two of you.


Edit message


React to this message


Channel item


TEAM COLLABORATION
Create a channel
Examples: call-center, inspectors, sales, operations
Only assigned members can find, read and post here. Managers and owners also need membership to see the conversation.
Assign staff optional
You are included automatically. Managers and owners in this channel can add or remove people later.


CHANNEL PEOPLE
People
Assign staff to this channel
This adds an existing company account. New staff accounts are created separately by an owner.


COMPANY ACCESS
Manage staff
Staff must enroll an authenticator before accessing jobs. Changes take effect on the server and revoke the affected person’s sessions.
Invite a staff member
Share the single-use activation code privately with the intended person. They choose their own password and authenticator.