HVACR Passport

For Contractors

Less paperwork. More repeat business.

HVACR Passport works the way you work — a native field app on your phone lets you scan the unit, record the install, and move on. It hands you warranty proof, repeat-business leads, on-site parts ordering, and AI diagnostics, all tied to the unit in front of you.

Why it matters

What slows you down

  • ✕Paperwork for every install, with warranty records that are easy to lose.
  • ✕No warranty leverage when a dispute lands on your desk.
  • ✕Driving to the counter for parts instead of ordering from the job.
  • ✕No automatic way to win the next service call from past customers.

The solution

What HVACR Passport does for you

Everything tied to the unit you're standing in front of.

Scan-and-record installs

Scan the QR/NFC tag, capture homeowner, address, and permit, and warranty starts automatically — no paper chase.

Warranty proof on demand

Every install and service entry is on the record, with warranty work flagged — your leverage in any dispute.

Order parts from the field

Submit a parts order from the rooftop straight to your distributor, linked to the unit and service call.

AI diagnostics

Open a unit-aware AI session that already knows the model and service history, and get guided troubleshooting.

Repeat-business leads

Maintenance reminders and homeowner service requests route back to you — the installer — automatically.

Direct homeowner messaging

Keep a clean channel with the homeowner for scheduling and post-install support, no personal numbers swapped.

One platform — see it from another side of the chain

Request a demo

See it from the truck

We'll show you an install, an on-site parts order, and an AI diagnostic session end to end.