The platform
Everything HVACR Passport does
This isn't a single feature with a website around it. It's a complete supply-chain and warranty platform spanning the entire unit lifecycle and every stakeholder in the chain. Here's the full picture.
The backbone
It all hangs off one enforced lifecycle
Every capability below attaches to a unit as it moves through these states — which is why the data stays trustworthy end to end.
No step is skippable — a failed install can loop back for refurbishment, and every transition is logged with user, time, and IP.
Capabilities
The complete feature set
Grouped by domain so you can see the breadth at a glance.
Unit lifecycle & tracking
Every unit is a digital record with a globally unique, immutable serial.
- Enforced state machine from Created to Installed — no skippable steps
- Failed inspections loop back; defective units return for refurbishment
- Search and look up any unit by serial or tag
- Every transition logged with user, timestamp, and IP
QR & NFC tags
One unit URL, carried two ways for the field.
- Server-generated QR codes plus tap-to-open NFC chips
- Tags are plaque inventory, bound to a unit on first scan
- Damaged-tag replacement keeps the unit's full history
Quality control & inspection
Inspection is a gate, not a checkbox.
- Factory QC pass/fail recorded per unit before shipping
- Re-inspection supported with full inspection history
- Home-inspector reports (pass / fail / needs attention) for resale
Shipments & chain of custody
Track units by serial across every handoff.
- Batch shipments from manufacturer to distributor to contractor
- Receiving confirmation with damage and discrepancy notes
- Status flow from pending to shipped to received, fully timestamped
Parts catalog & ordering
OEM and aftermarket parts, with the right walls in place.
- Parts owned by a manufacturer (OEM) or distributor (aftermarket) — never both
- Distributors submit parts to a manufacturer catalog as drafts for approval
- Visibility matrix shows each role only the parts it should see
- On-site contractor ordering with a pending → delivered status queue
- CSV/ERP bulk upsert with dry-run and per-row error reporting
Warranty management
Warranty that's automatic and provable.
- Starts on installation date, auto-calculated per model
- Homeowners see live expiration and days remaining
- Warranty work flagged separately from paid service
- Shareable warranty proof without exposing personal data
Installation & service records
The field history that backs every claim.
- Installs capture homeowner, address, permit, and technician
- Service logs record type, description, parts used, and warranty flag
- Full service history visible to homeowners and authorized contractors
Service requests & reminders
Turns a warranty record into recurring work.
- Homeowners request service; the installing contractor is notified
- Urgency levels and a pending → completed status flow
- Maintenance reminders on a configurable interval, deduplicated
Ownership transfer & sharing
Units follow the home, privately.
- Three transfer paths with token-based acceptance
- Clean handoff — the previous owner loses access on acceptance
- Shareable links with time and view-count limits, no account needed
Messaging & support
Conversations and tickets in context, on the unit.
- Homeowner ↔ contractor, intra-org, and contractor ↔ distributor threads
- Support tickets with notes and attachments tied to a unit
- Brand-tech knowledge library for troubleshooting and specs
AI diagnostics
Field support with the unit's context built in.
- Unit-aware chat sessions for contractors and brand techs
- Pulls in model specs and prior service history automatically
- Sessions can escalate straight into a support ticket
Multi-manufacturer & dealer authorization
One brand or many, fully isolated.
- Per-manufacturer data isolation enforced at the database layer
- Dealer-code authorization — no global dealer directory to mine
- Dealers work every authorized brand from one unified portal
- Per-manufacturer branded portals from a single codebase
Security, audit & compliance
Built to the standard a compliance team would ask for.
- Complete, immutable audit trail across every action
- Role-based access with strict tenant isolation
- JWT auth with refresh-token rotation and blacklisting
- OWASP-reviewed; encryption in transit and at rest
Integrations & API
Connects to the systems already in the building.
- Manufacturer API keys scoped to a single tenant for M2M sync
- Bulk parts/catalog upsert from an external ERP
- Full REST API across the platform
Homeowner mobile app
The unit in the owner's pocket.
- Service requests and contractor messaging on the go
- Push notifications for maintenance reminders
- Tap-to-open NFC and QR scanning to add a unit
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