Contractor Pilot

Give every completed job a clean digital closeout packet.

After every install, send homeowners one QR-linked record for project details, photos, warranties, manuals, maintenance notes, and service contact info.

Request a Branded Sample

No CRM change. No onboarding. We can build the first sample with you.

Home Passport

Smith HVAC LLC

Residential HVAC Replacement

Completed · June 2024

Equipment Warranty

10-yr parts · 1-yr labor

Project Documents

Invoice · Permit · Manual

Project Photos

Before & after · 8 photos

Maintenance Reminder

Filter change · Oct 2024

Private Homeowner Wallet

Cost record · Homeowner only

How Home Passport works

Turn a completed job into a polished homeowner handoff in minutes.

1

Complete the job

Upload or enter the basic project details, photos, warranty info, manuals, service notes, and documents your customer needs after the work is done.

2

Generate the Home Passport

Home Passport turns the job into a clean QR-linked project record with a public summary and a private homeowner wallet.

3

Send it to the homeowner

The homeowner gets one link for the project summary, documents, warranties, maintenance reminders, photos, and your service contact info.

Everything in one polished packet

One link your customer keeps forever — not a folder of files they'll never open again.

QR-Linked Project Record

One link replaces the stack of PDFs, photos, and warranty docs homeowners lose within a week.

Warranty Tracking

Equipment warranties, workmanship coverage, and permit records organized so the homeowner actually keeps them.

Document Wallet

Invoices, permits, before & after photos — attached and retrievable years after the job is done.

Private Cost Record

Share the project value confidentially. Visible to the homeowner only, hidden from the public.

Maintenance Reminders

Pre-set reminders keep your brand in front of the customer when it's time for service or replacement.

Quick Closeout

A polished closeout packet in minutes, not hours. Your logo on every record, their permanent copy.

See what a Home Passport could look like.

Explore sample closeout records for common home service jobs.

HVAC Demo

HVAC Replacement

See how equipment details, service notes, photos, warranties, and maintenance reminders can be organized after an HVAC job.

View HVAC Demo

Roofing Demo

Roof Replacement

See how roof photos, material details, warranty information, inspection notes, and homeowner handoff docs can live in one clean record.

View Roofing Demo

Electrical Demo

Electrical Upgrade

See how panel work, fixture installs, safety notes, permits, photos, and service documentation can be shared with homeowners.

View Electrical Demo

Want this for your completed jobs?

Request a Branded Sample

Not another CRM.

Home Passport sits on top of your existing workflow as the customer-facing closeout layer.

Your CRM

  • Manages the job internally
  • Tracks scheduling, invoices, dispatch, and tasks
  • Used mainly by your team

Home Passport

  • Organizes what the homeowner receives after completion
  • Packages warranties, documents, photos, maintenance notes, and service info
  • Keeps your company attached to the home after the job is done

Cleaner handoff. Fewer lost documents. More service, review, referral, and replacement opportunities.

Private records stay private.

Share a clean public project summary while keeping sensitive records inside a private homeowner wallet.

Public project summary

A clean shareable record for the homeowner and the home.

Private homeowner wallet

Sensitive records kept behind homeowner-only access.

Visibility controls

Choose what is public, homeowner-only, or private on every job.

Out of scattered inboxes

Documents stay organized — not buried in texts and email threads.

Want to see Home Passport with your branding?

Send one completed job and we'll turn it into a polished sample closeout packet.

No CRM change. No long onboarding. No setup required.

We'll follow up and build the first sample with you.
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