Carry your home profile from estimate to three proposals, the selected system, final invoice, warranty and maintenance.
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The Passport organizes project facts; it does not verify a contractor, certify an equipment match or replace the original invoice, permit or warranty.
Record the estimate, every proposal, exact indoor and outdoor model numbers, cash and financed totals, exclusions, permit responsibility, electrical work, duct scope, commissioning and labor warranty. A verbal promise is not a substitute for written scope.
Save the selected system, installation date, final invoice, change orders, serial numbers, permit closeout, startup readings, rebate documents and warranty registration. Keep original documents outside the Passport as the controlling evidence.
Track filter details, service dates, warranty deadlines and maintenance notes. Export a portable copy before changing devices. Temporary sharing is read-only and optional; browser-only mode remains available without an account.
Your default record stays in this browser. Export, temporary sharing and account sync happen only when you choose them. Do not place payment-card details, government identifiers or contractor login credentials in project notes.