The record of every unit you fit, and every customer it belongs to
The QR passport is the part your customer sees. Behind it is your side: what you installed, who you installed it for, when each unit is due again, and every booking that came back to you because of it.
Units
Grouped by site14 Acacia Road, Randburg
4 units · 2 customersElectric geyser
Kwikot 150L
T. Mokoena
4 Oct 2026
Heat pump
Kwikot HP
T. Mokoena
5 Jan 2027
Gate motor
Centurion D5 Evo
P. Nkosi
2 Nov 2026
Pool pump
Speck Badu
P. Nkosi
12 Aug 2026
Every unit you have ever registered, filtered by what needs attention.
Your side of it
A customer and equipment register, built for a trade
Not a sales pipeline and not an accounting package. The book of what you have installed and who it belongs to, on a phone, in a roof space, with one hand.
Tags sit alongside all of it: generate codes, print them 24 to an A4 sheet, and see which are unallocated, on a unit or claimed. Every code belongs to your company alone, and every tag carries your business name and number under the QR, so it is a business card that stays on the unit long after the fridge magnet has gone.
Every morning
One screen that says what today is
New booking requests off your own tags, units due or overdue for a service, how many people scanned this month, and the customers who need a WhatsApp because there is no email on file for them.
- Booking requests, oldest first
- Due and overdue units
- Recent scans of your tags
- Reminders you send yourself
Today
InstallPass ROI
7
booking requests from InstallPass this month
3
New requests
12
Due in 30 days
New booking requests
Thandi M.
Routine service
Pieter v.d. M.
Not working
Aisha K.
Warranty question
The register
Every unit, and the customer it belongs to
Brand, model, serial, capacity, install date, warranty dates and service interval, on every unit you have ever registered, and the customer each one belongs to. Group them by the address they sit at or by the person who owns them, and one address across four jobs is one site, not four.
- Filter by what needs attention
- Open a unit for its whole history
- Customers, their units and their consent
- Photos, notes and the certificate
Thandi Mokoena
082 123 4567 · thandi@example.co.za
Electric geyser
14 Acacia Road
Service due 4 Oct
Heat pump
14 Acacia Road
In warranty to Jan 2028
What comes back
The job arrives knowing what it is
A request that came off a tag brings the unit, its history and the dates the owner offered, so you are not reconstructing the job from a WhatsApp thread. Reminders go out before it, on their own, in your name.
- Contacted, scheduled, done
- The unit's history attached
- Service due, overdue and warranty reminders
- Nothing typed in by anybody
New booking request
NewThandi Mokoena
082 123 4567 · scanned the tag
Electric geyser · Kwikot 150L
Installed 12 Nov 2025 · serviced once · in warranty
"Water is lukewarm in the mornings. Any time Tuesday or Thursday."
What it replaces
You already keep these records. Badly.
Not because you are careless, but because a phone, a bakkie and a memory are where install records go to die.
A photo of the rating plate
Brand, model, serial and rating on the unit's own page, read off that photo when you registered it.
A number in your phone
A customer record with every unit you have fitted for them, and what they agreed to be contacted about.
A job card in the bakkie
Install date, warranty, service interval, notes and the certificate, attached to the unit.
Remembering to call them
A reminder that goes out on its own, in your name, with a link the customer can book from.
How it fits your day
Registering a unit is part of the job, not homework
On site, before you pack up
Scan the tag you just stuck on, photograph the rating plate, and the brand, model, serial and capacity fill themselves in. Add the warranty and the service interval and save. About a minute.
That evening, or never
There is no paperwork waiting for you at home, because the record was finished on site. Nothing to type up, nothing to file.
Two years later
The reminder goes out on its own, the customer books from their passport, and the request arrives with the unit's full history attached, so you know what you are walking into.
What it is not
InstallPass does not quote, invoice or do your books, and it does not try to. It keeps the install record and the customer attached to it, and leaves the money side where it already works. An API and an integration with QuoteGenio are on the way, so the record can reach the tools you use.
Team accounts, room to grow and every feature below
R199 a month to start
14 days free first, no card needed.
On Starter and Pro
A page of your own, at an address you can hand out
Your name, logo, trades, the areas you cover and every way to reach you, on a page you switch on in Settings. Put it on the van, on an invoice, in your WhatsApp bio, or leave it alone.
- Not a listing in a directory. Nothing points at it but you.
- Linked from the header of every passport you have ever tagged, where your customers already are.
- Switch it off whenever you like, and nothing you wrote is lost.
Your address
installpass.com/installer/your-business
Taken from your trading name the first time you publish, and it never changes after that, so a link printed on a vehicle keeps working.
From the blog
Guides for installers who want repeat work
What one repeat call-out is worth: the numbers behind service work
A new install is a one-off. The services that follow it are not. Here is how to work out what a customer who keeps calling you is actually worth.
Security and CCTV installers: turning alarm and camera installs into service work
Alarm batteries go flat, recorder drives fill up and cameras drift out of focus. Here is how to make sure the call comes to you when they do.
A home equipment register: what to keep for your geyser, inverter and gate motor
Every house has a handful of units that need servicing, carry a warranty and come up when you sell. Here is what to keep for each, and where to keep it.
In their words
What installers say about it
The same story in every trade: a tag that stays on the unit is what brings the next job back to the person who fitted it, years after the invoice was paid.
Three geysers I fitted in 2023 came back to me this winter instead of going to whoever was cheapest on Google. The tag was still on the pipe and they scanned it.
The rating plate photo doing the typing is the part my guys actually use. Before this, half the job cards came back with the serial number missing.
A customer phoned about a warranty claim from two years ago. I had the certificate of compliance and the install date on screen before she finished the sentence.
Your last hundred installs are already out there.
They are in somebody's roof, working, with your name nowhere on them. Start tagging the next one and the record builds itself from here.
No card needed · 10 free self-print tags