Guides for getting the most out of InstallPass
Step-by-step help with tags, registering units, printing, bookings, reminders and your team.
Getting started
Get started with InstallPass
What InstallPass does for your business, how the free trial works and the best way to spend your first hour in the app.
Read guideSet up your company
Fill in your company profile, service areas, booking mode and trades so homeowners see the right details and can book you.
Read guideAdd your team
Give your technicians and co-owners access to your company in InstallPass, choose their roles and manage who can sign in.
Read guideTags and printing
How tags work
What a tag code is, what happens when someone scans it, what each tag status means and the ways to get tags for your company.
Read guidePrint tag sheets
Print a sheet of 24 QR tags from the Tags page, on plain paper or A4 label stock, with the right printer settings.
Read guidePrint a single tag
Print one tag for a unit on a label printer, or on a chosen position of an A4 sheet of plain paper or label stock.
Read guideReplace a damaged or lost tag
Replace a faded, damaged or missing tag without losing the unit's history, or add a tag to a unit that doesn't have one.
Read guideUnits and service
Register a unit
Register a new installation in three steps: choose the tag, photograph the rating plate and add the unit and customer details.
Read guideScan a tag
Use the Scan a tag button to read a QR with your camera and go straight to registering a unit or opening one you've already tagged.
Read guideManage your units
Find units quickly, see which ones need attention, update details, choose passport visibility and log services.
Read guideCustomers and bookings
Handle booking requests
Where booking requests come from, how you're notified and how to track each request from New to Completed.
Read guideService and warranty reminders
How InstallPass sends service and warranty reminder emails, who receives them and how to keep your dates accurate.
Read guideCustomers and POPIA
How customer records are created, what's public on a passport and what stays private, and POPIA basics for installers.
Read guideWhat homeowners see
What a homeowner sees when they scan a tag: the passport, your business, warranty and service dates, and ways to book you.
Read guideYour account
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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.
Every install, on record.
Start your free trial and tag your first unit today. Fourteen days of every Pro feature, on real installs. If the bookings do not come back, you have lost nothing but an afternoon.
No card needed · 10 free self-print tags