TradeStack Passport

CONTRACTOR RETENTION & SERVICE REVENUE

Your project shouldn't stop producing value when the install ends.

Professional closeout gets you into the building. The permanent owner Passport — with live warranty tracking and a Request Service button that routes straight back to you — keeps you in the account for every future service, upgrade and replacement.

Every completed project becomes a future service opportunity · already have an account? Log in

TradeStack Passport project dashboard

THE REAL COST

You win the customer, install the system — then lose the account.

You spent money bidding, installing and closing out the job. Then the record goes cold: warranties expire without you, equipment ages, service needs pop up — and the owner calls whoever's easiest, not you. One recovered service call, replacement or upgrade can be worth more than the entire project fee. TradeStack Passport keeps you attached to the building, the equipment and the warranty dates, so the account keeps producing work long after handoff.

HOW IT PAYS YOU BACK

Closeout gets you in. The Passport keeps you in the account.

A permanent owner Passport

Every customer keeps a live, branded record of their system — with your company on it. It stays with the building for years, so you're the name they see whenever the system needs attention.

Live warranty tracking

Warranty start and end dates stay tied to each installed device. Know exactly what's covered, what's lapsing, and when it's time to get back into the account — before your customer calls someone else.

Request Service routes to you

The owner's portal has a Request Service button that sends the job straight back to the contractor who installed the system. Every completed project becomes a warm channel for service, replacements and upgrades.

Complete equipment record

Every camera, reader, switch, AP and rack — make, model, serial, MAC, IP, firmware, location and warranty — so you always know the exact system in that building.

Fast field capture & QR scan

Technicians scan or type from their phone browser — no app install. Devices and cable drops flow straight into the project record.

Branded closeout, done right

A print-ready closeout package with the full registry, cable schedule, QR and a verified seal — the professional handoff that gets you the paid project. The PDF supports the story; the relationship is the value.

SEE IT IN ACTION

A real project, end to end.

Project dashboard — readiness, systems and punch-list at a glance.
Project dashboard — readiness, systems and punch-list at a glance.
Device record — full details, lifecycle and verified status.
Device record — full details, lifecycle and verified status.
Owner Passport — installed equipment, warranty dates and a Request Service button that routes back to you.
Owner Passport — installed equipment, warranty dates and a Request Service button that routes back to you.

2-MINUTE WALKTHROUGH

From closeout to a lasting service channel.

Watch how a contractor captures the system, hands the owner a permanent Passport, and stays connected to the account for every future service call and upgrade.

Watch the walkthrough
Sample TradeStack Passport owner handoff portal

SAMPLE PASSPORT

The record that keeps you in the account.

This is the live owner Passport for a completed ABC Medical Office project — the permanent, branded record your customer keeps. They see the installed equipment and warranty dates, and a Request Service button that comes straight back to you. Open the portal to see the relationship the Passport creates.

WHO IT'S FOR

Built for commercial low-voltage contractors.

If you install and hand off systems, TradeStack Passport gives you a professional closeout — and a permanent connection to every account that keeps paying you back in service and repeat work.

  • Security & CCTV integrators
  • Access control installers
  • ERCES / public-safety DAS & BDA installers
  • Structured cabling contractors
  • AV & networking teams
  • Low-voltage GCs & sub-contractors

FAQ

Questions, answered.

What is TradeStack Passport?

It's a contractor retention and service-revenue platform for commercial low-voltage teams. Professional closeout is the entry point: you capture the system, verify it, and hand the owner a permanent branded Passport. That Passport keeps warranty dates tied to the equipment and gives the owner a Request Service button that routes future work straight back to you — so every completed project keeps producing service, upgrade and replacement revenue.

Do I need to install an app?

No. Everything runs in the browser, including field capture — technicians scan a device's QR/barcode right from their phone. Owners open their handoff portal with a simple link.

Can I see it before creating an account?

Yes — request a guided demo and our team will walk you through a complete closeout end to end.

Who is it for?

Commercial low-voltage teams: security/CCTV, access control, ERCES/public-safety DAS, structured cabling, AV and networking contractors who install systems and hand them off to owners.

What does the customer receive at handoff?

A permanent owner Passport — a live, read-only portal (plus a branded PDF) with the full equipment record, warranty dates, cable records and a verified seal they keep for years. It also gives them a Request Service button that connects them right back to you whenever the system needs attention.

Ready to deliver a closeout you're proud of?

Create your free account and start your first project today.

Or request a guided demo