For builders, designers & architects

Every document In one place, from design to occupancy.

PassiveTask is the document management platform for custom-home builders, developers, and architects. Every document, spec, permit, certificate, and site photo lives in one source of truth, captured in the field and filed automatically, so you can hand your homeowner a complete handover package, generated in minutes, not assembled in a scramble.

  • Unlimited contributors, no per-seat fees

  • Works in the office or in the field

  • AI-assisted tagging and organizing of documents

  • Handover package generated in minutes

PHI
Passive House Institute
EnerPHit
PHI Retrofit Standard
The problem

A mountain of documents and nowhere to put them.

Permits, product specs, warranties, inspection photos, change orders, certificates. All scattered across email, group texts, a shared drive nobody can search, and someone's phone.

The tools most builders and architects rely on were never built for this. Shared drives don't flag a missing document. Spreadsheets don't assemble a handover. And none of them capture evidence in the field, where the work actually happens.

So the package, whether it was the homeowner's turnover binder, or a certifier's submission, gets assembled in a scramble at the end, at the worst possible time.

40–80Hours
Lost per project to pre-certification evidence assembly
4–12Weeks
Average certification delay from documentation gaps
1 in 3Projects
Hit a certification delay traced back to missing evidence.
person drafting on blueprint
The solution

One source of truth from first site visit to turnover.

PassiveTask keeps every document, photo, product certificate, and checklist item on your project in one place, captured in the field and filed automatically, so nothing is lost between the slab and the day you hand over the keys.

  • Unlimited contributors on every plan, so architect, builder, trades, and vendors all participate.

  • Full functionality offline, syncing silently when connectivity returns.

  • Certification-grade when you need it, with PHI, EnerPHit, and PHIUS supported out of the box.

Stack of architectural floor plans bound with clips on a white table, ideal for design projects.
Homeowner turnover

Hand over more than keys. A complete package, generated for you.

Every warranty, manual, appliance spec, paint colour, and as-built photo, organized by room and system and delivered as one branded, searchable package. What used to be a shoebox and a frantic weekend is generated in minutes, and it markets your next build every time an owner opens it.

The platform

Everything the build needs.

One platform.

Field capture, AI document filing and search, version control, task workflows, and automatic handover assembly. Dozens of capabilities from first site visit to final turnover, all in one source of truth.

Certification Intelligence Engine

Projects are scaffolded to the exact requirements of PHI, PHIUS, or EnerPHit from day one. Azure AI monitors the compliance record continuously and surfaces gaps before they become problems at submission.

Guided Field Capture with AI Tagging

Site photos are automatically tagged and linked to the relevant checklist item via Azure Vision. Geo-stamped. Filed automatically. No manual sorting, no lost evidence.

Universal Contributor Model

Every project stakeholder — architect, builder, contractor, vendor — works from one shared record. No per-seat fees. The whole team contributes; PassiveTask keeps everything organized.

Portfolio Management & Templates

Firms build reusable project templates from validated projects. Institutional knowledge stays with the firm — not in a single project manager's head or a shared drive no one can find.

Offline-First Field ModeNew

Full PassiveTask functionality in the field with zero signal. Capture photos, update checklists, and log site observations — everything syncs silently and automatically when connectivity returns.

Task Assignment & Review WorkflowNew

Every documentation gap becomes an assignable task. Phase gating prevents a project from advancing to the next construction stage until the prior stage's documentation is complete and verified.

As-Built Intelligence & Handover Package

At closeout, PassiveTask automatically assembles a structured handover package organized by building component. What used to take 20–40 hours of manual assembly is generated in minutes.

Smart Document Ingestion & OCR

Drop any file — product certificate, test report, specification sheet — and Azure Document Intelligence extracts U-values, lambda values, and expiry dates, routing the document to the right checklist item automatically.

Real-Time Compliance Dashboard

A live certification readiness scorecard for every project. Share a read-only link with your certifier at any stage. Expiry alerts surface weeks before they become emergencies.

Build. Verify. Trust.

PassiveTask operates with architectural precision.

One verified source of truth, from planning to final handover.

Why teams trust us

Built for certification

ready for the field.

The same document discipline that satisfies a PHI, PHIUS, or EnerPHit certifier makes an ordinary handover bulletproof. Its AI reads, files, and cross-checks every document as it comes in, so nothing lands in the wrong place and nothing goes missing.

PHI

Passive House Institute

PHIUS

Passive House Institute US

EnerPHit

Retrofit Certification Standard

Phase gating

Document discipline, enforced at every stage.

PassiveTask works the way construction actually works: on the slab, in the field, often with no signal. Phase gating keeps a project from advancing until the prior stage's documentation is complete and verified.

No more retroactive evidence hunts. No more spreadsheets that don't flag missing documents. The record stays current. A platform that's ready the moment the certifier is.

Building to a standard?

Passive House certification, tracked from day one.

When the project is a certified Passive House, that same record is scaffolded to PHI, PHIUS, or EnerPHit from day one. A live compliance dashboard flags every gap, phase gating proves the build was documented as it happened, and a read-only link keeps your certifier in the loop.

FAQ

Questions? We have answers.

See how it fits your workflow.

Book a 30-minute demo. We'll walk through an example project and show where PassiveTask saves your team the scramble.