Document Management
Upload documents to a project, space, component, milestone, or task.
For architects
Design intent, honored. Proven in the record.
Every substitution, submittal, and site photo tied to the documented design as it happened, so the as-built record proves the built work matches the drawings. When the project is chasing Passive House, the certification evidence tracks right alongside it.
The problem
Substitutions nobody specified. Questions years later.
A product gets swapped in the field and never recorded against the spec. The site evidence lives on other people's phones. When something fails years on, proving what was approved becomes reconstruction, not record.
How it works
Drawing to as-built. One continuous record.
Open the project, share it with the builder and trades, and the record grows as the work does. Every decision timestamped against the design.
- 1Set up
Structured to your drawings
Spaces, assemblies, and specs organized the way you documented them.
- 2On site
Evidence tied to the spec
Photos and annotations filed against the assembly they document, geo-stamped and dated.
- 3Any change
Substitutions logged
Every swap and change order recorded against the spec, with version history intact.
- 4Handover
As-built record stands
A verified record of what was built, ready to share with the client or certifier.
Document control
Every version, findable.
Nothing overwritten.
Drawings, submittals, specs, and change orders in one source of truth, with version history that shows what was current when each decision was made.
Auto-Classification
Ingested documents are auto-classified to the correct checklist item, in any format.
Version Management
Track changes and view previous versions of any document.
AI-Assisted Search
Find any document or asset on any project through AI-assisted search.
Multi-Dimensional Document Views
View documents by project, space, component, milestone, or task.
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.
Field evidence
Proof from the site.
On the record.
Photograph what gets covered up, flashing, membranes, structural connections, from a phone and even offline. PassiveTask tags each shot, geo-stamps it, and files it against the assembly it documents.
Guided Field Capture
Site workers snap photos on-site and the system captures them straight into the project.
AI Photo Tagging
Azure Vision auto-tags captured photos to the correct open checklist item so nothing is filed by hand.
Upload Site Photos from Your Phone
Capture and upload photos to a project directly from a mobile device in the field.
Speech-to-Text Narration
Use speech-to-text to narrate and annotate files at the moment of capture for fast classification.
Annotate Drawings & Photos
Mark up drawings and photos to call out specifics, so an assignee knows exactly what is being referenced.
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.
Passive House
Certification tracked alongside.
When you lead it.
When the project is chasing PHI, PHIUS, or EnerPHit and you're steering it, the same record tracks certification. Evidence captured before close-up, component certificates and expiry dates read on upload, and a read-only link for the certifier. See the Passive House workflow ›
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.
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.
Certifier Share Link
A read-only share link lets the certifier engage mid-project as a single source of truth.
Phase Gating
Build phases are blocked from being logged as started until the prior phase's documentation is signed off.
Multi-Standard Support
Supports multiple certification standards (Passive House / PHIUS today, with LEED, WELL, and Net Zero on the roadmap), and a single project record can serve as evidence for overlapping certification bodies at once.
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.
Your design, on the record. Proven, not reconstructed.
See PassiveTask on one of your projects in thirty minutes. We'll set it up live and show the as-built record build itself.