AI Concierge

AI concierge for electricians

Ask your phone 'who did I quote that panel upgrade for?' and the right customer shows up in a second, notes and all, instead of thumb-scrolling a thousand names from the top of a ladder.

ConnectMachine's AI Concierge lets electricians search their own contacts and calendar in plain language. Ask 'who did I quote a panel upgrade for last spring?' and it pulls the customer, your notes, and the date in seconds. Instead of scrolling a thousand names, you name the job and the right person appears, ready to call back.

Every electrician's phone is full of customers, and that is the problem. After a few years you have hundreds of names, and not one of them says what you did at that house. The homeowner whose subpanel you quoted last spring finally calls ready to book, and you cannot even remember which Dave he is.

The AI Concierge fixes that. Instead of scrolling and guessing, you ask your contacts a plain question, the way you would ask a helper who rode along on every job, and the right customer comes back with the notes still attached.

Why the customer you need is the one you cannot find

A phone full of customers should be money in the bank, but a plain list is dead weight. It sorts by name, and you never think in names. You think 'the aluminum wiring job on the east side' or 'the guy who wanted an EV charger once the car showed up.' The answer is buried in your contacts, with no way to ask for it.

So scrolling does not help. By the time you thumb past a hundred names looking for one panel upgrade, the customer has already called whoever came up first in a search. The lead you meant to follow up on goes quietly cold, and a job that was yours to keep walks out the door.

  • Hundreds of names with no job, no address, and no date attached.
  • No way to search by the work you actually did.
  • The repeat customer books whoever they find first.
  • Good leads you meant to call back quietly go cold.

Just ask, the way you'd ask a helper

The AI Concierge lets you skip the scrolling and just ask. Put your question in plain words, the way you would ask an apprentice who was on every job with you, and it searches your contacts, your notes, and your calendar at once to hand you the right person.

You do not need the exact name or the right spelling. You describe the job or the customer, and the concierge does the digging. The answer comes back with the notes you left, so you know the whole history before the phone rings twice.

  • 'Who did I quote a panel upgrade for last spring?'
  • 'Which customer had the aluminum wiring I flagged?'
  • 'Who asked about an EV charger install?'
  • 'Which house on Oak Street had the breaker that kept tripping?'
  • 'Who did I promise to call back about a generator?'

From question to customer in one tap

There is nothing to learn and no filters to set up. The whole thing works like texting a question to someone who remembers every job you have ever run.

  1. Open the AI Concierge inside ConnectMachine on your phone.
  2. Type your question the way you would say it out loud, like 'who wanted the hot tub circuit?'
  3. It searches your contacts, the notes on each one, and your calendar together.
  4. Tap the customer it surfaces to see your notes, their number, and the last job.
  5. Call or text right there, with the details fresh in front of you.

It runs on the notes you already leave

The concierge is only as sharp as the notes behind it, and electricians leave the best ones. A ten-second voice memo on the drive out, 'aluminum wiring in the bedroom circuits, quoted a rewire, wants it done before winter,' becomes something you can find months later just by asking for it.

Every contact holds notes and voice memos, so the detail that mattered on the job is still there when the customer calls back. You are not trusting your memory across a hundred service calls. You wrote it down once, and the concierge finds it for you.

It knows your week, not just your list

The AI Concierge reads your calendar too, so it answers the scheduling questions you actually ask. 'Who am I seeing Thursday?' or 'when did I last go to the Hendersons?' come back with the appointment and the contact together, instead of you flipping between two apps in the truck.

That puts the person and the plan in one place. Before you pull into a driveway, one question tells you who they are, what you did last time, and what you promised to look at while you are there. You show up already knowing the job.

Turn old jobs into the next booking

This is where a full contact list finally pays off. Every panel, every rewire, and every 'call me when I'm ready' is a future job, but only if you can find the customer when the moment comes. The concierge turns your back catalog of work into something you can actually work.

When a customer calls about the EV charger they mentioned a year ago, you do not start from zero. You ask the concierge, their whole history appears, and you pick up right where the conversation stopped. Old jobs stop disappearing, and repeat work finds its way back to you.

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Frequently asked questions

How can electricians find an old customer by the job they did?
Ask the AI Concierge in plain language. Type 'who did I quote a panel upgrade for?' and it searches your contacts, notes, and calendar to hand you the customer in seconds. You describe the job instead of scrolling names, so the right person comes back with your notes attached, ready to call.
What can I ask the AI Concierge?
Anything about the people and jobs in your phone. Ask by the work ('who needed a rewire?'), the place ('the panel on Oak Street'), the date ('who did I see last week?'), or the plan ('who wanted a generator quote?'). It reads your contacts and calendar together and surfaces the match.
Do I need an app to use the AI Concierge?
The AI Concierge lives inside ConnectMachine on your phone, so there is nothing extra to install. Your customers never need an app either: they scan your QR, your card opens in the browser, and they save it to their wallet in one tap.
Which plan has the AI Concierge?
It is part of the Individual plan, $5.99 a month or $59.99 a year. That also unlocks unlimited AI scanning of paper cards, voice notes on every contact, and CRM sync, so the notes the concierge searches are easy to capture right on the job.
How does it know what each job was?
It reads the notes and voice memos you leave on each contact. A quick memo like 'aluminum wiring, quoted a rewire' is all it needs. The more you note on the drive out, the more the concierge can find later, so a ten-second habit pays off for years.
Can it search my calendar too?
Yes. The AI Concierge searches your calendar alongside your contacts, so you can ask who you are seeing this week or when you last visited a customer. The appointment and the contact come back together, instead of you switching between two apps in the truck.

Getting started with the AI Concierge

Start by making notes a habit. Leave a quick voice memo on each contact the minute you finish a job, jotting the work, the address, and anything the customer wants next. Upgrade to Individual to switch the AI Concierge on, then ask your first question. Within a week of real jobs, your phone stops being a dead list of names and starts answering back.

Find any customer by the job, not the name.

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