ConnectMachine keeps every carpenter's customers in one private, searchable place instead of scattered cards, phones, and notebooks. Scan a paper card or save a contact, then add notes and voice memos on each one: the deck they want in spring, the GC who rebooks you, the supplier with good cedar. Later, ask the AI Concierge in plain words and it finds exactly who you mean.
Ask a carpenter for a customer's number and the search begins. Is it in the phone under a first name only, on a card in the truck console, written on the back of an invoice, or buried in a text from last spring? The people who already know your work are your best source of the next job, but their details are scattered in five places and half of it lives only in your head.
Contact management with ConnectMachine pulls all of it into one place you can search. Every customer becomes a real contact with your own notes and voice memos attached, so the job you did two winters ago is still there when they call, and the next project is one search away instead of a name you half remember.
Where a carpenter's contacts really live
Right now your customer list is spread across the phone, the truck console, a stack of cards, the backs of old invoices, and your memory. Any one of them can fail you at the worst moment, usually when a good customer is ready to spend money and you cannot put your hands on their number.
That scatter costs real work. The homeowner who said 'call me in the fall about the deck' never gets the call, because by fall the note is gone. The general contractor (GC) who would rebook you every winter has a number you cannot find. Contact management fixes the scatter by giving every one of those people a single home you can actually search.
One place for every customer, GC, and supplier
ConnectMachine gives you one private list for everyone you work with: past customers, the GCs who sub you out, the suppliers at the yard, and the referral who just called. Getting them in takes seconds and no typing at the keyboard.
- Scan a paper business card with your phone. It reads the name, company, title, email, and phone, and keeps a photo of the original card so nothing is lost.
- When a customer scans your QR to save your card, they can share their contact straight back, so it lands in your list clean, with no handwriting to decipher.
- Add anyone by hand in a few taps: the homeowner from this morning's estimate, the plumber you met on site, the supplier who saved you the good cedar.
- Bring in a list you already keep, or export yours to CSV any time, so you are never locked out of your own contacts.
The free plan includes a few card scans to start, and the Individual plan makes scanning unlimited, so a shoebox of old cards becomes a searchable list in an afternoon.
A note and a voice memo on every job
A name and a number tell you nothing about the work. What matters is the job you did and the job they want next, and the time to capture it is right after you talk, before you load the truck and forget.
Tap the customer, hold the phone, and talk: "Kitchen remodel finished in March, wants built-in shelves in the fall, measured the alcove at 42 inches, husband handles the money." That voice memo, on the Individual plan, turns a bare number into a customer you can actually follow up. A quick written note works the same way when you cannot talk out loud.
- The job you did and when, so the history is there next time they call.
- What they want next: the deck, the built-ins, the door repair they keep putting off.
- Real measurements and quirks of the house you do not want to re-measure.
- Who referred them, so you know which customers to thank.
- Budget, timeline, and who actually makes the decision.
Find anyone by asking in plain words
A list is only useful if you can find one person in it. You do not have to scroll or remember who to call. On the Individual plan, the AI Concierge searches your contacts and your calendar the way you would ask a helper standing next to you.
Ask 'who wanted a deck this spring?' or 'which GC did the Maple Street job?' or 'who did I meet at the lumber yard last month?' and it pulls up the exact people from your own list, notes and all. The customer you talked to two winters ago is one plain question away.
Private, searchable, and yours to keep
Your customer list is one of the most valuable things you own, so it should not live on a stranger's terms. In ConnectMachine your contacts are private by default and never sold, and they are encrypted in transit and at rest.
It stays yours, too. Export the whole list to CSV any time on any plan, or sync it to your CRM on a paid plan. Change your phone, your truck, or your apps, and the list of everyone you have built for comes with you.
From a saved contact to the next job
This is where an organized list pays for itself. Because every customer carries your notes, the follow-up is specific: you call about the exact deck, the exact room, or the exact repair they mentioned, months after anyone else would have forgotten.
And because your card travels as a link, a happy customer can pass you to a neighbor in one tap, and that referral lands in the same searchable list with a note on who sent them. The maybes you jotted down in the spring turn into booked work by the fall, because nothing fell through the cracks.
