ConnectMachine gives electricians one private, searchable place for every customer they have ever wired. Scan the paper cards, save your contacts, and add a voice note on each job, like the panel type or the rewire you quoted. Tag your repeat customers and general contractors, then ask in plain language to pull up any address or job in seconds.
An electrician's real asset is the list of people whose homes you already know. You upgraded the panel, you flagged the aluminum wiring, you know the odd way their garage was fed. But that list is scattered: half in your phone as 'Mike bathroom fan,' half on business cards sliding around the truck console, the rest in last year's invoices and in your head.
Contact management with ConnectMachine pulls all of it into one place. Every customer sits in a private list you can search, each one carrying a note on the work you did and the work their house still needs, so a name you half remember becomes a job you can win again.
Why your customer list lives in five places at once
Ask an electrician where their customers are and the honest answer is everywhere. Some sit in your phone as 'Dave panel' with no address. Some are on paper cards from general contractors and supply houses, sliding around the truck console. The rest live in your billing software and in your head.
That scatter costs you the repeat work you already earned. When a customer calls a year later and says 'you did my panel, can you come back for an EV charger,' you are left guessing which Dave, which panel, and what you quoted. The job was yours, and the missing context is how you lose it.
- Phone contacts with a first name and no address or job.
- Business cards from GCs and suppliers loose in the truck.
- Invoices in your billing software you never think to search.
- Everything else remembered, until the day you actually need it.
Bring every customer into one searchable place
ConnectMachine gives you one private list that holds all of it, and filling it takes minutes, not a lost weekend of data entry.
- Scan the paper cards from customers, GCs, and supply houses; the AI scanner reads the name, company, phone, and email, and keeps the original card image.
- When a customer scans your card, they can share their own contact back, so they land in your list in one tap.
- Add a written note or a voice memo to each contact with the address and the work you did.
- Search the whole list by name, company, or a word in your notes, like 'rewire' or 'Federal Pacific.'
Everything stays private by default and is never sold, encrypted in transit and at rest, so the customer list you built over years is yours alone and searchable from your phone on any site.
Notes and voice memos on every job
A name in a list is not worth much on its own. The value is the context: what you did, what you flagged, and what the house still needs. The moment to capture it is right after the job, from the truck, before the details fade.
Open the customer and record a ten-second voice memo. 'Kowalski place on Elm: upgraded to a 200 amp panel, aluminum wiring in the bedroom circuits, quoted a rewire they want done next spring.' That memo turns a name into a job you can win again, and it takes less time than writing one line on the invoice.
- The address and what you actually did on the job.
- The panel type and anything you flagged, like aluminum wiring or a Federal Pacific box.
- What you quoted but have not done yet, so the follow-up writes itself.
- The gate code, the dog, or which side the meter is on for next time.
Tag the list so it sorts itself
Notes tell you about one customer. Tags let you work the whole list at once. Put a word on each contact for what they are, and the list starts to sort itself.
- 'Repeat' for the customers who call you back every year.
- 'GC' and 'property manager' for the people who hand you steady work.
- 'Commercial' or 'residential' so you can pull one kind of job fast.
- 'Rewire quoted' or 'EV next spring' for the work that is waiting to happen.
Now your follow-up list is one tap away. Pull every customer tagged 'rewire quoted' when the slow season hits, or every property manager when you want more steady accounts, instead of scrolling your whole phone and hoping a name jogs your memory.
Find the right customer without scrolling
The point of getting organized is that you never have to scroll again. When a customer calls or you are already in the neighborhood, you want the right person and their whole history from one quick search, not a guess.
Ask the AI Concierge in plain language: 'who did I quote a rewire for on Elm Street,' 'show me every customer near Oakdale,' or 'which property managers have I worked with.' It reads your own notes and contacts and answers in seconds, and it can check your calendar too, so the panel job from two years ago is as easy to pull up as last week's.
Your whole trade network, in a list you own
Your network is bigger than the homeowners you bill. It is the general contractors who feed you work, the supply house counter guys, the plumber and HVAC tech you trade referrals with, and the inspectors you see on every permit. All of them belong in the same searchable list as your customers.
- General contractors, tagged so you can see who sends the most work.
- Supply houses and the counter people who get you parts fast.
- The plumbers and HVAC techs you refer and who refer you back.
- Inspectors and property managers you deal with job after job.
- Scan the cards from GCs, suppliers, and inspectors so your whole trade network sits with your customers.
- Search everyone at once by name, company, or a word in your notes.
- Export the full list to a CSV on any plan, so you always keep your own backup.
- Sync to your CRM on a paid plan, with every note attached, so nothing is retyped.
