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Deals Die With Time.
We Solve That Problem.

Run Your Entire Service Business From Any Device You Own.

M2 is a complete, powerful field service operating system. From pipeline tracking and one touch quoting to terminal payments and automated collections. Stop duct taping software together and start scaling.

Conquer Your Day, Every Day

Never let a lead slip through the cracks again. M2 gives you total visibility into your sales pipeline and keeps your entire team on track.

Visual Pipeline Tracking

Know exactly where every lead and job stands, from first contact to final payment.

Daily Task Lists

Start your morning with an automatically generated, prioritized task list so you know exactly who to call, what to quote, and what to follow up on.

Multi User Teams

Give your owner, field techs, and bookkeeper access to keep your whole crew aligned.

The Ultimate One Stop Quoting Workflow

Configure quotes easily right on the job from your phone or M2 Go device. We’ve combined the entire approval process into one seamless, frictionless workflow for your customer.

The Workflow Feature
How It Helps You Win
All in One Acceptance
Collect a signature to accept the quote, sign necessary agreements with built in document signing (no third party DocuSign needed), and collect a deposit. All in one workflow, on the spot.
Real Time Alerts
Get instant notifications the second a customer opens, views, or signs your quotes or invoices, complete with email open tracking.
Online Booking
Let customers pick their service and time slot directly from a public link. Optional: require an upfront deposit to secure the slot and eliminate no shows.

Flawless Execution from the Desk to the Field

M2 is 100% mobile friendly and runs perfectly on any device you already own. Equip your field techs with the tools to document work and build your five star reputation automatically.

Job Completion Photos

Snap and attach photos directly to the job file so you always have visual proof of a job well done.

Automated Review Requests

After a job is complete, M2 automatically texts or emails a review request to your customer, building your local ranking effortlessly.

Real Time Job Costing

Track true profit margins by instantly calculating labor, materials, subcontractors, and equipment costs.

Modern Hardware, Seamless Payments

Take payments perfectly in sync with your software. With payments built seamlessly into your workflow, you get enterprise-grade security and a flawless checkout experience.

M2 Go: The Ultimate Handheld

Take the front desk to the job site. M2 Go is a dedicated, portable terminal that runs the full M2 app. Build quotes, collect signatures, snap photos, process payments, and print receipts entirely on the move.

Customer Facing PIN Pad

Give your customers a premium checkout experience at the counter while eliminating manual data entry.

Push to PIN Pad
Send the final invoice total directly from the software to a modern, customer-facing PIN pad.
Tap to Pay
Customers tap, insert, or swipe their card on the device.
Auto-Reconciliation
The payment automatically writes back to M2 and closes out the invoice instantly.

Pay by Link

Prefer to send a bill? Send a secure payment link via text or email so customers can pay directly from their own devices.

Enterprise Grade Security

Built in chargeback protection. Digital signatures, IP tracking, timestamps, and job completion photos protect your hard-earned revenue from disputes.

Turn One Time Jobs Into Lifelong Accounts

The most profitable service businesses run on predictable income. M2 makes it effortless to sell, track, and automatically bill for ongoing services.

Recurring Subscriptions

Sell weekly, monthly, or annual plans straight from your quotes. The system automatically bills the vaulted card or ACH and sends a receipt.

Maintenance Plan Billing

Set recurring visit schedules. Techs confirm visits in the field, and the system rolls them into a single, month end invoice.

Tokenized Card on File

Securely vault a customer’s payment method on file to charge them for future work or recurring plans without asking for their card again.

End the Accounts Receivable Headache

Stop chasing down open invoices. M2’s automated collections engine does the heavy lifting so you get paid faster with zero awkward phone calls.

Automated Invoice Reminders

Set it and forget it. The system automatically sends polite reminders before a due date as well as notices when an invoice is past due.

Consolidated Statements & Pay All

Send a customer one single statement showing everything they owe across multiple jobs, allowing them to pay it all in one click.

Merchant Charge All

Batch-charge everything a customer owes to their stored card or ACH in one simple run.

Automated Late Fees

Enforce your terms automatically. Apply compliant, simple interest late fees to overdue balances after a grace period you define.

Statement
3 open jobs
Job #1042
Water heater replacement
$1,850.00
Job #1067
Annual maintenance visit
$420.00
Job #1071
Emergency service call
$265.00
Total due
$2,535.00
Pay Balance Now
Reminder sent automatically
Last sent Aug 14, 2026 at 8:02 AM

Run an Auto Repair Shop?
There's a Module for That.

M2 for Auto adds features built specifically for the needs of auto repair shops,
on top of everything M2 already does.

Explore M2 for Auto

An Operating System That Pays for Itself

M2 replaces your CRM, scheduling software, quoting tool, eSignature platform, and payment processor. All for a single flat rate.

True Cash Discounting

Eliminate processing fees legally and transparently. If your business runs $50,000 a month in card volume, M2’s built in true cash discounting saves you an estimated:

$16,800
a year in processing costs alone.

Calculate Your Net Annual Savings

Dual Pricing recovers almost 100% of your processing fees. Combine that with massive SaaS consolidation limits, and M2 fundamentally changes your balance sheet.

10%

Compared with

Current Processing Fees
Enter your current fees below.
Cards
%
+
$
ACH
%
+
$
Processing Fees (estimated)
$1,400
Effective Rate (estimated)
2.8%

How much can I save?

Cards 4% 0%
ACH 0% 1%
Processing Fees (estimated)
$125
Effective Rate (estimated)
0.25%
Save
$1,275/ month
on processing fees

Estimates are based on the following revenue splits: 90% credit cards and 10% ACH.

Ready to stop loosing jobs to slow quotes?

Let's get your team set up to quote, sign, and collect in the field.


Book a 15 minute walkthrough 

Questions? Text Grant directly at 309-681-1003