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Pending
$0
0 invoices
Collected
$0
0 invoices
Unpaid
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0 jobs
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Lead
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Quoted
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Booked
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In Prog
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Done
Returning
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Cold
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Upcoming Schedule
Clients
0 clients
0 selected
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$0
Lifetime
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Visits
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Last Visit
Client Info
Phone
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Email
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Address
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Source
Not recorded
Client Type
Notes
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Cancellations
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Jobs
Communication Log
Jobs
0 jobs
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Add-Ons Requested
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Photos
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Agent
AI · Commands · Tasks
💬 M2 AI — Talk Naturally
Ask me anything — I can book, invoice, reschedule, look things up, and more
Hey Moe 👋 — I'm your M2 AI. Tell me what you need. I can book appointments, send invoices, update clients, reschedule, look things up, and more. Just talk to me naturally.
📋 Tasks
AI-parsed tasks with deadlines and reminders
✨ Parsing your task...
✨ Business Snapshot
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Lead
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Quoted
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Booked
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In Prog
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Done
Returning
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Cold
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Reports
Revenue & profit
Revenue
$0
0 jobs
Avg Job
$0
Pipeline
$0
Revenue by Service
💰 Payments Breakdown
Top Clients
💳 Invoice History
📊 Referral Sources — All Time
Outreach
AI smart blast · compose · templates
🎯
Smart Blast
Describe who to email and what to say — AI finds them and writes it
Recipients
✨
AI Email Composer
Describe what you want to send — AI writes it, you approve
Draft — review before sending
To:
💬 Message Templates
📧 Email Blast
Send a personal email to a group of clients. Each email goes out individually — no one sees other recipients.
⚠️ Cold clients are excluded from All Clients. Choose "Cold Only" to reach them specifically.
✨ AI Write
Recipients
More
Sync & settings
Financial Summary
Total Revenue$0
Total Collected$0
🏭 Vendors
Manage outsourced vendors & contacts
›
Google Contacts
Not connected
Every new client is automatically saved to your Google Contacts
📲 Import from Google Contacts
Search and add any contact as a client
›
Cloud Sync
Checking...
Syncs across all your devices
Data
💾 Export Backup
Download all data as JSON
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📂 Import JSON Backup
Restore from backup file
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👥 Import Contacts (CSV)
Google Contacts, iPhone, any CSV
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🗑 Clear Local Cache
Wipes this device — cloud unaffected
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Vendors
🔍
0 vendors
➕ Add Vendor
Edit Vendor
Update this vendor's details
Cancel Job
Select a reason
New Appointment
📅 Schedule Email
Describe what you want — AI drafts it
Add Line Item
📋 Add Task
Callback, reminder or follow-up note
Mark as Paid
Record payment for this job
✅
Payment Saved!
Outsourced Work
Log a vendor for this job
Import from Google Contacts
Search your Google Contacts to add as a client
🔍
📅 Add to Calendar
Set a date and time for this appointment
Client receives their appointment details via email
Toggle on if you collected a $25 deposit
Send Message
Choose a client to send this to
🔍
New Template
Use {name} and {vehicle} as placeholders
Add Vehicle
📄 Send Invoice
Invoice details
⚠️ No email on file — invoice link will not be emailed to client.