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Getting StartedWelcome to M2tric

Welcome to M2tric

M2tric is a measurement and job management platform built for flooring contractors. It combines a web dashboard for office management with a mobile app for on-site work — so your entire team stays in sync from estimate to completion.

How it works

M2tric has two parts that work together: a web dashboard and a mobile app. Your data syncs automatically between both, so changes made in the field show up in the office and vice versa.

Web dashboard

The web dashboard is where you manage your business. Access it from any browser on your computer.

  • Jobs — create and track jobs from lead through completion. Assign statuses, add notes, and manage the full lifecycle.
  • Clients & sites — maintain a database of your clients and their job sites with address details and site types.
  • Scope packs — generate detailed scope-of-work documents from your measurements and share them with clients for approval.
  • Team management — invite team members, assign roles, and control who can access what based on their position.
  • Scheduling — schedule installations and site measures, and keep your team’s calendar organized.
  • Templates & presets — set up room types, product types, prep items, and removal items so your team uses consistent data across every job.

Mobile app

The mobile app is designed for field work. It runs on iOS and Android and works even without an internet connection.

  • On-site measurements — record room areas, stair entries, and floor details directly at the job site.
  • Photo documentation — capture photos on-site and attach them to jobs for reference and client communication.
  • Offline mode — work without internet and your data syncs automatically when you’re back online. Nothing is lost.
  • Prep & removal tracking — log floor prep work and removal items with area measurements to capture the full scope on-site.
  • Job updates — view job details, add notes, and update statuses from the field.

Team roles

M2tric uses role-based access to make sure everyone sees what they need and nothing they don’t. Roles determine what each team member can do across both the web dashboard and mobile app.

  • Owner — full access to everything, including billing and account settings.
  • Admin — manage users, settings, and all job data.
  • Supervisor — approve scope packs, manage schedules, and edit templates.
  • Estimator — create and edit jobs, clients, and measurements.
  • Installer — view assigned jobs and update job status from the field.
  • Read-only — view jobs and data without making changes.

For a full breakdown of permissions, see User Roles & Permissions.

Getting started

  1. Create your account — sign up with your email and set up your organization.
  2. Complete onboarding — set up your company and choose a plan. Your card is entered at checkout but not charged until the 14-day trial ends.
  3. Set up your presets — add your room types, product types, and common prep and removal items so jobs are faster to create.
  4. Invite your team — add team members and assign roles based on their responsibilities.
  5. Download the mobile app — install M2tric on your phone to start recording measurements and photos on-site.
  6. Create your first job — add a client, create a job, and take it from lead to completion.

Ready to dive in? Follow the Creating Your Account guide to get set up.

Need help?

Browse our other help articles for detailed guides on specific topics, or contact our support team at support@m2tric.com if you have questions. You can also check the FAQ for answers to common questions.

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