Documentation
Run your business on Meridian Cloud
Practical guides for setting up your workspace, inviting your team, scheduling work, and getting paid. Search for a topic, or browse by category below.
Getting started
Create your workspace and learn your way around.
Customers & sales
Capture leads, work your pipeline, and keep customers coming back.
Your booking site & intake forms
Capture leads and bookings on a branded site that’s yours.
Your sales pipeline (CRM)
Track opportunities from first contact to close, work them on a board, and report on how the pipeline performs.
Your customer portal
A branded, password-free portal where customers see their own jobs.
Reviews
Route happy customers to a public review, and catch unhappy ones privately first.
Jobs & scheduling
Turn work into scheduled jobs, dispatch crew, and get it done in the field.
Money
Price the work, quote and invoice it, get paid, and pay your crew.
Pricing your services
Rate structures that draft quote line items from your real rate book.
Quotes & invoices
Quote work, collect a signature, and bill without re-typing.
Getting paid
Connect payouts, take card payments, and understand the fee.
Paying your crew
Direct-deposit payouts from tracked hours or flat job fees — end to end.
Tax center
What you paid each 1099 contractor this year, and the $600 threshold.
Business profile & taxes
Your workspace’s core identity, and the tax rate new quotes and invoices start with.
Recurring revenue
Contracts and memberships that schedule and bill themselves.
Your team
Roles, invitations, and training for everyone on staff.
Your team & roles
Invite teammates, control access by role, and get crew on the mobile app.
E-signatures for staff and job documents
Send your ICA, W-9, service contract, vehicle waiver, and any custom documents out for signature — manually or automatically.
Training your team
Every workspace includes two default courses — Meridian Cloud Essentials for the office and Crew Essentials for the field — take them, assign them, or rewrite them as your own.
Make it yours
Branding, custom fields, workflows, automations, and hours — tailored to how you work.
Branding & white-label
Make every customer-facing surface look and sound like your business — not a platform.
Custom fields
Capture the information your business actually needs on customers, jobs, quotes, and invoices.
Custom workflows
Define your own lifecycle stages and the moves between them, for jobs, quotes, bookings, and invoices.
Automations
When something happens in Meridian, run an ordered list of actions automatically.
Business hours & quiet hours
Constrain booking availability, and flag automated sends that land outside your working hours.
Data & developers
Security, custom reports, the public API, and imports.
Security & your data
How we protect your account and your customers’ data.
Build your own reports
Pick an entity, a date range, and a grouping to build an ad-hoc report — no waiting on a fixed report page.
Public REST API (v1)
Call Meridian Cloud from your own systems — read and write your customers, jobs, quotes, and invoices with an API key.
MovingHelper import
Pull your MovingHelper.com marketplace jobs straight into Meridian with the Chrome extension.