Documentation

Run your business on Meridian Cloud

Practical guides for setting up your workspace, inviting your team, scheduling work, and getting paid. Pick a topic to dive in — or start at the top.

Getting started

Create your workspace and learn the lay of the land.

Invite teammates, control access by role, and get crew on the mobile app.

Track every customer and turn requests into scheduled work.

Quote work, collect a signature, and bill without re-typing.

Connect payouts, take card payments, and understand the fee.

Capture leads and bookings on a branded site that’s yours.

Everything your field crew needs, in their pocket.

How we protect your account and your customers’ data.

Set up weekly, bi-weekly, or monthly service agreements that schedule and bill themselves.

Capture the information your business actually needs on customers, jobs, quotes, and invoices.

Make every customer-facing surface look and sound like your business — not a platform.

How Meridian configures your workspace for your industry when you first sign up.