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Browse guides by topic below. For step-by-step walkthroughs, API reference, and everything in between, the full documentation lives at docs.meridiancloud.app.
Getting started
Set up your workspace, import customers from Jobber or a CSV, and send your first invoice.
Invoicing & payments
Build estimates, send invoices, take card and ACH payments, and connect Stripe.
Scheduling & dispatch
Manage your calendar, assign crews, optimize routes, and handle customer bookings.
Payroll & accounting
Run payroll for employees and 1099s, reconcile your bank, and pull P&L reports.
Customer portal
Configure your branded portal so customers can log in, pay, book, and message you.
Mobile app
Install the iOS and Android apps for crew dispatch, photos, signatures, and Tap to Pay.
AI features
Turn on AI reply drafts, quote drafting, voicemail summaries, and follow-ups.
Account & billing
Manage your plan, team members, roles, domain, and workspace settings.
Popular guides
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Support is handled by the team that builds the product, not an outsourced call center. Most messages get a reply the same business day.