Finding your way around

The sidebar is the main menu. Its items sit under five group headings: Operations, Billing, Communication, Growth and System.

• Dashboard, Analytics, Schedule and Jobs are menu items.
• MeridianAI (Beta) is the second item in the menu. Stack Digital turns this on for your site.
• Messages, Marketing and Agreements are in the Communication group.
• Posts is under Growth.
• Email Log is under System.
• Admins appears only for a super admin.
• Red badges on Customers and Messages count unread leads and unread texts.

Many areas hold more than one page, shown as tabs.

Texting, booking and payroll settings are on tabs in their own areas. Company details and shared defaults are on the Settings page.

The admin area follows your device's light or dark setting by default. Logos swap to match the mode.

• Hide sidebar collapses the menu and Show sidebar brings it back. Your choice is remembered.
• On a phone, the menu becomes a slide-out drawer. Open it with the menu button. It closes when you tap.
• On an Android phone, use MeridianOS™ in your browser.
• The MeridianOS™ app uses the same five group headings in its menu. See Apps.
• Employees get a shorter menu in the employee portal (Dashboard, Time & earnings, Review QR Code). Its top bar has the company name, the light and dark toggle, the security link and log out. See Employee portal.

• When you change pages, a progress bar shows and the old page dims.
• A two-circle loader shows while content loads.
• If your device is set to reduce motion, the admin area respects that.

If a page fails to load, the loader stays on screen while the page retries by itself, up to 3 times. After that, you see This is taking longer than usual. Select Reload to try again.

• There is no global search or command palette. Individual lists, such as estimates and payments, have their own search box.
• There is no color theme picker for the dashboard. The choices are light and dark.
• There is no offline mode. You need an internet connection.