KPIs and profit. Revenue, collected, outstanding, and profit for any period, each one click from the records behind it.
See where your business stands the moment you sign in.
The MeridianOS™ dashboard puts money collected, jobs, open estimates, and unpaid invoices at the top, with today's schedule and a map below. Each tile opens the records behind it, so you can act on what you see.
Four tiles up top. Collected, jobs, open estimates, and unpaid invoices, each with its top records.
Pick your period. Switch from today out to the last 30 days in one click.
Today on a map. One pin per job, each with a link to the job page.
The week ahead. Seven days from today, with the job count and dollar value for each.
Four numbers that tell you where you stand.
The top of the MeridianOS™ dashboard shows what you collected, the jobs on the schedule, your open estimates, and your unpaid invoices. Each tile lists its top records with a total underneath. The period toggle runs from today out to the last 30 days, and a click on any tile opens the full list.
- Unpaid invoices show how many are overdue with a red flag
- Open estimates show the dollar value awaiting a decision, largest first
- Collected lists each payment newest first, linked to its invoice
- Each tile title opens the matching list, already filtered
Today's jobs, on a list and a map.
Below the tiles, today's schedule lists each job with its time, customer, address, and status, plus a colored dot for each person assigned. A strip of seven days starting today shows the job count and dollar value per day. Pick a day and the card switches to that day's schedule.
- A map under the list puts a pin on every job of the day
- Each pin shows the customer and the time, with a link to the job
- Recent activity shows the latest jobs, estimates, invoices, customers, and payments
- Hover a job to see its number, phone, team, and amount
The same numbers in your pocket.
The MeridianOS™ app opens on what you collected, with tabs for longer periods. Rows below it show jobs today, unpaid and overdue invoices, open estimates, and new leads, and each row opens its list. Today's schedule comes next, with each job's time and address.
- Payments shows your Stripe balance available and on the way
- A disputed payment shows a red alert with a Respond button
- A Create menu starts a new job, estimate, invoice, or customer
- Largest unpaid shows which invoice to follow up on first
Already handled. The details that usually get missed are built in.
The map keeps working
If the first map provider fails to load, the dashboard map switches to a second one on its own. It follows your light or dark theme as well.
Addresses find their own pins
Job addresses without map coordinates are located in the background while you work. The coordinates are saved to the job and to the customer's address, so the pin is ready next time.
Repeat visits are always listed
Opening the dashboard tops up upcoming recurring visits, so the week strip and today's schedule always include the work that repeats.
Disputes arrive with a deadline
When a customer disputes a payment, a banner appears at the top of the dashboard with the date you need to respond by to keep the money.
Keep exploring.
Scheduling. The whole week on one calendar, with every job and who is on it.
iPhone. Your schedule, customers, invoices, and payments, wherever you are.
Questions and answers
Can I check the dashboard from my phone?
Yes. The MeridianOS app opens on what you collected, with rows for jobs today, unpaid and overdue invoices, open estimates, and new leads. Each row opens the matching list.
Can I change the time period?
Yes. The period toggle runs from today out to the last 30 days and changes the Collected and Jobs tiles. For any day, week, month, or year, open the KPIs tab beside it.
What does the Payments card show?
It shows what is available and what is on the way from Stripe, with an estimated arrival date for each payout. The card appears once your own Stripe account is connected.
Can I see days other than today?
Yes. The week strip shows seven days starting today, each with its job count and dollar value. Click a day to swap the card to that day's schedule, or open Full schedule for the whole week.
See your own numbers on a MeridianOS™ dashboard.
We will walk you through a live dashboard with jobs and money side by side. Tell us what you do and we will reply within the hour.