Scheduling. The whole week on one calendar, with every job and who is on it.
One page for everything about the job.
Each job in MeridianOS™ holds its schedule, line items, invoices, notes, and the text conversation with the customer. Create the invoice in one click, and when it is paid, MeridianOS™ marks the job Completed.
Five clear statuses. Needs scheduling, Scheduled, In progress, Completed, and Cancelled.
Your price list. Add from products and the job amount updates to the total.
Invoice in one click. Create invoice builds an open invoice from the job's line items.
Photos from booking. Pictures customers attach when booking online show up on the job.
The state of the job at a glance.
The top of every job page in MeridianOS™ shows the job amount and what has been paid. Beside it sit the status and the latest invoice, or Not invoiced if there is none yet. Schedule job sets the date, start time, end time, and service address, and Edit schedule moves it.
- Five statuses: Needs scheduling, Scheduled, In progress, Completed, Cancelled
- Adding a date to a Needs scheduling job flips it to Scheduled
- Turn a one-time job into a repeating one from the same page
- Delete a repeating visit alone or with all future visits
Line items that turn into the invoice.
Add line items by hand or pull them from your products list with Add from products. Each line has an item, a quantity, a price, and an optional description, and saving sets the job amount to the total. When the work is done, Create invoice builds an open invoice from those lines.
- Change the amount later and MeridianOS™ asks to update the open invoice too
- The update is offered only when the new total covers what was already paid
- Payment terms set on the job carry over to every invoice it creates
- The Invoices card lists every invoice and estimate linked to the job
Notes and messages that stay with the job.
Every job has a notes feed with formatting and photos, showing who wrote each note and when. The text conversation with the customer sits on the same page, photos included. Employees open their assigned jobs in the MeridianOS™ app to add notes with photos and mark the work complete.
- Employees can edit or delete only the notes they wrote
- Contact and Directions buttons sit on every assigned job in the app
- Employees can text customers only on jobs assigned to them
- Property notes and customer notes show on the employee's job page
Already handled. The details that usually get missed are built in.
Prepaid work stays scheduled
Paying an invoice completes its job only when the visit is today or earlier and no other invoice on it is still open. Work a customer paid for in advance stays on the calendar.
Completion messages go out once
The completion message and the review request go out once per job, even if someone marks the same job Completed a second time.
Amount changes reach the invoice
When a job amount changes, MeridianOS™ offers to update the matching open invoice. It only offers when the new total still covers what the customer has already paid.
Deleting a repeat visit is clear
Delete a repeating visit and MeridianOS™ warns that deleted visits are recreated automatically while the series runs. It offers to end the series in the same step.
Keep exploring.
Invoicing. Build the invoice from the job and send it by email and text with a link to pay.
Employee portal. Each employee sees their own schedule and what they have earned this pay period.
Questions and answers
Can I turn an estimate into a job?
Yes. Convert to job on an estimate marks it Approved and creates a job for the same customer and address, with the estimate total. The job starts as Needs scheduling.
Can I text the customer from the job page?
Yes. Texting is an add-on to MeridianOS, and with it on, the job page shows the whole conversation with the customer, photos included. Employees can text customers on the jobs assigned to them.
What happens when I mark a job Completed?
When those messages are turned on, the customer gets a completion email and text with any balance due and a link to pay. A review request text follows, once per job, and the customer's last service date updates.
Can employees update jobs from their phones?
Yes. Employees see their assigned jobs in the MeridianOS app, where they can add notes with photos and mark a job complete. Admins get a Job completed alert when they do.
See your jobs running on MeridianOS™.
We will show you a job from first booking to paid invoice on a live system. Tell us what you do and we will reply within the hour.