Meridian Field Services replaces the patchwork of spreadsheets, job cards and chat threads with a single system your whole team can rely on.
Raise jobs from any source, assign technicians, schedule site visits, and move each work order through a clear lifecycle with completion reports, photo evidence and customer sign-off.
Keep a register of the equipment you service: serial numbers, installation and warranty dates, maintenance and inspection history, documents and photos, with QR and barcode support.
Set recurring schedules, monthly, quarterly, annual or custom, that generate work orders automatically and remind the team well before anything falls due.
Manage leads, companies and contacts, track opportunities through your pipeline, and keep a full history of every meeting, note and follow-up.
Build professional quotations with revisions and approval tracking, then turn accepted work into service agreements and maintenance contracts with renewal reminders.
Give clients their own login to view projects, invoices, documents, approvals and support tickets, and to raise new requests without a phone call.
Invoices, receipts, expenses and payments tied to the jobs that generated them, with recurring billing and clear financial reports.
An executive dashboard covering revenue, job completion, engineer productivity, lead conversion and asset health, with a custom report builder.
Meridian Field Services is modular. Start with work orders and assets, then switch on preventive maintenance, CRM, finance and more as you grow.