Live capability
Booking and calendar
Public booking, live availability, service rules, approvals, reminders, provider calendars, and Google Calendar synchronization.
Bookings remain connected to client history, service context, documents, payments, rebooking timing, and Guardian recommendations.
Boundary: Merba is designed for service appointments and jobs, not generic meeting routing at enterprise scale.
Live capability
Client and service memory
Client profiles, visit history, service context, notes, chart workflows, photos, documents, loyalty, and follow-up context.
Client memory can inform rebooking, pricing, service preparation, quotes, invoices, and owner-reviewed growth actions.
Boundary: Merba does not represent itself as a specialized clinical EHR.
Live capability
Quotes and proposals
Versioned quotes, line items, selectable options, images, deposits, client responses, PDFs, approvals, and conversion into invoices.
Quote status stays connected to the client, work, financial context, follow-up, and Command Center opportunities.
Boundary: Merba is not positioned as an enterprise CPQ system for complex sales organizations.
Live capability
Invoicing and collections
Invoices, configurable line items, taxes, PDFs, email delivery, deposits, balances, payment links, e-transfer instructions, and payment-state tracking.
Invoices stay attached to client, appointment, product, quote, payment, and revenue-recovery context.
Boundary: Merba is not a bank or payment processor; connected provider fees and responsibilities still apply.
Live capability
Financial reporting and ledger controls
Paid plans include sales, cash-collection, GST/HST, processor-reconciliation, journal, period-control, and evidence-classification workflows.
Financial events can retain their source relationship to appointments, quotes, invoices, products, clients, providers, taxes, and processor activity.
Boundary: Merba provides sophisticated accounting for service businesses, but it is not an accountant, payroll service, tax filer, bank, or proprietary payment processor.
Live capability
Client broadcasts
Personalized email and metered SMS broadcasts with consent controls, booking or shop links, attachments, previews, and delivery results.
A broadcast can begin from a slow calendar window, client timing, a service opportunity, or an approved campaign instead of an isolated mailing list.
Boundary: Merba is not a general-purpose enterprise marketing automation platform.
Live capability
Owner-controlled payments
Businesses can provide e-transfer invoice instructions or use their own connected Stripe account for supported card-payment workflows.
Payment state remains connected to the work, client, invoice, deposit, quote, product, and financial reporting context.
Boundary: Merba does not operate a proprietary payment processor and does not promise processing without provider fees.
Live capability
Job and work records
Job notes, attachments, photos, client-visible sends, appointment context, quotes, invoices, and service history support work beyond a simple time slot.
The record of completed work can inform warranty context, follow-up, future quoting, client history, and Guardian opportunities.
Boundary: Large fleets requiring mature dispatch optimization, route telemetry, or equipment inventory should compare those needs directly.
Live capability
Guardian Intelligence
Recommendations carry the observed signal, rationale, expected value, evidence, confidence, effort, owner control, and resulting outcome.
Calendar, client, money, operational, and local-market evidence contribute to one decision system rather than separate dashboards.
Boundary: Merba recommends; owners decide. Consequential actions remain reviewable.
Live capability
Campaign and creative execution
Owner-reviewed campaign planning, market context, creative briefs, AI media, premium video-ad production, and delivery review use the business's approved context.
Campaign decisions can begin with operational evidence and return outcomes to the same business memory.
Boundary: Merba does not silently publish consequential campaign output without the required owner review and platform permissions.