Caliber Platform
A Salesforce-native operating systemfor service businesses
Caliber Platform is a modular, Salesforce-native suite that connects proposals, projects, field work, invoicing, and payments into one lifecycle. It was designed by a company that actually runs field service operations—not by a pure software vendor guessing how the work should be done.
Platform at a glance
Core Caliber Platform modules
The platform is built as a hub-and-spoke model: Platform Core provides the shared language for your data, while specialized modules plug in to cover financials, operations, and customer experience.
Platform Core
Business units, legal entities, branding, security abstractions, error logging, integration registry, and shared utilities that every other module relies on.
Commerce
Proposals, contracts, change orders, progress billing, deposits, credit memos, and a fully auditable transaction register that behaves like a lightweight ERP inside Salesforce.
Compensation
An earnings engine for commissions, spiffs, and internal payables. Supports multi-business-unit pay plans, snapshotting, and export-ready pay statements.
Accounting & Job Costing
Structures for job-level profitability, cost allocation, internal vs. external amounts, and mappings to your accounting system for downstream GL posting.
Customer Experience
Customer touchpoints, scheduling confirmations, job updates, approvals, and post-service flows designed to create a modern service experience.
Caliber eSign
A native contract and signature layer for Caliber Commerce. Generate structured documents and route them for e-signature directly from Salesforce.
Architecture
Hub-and-spoke architecture built for growth
Rather than a monolithic app, Caliber is a collection of tightly aligned modules. You can start with the minimum required pieces and expand into additional capabilities as your operations mature.
This approach keeps your org understandable, testable, and maintainable—while still giving you an end-to-end lifecycle when you need it.
Platform Core as the hub
Everything starts with Caliber Platform Core: shared data models, numbering engines, integration registry, and error logging. Every module plugs into this foundation.
Modules as spokes
Commerce, Compensation, Accounting, Operations, Customer Experience, and industry specializations operate as separate packages but share the same language and patterns.
Admin-friendly by design
Built to coexist with Flows and configuration. Admins can extend and orchestrate Caliber objects the same way they extend standard Salesforce.
Additional modules & integrations
Beyond the core platform, Caliber offers specialized packages and integrations for specific industries and workflows.
Manage dealer and distributor programs, expected vs. actual earnings, chargebacks, and remittance reconciliation for channel-driven work.
Project hubs, phases, milestones, phase-based billing, and field reporting aligned to what was actually sold in Commerce.
Moisture mapping, psychrometrics, environmental reporting, and documentation tailored to restoration and remediation use cases.
Bring floor plans, measurements, and onsite annotations from MagicPlan directly into Caliber projects and estimates.
Sync drawings and takeoffs from ArcSite into your proposals, projects, or jobs for precise scope and pricing.
Tie calls, texts, and call outcomes from Quo into your customer records and jobs for full communication history.
Advanced document generation for complex proposals, contracts, and compliance artifacts driven by Caliber data.
Link operational records to folders and documents in Google Drive and Docs for centralized file management.
Caliber Core’s integration registry and error logging provide a structured way to add new services and monitor them.
How teams typically adopt Caliber Platform
You don’t have to replace everything on day one. Most organizations phase in Caliber where the pain is highest, then expand.
- 1
1. Start with Core + Commerce
Establish Platform Core, then move quoting, contracts, and invoicing into Caliber Commerce to get control of revenue flows.
- 2
2. Connect Projects & Field Work
Introduce Project Management and operations modules so that what is sold matches what is delivered in the field.
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3. Layer in Compensation & Accounting
Bring in compensation, job costing, and accounting mappings to close the loop between operations, finance, and payroll.
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4. Extend with CX & Integrations
Add customer experience, portals, and industry integrations (MagicPlan, ArcSite, Quo, DocuGenerate, etc.) for a fully integrated stack.
FAQs
Platform FAQs
A few common questions we hear when teams evaluate the Caliber Platform.
Do I need every module to get value?
No. Caliber Platform is modular. Platform Core is required, but you choose which functional modules to deploy—Commerce, Operations, Compensation, Partner Programs, etc.—based on your priorities.
Does Caliber replace my existing Salesforce objects?
In most cases, Caliber works alongside standard objects rather than replacing them. We lean on Salesforce conventions where it makes sense and introduce new objects where real-world operations demand it.
Can admins extend Caliber with Flows?
Yes. The data model and automation patterns are intentionally admin-friendly. Many customers orchestrate additional automation with Flows on top of Caliber objects.
Is this for one brand or multiple?
The platform is designed for multi-business-unit and multi-brand operations. Platform Core models business units, legal entities, and branding so you can separate or combine as needed.
How does Caliber interact with my accounting system?
Caliber focuses on operational financials—proposals, invoices, payments, job costing—and can be integrated with downstream accounting systems like QuickBooks or others via custom integrations.
See how Caliber Platform fits your operations
Whether you run restoration, smart buildings, residential services, or complex partner programs, Caliber is meant to feel like the system you wish you had from day one—not another disconnected tool.