Core

Shared services: data model, error logging, integration registry, and multi-entity support.

Core capabilities

Commerce

Proposals, contracts, invoices, payments, deposits, sales order, purchase orders and a full transaction register.

Financial engine

Compensation

Earnings engine and channel reconciliation layered on top of the same core data.

Payroll & HR

Accounting

Financial planning, G&L, Job Profitability, Auditing and more, all built-in to Caliber Platform.

Operational hub

Customer Experience

An embeddable customer portal offering self-service options for proposal acceptance, invoice payments and more.

Self Service Portal

eSign

Custom eSignature platform powered by Signature API. Collect e-signatures fast and easy on all your documents.

Contracts & Signatures

Caliber Platform is a modular, enterprise-grade ecosystem designed to unify commercial operations, field execution, and financial management. Built natively on Salesforce, it bridges the gap between CRM, ERP, and Field Service.

The platform operates on a hub-and-spoke model:

  • Caliber Core provides the shared foundation, data model, and services.
  • Six primary modules plug into Core to cover the full lifecycle of revenue, operations, and customer experience.

Caliber Core

Caliber Core is the required base layer for the entire ecosystem. It establishes the shared data model, security logic, and configuration utilities that ensure all modules operate as one cohesive system.

Instead of siloed applications, Core provides a “common language” for the platform, managing Business Units, Error Logging, integration configuration, and cross-module behaviors centrally.

Key Capabilities

  • Unified Error Logging
    Centralized ErrorLogService that captures exceptions from Apex, Flows, and integrations across all modules, ensuring unified debugging and auditing.

  • Integration Registry
    A metadata-driven framework for managing API connections (e.g., Stripe, MagicPlan, QuickBooks, telephony, document generation) without hard-coding credentials or endpoints.

  • Dynamic Numbering Engine
    Centralized logic for sequencing documents (Proposals, Invoices, Contracts, Jobs, etc.) with prefixing, per-entity sequences, and reset rules.

  • Multi-Entity & Branding Logic
    Defines Business Units, Legal Entities, and Branding settings, allowing the platform to support complex multi-brand organizations from a single Salesforce org.

Caliber Commerce

The Financial & Transactional Engine

Caliber Commerce manages the full lifecycle of revenue—from the initial quote to the final payment. It replaces disjointed quoting tools and bolt-on billing systems with a fully auditable financial ledger directly linked to your customer and job data.

Core Features

  • Proposals & Contracts
    Create Estimates, Quotes, and Change Orders that convert directly into legal Contracts. Supports modular contract sections, service templates, and formal amendment tracking.

  • Advanced Invoicing
    Flexible billing that supports Progress Billing (tied to projects or jobs), recurring subscriptions, retainage, and standard T&M flows.

  • Transaction Register
    An audit-grade ledger that records every invoice, payment, refund, credit memo, and adjustment to ensure financial accuracy and traceability.

  • Deposits & Liabilities
    Automated handling of customer deposits as liabilities, applying them to future invoices based on configurable policies defined in Core.

  • Payment Processing & Reconciliation
    Built-in support for payment providers (e.g., Stripe) and workflows to reconcile payments, refunds, and disputes back to the Transaction Register.

Caliber Compensation

Internal Earnings & Payroll Engine

Caliber Compensation provides a flexible engine to calculate earnings for employees and contractors. Unlike rigid commission tools, it allows any object in Caliber Platform (Invoice, Project, Work Order, Fulfillment Job, etc.) to trigger an earning event.

Core Features

  • Plan Configuration
    Define commission structures, spiffs, bonuses, and overrides based on revenue, margin, product mix, flat amounts, or tiered logic.

  • Business Unit–Aware Earnings
    Support technicians or sales reps working across multiple brands or divisions, each with different pay structures.

  • Earnings Snapshotting
    Earnings are calculated and “snapshotted” as Internal Payables, ensuring historical accuracy even if the underlying record changes later.

  • Pay Statements & Batches
    Aggregate payables into Pay Statements and export-ready Batches for payroll systems.

Caliber Accounting

Operational Accounting Layer

Caliber Accounting sits between operational data and your general ledger. It’s not a replacement for a full accounting system, but a bridge that ensures operational reality and financial reporting stay in sync.

Core Features

  • Job-Level Profitability
    Track revenue, cost, and margin at the Job, Project, Work Order, or Fulfillment level—tying back to invoices and payments in Commerce.

  • GL Mapping & Export
    Map operational events to GL accounts and export summarized entries to external accounting systems (e.g., QuickBooks, NetSuite, Sage) using structured, repeatable patterns.

  • Accruals & Deferrals
    Support for accrual-style handling of work-in-progress, deferred revenue, and deposits so your financials reflect the actual state of jobs.

  • Auditability & Traceability
    Every financial event can be traced back to the originating operational record via the Transaction Register and job-level links.

Customer Experience

Customer & Partner-Facing Layer

Caliber Customer Experience focuses on how your customers and partners interact with your operation across the lifecycle of a job.

Core Features

  • Communication Timeline
    Centralized view of notifications, updates, and key milestones across phone, SMS, and email.

  • Self-Service Portals
    Build Experience Cloud–based portals where customers can view proposals, approve work, check job status, and pay invoices.

  • Appointment & Job Visibility
    Expose schedules, arrival windows, and job progress in a controlled way that reduces inbound “status check” calls.

  • Feedback & NPS Circuits
    Track satisfaction and gather structured feedback post-job to drive retention and upsell opportunities.

Caliber eSign

Native E-Signature for Commerce & CX

Caliber eSign is tightly integrated with Caliber Commerce and Customer Experience, enabling secure, compliant document execution without forcing your users into yet another disconnected tool.

Core Features

  • Envelope & Template Management
    Define reusable e-sign templates for Proposals, Contracts, Change Orders, and internal forms.

  • Deep Commerce Integration
    Generate documents directly from Commerce records, ensuring line items, terms, and pricing always match the current state of the deal.

  • Status & Audit Trail
    Track envelope status (Sent, Viewed, Signed, Declined) and maintain a full audit trail tied back to the originating record.

  • API & External Signers
    Support for external signers (customers, partners, subcontractors) using secure links, with status flowing back into Salesforce and the Caliber data model.

Additional Modules & Integrations

Beyond the six primary modules, Caliber Platform can be extended with specialized modules and integrations that plug directly into Core, Commerce, and the operational model.

Modules

  • Partner Programs
    Channel sales and distributor reconciliation, including ratebooks, expected vs. actual earnings, remittance imports, and profitability tracking per program.

  • Project Management
    Project hub, phases/milestones, field reporting, and change order integration—tightly linked back to Commerce and Accounting.

  • Restoration
    Industry-specific enhancements for restoration and remediation: moisture mapping, psychrometrics, affected-area tracking, and documentation suited for insurance and compliance.

Integrations

  • MagicPlan Integration
    Sync floor plans, room measurements, and captured site data directly into Projects and Proposals.

  • ArcSite Integration
    Bring in diagrams, takeoffs, and field drawings to build accurate scopes and estimates without manual re-entry.

  • Quo (formerly OpenPhone) Integration
    Tie telephony and messaging activity into Caliber records, enabling better call tracking, SMS history, and communication automation.

  • DocuGenerate Integration
    Document generation powered by templates—create branded, data-driven documents and attach or send them from within Salesforce.

  • Google Drive Integration
    Connect jobs, projects, and accounts to Drive folders, keeping structured file storage aligned with operational records.

  • Google Docs Integration
    Create, link, and manage collaborative Docs from within Salesforce while maintaining relationships to Caliber entities.

Technical Architecture

Caliber Platform is built with scalability, extension, and developer experience in mind.

  • Core Dependency Model
    All modules depend on Caliber Core, ensuring a consistent data model and shared services across the ecosystem.

  • Loose Coupling, Clear Contracts
    Modules interact via well-defined Trigger Frameworks, Queueable and Batch jobs, and global Apex services rather than brittle point-to-point logic.

  • Admin-First Automation
    Extensive use of Salesforce Flows and configuration, allowing admins to implement business logic (e.g., “Post Invoice when Project Phase completes”) without custom code where appropriate.

  • Extensible by Design
    Developers can build on top of the Caliber model using the same patterns and services our internal modules use.

Built on Salesforce

Because Caliber Platform is built on Salesforce:

  • You own your data in a proven, enterprise-grade cloud platform.
  • You get point-and-click customization on top of our opinionated data model.
  • You can extend with Flows, additional apps, and integrations your team already uses.
  • You benefit from Salesforce’s security, compliance, and ecosystem while running your operations on a platform purpose-built for service businesses.