Caliber Platform brings operations, financials, field execution, and customer communication together under one model—while still giving you the flexibility to adapt to your industry’s unique processes.

Below are the sectors where Caliber consistently creates the most impact.

Restoration & Remediation

Built for Water, Mold, Fire, and Environmental Services

Restoration workflows are chaotic and evidence-heavy. Caliber smooths the chaos by connecting documentation, on-site conditions, scope changes, and billing into one system.

Key capabilities for restoration teams:

  • Moisture mapping and psychrometric tracking (via Caliber Restoration module)
  • Field documentation with timestamped photos, notes, and room-level conditions
  • Jobs tied directly to proposals, scopes, and billing events
  • Change Orders that auto-sync with Commerce and Accounting
  • Integration with MagicPlan and ArcSite for diagrams and takeoffs
  • Insurance-friendly documentation and export-ready reports

Outcome:
Fewer re-visits, faster approval cycles, and cleaner handoffs between techs, PMs, and billing.

Construction & Specialty Trades

From Scoping → Execution → Billing

For trades where jobs evolve daily (HVAC, electrical, low-voltage, telecom contractors, flooring, etc.), Caliber streamlines job management without forcing you into a rigid ERP.

Key capabilities:

  • Proposal-to-contract flow with optional eSign
  • Project Phases that tie directly to Progress Billing
  • Job Costing layered on top of Commerce
  • Technician reporting and site condition tracking
  • Document workflows for homeowners, builders, or insurers

Outcome:
A unified operational and financial workflow without adopting a full construction ERP.

Home Services

Repeatable, scalable residential operations

Home services businesses need predictable quoting, scheduling, and follow-up—not heavyweight project management.

Key capabilities:

  • Fast quoting with standardized service templates
  • Appointment scheduling, arrival window updates, and visit communication
  • Customer Experience features for visibility into jobs and approvals
  • Easy invoicing + payments (Stripe/ACH)
  • Repeat service plans and recurring billing

Outcome:
Higher close rates, better homeowner communication, and clearer revenue forecasting.

Telecom & Field Installations

For providers, contractors, or companies running partner-driven fulfillment

Caliber’s Project Management, Partner Programs, and Work Order features naturally align with telecom field workflows.

Key capabilities:

  • Fulfillment Job management (installations, repairs, surveys)
  • Partner Program ratebooks for expected earnings
  • Remittance reconciliation for actual vs expected revenue
  • Technicians can report from the field with photos, notes, and timestamps
  • Support for subcontractors and external technicians
  • Document management via Google Drive/Docs integration

Outcome:
Clear visibility into job profitability and accurate reconciliation with upstream partners.

Multi-Entity & Franchise Operations

Run multiple brands or divisions under one platform

For businesses that operate across markets, brands, or business units, Caliber offers enterprise-level separation without multiple orgs.

Key capabilities:

  • Business Unit–aware data, branding, and numbering
  • Shared customers—with BU-specific permissions and visibility
  • Shared inventory, shared price books, or fully isolated catalogs
  • Multi-entity reporting with consolidated rollups
  • Branding options across CX and document generation

Outcome:
Scale across divisions or geographies without fragmenting your technology stack.

Professional Services & Consulting

Service businesses that don’t fit neatly into CRM or PSA tools

For firms that handle scheduled work, site visits, projects, or milestones, Caliber provides a flexible operational backbone.

Key capabilities:

  • Project templates, tasks, and milestone tracking
  • Time and material logging
  • Flexible invoicing (phased, fixed-fee, or usage-based)
  • Customer communication timeline
  • Document workflows and approvals

Outcome:
A PSA-like workflow without forcing you into a rigid professional services tool.

Why Teams Choose Caliber

  • End-to-End Model
    From proposal → job → documentation → invoice → payment.

  • Salesforce-Native
    Extensible, admin-friendly, secure, and familiar to your team.

  • Industry-Specific Workflows
    We design around real crews, not generic data.

  • Enterprise Architecture
    Multi-entity, multi-brand, modular, and ready for scale.

  • Fast Implementations
    Because the core model is standardized, most teams onboard faster.