The Platform
10 packages. Oneoperating system
Caliber Platform is a modular suite that connects proposals, projects, field work, invoicing, e-signatures, and payments into one lifecycle — powered by Salesforce and Caliber's own cloud services. Built by a team that actually runs field service operations.
Platform at a glance
Core platform packages
The platform is built as a hub-and-spoke model: Caliber Core provides the shared foundation on Salesforce, while specialized packages and cloud services extend the platform across the full service lifecycle.
Caliber Core
Business units, legal entities, branding, error logging, integration registry, phone validation, geocoding via Google Maps, contact relationships, and multi-step wizards for accounts, leads, and locations.
Caliber Commerce
Proposals with template builders, contracts with amendments, invoices with posting and running balances, payments, deposits, credit memos, purchase orders, subscriptions, and integration with Caliber Documents for output.
Caliber eSign
E-signature orchestration — envelopes, recipients, field placements, embedded signing ceremonies, webhook processing, and reusable templates. Fully hosted and managed as a Caliber cloud service.
Caliber Compensation
Compensation plans with rates and rules, pay batches, pay statements with line items, internal payables, and multi-business-unit compensation assignments.
Caliber Partners
Partner program definitions, rate books with rate structures per work type, rate overrides, partner remittances and receivables, fulfillment jobs, service accounts, and service plans.
Caliber Projects
Project tracking with phases and milestones, tasks, contact roles, billing line items for project invoicing, daily field reports, site observations, and field measurements.
Architecture
Salesforce + Caliber cloud — designed for real growth
Rather than a monolithic app, Caliber is a collection of tightly aligned packages and cloud services. Start with Core + Commerce and expand into eSign, Compensation, or Partner Programs as your operation matures.
Salesforce packages follow proven Apex patterns — Trigger, Handler, Selector, Service — with centralized error logging and bulk-safe processing throughout. Cloud services connect via Named Credentials and Custom Metadata configuration.
Salesforce as the data backbone
Caliber Core and domain packages live on Salesforce, leveraging its security model, automation tools, sharing rules, and admin toolbox as the central system of record.
Caliber cloud services
Caliber Documents, Caliber eSign, Caliber Files, and Caliber Payments run as managed cloud services — purpose-built, hosted by Caliber, and integrated seamlessly with your Salesforce data.
Clean extension points
Cross-package communication uses an IntegrationRegistry with hook interfaces. Signing, storage, and payment backends are pluggable. No tight coupling between packages or services.
Caliber cloud services
Purpose-built services hosted and managed by Caliber as SaaS — integrated with your Salesforce data, no third-party vendor accounts needed.
DOCX template engine with a visual merge field designer and automatic PDF conversion. Generate branded proposals, contracts, and invoices from your Salesforce data.
Managed e-signature service with embedded signing ceremonies, webhook event processing, and signed document storage. No separate e-signature vendor required.
Cloud file storage with signed URL uploads, organized folder structures by business unit and record, and batch migration tools for moving files out of Salesforce.
Payment processing with Stripe Connect onboarding, payment intent management, and integration hooks that fire on service relationship events.
Additional extensions & integrations
Specialized packages and integrations for field-heavy operations and industry-specific workflows.
Service appointment automation, status transition sync, GPS capture for technician locations, ETA updates, and mobile-optimized LWC components.
Address autocomplete, place lookup, geocoding, timezone resolution, and a map-based location coordinate editor — all built into Core.
E.164 formatting and carrier validation via PhoneValidator.com V3 API — integrated into lead and account wizards for clean data from day one.
How teams typically adopt Caliber
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 Caliber Core for business units and shared infrastructure, then move quoting, contracts, and invoicing into Caliber Commerce.
- 2
2. Add Caliber eSign & Documents
Connect Caliber eSign for e-signatures and Caliber Documents for automated PDF generation. Both are managed cloud services — no setup on your end.
- 3
3. Layer in Compensation & Partners
Bring in compensation plans, pay statements, and partner programs to close the loop between operations, finance, and vendor relationships.
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4. Extend with Field Service & Projects
Add Field Service extensions for mobile workflows and GPS tracking. Introduce Caliber Projects for phase-based work and daily reporting.
FAQs
Platform FAQs
Common questions from teams evaluating Caliber Platform.
Do I need every package to get value?
No. Caliber Core is required, but you choose which packages and cloud services to use — Commerce, eSign, Documents, Compensation, Partners, Projects, Payments, Files — based on your priorities.
Does Caliber replace Salesforce?
No — Caliber builds on Salesforce. Core and domain packages live on Salesforce as the data backbone. Caliber cloud services (eSign, Documents, Files, Payments) extend the platform with capabilities that run outside Salesforce but integrate seamlessly.
Can admins extend Caliber with Flows?
Yes. The Salesforce data model and automation patterns are intentionally admin-friendly. Many customers orchestrate additional automation with Flows on top of Caliber objects and invocable actions.
How do the cloud services connect to Salesforce?
Cloud services connect via Named Credentials and Salesforce's outbound REST patterns. Configuration is driven by Custom Metadata Types — no hardcoded IDs or secrets.
What e-signature provider do you use?
Caliber eSign is a managed service — we host and operate the signing infrastructure. The architecture supports pluggable backends, but as a customer you just use Caliber eSign.
See how Caliber maps to your operations
Whether you run restoration, home services, smart buildings, or partner programs, Caliber is the system you wish you had from day one — not another disconnected tool.