The modern workflow automation platform for commercial roofers
Terial unifies field and office operations with real-time data and AI-powered workflows – so everyone works faster, smarter, and more efficiently.
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You shouldn't need seven disconnected systems to run your roofing business
Photos in one tool. Time tracking in another. Job costing in spreadsheets. Crew updates through calls and texts.
By the time you discover a job went over budget, it's too late to fix it. Invoices wait for paperwork that should have arrived days ago. You're making decisions based on guesswork, not data.
Your margins are suffering, and you know there must be a better way.
One connected, real-time platform – from estimating to field service to invoicing
Terial's mobile experience is simple, fast, and intuitive. Crews capture photos, log time, and document work from the job site in seconds. Updates sync automatically, giving you reliable data you can trust.
See exactly where you stand on labor, materials, and margins as work happens. Live job costing catches overruns before they hurt your bottom line, so you protect profitability on every job.
When crews mark a job complete, information flows automatically from field to office to accounting. Generate invoices in under a minute. Save 20+ hours per week and accelerate payment collection by up to 50%.
Terial isn't residential or general construction software stretched to fit. Every workflow is designed for how commercial roofing contractors operate, developed in partnership with leading contractors and industry thought-leaders.
AI agents handle workflows that drain time – reporting, dispatch recommendations, routine automation. Achieve 80%+ reduction in workflow completion time and 2-3x capacity expansion per person. Time back for work that matters.
Talk to experts who know commercial roofing, understand your workflows, and solve problems fast. Our on-shore team answers questions within 20 minutes. You always talk to someone who knows your business.
Accept credit cards, ACH, and digital payments directly through invoices. Customers pay online in seconds. Funds hit your account faster, reducing collections time and improving cash flow without chasing checks.
Everything you need to protect margins, accelerate cash flow, and scale confidently
Track & convert opportunities
See exactly where every opportunity stands and what needs attention next. Separate service and production pipelines match how you sell, while stage aging alerts flag deals going cold – so you move work forward instead of wondering what happened to that quote you sent three weeks ago.
Convert wins to scheduled work instantly
Stop re-entering data and losing time between sale and start date. Won opportunities become robust tickets with one click. Transfer all customer details, scope, and pricing automatically so your service or production teams can begin work immediately
Make better sales decisions with accurate reporting and forecasting
See your total pipeline value, projected revenue by month, estimator and rep data cuts, and crucial insights in real-time. Know what work is coming so you can plan crew capacity, order materials in advance, and make confident business decisions about growth.
Dispatch crews in seconds
Assign service work to available crews instantly with visual scheduling that shows exactly who's where and when they're free. Your coordinators see real-time crew locations and availability, so they dispatch confidently without calling six people to find who can take the job.
Track service work in real time
Field crews update job status, capture photos, and log time through mobile – and you see it instantly in the office. No more wondering if the work is done, if crews arrived on time, or if the customer is satisfied. You know, in real-time, as it happens.
Invoice service work in under a minute
Generate complete, accurate invoices the moment service work finishes. All labor hours, materials used, and job photos flow automatically from ticket to invoice. Bill while the job is still fresh, get paid faster, and eliminate the days-long lag that kills cash flow.
Keep customers informed effortlessly
Generate professionally branded service and inspection reports with automatically populated job details, before/after photos, and completion notes. Keep customers satisfied with documentation that proves the work was done right – without spending hours creating reports manually.
Turn service visits into upsell opportunities automatically
When crews discover additional work during service visits, they document it instantly in the field. The upsell management workflow creates opportunities, routes them for approval, and tracks conversion.
Know exactly what's happening on every job site in real-time
Field crews submit daily reports, safety checklists, and progress updates through mobile – giving you instant visibility into what's actually happening on-site. Document work completed, conditions encountered, and safety compliance in real-time, so office teams and project managers stay informed without job site visits or phone calls.
Track and approve change orders effortlessly
When scope changes in the field, document it immediately and route for approval through the change order workflow. Track what's been requested, what's approved, and what's been billed. Every change is documented for customer billing.
Allocate labor and resources with visual planning
Assign crews and equipment across multiple production jobs with visual Gantt charts that show exactly who's allocated where and when. Balance resources to prevent bottlenecks, track labor allocation against project schedules, and adjust in real-time when priorities shift – so projects stay on track and crews stay productive.
Protect margins with real-time costing
Watch actual labor, materials, and subcontractor costs stack up against your estimates as work happens. See exactly where you stand on every cost code. Catch budget overruns early, make corrections while they matter, and protect the margins you estimated.
How Terial connects your entire operation
Manage your pipeline, convert wins to jobs instantly, and schedule crews visually.
Crews log time, capture photos, and update job status through mobile. Everything syncs to the office automatically.
Track costs in real-time, create branded client reports and proposals, and generate invoices in under a minute.
Implement without interruption
Your team goes live in weeks, not months. Your dedicated CSM will guide your setup step by step to get you fully operational and seeing immediate results.
Our migration pipeline captures 95%+ of historical client data in familiar formats. You keep your job history, customer records, and financial data while building even more data insights through our infrastructure.
Get hands-on training personalized by role – field crews, admin staff, sales team. Everyone learns the parts of Terial they'll actually use.
Run your business on data, not guesswork
See exactly where every job stands financially as work happens. Know which crews are available without playing phone tag. Generate invoices the moment work completes. Make confident decisions backed by reliable data.
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