How Damschroder [Achieved Specific Result] with Terial
Founded in 1976, Damschroder Roofing is a family-owned commercial roofing contractor with ~70 employees and a strong regional reputation. As the company approached its 50th anniversary, disconnected systems across sales, service, and operations limited visibility and created inefficiencies. By implementing Terial as a centralized system of record, Damschroder gained real-time visibility across departments, accelerated sales velocity, and built a foundation to scale contracted revenue from $9.5M toward $17M.
Damschroder Roofing
Disconnected systems across sales, service, and operations created duplicate work, poor visibility, and misalignment between teams—making it difficult to forecast revenue, manage sales performance, and confidently scale without financial blind spots.
- Accelerated sales velocity — “We used to close 80–85 jobs a year. We’re already at 50 and we’re not even halfway through the year — roughly 20–25% ahead of our normal pace.”
- Revenue growth foundation — “We’re at $9.5 million in contracted work and expect to hit $17M soon.”
- Real-time operational visibility — “If there’s an issue on a job, I know before the customer does.”
The Challenge
Disconnected systems created inefficiencies and financial blind spots
Before Terial, Damschroder Roofing relied on a patchwork of disconnected systems that limited visibility across sales, service, and operations. With no centralized system of record, teams lacked clarity on who was doing what, when work was scheduled, and how activity translated into revenue.
Key challenges included:
- No Source of Truth
Sales tracked projects in an incumbent system, scheduling lived in custom Gantt charts, and materials and job details were manually tracked—making oversight time-consuming and unreliable. - Cross-Department Misalignment
Without shared visibility, sales, service, and operations frequently overlapped or worked in silos, creating confusion, duplicated effort, and missed opportunities. - Manual, Error-Prone Workflows
CRM notes and updates were logged by hand—if at all—leading to lost information, inconsistent follow-up, and slower execution as the business scaled.
As the company approached its 50th year and set more aggressive growth targets, these issues made it increasingly difficult to forecast revenue, hold teams accountable, and scale efficiently without introducing operational and financial risk.
"Prior to Terial, two departments could be doing the same thing for the same customer. And no one knew.”
The Solution
Why Damschroder chose Terial
As Damschroder Roofing looked to scale, leadership needed to move beyond disconnected tools and manual workarounds. They were looking for a single platform that could support how commercial roofing companies actually operate—connecting sales, service, production, and both the field and back office with shared, real-time visibility.
Specifically, Damschroder needed a solution that could:
- Manage the full sales funnel, not just intake
- Seamlessly convert won work into service work orders or production projects
- Eliminate blind spots between departments and reduce reliance on spreadsheets, calls, and manual updates
After learning about Terial through a peer group, the team recognized its ability to unify these workflows in one commercial roofing–specific system. Terial stood out for its combination of real-time visibility, practical field adoption, and workflows designed to support both service and project-based work.
Implementation & rollout
- On-site, hands-on training across roles (including field teams)
- Weekly follow-ups to reinforce adoption and alignment
- Live within weeks, without disrupting day-to-day operations
Today, Damschroder uses Terial across sales, service, and production—including CRM, service tickets and scheduling, daily reporting, and project tools like change orders and Gantt charts—giving the entire organization a shared system of record and a stronger foundation for growth.
Features
The Results
~20–25% faster sales velocity and a clear path from $9.5M to $17M in contracted revenue
- Seamless transition from sale to execution — won opportunities flowed directly into service tickets or production projects without manual re-entry
- Unified field-to-office workflows — updates, reporting, and documentation stayed connected across teams, reducing duplicative work
- Simplified oversight and quality control — managers maintained visibility into activity, progress, and next steps without chasing updates
- Accelerated sales velocity — closing work faster and running ~20–25% ahead of historical pace
- Clearer revenue visibility — $9.5M in contracted work with a defined path toward $17M
- More strategic revenue expansion — service history and account data surfaced new reroofing opportunities
- Stronger cross-team coordination — shared visibility across sales, service, and production reduced overlap and confusion
- Improved accountability — managers tracked rep activity and deal progress in real time
- Foundation for scalable growth — systems in place to support expansion without added operational complexity
"Prior to Terial, two departments could be doing the same thing for the same customer. And no one knew.”
Looking Forward
Today, Terial has become a core part of how Damschroder Roofing operates day to day. Sales, service, and production teams rely on the platform as a shared system of record, with real-time visibility into activity, progress, and opportunities across the business. Managers use Terial to stay on top of rep performance and job status, while teams in the field and back office stay aligned through consistent reporting and connected workflows.
With strong momentum in contracted work and clearer visibility into their pipeline, Damschroder is positioned for continued growth as it approaches its 50th year in business. By staying on Terial, the team has confidence that they can scale sales, operate more proactively, and pursue new opportunities without adding unnecessary complexity—knowing they have the visibility and coordination needed to support their long-term goals.
Ready to achieve similar results?
More Case Studies
