
Workflow automation for commercial roofers
Terial is a unified workflow automation platform built specifically for commercial roofing contractors. It connects field crews and office teams in one system, replacing disconnected tools with integrated workflows for sales, service, production job management, job costing, and invoicing—powered by real-time data and AI.
Track opportunities through a unified pipeline with stage-aging alerts, win/loss documentation, and revenue forecasting.
Manage labor allocation, real-time job costing, and change orders across multiple crews and complex projects.
Dispatch crews, track jobs in real time, and generate service invoices in under a minute.
Crews update job status from the roof, capture photos by job phase, track time, and log materials on mobile.
Live crew location visibility with drag-and-drop scheduling and AI-suggested crew assignments.
Live margin tracking with automatic cost updates, budget-versus-actual comparisons, and predictive overrun alerts.
Rapid invoice generation with integrated payment processing and accounts-receivable aging tracking.
Commercial roofers replace seven disconnected systems with one platform syncing crews and the back office in real time.
Project managers monitor live job costing and receive predictive alerts before jobs run over budget.
Service teams dispatch, complete, and invoice service calls in minutes to improve cash flow.
Operations leaders use AI scheduling and automation to expand per-person capacity without adding overhead.
Automatic data capture from field activity, AI document extraction from invoices and delivery slips, and automated customer communications.
Seamless synchronization with QuickBooks for accounting and financial reporting.
P&L analysis, cash-flow forecasting, cost-code profitability, and custom dashboards.

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