Terial
Workflow automation for commercial roofers
About Terial
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.
Pros & Cons
Pros
- Purpose-built for commercial roofing contractors rather than a generic field-service tool
- Consolidates CRM, dispatch, job costing, and invoicing into one platform, eliminating multiple disconnected systems
- Real-time syncing between field crews and office staff
- AI-powered data capture and document processing reduce manual entry
- Fast implementation, reportedly under two weeks
Cons
- Pricing is not publicly listed—requires a sales call to get a quote
- Narrowly focused on commercial roofing; not suited to other trades or general contractors
- Relatively new vendor with a smaller track record than established roofing platforms
- Mobile-heavy field workflows depend on reliable connectivity on job sites
Key Features
Sales & Pipeline Management
Track opportunities through a unified pipeline with stage-aging alerts, win/loss documentation, and revenue forecasting.
Production Job Management
Manage labor allocation, real-time job costing, and change orders across multiple crews and complex projects.
Service Management
Dispatch crews, track jobs in real time, and generate service invoices in under a minute.
Mobile Field Execution
Crews update job status from the roof, capture photos by job phase, track time, and log materials on mobile.
Smart Scheduling & Dispatching
Live crew location visibility with drag-and-drop scheduling and AI-suggested crew assignments.
Real-Time Job Costing
Live margin tracking with automatic cost updates, budget-versus-actual comparisons, and predictive overrun alerts.
Automated Invoicing & Payments
Rapid invoice generation with integrated payment processing and accounts-receivable aging tracking.
AI Workflow Automation
Automatic data capture from field activity, AI document extraction from invoices and delivery slips, and automated customer communications.
QuickBooks Integration
Seamless synchronization with QuickBooks for accounting and financial reporting.
Financial Reporting
P&L analysis, cash-flow forecasting, cost-code profitability, and custom dashboards.
Pricing
- Tailored to team size and feature requirements
- Sales, service, and production job management
- Mobile field execution and dispatching
- Real-time job costing and automated invoicing
- AI workflow automation and QuickBooks integration
- Implementation in under 2 weeks
Best For
Unifying field and office operations
Commercial roofers replace seven disconnected systems with one platform syncing crews and the back office in real time.
Protecting job margins
Project managers monitor live job costing and receive predictive alerts before jobs run over budget.
Accelerating service billing
Service teams dispatch, complete, and invoice service calls in minutes to improve cash flow.
Scaling crew capacity
Operations leaders use AI scheduling and automation to expand per-person capacity without adding overhead.
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