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Terial Reviews & Product Details

Terial is a workflow and job management platform purpose-built for commercial roofing contractors. It helps contractors manage every part of their business, from sales and service to production and invoicing, in one connected system. Designed for owners and teams who want better visibility, stronger margins, and fewer administrative tasks, Terial makes it simple to track and improve performance across every job. Terial unifies CRM, service management, job costing, scheduling, and billing into a single platform that keeps the office and field connected. The system helps contractors streamline communication, reduce manual data entry, and gain real-time insight into job profitability and cash flow. Field crews can update job progress, capture photos, and log time directly from any device, keeping information accurate and accessible at all times. Key Features: * Manage service tickets, work orders, and production projects in one place * Automate scheduling, dispatching, invoicing, and reporting * Track labor, materials, and costs in real time for accurate job costing * Connect with accounting systems such as QuickBooks for financial accuracy * Improve communication between office staff, sales teams, and field crews Who It’s For: Terial is built for commercial roofing and construction companies that want to simplify daily operations and grow profitably. It is ideal for businesses managing both service work and production jobs that need one system for estimating, tracking, and billing. Terial helps contractors eliminate spreadsheets and disconnected tools while gaining control of their financial performance. With Terial, business owners and operations leaders can make faster, data-driven decisions, reduce administrative time, and run a more efficient and profitable company.

Product Website

Seller

Terial

Discussions

Terial Community

Languages Supported

English, Spanish

Overview by

Greg Fronda

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Terial Media

Unlock valuable insights to drive efficiency

Confidently manage and grow your customer relationships

Terial Demo - Desktop, Tablet & Mobile Apps

Optimized for the field and office

Manage service jobs effortlessly and impress customers with bespoke proposals

Terial Demo - Take back control of your margins

Gain real-time visibility into profitability

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Stephanie O.

CEO

Small-Business (50 or fewer emp.)

12/17/2025

"Intuitive Software That Simplifies"

5/5

What do you like best about Terial?

The platform’s intuitive design makes adoption and onboarding easy, which is especially impactful in an industry that typically lacks strong technical depth.

Just as important, customer success is clearly a driving force behind the company’s decisions and product direction. Review collected by and hosted on G2.com.

What do you dislike about Terial?

Since this is a relatively new software, some features were still in development when we adopted it. What could have been a negative quickly became a positive as we were able to collaborate directly with the Terial team, contributing feedback that helped tailor the platform. Review collected by and hosted on G2.com.

What problems is Terial solving and how is that benefiting you?

As a commercial roofing company, many available technology solutions are built around residential workflows, which often forces commercial operators into inefficient workarounds and ill-fitting processes. We evaluated several of the major, well-known platforms and consistently ran into the same challenges: outdated, clunky systems, confusing user interfaces that required excessive steps to complete simple tasks, and rigid programming that made search and reporting difficult to use effectively, often at a premium cost.

Terial helps solve these issues by providing a platform designed for how our business actually operates. It simplifies getting accurate, timely information from the job site to the office and has significantly improved the quality and consistency of reporting from our service technicians and site superintendents. In turn, this has elevated the quality of the reports we are able to deliver to our customers, improving transparency and communication throughout the life of a project.

Additionally, Terial’s integrations have allowed us to streamline processes within our accounting department, reducing our administrative workload by 19% by eliminating the need for double data entry. Their Production Job Costing functionality also enables our field superintendents to monitor job budgets in real time directly from their mobile devices, improving accountability and proactive decision-making in the field. Review collected by and hosted on G2.com.

Aldo O.

President

Small-Business (50 or fewer emp.)

11/7/2025

"Terial is more than a CRM, they are a PARTNER!"

5/5

What do you like best about Terial?

After testing several CRMs built specifically for commercial roofing contractors, we ultimately went with Terial and we couldn’t be happier with that decision.

Before Terial, our previous “CRM” had slowly turned into nothing more than a document repository. It was clunky, disconnected, and we were barely scratching the surface of what it was supposed to do. With Terial, it’s the complete opposite ; we’re actually using every single module because everything just flows together so naturally.

From the start, their platform stood out for being incredibly easy to use, but what really impressed us was their vision for simplifying every part of a contractor’s operations. It’s helped us stay focused on running and growing our business instead of juggling spreadsheets and scattered information from estimating all the way through invoicing.

When the Terial team told us implementation would take just two days and that we’d be fully operational by the end of the second day, we honestly didn’t believe it. We all kind of laughed and said, “Yeah, right…” But sure enough, they delivered. By day two, everything was live, and even our field techs were genuinely excited to start using it.

Like with any new system, there’s always an adjustment period, but Terial made it surprisingly easy. Both our office staff and field teams quickly embraced it. All of our techs said it best: “This is so much easier to use; thank you!”; their words not ours.

Terial isn’t just a CRM to us, they’ve become a true partner in how we operate. We’re excited about what’s ahead and grateful to have them alongside us! Review collected by and hosted on G2.com.

What do you dislike about Terial?

Well, where do I start.... oh yeah, they owe us dinner! j/k!! Review collected by and hosted on G2.com.

What problems is Terial solving and how is that benefiting you?

Our Service Manager doesn't spend countless hours on reporting and billing, Terial shaved at least 1/2 of the time spent on these!

Visibility to Production Daily Reports have become a game changer!

Opportunity tracking is one of the biggest items, being able to track all of the opportunities and turn them into service/production work right from the system is HUGE!

We have become more efficient!! Review collected by and hosted on G2.com.

Serena M.

Service Team

Small-Business (50 or fewer emp.)

11/3/2025

"Great software for commercial roofing company"

5/5

What do you like best about Terial?

The collaborative team behind the platform is by far the best feature. As we grow into the software, having a partner who listens to our ideas and actively works to implement them into the software is invaluable. We have attempted to onboard with a competitor that we never ended up going live with and the night and day difference in experience we have received from the Terial team is incredible. Our team is greatly enjoying the CRM functions, ease for our production crews and detail to keep our service team on track are close seconds. Review collected by and hosted on G2.com.

What do you dislike about Terial?

We are eager for the estimating functions that are to come as they are limited at the time. Review collected by and hosted on G2.com.

What problems is Terial solving and how is that benefiting you?

-CRM & Outreach Organization

Centralized client management system to track leads, contacts, and follow-ups

Improved visibility for estimators, service, and admin teams

Enables consistent communication and follow-through with clients and HOAs

-Service Team Organization & Workflow

Streamlined ticketing system for scheduling, dispatching, and progress tracking

Clear visibility into open, scheduled, and completed jobs

Reduces communication gaps between office staff and field techs

Easier delegation and accountability across departments

-Field Notes & Documentation Efficiency

Centralized photo and field findings allowing easier review and reporting

Standardized format ensures information isn’t lost or miscommunicated

Simplifies documentation for warranty claims, maintenance logs, and client reporting

-Company-Wide Operational Clarity

Unified platform connecting CRM, service, and reporting functions

Simplifies project handoffs between departments

Allows management to track performance and workload in real time

5. Scalability & Professionalism

Provides a foundation for future automation and client portal integration

Enhances client experience through faster, more organized communication

Supports long-term growth by systematizing internal processes Review collected by and hosted on G2.com.

Lauren M.

President

Small-Business (50 or fewer emp.)

11/3/2025

"Outstanding Support, Rapid Updates—Just Needs Photo & Proposal Features"

5/5

What do you like best about Terial?

The support and communication is truly incredible. Not only do they respond almost instantly but you can tell they’ve put time and thought into the responses. They are also very quick with small software request changes and how at about what’s in the development pipeline. Review collected by and hosted on G2.com.

What do you dislike about Terial?

There are still some simple things missing - anything having to do with photos seems to not be fully refined yet. Also the lack of a proposal function is requiring keeping extra software (but I know they know that and will work on it!) Review collected by and hosted on G2.com.

Barbara O.

Accounts Receivable Manager

Small-Business (50 or fewer emp.)

12/18/2025

"User-Friendly and Effortless Invoicing with Terial"

5/5

What do you like best about Terial?

Terial is very user friendly. Invoicing is a breeze thru this system as compared to any other programs we have used. The customer service is fantastic. They have multiple videos to assist with training and are readily available for support when needed. Review collected by and hosted on G2.com.

What do you dislike about Terial?

I would love to see Terial include an accounting system which would provide everything to run a business under one program. Review collected by and hosted on G2.com.

Kaitlin M.

Service Manager

Small-Business (50 or fewer emp.)

12/19/2025

"Exceptionally Easy to Use and Navigate"

5/5

What do you like best about Terial?

Easy to use program, even if you do not know the method of how to do something, it is incredibly easy to navigate and figure out how to do anything you need. I also really love how quick their support is with reaching out if we do have any questions. Review collected by and hosted on G2.com.

What do you dislike about Terial?

On Service Invoices, not having the ability to put/ edit titles as you can if you just download the report. Review collected by and hosted on G2.com.

Will M.

Service & Repair Manager

Small-Business (50 or fewer emp.)

7/18/2025

"Best in the business"

5/5

What do you like best about Terial?

I've worked with several software companies and NONE are as personable, responsive, or have the level of customer care/support that our partners at Terial have. From the Aaron to the customer support team, they feel like an extension of our office & display the same level of urgency/problem resolution we expect of our in-house team. As far as ease of use - the application is as simple & user-friendly as it could be...all of my techs picked it up after less than a week of use. If you're wondering where to invest to take your roofing company to the next level - look no further. You won't be disappointed! Review collected by and hosted on G2.com.

What do you dislike about Terial?

There's nothing to dislike about Terial or their people - best in the business! Review collected by and hosted on G2.com.

What problems is Terial solving and how is that benefiting you?

We'd been trying to find the right software partner 3x's over....until we found Terial. They've enabled a heightened level of communication from the field to management, improved the value add we bring under the sales realm, and made our AR process more cohesive. From a scalability standpoint - we'd be lost without them! Review collected by and hosted on G2.com.

Heather O.

Office Administrator

Small-Business (50 or fewer emp.)

6/27/2025

"Streamline communication and efficiency; Excellent customer service"

5/5

What do you like best about Terial?

Terial was clearly designed with the consumer in mind. The consumer, in this case, being both the roofing contractor and their customer. Easy to use on the back end, easy to interpret on the front end. Constantly evolving as they solicit feedback and seek to create a seamless, one-stop-shop for contractors. Not to mention, outstanding customer service: quick response time, effective communication, problem-solving on the spot. We're happy to have teamed up with Terial and look forward to continuing our relationship with the team and the platform! Review collected by and hosted on G2.com.

What do you dislike about Terial?

Nothing to specifically dislike. Some features that are still in-progress that we're eagerly awaiting! Review collected by and hosted on G2.com.

What problems is Terial solving and how is that benefiting you?

Streamline communication between guys in the field and office staff. Photo timelines and daily reports that can be easily viewed by those in the office to answer customer questions and get a sense of project completion for billing purposes, etc.

Safety checklists: ensuring that safety is in place on all job sites for day-to-day opperations and to use as a reference if safety procedures are questioned by a project manager or OSHA.

Invoicing: Efficient and timely. On the back end, just a simple pricing review and download. Saves time entering time, materials, and work items manually.

Common, shared platform to manage jobs: Upload documents, proposals, COIs, photos to job tabs. Upload warranties when jobs are done. Access these saved files even after the job is complete.

CRM: track incoming requests, assignment of tasks, storing customer data.

Scheduling service: initial scheduling and re-scheduling is quick and easy in the service calendar. Automatically email those affected to notify them of changes as they happen. Review collected by and hosted on G2.com.

Evan P.

Service Account Manager

Mid-Market (51-1000 emp.)

11/3/2025

"Terial: Great Roofing Software with Even Better Support!"

5/5

What do you like best about Terial?

Best Roofing Software we have used! It just works. Review collected by and hosted on G2.com.

What do you dislike about Terial?

Newer software so some features are not available yet, but developers continue to make improvements on a weekly basis and have been transparent about timelines and their dev roadmap. Review collected by and hosted on G2.com.