Terial Features

Provides roofing-industry-specific cost estimating, takeoff, and bid management functionalities.

Facilitates the efficient and centralized management of roofingbusiness operations.

Streamlines the management and coordination of supplies and resources utilized on roofing projects.

Enables the dispatching and coordination of roofingtechnicians and field forces.

Track, store, and access client contracts or licenses

Track and manage schedules and meetings via an integrated calendar

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage and track all job information and associated tasks

Organizing a group of people to accomplish a task

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Manage sending personnel and resources to a site as needed

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

Electronically collect payments for goods or services

Generate and send material orders from estimates directly to suppliers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Active reporting of data and metrics

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and manage the scheduling of tasks

Integrates with QuickBooks

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Store and organize documents in a centralized system

Access the system via a mobile application

Pre-designed layouts that can be customized to match preferences and requirements

A collection of customer information such as contact details, demographics, previous interactions, etc.

A website or login for customers to access information

Integrate with a third-party accounting system

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.

Digitally sign online documents

Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform

Pre-made examples and templates for emails

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Access software remotely via mobile devices

Capture photos for any type of use case

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Log and record hours worked and costs spent to assist in billing and invoicing

Calculate total itemized costs, including initial costs and any changes

Generate quotes or estimates for customers

Receive system updates as soon as any changes are made

Create, manage, and send invoices or bills to customers

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specialized for organizations who focus on commercial projects and processes

Track the location of specific equipment at all times

Use AI to generate content in the form of text, images, videos, etc.

Track and document all activities across devices, networks, and other systems