Reach new heights with modern commercial roofing software

Terial is a modern workflow management platform for commercial roofers.

We're an end-to-end solution helping contractors manage service and production work, from CRM and field service management to change orders and billing/invoicing.

Using Terial, contractors earn consistently higher margins and automate manual data entry - all while reducing the admin burden on their teams.

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Why Terial?

Don’t settle for outdated solutions and generic software to run your business. Terial is purpose-built for commercial roofing workflows.

Intuitive end-to-end solution

• One simple platform that addresses your core workflows, from initial estimate to invoice
• Streamline projects and eliminate double entry of data on the back-end

Increased efficiency and profitability

• Automate reporting and optimize pricing with our innovative estimating tool
• Minimize downtime and maximize resource allocation with advanced analytics

Unparalleled reliability and connectivity

• Mobile-friendly design ensures you're always in control, no matter where you are
• Real-time updates and communication tools keep your team coordinated and informed

Learn more about why you should choose Terial.

Live from IRE 2026 with Terial

Features

Field operations
 

Update job status from the roof in seconds. Crews clock in, update progress, and log materials without leaving the job site.

Photo documentation with automatic organization. Capture site photos, add notes, and file by job phase automatically.

Time tracking that crews don't resist. Mobile clock in/out with automatic job association. Accurate labor hours without manual timesheets or admin overhead.

Digital safety checklists and inspections. Complete safety protocols and quality inspections from mobile. Timestamped proof of compliance, accessible instantly.

Material tracking at point of use. Log materials used in real-time, triggering automatic job cost updates.

Learn more about job management.
 

Office management
 

Live crew location and availability. See where every crew is, what they're working on, and when they'll be available. Dispatch the nearest team to emergency calls in one click.

Drag-and-drop scheduling. Visual calendar shows crew capacity, job timelines, and conflicts. Optimize assignments to balance service response with project commitments.

Multi-location visibility. Regional operators see consolidated views across all offices while local managers maintain autonomy.

Complete job files in one place. Every document, photo, communication, and update lives in the job record. No more hunting through email chains or lost paperwork.

Customer relationship history. Every past job, service call, invoice, and conversation in one place. Answer customer questions instantly and spot upsell opportunities.

Document management & templates. Standardized contracts, proposals, and forms. Generate professional documents in minutes.

Team collaboration & task management. Assign tasks, track completion, and keep internal discussions separate from customer communications.

Learn how we coordinate our operations.
 

Financial intelligence
 

Live margin status on every job. See profitability as work happens, not weeks later. Material costs, labor hours, and expenses update automatically from field activity.

Budget vs. actual tracking. Compare estimated costs to actuals in real-time. Get early warning alerts when jobs approach budget thresholds or material overages occur.

Invoice generation in under a minute. Convert completed jobs to invoices automatically. Review, approve, and send – all from one screen.

Progress billing for long-term projects. Schedule invoices by project milestones or time periods. Manage retained payments and complex billing structures effortlessly.

Cash flow forecasting. Project future cash position based on scheduled invoices, pending payments, and upcoming expenses.

Learn more about our budgeting and cash flow services.
 

AI and automation
 

Automatic data capture from field activity. Crew actions trigger updates across the system. Time tracking, material usage, job progress – all captured without manual entry.

Smart document processing. Upload invoices, spreadsheets, delivery slips, and more. AI extracts and populates relevant data for you.

Customer communication on cruise control. Create and send branded daily job progress reports with customers within minutes, directly from Terial. Automate internal preventative maintenance reminders so scheduling never slips.

Predictive job cost alerts. AI identifies jobs trending toward overruns before thresholds hit. Proactive warnings let you intervene early.

Crew productivity analysis. Compare crew performance, identify top performers, and spot training opportunities.

Material waste reduction. AI flags unusual material usage patterns, helping you catch theft, waste, or ordering errors.

Learn how to lower your busy time.
 

Sales and estimating management

Unified opportunity tracking with smart alerts. See every sales opportunity in one place – project bids, service quotes, and upsell opportunities in separate pipelines. Automatic stage aging alerts flag deals sitting too long, so you never lose work because you forgot to follow up.

Task assignment and win/loss tracking. Assign follow-ups to your team with reminders when action is needed. Document why you won or lost deals to identify patterns and improve your approach.

Won opportunities become jobs instantly. Convert won estimates to service tickets or production jobs with one click. All customer details, scope, and pricing transfer automatically.

Estimates become job budgets. Your estimate IS the budget for real-time job costing. Track actual costs against what you quoted without rebuilding anything manually.

Total pipeline value and revenue forecasting. See your entire pipeline's dollar value at a glance. Project revenue by month based on close rates. Plan crew capacity, material orders, and hiring with confidence.

Conversion rate analytics. Track win rates to understand what's working. Identify trends and improve your sales approach over time.

Learn how to convert opportunites faster.

Latest Podcasts

Strategic Tech Partnerships That Drive Growth

In this episode of Roofing Road Trips®, Heidi J. Ellsworth talks with Aaron Weinstein, CEO of Terial and Brad Sutter, CEO of Sutter Roofing, about why selecting the right technology partner is critical to building scalable systems and sustainable growth. They talk about how Sutter Roofing’s search for better operational ...
Listen to the Podcast

Aaron Weinstein & Lauren Morely - Why Roofers are Switching their Software

In this episode of Roofing Road Trips®, Megan Ellsworth sits down with Aaron Weinstein from Terial and Lauren Morely with RNG Roofing to discuss how the needs of commercial roofers have evolved when it comes to software. Aaron shares his perspective on traditional roofing platforms with Lauren sharing the need ...
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Latest Videos

Terial Trade Show Playlist

Live from IRE 2026 with Terial From the IRE 2025 Trade Show Floor with Terial LIVE From NERCA 2025 with Terial! RoofersCoffeeShop is live with Terial! LIVE From MRCA 2024 with Terial! LIVE from FRSA with Terial
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Terial's Video Playlist

RoofersCoffeeShop is live with Terial! LIVE From NERCA 2025 with Terial! From the IRE 2025 Trade Show Floor with Terial LIVE from FRSA with Terial
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Partner Photo Gallery