--- title: "Terial Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Terial Software - reviews, pricing plans, popular comparisons to other Roofing products and more." source_url: "https://www.capterra.com/p/10030653/Terial/" page_type: "product" language: "en" --- # Terial Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Terial ## What is Terial? Terial is a workflow and job management platform built for commercial roofing contractors. It lets teams manage sales, service, production, and invoicing in one connected system. Terial combines CRM, job costing, scheduling, and billing to streamline communication and reduce manual data entry. Contractors gain real-time visibility into job profitability and cash flow while field crews capture photos, update progress, and log time from any device. Designed for owners who want better control and stronger margins, Terial replaces spreadsheets and generalized, disconnected tools so contractors can automate workflows, improve efficiency, and make faster, data-driven decisions that drive profitability. ## What is Terial used for? [Roofing](https://www.capterra.com/roofing-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Terial?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.terial.com&name=Terial) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Terial 5.0 (14) VS. [4.6 (846)](https://www.capterra.com/p/116187/Acculynx/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (14) Ease Of Use 4.4 (846) Value For Money 5.0 (13) Value For Money 4.2 (731) Customer Service 5.0 (14) Customer Service 4.7 (770) ## Terial alternatives [4.5 (1,399)](https://www.capterra.com/p/147181/STACK-Takeoff/reviews/) Starting price $2599.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (835)](https://www.capterra.com/p/166113/Contractor-Foreman/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.6 (1,474)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (101)](https://www.capterra.com/p/208102/Roofr/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10030653/Terial/alternatives/) ## FAQs about Terial Overview ### Which roles and teams benefit most from Terial? Terial is most used by service managers, field teams, and office coordinators who need to organize billing, service requests, and customer communication in one place. Owners and executives rely on it for operational visibility, while collections and account staff use it to track payments, manage accounts, and keep service workflows moving efficiently. Answer based on 11 reviews Overview ### What company size and specific industries is Terial built for? Terial is designed for commercial roofing companies of all sizes that want to manage service, production, and financial operations in one platform. It targets commercial roofers rather than general contractors or other trades, making it a fit for businesses focused on roofing services and projects. Features and Usability ### What are the key features of Terial? Terial offers job management and work order management, plus job scheduling, dispatch management, and task scheduling for field operations. It includes CRM, lead management, and customer database tools, along with estimating, quotes, billing & invoicing, electronic payments, and QuickBooks integration. Reporting, activity tracking, mobile access, GPS, and photo capture support daily operations. Integrations ### Which third-party tools and platforms does Terial integrate with? Terial connects natively to QuickBooks Online and Sage Intacct for accounting and financial operations. These integrations let Terial fit into common bookkeeping and ERP workflows without extra third-party tools. Getting Started and Support ### What training and onboarding options does Terial offer? Terial provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars can cover product topics for groups, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does Terial offer? Terial provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. With no reviewer feedback available for support, the service experience cannot be described in terms of response speed or helpfulness. Users can still rely on these listed channels for assistance and self-service help. ## Features AI summary Based on 536 Roofing reviews Capterra data shows that buyers of roofing software rank the following features as their top priorities: - **CRM** (**58%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**62%**) - **Quotes/Estimates** (**64%**) Terial includes all three of the features reviewers value most: **CRM**, **Billing & Invoicing**, and **Quotes/Estimates**. Together, these capabilities help roofing businesses manage customer relationships, create accurate project estimates, and handle invoicing in one system, allowing teams to stay organized from lead to payment. CRM 4.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Quotes/Estimates 4.6 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Team Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Organizing a group of people to accomplish a task Scheduling 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Inspection Management 4.8 (12) 91.67% of 12 reviewers that rated this feature as important or highly important Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Work Order Management 4.9 (11) 100.00% of 11 reviewers that rated this feature as important or highly important Creating, assign, and track jobs and/or tasks for work orders Terial 49 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Aerial Measurement: Take aerial view measurements of properties and create estimates using tools like Google Maps, etc. - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Commercial: Specialized for organizations who focus on commercial projects and processes - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Templates: Pre-made examples and templates for emails - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Material Ordering: Generate and send material orders from estimates directly to suppliers - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Photo Capture: Capture photos for any type of use case - Purchase Order Management: Create, send, and track purchase orders and their statuses - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Scheduling: Track and manage the scheduling of tasks - Team Management: Organizing a group of people to accomplish a task - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (14) 4.8 Based on 14 reviews ## Pricing Value for money 5.0 (13) ### Starting price Free trial not available Value for money 5.0 (13) 5.0 Based on 13 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (14) 5.0 Based on 14 reviews ## User reviews Overall rating 5.0 Based on 14 reviews Filter by rating 5(14) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JS Jordan S. Commercial Operations Manager Construction ### "Top-Tier CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2026 Terial has made managing customer relationships simple and efficient. Its intuitive tools keep our team organized, responsive, and focused on delivering great service. Pros What I like most about Terial is its intuitive design and robust range of features. It’s easy to use, and the customer support team consistently provides exceptional service. Cons Some features still require workarounds, but Terial is continually improving and genuinely values customer feedback, which gives me confidence in its continued development. Switched from [Dataforma](https://www.capterra.com/p/130599/Dataforma/) We switched from Dataforma to Terial because we wanted a more intuitive platform with modern, up-to-date features and exceptional customer support. Terial helps us manage work orders, inspections, teams, and billing more efficiently in one place. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dylan E. Service Department Manager Construction ### "Happy user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 4, 2026 Great, impactful, exciting, efficient. The concerns I had were quickly addressed through routine meetings with the Terial team, as well as quick fixes between meetings. They are receptive and responsive. Loving the experience Pros Terial has simplified the service ticket. Theyve provided a CRM that enabled us to monitor and improve our sales process. Their team is highly responsive and has addressed our needs quickly. Cons When we switched software, Terial didnt import the historical roof system information we collected over 15 years, from our old database. We have made many 2nd trips to sites because we no longer have the roof system info. Switched from [Dataforma](https://www.capterra.com/p/130599/Dataforma/) Needed a CRM and the ability to build our own report templates. DF kept promising these features, but only added them after we moved to Terial Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Patrick P. Commercial Division Manager Construction ### "Best Roofing Software Out There" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 29, 2026 I have used Acculynx, Hubspot, and Jobba. None of them are even close to Terial when it comes to commercial roofing. Being able to quickly and cleanly manage production jobs as well as service has been a huge help. Pros Very user friendly. Great looking reports and very attentive customer service. They are always developing new ways to help the contractor be more organized and efficient. Cons I would like a more robust quickbooks integration. My account rep, Tania, has told me they are looking into it since there have been several requests. Other than that, everything is perfect Switched from [AccuLynx](https://www.capterra.com/p/116187/Acculynx/) [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Jobba was too outdated and clunky. Impossible to use effectively. AccuLynx could not track commercial roofing effectively. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TC Tiffany C. Customer Service Coordinator Construction ### "Love, LOVE, LOVE! Terial!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 17, 2026 I use Terial all day everyday to set up and schedule jobs for our service crews. Adding pictures and other documents is seamless and easy for me to do whenever needed and I love being able to rearrange them as needed! I love that every time there is an update, we know it's coming and are told exactly how we could potentially utilize it. Terial has saved me so much time when we have a lot of emergency repairs come in at the same time and need to schedule them quickly and keep all information accurate. Pros Terial has made my job so much easier! I can quickly schedule and edit jobs as needed at my computer and on my phone if I am away from my desk which is very convenient for last minute changes that are urgent. Cons Terial is amazing and I just wish I could have had it sooner! If there was one feature that I could change, it would be maybe adding an option to see more information on a job before placing it on the calendar. Not a big deal at all, but I think it would help me to see the hours in the job preview when I click on a job to review the scope before I place it on the calendar since the scope for two jobs might be the same but depending on the roof size, one might be a few hours of work vs. another building needing multiple days. Switched from [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Jobba took so long to do the basics for scheduling jobs and prevented me from being more efficient. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Serena M. Roofing Specialist Construction ### "Great software for commercial roofing company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 29, 2026 Terial has centralized our client management system, improving visibility for estimators, service, and admin teams and enabling consistent communication with clients. The ticketing system has streamlined scheduling, dispatching, and progress tracking, reducing communication gaps between office staff and field techs. Centralized photo and field findings allow easier review and reporting, and the unified platform connecting CRM, service, and reporting has simplified project handoffs between departments. Pros 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 — the night-and-day difference in experience we've received from the Terial team is incredible. Our team is greatly enjoying the CRM functions, and the ease of use for our production crews and detail to keep our service team on track are close seconds. Cons We are eager for the reporting customizations that are to come, as they are somewhat limited at this time. Switched from [AccuLynx](https://www.capterra.com/p/116187/Acculynx/) Was not ideal for our service management. Alternatives considered [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Reasons for choosing Terial Great customer service from the very beginning. With being a newer platform we value being able to make development request and many of them have already been implemented into the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IM Isabella M. Collections Specialist Construction ### "Positive experiences with Terial " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2026 Overall, a very positive experience. The system helps our field workers submit information properly which helps things on our end run more smoothly. Easy to look up past invoices, tickets, etc. and keeps everything organized. Pros Very easy and straightforward. Takes out a lot of steps that I would typically have to do manually and therefore saves me lots of time! Everything is well explained and whenever I have had an issue, the Terial team gets back to me in a very timely manner. Cons So far so good! It would be easier if a company could be manually changed in a ticket if the person who creates the tickets enters the property under the wrong company. That way we wouldn't have to recreate the entire ticket. Other than that, everything works great. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HN Harry N. Field Service Manager Construction ### "Service Field Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2026 Terial has made our workload more efficient and effective, and our customers have certainly appreciated receiving detailed reports and invoices in a timely manner. Pros Regardless of the amount of bandwidth available, Terial has consistently performed at a level that supports our operational needs, unlike its competitor. Cons We have received nothing but exceptional service from both the application and support teams. Their responsiveness, combined with the continuous updates and enhancements to the platform, has been a tremendous benefit to our organization. Switched from [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Their bandwidth could not scale with our progress. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LH Lauren H. President Construction ### "Outstanding Support, Rapid Updates" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 5, 2026 10/10 no question. I know they are committed to further refining the platform — including improving address-level granularity so we can track service calls at a unit level. The responsiveness of the team and pace of improvements gives us confidence in the platform's trajectory. My entire company is now running off one platform for timeclock, project management, services, proposals, and billing so we are thrilled. Pros 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 every response. They are also very quick with small software request changes and are upfront about what's in the development pipeline. Also the new proposal function is awesome. Given how quickly they created it, we’ve been so impressed and can’t wait to see version 2.0 Cons At this point not a whole lot. The ability to customize the photos given to clients can be a little frustrating but it’s something they are working on and it’s adjustable on our end. Switched from [AccuLynx](https://www.capterra.com/p/116187/Acculynx/) Acculynx is primarily residential without a geomapping and service function. We are a commercial contractor with a service division so it wasn’t a good fit. Alternatives considered [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Reasons for choosing Terial We chose Terial because it was without a doubt the easiest to implement and use and I felt immense confidence that our teams would work well together and they would listen to our needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TC Taylor C. Maintenance Billing and Service Coordinator Construction ### "R.H. Marcon - Terial Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 2, 2026 Pros I was very impressed with the onboarding process Terial has. They spent a lot of time going over their product with us before we made the decision to use their platform. Once that happened, they came to our office and gave in person training. Training sessions were organized based on who and how Terial would be utilized. Their customer services is excellent. They are quick to respond and they are very open to feedback and assisting with solutions whether it is something that is already available or if it could be implemented in the future. The product overall is very intuitive so it was a fairly easy transition for our field workers. Cons There are some processes that seem to take up a little more time to complete than our previous software system. We also have some complex projects that have subcontracts/changes that occur and as of right now, Terial is not equipped to allow us to create these changes within the project like we need it to. Switched from [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) There was a lack of integration between our mainline and service departments. With Terial, we were able to have access in one location and utilize the CRM component to link opportunities between the two. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EP Evan P. Service Account Manager Construction ### "Excellent Roofing Software Backed by Outstanding Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2026 Terial handles the full scope of our service operations: dispatching crews, reporting and documentation, invoicing, accounts payable/collections, historical data and record keeping, and time cards and time tracking. The platform is designed to streamline processes efficiently, ensuring that every aspect of our workflow is covered. It helps us manage everything we need in one centralized system, reducing complexity and saving time while keeping all critical operations organized and easily accessible. Pros Best roofing software we have used. It just works seamlessly and delivers exactly what we need. The support team is outstanding, always quick to respond, and incredibly helpful. The platform continues to improve on a weekly basis, consistently adding new features and updates that make our work even easier. Cons The software is relatively new, so certain features are still in development. However, the developers are making weekly updates and have been clear about their timelines and plans for future enhancements. What they have released, works flawlessly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SO Stephanie O. CEO Construction ### "Intuitive Software That Simplifies" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 28, 2026 As a commercial roofing company, many available technology solutions are built around residential workflows. 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.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 enables our field superintendents to monitor job budgets in real time from their mobile devices. Pros 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. Cons 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 — we were able to collaborate directly with the Terial team, contributing feedback that helped tailor the platform. Switched from [JobNimbus](https://www.capterra.com/p/126797/JobNimbus/) The previous software required us to make multiple "work arounds", issues with the system that were brought to the attention of the development team were not prioritized, and several "features" remained broken and/or unusable for years. Alternatives considered [AccuLynx](https://www.capterra.com/p/116187/Acculynx/) [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) [Dataforma](https://www.capterra.com/p/130599/Dataforma/) [ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/) [Centerpoint Connect](https://www.capterra.com/p/202717/Centerpoint-Connect/) Reasons for choosing Terial None of the other products were designed with a commercial roofing company in mind, they were adapted from other commercial trades or from residential roofing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Kaitlin M. Service Manager Construction ### "Exceptionally Easy to Use and Navigate" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2026 Easy to create tickets, the CRM is incredibly easy to follow, researching properties and histories is a breeze, and support is incredibly helpful. Terial has made our day-to-day service operations noticeably more organized and efficient. The platform is very user-friendly and intuitive, which makes onboarding and navigating the system simple even for newer team members. One of the biggest advantages for our team has been how accessible and centralized everything is. Being able to quickly pull property history, previous work orders, photos, and communication records saves a significant amount of time and helps keep everyone on the same page. The system has helped improve our workflow, communication, and overall response times to clients. Overall, it has been a reliable and valuable tool for managing our service operations more effectively. Pros It is an easy to use program. Even if you don’t know exactly how to do something, the platform is incredibly intuitive and easy to navigate. It’s very user-friendly, which makes learning new features or finding information quick and stress-free. One of the biggest positives for us has been how responsive and helpful their support team is. Anytime we’ve had questions or needed assistance, they’ve reached out quickly and provided clear solutions. Cons One area that could definitely be improved is the ability to view and manage multiple opportunity statuses at the same time. Currently, we can only select and view one opportunity status at a time, which makes it difficult to get a full-picture overview of all active opportunities on a single screen. Having the option to filter or display multiple statuses simultaneously would greatly improve visibility, organization, and overall workflow efficiency- especially when managing a high volume of opportunities daily. It would make tracking progress and prioritizing tasks much more streamlined for users. Switched from [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) Jobba was all the things Terial is not. Our experience with Jobba ultimately led us to look for a more reliable and organized solution for our service operations. While the platform had potential, we consistently ran into issues with reliability, data accuracy, and overall system performance. We experienced multiple situations where information, history, or data was lost or difficult to recover, which created major operational challenges and cost our company valuable time and money. The system was often difficult to navigate efficiently, and simple day-to-day tasks became more time-consuming than they should have been. Visibility into opportunities, service history, and workflow tracking was also limited, making it harder for our team to stay organized and proactive. Compared to the platform we use now, the difference in usability, support responsiveness, and overall operational efficiency has been significant. Ultimately, we made the switch because we needed a system we could trust to reliably manage our data, improve workflow visibility, and support the pace of our day-to-day service operations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Aldo O. President Construction ### "Terial is more than a CRM, they are a PARTNER!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2026 Our Service Manager no longer spends countless hours on reporting and billing — Terial shaved at least half the time spent on these tasks. Visibility into Production Daily Reports has been a game changer. Opportunity tracking is one of the biggest wins: being able to track all opportunities and turn them into service/production work right from the system is huge. We have become more efficient across the board. Pros After testing several CRMs built specifically for commercial roofing contractors, we ultimately went with Terial and we couldn't be happier with that decision. With Terial, 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, and their vision for simplifying every part of a contractor's operations is impressive. 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 — but sure enough, they delivered. Even our field techs were genuinely excited to start using it. Cons As a newer platform, some features we'd like to see are still on the roadmap — but the team is very transparent about what's coming and when, which makes it easy to plan around. And honestly, the only thing we can say they owe us is dinner. Switched from [Dataforma](https://www.capterra.com/p/130599/Dataforma/) We weren't getting the work flow all the way through closing our project, and we were doing a lot of other tasks outside of the system. We're now ~90% done within Terial. Alternatives considered [Jobba Trade Technologies](https://www.capterra.com/p/195931/Jobba/) [Centerpoint Connect](https://www.capterra.com/p/202717/Centerpoint-Connect/) Reasons for choosing Terial One of the main reasons why we chose Terial as a team was the commitment from the Terial team in continuing to improve the platform. As much as we were a little hesitant in the beginning, it truly has been the best choice we have made in the past year. We are now more efficient. Our field crews love the feasibility, and truly the Terial team is top-notch. They take everything very personally. They listen to us, and any chance they get to make improvements based on the feedback, they do it at a heartbeat while making sure that it also benefits other clients across the platform. Their product update is consistent as well, so all in all, best platform out there for commercial roofing contractors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HO Heather O. Office Manager Construction ### "Streamlined Communication and Efficiency — Excellent Customer Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2026 Terial has streamlined communication between our field crews and office staff. Photo timelines and daily reports can be easily viewed by those in the office to answer customer questions and get a sense of project completion for billing. Safety checklists ensure safety is in place on all job sites. Invoicing is efficient — just a simple pricing review and download. The platform also serves as a common space to manage jobs: upload documents, proposals, COIs, photos, and warranties, all accessible even after the job is complete. Pros Terial was clearly designed with the consumer in mind — 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. Outstanding customer service: quick response time, effective communication, problem-solving on the spot. Cons Nothing specific to dislike — there are some features still in-progress that we're eagerly awaiting, but we trust the team to continue delivering. Switched from [Dataforma](https://www.capterra.com/p/130599/Dataforma/) It felt outdated and was not user friendly. Once you made a ticket, it was almost impossible to edit or make adjustments to contacts, properties, or GCs within the ticket. Alternatives considered [Knowify](https://www.capterra.com/p/135791/Knowify/) Reasons for choosing Terial Ease of use for office and service/ production crews. Mobile and tablet friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.