# Terial Software Reviews, Demo & Pricing - 2026 > Review of Terial Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/529430-Terial/reviews --- [Home](https://www.softwareadvice.com/) / [Roofing Software](https://www.softwareadvice.com/construction/roofing-siding-contractor-software-comparison/) / Terial Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Terial 2026: Benefits, Features & Pricing Wondering if Terial is right for your organization? Our Roofing Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Pricing and Plans - Features - Integrations - User Reviews ## Overview Terial 5.0 [(10)](https://www.softwareadvice.com/product/529430-Terial/#reviews) Pricing Pricing available upon request ### About Terial Terial is a business management platform designed specifically for commercial roofing contractors. It brings sales, service, production, and invoicing together into a single, connected system so teams can manage every stage of the job in one place. The platform combines CRM, scheduling, job costing, and billing to eliminate manual processes and keep information flowing between the field and the office. Teams gain real-time visibility into job progress, profitability, and cash flow, while field crews can capture photos, log time, and update work directly from any device. Built for contractors who need greater control over their operations, Terial replaces disconnected tools and spreadsheets with streamlined workflows that improve efficiency, reduce errors, and support faster, data-driven decisions. Wondering if Terial is right for your organization? Our Roofing Software selection experts can help you in 15 minutes or less. ## Terial User Interface ## Terial Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Annual Plan Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Terial Features - Popular features found in Roofing Aerial Measurement Commercial CRM Quotes/Estimates - More features of Terial Accounting Accounting Integration Activity Dashboard Activity Tracking AI Copilot Alerts/Notifications Billing & Invoicing Calendar Management Contact Database Customer Database Customizable Fields Customizable Reports Customizable Templates Dispatch Management Document Storage Electronic Payments Electronic Signature Email Templates Equipment Tracking Estimating Generative AI GPS Inspection Management Interaction Tracking Invoice Management Job Costing Job Management Job Scheduling Job Tracking Lead Management Material Ordering Mobile Access Mobile App Photo Capture Purchase Order Management QuickBooks Integration Real-Time Reporting Real-Time Updates Reporting & Statistics Scheduling Task Scheduling Team Management Time & Expense Tracking Workflow Management Work Order Management ## Terial Integrations Sage Intacct Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review ## Terial User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.9 Value for money 5.0 Customer support 5.0 Functionality 4.8 Have you used Terial and would like to share your experience with others? Aldo O. Verified reviewer Construction 11-50 employees Used daily for less than 12 months Review source Reviewed May 2026 Terial is more than a CRM, they are a PARTNER! 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. 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. Reasons for switching to Terial 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. Read More Kaitlin M. Verified reviewer Construction 11-50 employees Used daily for less than 12 months Review source Reviewed May 2026 Exceptionally Easy to Use and Navigate 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons for switching to Terial 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. Read More HO Heather O. Verified reviewer Construction 11-50 employees Used daily for less than 2 years Review source Reviewed May 2026 Streamlined Communication and Efficiency — Excellent Customer Service 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons for choosing Terial Ease of use for office and service/ production crews. Mobile and tablet friendly. Reasons for switching to Terial 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. Read More SM Serena M. Verified reviewer Construction 11-50 employees Used weekly for less than 12 months Review source Reviewed June 2026 Great software for commercial roofing company 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. 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. Reasons for switching to Terial Was not ideal for our service management. Read More LH Lauren H. Verified reviewer Construction 11-50 employees Used daily for less than 12 months Review source Reviewed June 2026 Outstanding Support, Rapid Updates 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. 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. Reasons for switching to Terial 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. Read More TC Taylor C. Verified reviewer Construction 51-200 employees Used daily for less than 12 months Review source Reviewed June 2026 R.H. Marcon - Terial Review 5 Ratings Breakdown 4 Ease of use 5 Customer support 4 Functionality 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. Reasons for switching to Terial 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. Read More SO Stephanie O. Verified reviewer Construction 11-50 employees Used daily for less than 2 years Review source Reviewed May 2026 Intuitive Software That Simplifies 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. 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. Reasons for switching to Terial 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. Read More HN Harry N. Verified reviewer Construction 51-200 employees Used daily for less than 6 months Review source Reviewed June 2026 Service Field Manager 5 Terial has made our workload more efficient and effective, and our customers have certainly appreciated receiving detailed reports and invoices in a timely manner. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons for switching to Terial Their bandwidth could not scale with our progress. Read More EP Evan P. Verified reviewer Construction 51-200 employees Used daily for less than 2 years Review source Reviewed June 2026 Excellent Roofing Software Backed by Outstanding Support 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More IM Isabella M. Verified reviewer Construction 11-50 employees Used daily for more than 2 years Review source Reviewed June 2026 Positive experiences with Terial 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. 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