---
title: "Terial Software Reviews, Demo & Pricing - 2026"
description: "Review of Terial Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/product/529430-Terial/reviews/"
page_type: "reviews"
language: "en"
---

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Terial

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Overview

# Terial Review

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Our Roofing Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Terial

4.9

[(17)](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.

Do you work for Terial? [Manage this product listing](https://www.g2.com/products/terial/claim_requests/new?auto=true)

Wondering if Terial is right for your organization?

Our Roofing Software selection experts can help you in 15 minutes or less.

## Terial User Interface

## Popular Terial Alternatives

Main Product

Terial

4.9

[(17)](https://www.softwareadvice.com/product/529430-Terial/#reviews)

Ratings Breakdown

-   4.88Ease of use
-   4.93Value for money
-   5.0Customer support
-   4.71Functionality

Pricing

Available upon request

Get Price

Alternative Product

[AccuLynx](https://www.softwareadvice.com/construction/exactlogix-acculynx-profile/)

4.6

[(847)](https://www.softwareadvice.com/construction/exactlogix-acculynx-profile/reviews/)

Ratings Breakdown

-   4.42Ease of use
-   4.23Value for money
-   4.65Customer support
-   4.34Functionality

Pricing

Available upon request

Get Price

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[The EDGE](https://www.softwareadvice.com/product/419719-The-EDGE/)

4.5

[(334)](https://www.softwareadvice.com/product/419719-The-EDGE/reviews/)

Ratings Breakdown

-   4.10Ease of use
-   4.14Value for money
-   4.61Customer support
-   4.16Functionality

Pricing

Available upon request

Get Price

Alternative Product

[ROOFLINK](https://www.softwareadvice.com/construction/roof-link-profile/)

4.9

[(10)](https://www.softwareadvice.com/construction/roof-link-profile/reviews/)

Ratings Breakdown

-   4.80Ease of use
-   5.0Value for money
-   4.80Customer support
-   4.70Functionality

Pricing

Starting at $120.00 per month

Get Price

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[Leap](https://www.softwareadvice.com/product/110460-Leap/)

4.4

[(445)](https://www.softwareadvice.com/product/110460-Leap/reviews/)

Ratings Breakdown

-   4.25Ease of use
-   4.33Value for money
-   4.35Customer support
-   4.22Functionality

Pricing

Starting at $79.00 per month

Get Price

Alternative Product

[Exterio](https://www.softwareadvice.com/construction/roof-chief-profile/)

4.7

[(21)](https://www.softwareadvice.com/construction/roof-chief-profile/reviews/)

Ratings Breakdown

-   4.52Ease of use
-   4.83Value for money
-   4.70Customer support
-   4.33Functionality

Pricing

Starting at $199.00 per month

Get Price

## 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

## Terial customer ratings

- Overall rating: 4.9/5
- Total reviews: 17

### Rating distribution

- 5 stars: 16 reviews (94%)
- 4 stars: 1 reviews (6%)
- 3 stars: 0 reviews (0%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.9/5
- Value for money: 4.9/5
- Customer support: 5/5
- Functionality: 4.7/5

---

Have you used Terial and would like to share your experience with others?

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

- Overall rating: 5/5
- Reviewer: Aldo O.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: May 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### A Strong Platform That Continues to Improve

- Overall rating: 4/5
- Reviewer: Chris P.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Overall, our experience with Terial has been very positive. It has given us a much cleaner and more organized way to manage and track our projects, and the platform continues to improve as we use it. There are still some workflows and features that I would like to see refined, but the responsiveness of the Terial team makes a significant difference. They are receptive to feedback and consistently release improvements, which gives me confidence that the platform will continue getting better as it grows.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Terial is very clean and well formatted, which makes it easy to see what is happening across our projects. Their customer support has been excellent and very responsive to questions, issues, and feedback. I also really appreciate their frequent biweekly releases. Many of the updates have addressed functionality or changes that we have specifically asked for, so it feels like the team is actively listening to its users and continuing to improve the product.

#### Cons

Some of the workflows are not quite as simple or streamlined as they initially appear, and there are still areas where functionality is missing or requires more manual steps than I would like. As we have used the system more extensively, we have found certain processes that could be more efficient. That said, the development team releases updates frequently, and we have already seen improvements to several of the areas where we provided feedback.

#### Reasons for switching to Terial

We were looking for a more modern platform that was continuing to develop and improve. Our previous system was no longer receiving the level of meaningful updates and new functionality that we needed as our processes evolved. Terial offered a more modern interface, more frequent product development, and a team that was actively adding and improving features based on customer feedback.

---

### Great Support When Transitioning from Another Platform

- Overall rating: 5/5
- Reviewer: Aladino A.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Terial stands out for its hands-on customer support, which works closely with users from initial setup through everyday use. The team provides regular updates that strengthen the platform and improve the overall experience. User feedback is taken seriously and helps shape meaningful, ongoing improvements.

#### Cons

The biggest challenge was adapting internal workflows and processes after moving from a completely different platform. The transition required adjustments across established routines, but that level of change was expected with a new system. Overall, it was a normal part of implementing a platform with a different approach and structure.

---

### Great software for commercial roofing company

- Overall rating: 5/5
- Reviewer: Serena M.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Outstanding Support, Rapid Updates

- Overall rating: 5/5
- Reviewer: Lauren H.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

---

### Exceptionally Easy to Use and Navigate

- Overall rating: 5/5
- Reviewer: Kaitlin M.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: May 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Top-Tier CRM

- Overall rating: 5/5
- Reviewer: Jordan S.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

Terial has made managing customer relationships simple and efficient. Its intuitive tools keep our team organized, responsive, and focused on delivering great service.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Reasons for switching to Terial

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.

---

### Happy user

- Overall rating: 5/5
- Reviewer: Dylan E.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 51-200 employees
- Product usage: Used daily for less than 12 months
- Reviewed: August 2026
- Review source details: This review was submitted organically. No incentive was offered

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Reasons for switching to Terial

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

---

### Best Roofing Software Out There

- Overall rating: 5/5
- Reviewer: Patrick P.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

#### Reasons for switching to Terial

Jobba was too outdated and clunky. Impossible to use effectively. AccuLynx could not track commercial roofing effectively.

---

### Five Stars

- Overall rating: 5/5
- Reviewer: Debbie C.
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

Our experience has been wonderful. We just renewed their services. Hope to have them for many many years to come.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The customer support and willingness to make changes to system to work better for us. Our monthly chats are also a great way to view new features.

#### Cons

Nothing at this time. Wish they had a section to see temporary repairs. I know they are working on it.

---

Showing 1 - 10 of 17 Reviews

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