Terial

How to create a Service Ticket from an existing property in Terial, fill in work order details, schedule it on the calendar, and notify your team.

Creating and Scheduling Service Tickets

Step-by-step guide for field crews to complete a Preventative Maintenance service ticket on mobile in Terial.

Completing Preventative Maintenance in the Field on Mobile

How to review labor costs, materials costs, profit, and margin breakdowns for service jobs in Terial.

Navigating the Job Costing Tab

How to use the Upsell Work filter to find tickets with items flagged as Needs Attention and convert them into new service visits.

How to Identify Upsell Opportunities

How to process completed PM and Inspection tickets in the office, including reviewing field work, pricing, and generating invoices.

Processing and Reporting on PM and Inspection Tickets

How to create a CRM opportunity directly from an existing service ticket in Terial.

Create an Opportunity from a Ticket

How to link service tickets to existing projects and CRM opportunities in Terial for better tracking.

Linking Tickets to Projects and Opportunities

How to schedule a multi-day service ticket in Terial by creating separate calendar appointments for each day.

Scheduling a Multi-Day Job

How to fill out crew time cards and materials used on a service ticket in Terial, including time tracking best practices.

Filling Out Crew Time on a Ticket

Step-by-step mobile guide for completing a Time &amp; Materials or Quoted Service ticket in the field using Terial on your phone or tablet.

Completing a T&M and Quoted Service Job in the Field on Mobile

Step-by-step guide for field crews to complete an Inspection service ticket on mobile in Terial.

Completing an Inspection Ticket in the Field on Mobile

Loren Heinbach

Creating tickets, field workflows, job costing, and upsell identification

Service Module Guides

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.