end-to-end-workflow-high-level
Roofcommand Flows
All flows
End-to-End Workflow (High-Level)
Homeowner journey from initial lead through roof install scheduled. Spans Roofle, SalesRabbit, and Rooflink — three products bridged by webviews and cross-platform sync.
SELF-SERVE START
REP-LED START
Homeowner
Rep visits home
ROOFLE
Quote submitted via
Roofle widget
HO on partner site or Roofle
SALESRABBIT
Lead opened or created
in SalesRabbit
Existing widget lead, or rep adds new
ROOFLE
Rep creates quote
Roofle quote builder
(webview in SalesRabbit)
SYNC
Quote synced across
all 3 apps
Roofle · SalesRabbit · Rooflink
SALESRABBIT
"Manage Project" CTA
appears in SalesRabbit
Unlocks Rooflink flows
ROOFLINK
Contact HO · refine
price · schedule visit
Rooflink calculator + scheduling
ROOFLINK
Inspection captured
Photos + descriptions in Rooflink
ROOFLINK
Inspection report
generated
Determines route to take
Which route?
Insurance vs Retail
INSURANCE
RETAIL
ROOFLINK
HO signs contingency
+ files insurance claim
ROOFLINK
Adjuster inspection
(scheduled + completed)
Compressed — drill into sub-flow
ROOFLINK
Insurance claim
approved
ROOFLINK
Homeowner signs
SOW contract
Roof install scheduled
ROOFLE
Proposal + SOW delivered
& signed by homeowner
Roofle proposal flow
ROOFLINK
Complete Checklist
so prospect
becomes a Job
Roof install scheduled
Insurance
Retail
LEGEND
SalesRabbit
Roofle (screens or webview)
Rooflink (screens or webview)
Cross-platform sync
Entry / exit point
?
Open question / blocker
Card color = which codebase renders the screen the user sees. Webviews follow the rendering codebase, not the host shell. Dashed border + "?" = step exists but UI/ownership unconfirmed.
+
fit
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