Roofcommand Flows
Signup & Onboarding Sales-led onboarding. Sales rep captures customer details, RC team provisions the account, and guides the owner through initial setup. New customer SALES Sales signs up customer Adds contact & deal details to HubSpot. INTEGRATION HubSpot → Chargebee Deal data synced to billing system automatically. RC TEAM Activate in Chargebee Team member reviews & activates the account. PROVISIONING Owner provisioned Created in Roofle, SalesRabbit & Rooflink. EMAIL Welcome email sent Owner receives login credentials. ROOFLE Admin onboarding RC team impersonates owner, walks through initial setup. Owner onboarded LEGEND Sales / back-office action Integration & provisioning RC team step Roofle admin panel Entry / exit point Step color = which team or system owns that step.