CBF CleanSuite helps cleaning businesses manage their clients, schedules, and teams. A big part of getting a new client is the estimate because it is how leads become paying customers.
Before, most estimates happened over the phone, which was slow and awkward. People did not always want to share bank details verbally, which slowed things down and reduced revenue.
Creating an estimate was complicated. Salespeople had to calculate prices manually, check property details, and explain everything over the phone. Customers often hesitated to give bank info. On top of that, the process was not visual. There were no photos or context, so personalizing the experience was tough.
Auto-fill property info
Product design, 2025
We hooked up Zillow so that when a salesperson enters an address, all the key details pop in automatically; square feet, bedrooms, year built, even photos. It gives the salesperson something to actually talk about with the client, instead of just reading numbers off a sheet.
Dynamic service cards
Product design, 2025
For services, frequency, and add-ons, we built dynamic cards. Prices update automatically as choices are made, but salespeople can still tweak things when they need to. It keeps the workflow flexible without breaking the rules.
One pricing system, built for flexibility
Product design, 2025
Pricing lives in a single, centralized system, so there’s a clear source of truth across the business and no guesswork when creating estimates. At the same time, it’s designed for real situations.
If a home turns out to be more complex than expected or a discount makes sense for the customer, the salesperson can override the price. The result is a setup that stays consistent and controlled, while still giving teams the freedom to handle edge cases without slowing the flow.
Modern estimate document
Product design, 2025
We gave the estimate a full refresh. Clean layout, totals upfront, and all the details presented clearly. The goal was to make it look professional but approachable so clients feel confident about signing.
Digital signing
Product design, 2025
Now, instead of doing everything over the phone, estimates go straight to the client’s email. They can review, add bank info, and sign securely at their own pace. No awkward calls and fewer errors.
The flow now saves time, reduces errors, and boosts conversions. Salespeople spend less time on calculations and more on connecting with clients. Customers feel safe and confident reviewing and signing estimates online.
You cannot design in a vacuum. Seeing the real workflow and talking to the people using it mattered most. Small things, like showing a property photo or letting someone tweak pricing, can make a big difference. Automation helps, but the human context is everything.