route bid

Project Timeline

4 months

Tasks

Information Architecture
‍Wire-framing
Iterating design solutions
Prototyping

Collaborators

Shruti Saha, Designer

Route Bid simplifies proposal creation and management for cleaning businesses by offering tools to walk through documents, estimate costs, and generate professional proposals that help close more deals.
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Through competitive analysis and user research, I identified opportunities to improve the platform’s usability, functionality, and engagement.

Initially developed to address challenges in proposal creation, the platform faced usability issues such as unclear navigation, limited editing options, and insufficient management of employee permissions—barriers that users reported as hindering efficient operation.

the research

Competitors like Jobber and CleanGuru emphasized user-friendly interfaces and integrations, setting benchmarks for improvement. However, competitors targeted industries outside of cleaning as well, which gave Route the advantage to cater specifically to cleaning businesses.

Research revealed small and medium-sized businesses valued affordable, customizable tools with minimal redundancy and offline support. Addressing these needs informed the redesign strategy for a more intuitive and efficient platform.

our approach

Research revealed small and medium-sized businesses valued affordable, customizable tools with minimal redundancy and offline support. Addressing these needs informed the redesign strategy for a more intuitive and efficient platform.

Key solutions included:
a self-service UX style editing capabilities (think Canva or MailChimp), a robust proposal template library, a simplified navigation to streamline all workflows, and customized employee permissions capabilities. CTAs were redesigned for clarity, providing users with a guided, seamless experience from walkthroughs to proposal submission.

Technical upgrades introduced administrators to robust employee permissions management features, enabling role-specific data access—field workers viewed assigned accounts and tasks while while admins accessed all accounts and confidential information such as financials.