Home-building franchise network — legacy desktop system rebuilt as cloud SaaS

Client
Home-building franchise network — legacy desktop system rebuilt as cloud SaaS
My role
Sole Product Designer — UX and UI, three years from first style direction to release
Timeline
2016 – 2019
Impact
Onboarding of staff and new franchises: ~6 months → under 2, by the client's account · platform for a network selling $1.7B of homes a year · ~150 franchises · 5 countries
What the estimate turns into

Every cost centre, every take-off parameter and every quantity formula exists to price one of these accurately, before anyone breaks ground.
Fig. 01 — Information architecture
Corporate view
Franchisor head office
Dashboard
Master Zones
Contacts
Email Campaign
Authorization Numbers
Application Event Log
Setup
Users · Office Permissions · Offices · Sandbox
Master zone
Regional master franchise
Dashboard
Contacts
Email Campaign
Authorization Numbers
Application Event Log
Setup
Users Details · Offices · Sandbox · System Variables
03
Office view — the franchise’s daily work
Dashboard · To-do inbox · eight modules · three logs
Sales
Leads → quote → complete sale · budgets
Estimating
House Plans & Estimates · Price Books · Bulk Update · Job Estimate · Orders
Job Admin
Jobs · Job Orders · Job Change Orders · specifications
Schedules
Pre-Construction · Construction · Sales · Maintenance
Accounting
Invoices and payments · Xero sync
Manager
WIP – Profit Adjustment · Redo Job Estimate · office roles
Contacts
Customers · suppliers · subcontractors · employees
Setup
Per-module settings · Templates · System Variables
Outside the ERP — same data model
Customer Portal
Web + Android · welcome, build photos, e-documents, shared documents, finance
Supplier Portal
Web + Android · purchase orders, invoices, calendar, shared documents
Integrations
Xero · G Suite · EverSign · PayPal · MailChimp · BI Reports · Intranet
≈600 screens and states in the design archive · one designer. Estimating, highlighted, is the module shown below.
Fig. 02 — What shipped
Fig. 03 — The estimate screen, 2026 concept
What changed against the shipped screen, and why
01
The formula sits next to the line
Was
The quantity formula lived in a tab at the bottom of the screen, beside Cutting list and Memo.
Now
Selecting a line opens its formula and the computed quantity beside it.
Why
The formula explains the number. It should be read with the line, not looked up.
02
A parameter shows its reach
Was
Take-off parameters were a table of code, value and a usage count. The items behind the count opened in a popup.
Now
Each parameter says how many items and cost centres it re-prices, and the edit is visible before the estimate is processed.
Why
One edit can move the whole estimate. The estimator should see how far it goes first.
03
One source label per line
Was
Three columns of dots, Cmp, Fml and Cut, showed where a quantity came from.
Now
One label per line: Price book, Formula or Cutting list. The filters use the same three words.
Why
Three mostly empty columns took the width the numbers needed.
More work
d.trubnikov@me.com
© 2026 Dima Trubnikov · Vilnius, Lithuania (EU)



