Disjointed tech
In its early days, Resicert relied on a patchwork of disconnected systems to handle the customer journey — from appointment booking to payments to email messaging. This siloed approach made it difficult to track clients, follow up consistently, and access reliable data.
Difficulty scaling
As inspection requests increased, so did the operational strain. Manual processes for intake, quotes, scheduling, payments, and follow-up limited efficiency and made it difficult to keep up with demand.
Franchise management challenges
Managing multiple franchises without an integrated system created significant obstacles:
Today, Resicert calls Ontraport its “central nervous system.” The platform powers the entire customer journey — from the first inquiry to service delivery and beyond — while also supporting franchise operations behind the scenes.
Clients receive instant, postcode-specific quotes through Resicert’s website. The system automatically factors in franchisee pricing and allows clients to customize their inspection with add-ons, all before paying online.
Once a booking is made, Ontraport routes the job to the appropriate franchisee, sends automated calendar invites, and triggers workflows based on the property type, service, and urgency.
Abandoned cart sequences automatically re-engage leads who don’t complete their quote or payment. Failed payments are also captured with automated follow-ups, saving staff hours of manual work.
After a property inspection is completed, inspection reports are automatically sent to clients via a pdf link in an email, with follow-up sequences to ensure satisfaction and gather feedback. Ontraport routes low-satisfaction responses directly to managers for intervention, while positive testimonials flow to marketing for use on the website and social media.
Resicert has made workflows for franchisees simple and seamless, from initial customer inquiry through to invoicing.
For example, once a new lead completes the quote process online, the appropriate franchisee is notified and calls the customer to confirm their selections. The franchisee then uses a web form to submit the job, which triggers the next steps within Ontraport, such as charging the client’s card.
Because the majority of the process is automated, franchisees and staff can manage more requests without extra admin load — creating a smoother, more efficient experience for everyone.
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