Resicert offers a full range of property inspection and building design services across over 60 franchises.
Case Study
Resicert: Expansion to 60+ franchises with automated operational workflows
60+
franchises supported with a lean internal team
100s
hours/month saved by automating workflows
3
new services offered without impacting workload
Company
publicAustralia
Industry
Service
Key features used
Automations
Calendar
Dynamic CMS
Custom objects
Payments
Calendar
Dynamic CMS
Custom objects
Payments
Introduction
As a national property inspection business operating across Australia, Resicert was experiencing rapid growth — but its systems couldn’t keep pace. Managing complex workflows for bookings, follow-up, and franchise operations became a challenge.
That’s when Resicert partnered with Ontraport. With the guidance of Ontraport Certified Experts Andrew Wadsworth and Shelly Cox, they built a custom platform tailored to their unique business model.
Over the decade since implementing Ontraport, Resicert has scaled its team, expanded its services, and grown its franchise network — all while keeping operations smooth and customer satisfaction high.
Ontraport has enabled us to grow without the growing pains — giving us enterprise-level capability without needing an overly engineered ‘custom coded’ system.
CEO
The Challenges
The Challenges
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:
- Inconsistent pricing: Franchisees often quoted jobs at different rates, making it difficult to maintain standardization across the network.
- Operational disconnect: Quotes and bookings had to be manually pushed into head office systems for scheduling, invoicing, and coordination, leading to inefficiencies and potential errors.
- Time-sensitive reporting: Delivering inspection reports on deadline was difficult to manage across dozens of independent operators.
The Solution
The Solution
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.
Instant quotes online
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.
Automated booking flows
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 and declined payment recapture
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.
Inspection report delivery and follow-up
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.
Franchisee support
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.
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.
Results
Results
With Ontraport as the backbone of its operations, Resicert has achieved impressive results:
✔ Supports 60+ franchise territories with a lean head office team
✔ Doubled the number of inspectors on staff
✔ Saves hundreds of admin hours each month through automation
✔ Added 3 new service offerings without increasing internal workload
✔ Maintains a 9.4/10 customer satisfaction rating and has collected 19k+ testimonials
✔ Boosted conversions with an instant booking and seamless purchasing experience
✔ Significantly reduced turnaround time for inspection delivery with advanced booking automations
Ontraport will continue to be a critical part of our growth, allowing us to scale without complexity. It’s not just a CRM for us — it’s our operational engine.
CEO
Looking Ahead
Looking Ahead
Resicert is poised for even greater growth. With Ontraport as its foundation, the company plans to expand into new service areas, deepen its offerings, and further elevate the client experience.
Upcoming initiatives include streamlining inquiries further with AI-driven tools and building even more efficient workflows for franchisees to support continued growth.
Leading companies scale with Ontraport
Leading companies scale with Ontraport
Customers from all kinds of industries, all over the world, succeed with Ontraport. Join them.
Dale Beaumont
Founder and CEO
Azariah Lehman
Chief Operating Officer
Features
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