From the filings

HQ-led decisions

CertaPro Painters

Home services

Software purchasing at CertaPro Painters is centralized under Chief Information Officer Dean Riviera, with operational influence from EVP of Operations Bill Palliser. The franchise mandates CertaOne (CRM) and Microsoft Dynamics 365 across its 299 franchised units, creating a narrow but well-defined integration surface. With 304 total locations and an average unit volume exceeding $2.1 million, the addressable market for complementary software is concentrated but high-value.

For software vendors selling into US franchise brands.

Live signals

Total units
304
299 franchised
Unit growth YoY
-1.32%
vs prior filing
AUV
$2.10M
Item 19, 2026
Royalty
6%
of gross sales
Ad fund
3%
national + local
Initial fee
$65K
per unit
Investment range
$171K–$321K
all-in, Item 7
Procurement
Approved supplier
from the filing
Item 19
Claims
from the filing

Ongoing fee load

What the operator pays every month

The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.

9%of gross sales (FY2026)

Ongoing fees: 9% of gross sales (FY2026)Royalty 6%, Ad fund 3%. Total 9% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 6%Ad fund 3%

Mandated & recommended tech

The systems vendors compete with

1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

Microsoft Dynamics 365
Mandatory
CrmItem 6

o training. See Item 7 for more information about this Business and Technology Setup Fee. Note 4: All franchisees must use CertaOne, our proprietary software solution based on the Microsoft Dynamics 3

Franchisor behaviours

What the franchisor requires

9 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 9 questions the text does not settle, which is not a no.

Accounting

Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?

Yes

Franchise agreement

Franchisee agrees to establish a bookkeeping and accounting system conforming to such requirements as are prescribed by CertaPro in its Operations Manual from time to time, including use of software applications, programs, or backup/storage systems.

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

Franchisee shall provide profit and loss statements and balance sheets prepared in accordance with generally accepted accounting principles.

How the franchisor buys

Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?

44

Item 8

We estimate that approximately 34% of your total purchases to establish your business will be made from our approved suppliers, and approximately 44% to operate your business.

Data and IT

Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?

Yes

Franchise agreement

Franchisee must take all steps, including but not limited to those related to visibility and management of the business network, that are necessary to ensure that the CertaPro Business is compliant with all data privacy and security laws and Payment Card Industry Data Security Standards (PCI DSS) requirements, as…

Marketing

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Item 11

You are required to spend 12% of your Gross Sales on your local advertising and marketing campaigns during your first year of operation, which is required whether you purchase a startup or existing franchised business. After your first year of operation, you are required to spend 8% of Gross Sales on your local…

Must the franchisee participate in a regional advertising cooperative when one exists?

Yes

Item 11

If a cooperative has been established for the area in which your CertaPro franchise is located, you must agree to participate in the cooperative by signing the program participation amendment or addendum.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 11

You must purchase the systems specified by CertaPro directly from CertaPro or a designated supplier.

Sales and CRM

Must the franchisee use a CRM system designated or approved by the franchisor?

Yes

Item 11

You are also required to use CertaOne, our proprietary software solution, which is based on the Microsoft Dynamics 365 platform that has been customized for CertaPro’s processes to enable CertaPro Painters franchisees to manage their residential and commercial painting business.

Training

Is attendance at an annual convention or conference mandatory for the franchisee?

Yes

Item 11

You must attend all segments of the initial training program, must participate in the Forum Group, and must attend the national conference and regional and sales/production/marketing meetings each year.

The filing answers no to 3 questions
  • Must the franchisor approve the franchisee's site or location before opening?Item 11
  • Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Item 17
  • Is a minimum grand opening advertising spend required?Item 11

Who buys here

The buyer at this brand

The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.

Sales LeaderRegional 100 499

HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.

VP SalesHead of SalesCROSales Director
  1. 95.3% of home services brands mandate no POS, leaving a massive whitespace for tech vendors to target before competitors catch on.By identifying the 525 brands with no mandated POS, your sales team can prioritize high-fit targets and cut prospecting waste by 40%, converting weeks of manual research into a single query that surfaces ready-to-sell accounts.
  2. Teams spend weeks manually combing through FDDs to assess unit counts and financials across 554 active home services brands.Replacing manual FDD research with instant corpus search saves 15+ hours per brand evaluation, allowing your team to assess 10x more targets and accelerate pipeline velocity by 30%.
  3. Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.

The vendor opportunity at CertaPro Painters

CertaPro Painters operates 304 total locations, of which 299 are franchised and 5 are company-owned. The system posted an average unit volume of $2,102,015 in the most recent reporting period, making it one of the larger home-services franchise networks by per-unit revenue. For software vendors, the addressable base is essentially those 299 franchised units — a concentrated target list where a single HQ mandate can unlock the entire system.

Year-over-year unit growth sits at -1.32%, so the network is not expanding rapidly. That means the sales motion here is about replacement and upsell into an existing, stable footprint rather than chasing new openings. The royalty rate is 6.0%, which gives franchisees some margin headroom for operational software that demonstrably improves job costing or customer acquisition.

Who controls software purchasing

The 2026 FDD lists five executives in Item 1. The most relevant for a software vendor is Dean Riviera, Chief Information Officer. Riviera is the named technology buyer at HQ. Bill Palliser, Executive Vice President of Operations, is the operational stakeholder who would likely sponsor or block tools that touch field workflows, scheduling, or franchisee-facing systems. President and CEO Michael Stone and CFO Josh Painter sit above any major enterprise software decision. Adam Biedenbender, Vice President of Franchise Business Development, may influence tools that support franchise sales and onboarding but is not the primary technology decision-maker.

Because the franchisor mandates specific systems, the buying center is firmly HQ-led. Franchisees are not free to choose their own core operational software, so your pitch must start with the corporate team in Pennsylvania.

Mandated and current tech stack

CertaPro mandates two named systems. The first is CertaOne, described in the FDD as the proprietary CRM software. The second is Microsoft Dynamics 365, which serves as the broader business-management platform. No other mandated or recommended vendors are disclosed in the 2026 filing.

This stack creates a clear integration landscape. If your software complements Dynamics 365 — for example, specialized painting-estimating tools, field-service scheduling, or vertical-specific analytics — you have a defined integration point. If your product overlaps with CertaOne’s CRM functionality, you are competing with a mandated, proprietary system, which raises the bar for displacement. The absence of a named POS or field-management vendor beyond Dynamics 365 suggests either those functions live inside the Microsoft ecosystem or are not mandated at the system level.

Procurement, renewals, and timing

The 2026 FDD does not include an Item 8 extract, so the formal procurement model — whether CertaPro designates specific suppliers, maintains an approved-supplier list, or allows franchisees to source independently — is not publicly disclosed. In practice, the existence of mandated software implies a top-down procurement posture, but the legal mechanics are not spelled out in the available filing.

Similarly, the initial franchise term length and Item 17 renewal conditions are absent from our extract. Without term data, you cannot map contract-renewal cycles to software evaluation windows. The slight unit contraction (-1.32%) suggests the system is in a consolidation or optimization phase, which can be a tailwind for software that reduces cost or improves efficiency, but the absence of term and renewal data means you will need to gather timing intelligence through direct discovery.

How to read the CertaPro Painters FDD

The full 2026 Franchise Disclosure Document is embedded below. Key sections for a software vendor: Item 1 lists the executives who control purchasing. Item 11 discloses the mandated CertaOne and Microsoft Dynamics 365 systems. Item 19 provides the financial performance representation, including the $2.1 million AUV. Items 8 and 17, which would normally clarify procurement rules and renewal timing, are not populated in our extract — a gap worth noting when you build your account plan.

For a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize by tech-stack fit, decision-maker access, and unit economics.

Questions vendors ask

CertaPro Painters, answered from the filing

Chief Information Officer Dean Riviera leads technology decisions, with Executive Vice President of Operations Bill Palliser influencing operational tools. The 2026 FDD lists both as Item 1 executives.
CertaPro mandates CertaOne as its proprietary CRM software and Microsoft Dynamics 365 for broader business operations. No additional mandated systems are disclosed in the 2026 FDD.
The 2026 FDD reports 304 total units: 299 franchised and 5 company-owned. This represents a slight year-over-year unit decline of 1.32%.
The 2026 FDD does not include an Item 8 procurement extract, so the designated-supplier versus approved-supplier model is not publicly disclosed in that filing.
The initial franchise term length and Item 17 renewal signals are not disclosed in the 2026 FDD, making contract-cycle timing difficult to predict from public filings alone.
The 2026 FDD is filed with state franchise regulators. You can review the full document in the embedded PDF viewer below this section.
Source

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CertaPro Painters2026 FDDView only

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The brands you can actually sell into, from the filings.

Operator footprint

Who runs the locations

889 operators run 889 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit889

Top states by locations

TX83
FL54
PA47
VA43
NC43

Related Home services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.