1 Tom Plumber Global vs 76 Fence

1 Tom Plumber Global is the stronger software-sales opportunity right now, and the case comes down to TAM and terrain. With 56 franchised units and 51% unit growth year-over-year, you're looking at a rare home-services franchise that’s expanding fast enough to generate both immediate near-term deals and a steady pipeline of new-location sales for the next 12–18 months. The approved-supplier procurement model is the terrain advantage that seals it: franchisees aren’t locked into a mandated stack, so you avoid the brutal bottleneck of selling into a corporate-controlled IT gatekeeper. You sell the owner directly, and the 6% royalty on a $238K–$454K build-out leaves enough margin on the table for operators to care about operational efficiency tools like POS, scheduling, and marketing automation.

76 Fence carries a meaningful AUV signal—$1.54M per unit—and a higher royalty, which suggests franchisees have the budget and motivation to invest in software that protects revenue. But with only one franchised unit open and an older FDD, you’re betting on a concept that hasn’t proven it can scale. The franchisor-controlled procurement model is a terrain trap: if the franchisor isn’t ready to mandate or endorse a vendor, you can’t move the lone franchisee, and if they are, you’re likely competing against an incumbent deal that’s already been negotiated at the corporate level. That’s a long-cycle, low-volume play that doesn’t match the urgency of a vendor building pipeline now.

The tradeoff is quality versus quantity. 76 Fence might yield a higher revenue-per-seat deal if you can land it, but the addressable market is so small it’s effectively a strategic account at best, not a repeatable segment. 1 Tom Plumber Global gives you a much larger, open, fast-growing footprint where you can run a playbook across dozens of owners with minimal friction.

Verdict: 1 Tom Plumber Global wins on TAM, terrain, and timing—target them first.