From the filings
At 1Heart Caregiver Services, software purchasing is controlled at the franchisor level, with CEO Belina Calderon-Nernberg and Chief Operating Officer Kevin Tagarao among the named officers. The 2026 FDD mandates QuickBooks, WellSky, and Qvinci for franchisees, creating a clear incumbent stack. The addressable market is 33 franchised locations, with franchised outlets growing 26.9% year over year.
For software vendors selling into US franchise brands.
Live signals
5% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2026)
15% reference
Mandated & recommended tech
2 technology requirements are recorded in this filing. A required choice lists alternatives for one obligation. Read each cited clause for its conditions.
1. You must purchase and use any hardware and software programs we designate. (Section 12.5) Presently, we require you to purchase the following hardware and software: HARDWARE Two Microsoft Windows based computers SOFTWARE QuickBooks Accounting Pro Software Package – Then- Current Edition 23 1Heart Caregiver Services 2026 Franchise Disclosure Document Most recent Microsoft Office Suite/Office 365 Subscription. (including Word, Excel and Outlook)
The approximate cost of the hardware and software is $1,000 - $2,000. Anticipated annual costs for the hardware computer systems will be nominal and based purely on your desire to upgrade the computer systems or to fix any issues with the physical computer systems. We do not require support contracts for the computer systems. SOFTWARE. Currently, we require all new franchisees to use the WellSky Personal Care scheduling software. The current cost of this software is the greater of $12.00 per active client per month or $120 per month. You will pay the vendor, WellSky Personal Care, the greater of $120 per month or $12.00 per active client per month. Monthly fees are calculated based on the highest number of clients listed as “active” in your Franchised Business for the previous month. You must pre-pay WellSky Personal Care the first month’s fees based on the initial number of active clients of your Franchised Business when you contract for WellSky Personal Care’s services. All subsequent monthly fees are calculated based on the preceding month’s highest number of active clients in your Franchised Business. The software fee and/or provider is subject to change in our sole discretion. In addition, we may assess a technology fee for licensing and related maintenance and upgrade costs. There may also be additional maintenance and upgrade fees related to this software. We, our affiliates or certain third parties license software to our franchise owners. By signing a Franchise Agreement, you will be acknowledging that as a user of this software you are responsible for compliance with all local, state and federal laws and the accuracy of all information inputted into, contained in, generated by or accessible from this software. We do not give any warranties relating to software, including, but not limited to, warranties of merchantability or fitness for a particular purpose. Your right to any software license or the use of any technology may be conditioned upon your signing a license agreement or other similar document that regulates your use, and limits your rights, with respect to that software or technology. In addition to the costs set forth above, you may be required to pay additional fees for your use of proprietary software or technology. For instance, if you choose to use our proprietary software, we may charge licensing, support and ongoing maintenance fees for that use that are subject to annual increases. As a user of this software, you will be responsible for complying with all applicable laws and for verifying all information is accurate. We do not provide any warranty relating to our software, including but not limited, warranties of merchantability or fitness for a particular purpose.
23 1Heart Caregiver Services 2026 Franchise Disclosure Document Most recent Microsoft Office Suite/Office 365 Subscription. (including Word, Excel and Outlook) Windows 10 Operating System or newer version Well Sky Software/Subscription Qvinci Financial Reporting Software The approximate cost of the hardware and software is $1,000 - $2,000. Anticipated annual costs for the hardware computer systems will be nominal and based purely on your desire to upgrade the computer systems or to fix any issues with the physical computer systems. We do not require support contracts for the computer systems. SOFTWARE. Currently, we require all new franchisees to use the WellSky Personal Care scheduling software. The current cost of this software is the greater of $12.00 per active client per month or $120 per month. You will pay the vendor, WellSky Personal Care, the greater of $120 per month or $12.00 per active client per month. Monthly fees are calculated based on the highest number of clients listed as “active” in your Franchised Business for the previous month. You must pre-pay WellSky Personal Care the first month’s fees based on the initial number of active clients of your Franchised Business when you contract for WellSky Personal Care’s services. All subsequent monthly fees are calculated based on the preceding month’s highest number of active clients in your Franchised Business. The software fee and/or provider is subject to change in our sole discretion. In addition, we may assess a technology fee for licensing and related maintenance and upgrade costs. There may also be additional maintenance and upgrade fees related to this software. We, our affiliates or certain third parties license software to our franchise owners. By signing a Franchise Agreement, you will be acknowledging that as a user of this software you are responsible for compliance with all local, state and federal laws and the accuracy of all information inputted into, contained in, generated by or accessible from this software. We do not give any warranties relating to software, including, but not limited to, warranties of merchantability or fitness for a particular purpose. Your right to any software license or the use of any technology may be conditioned upon your signing a license agreement or other similar document that regulates your use, and limits your rights, with respect to that software or technology. In addition to the costs set forth above, you may be required to pay additional fees for your use of proprietary software or technology. For instance, if you choose to use our proprietary software, we may charge licensing, support and ongoing maintenance fees for that use that are subject to annual increases. As a user of this software, you will be responsible for complying with all applicable laws and for verifying all information is accurate. We do not provide any warranty relating to our software, including but not limited, warranties of merchantability or fitness for a particular purpose.
Franchisor behaviours
19 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 13 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?
YesItem 11
HARDWARE Two Microsoft Windows based computers SOFTWARE QuickBooks Accounting Pro Software Package – Then- Current Edition 23 1Heart Caregiver Services 2026 Franchise Disclosure Document Most recent Microsoft Office Suite/Office 365 Subscription.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We have the right to independently access all information you collect or compile at any time without first notifying you.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We or one of our Affiliates may be an Approved Supplier.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We may introduce new requirements for computer and point-of-sale systems or modify our specifications and requirements.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We or our affiliates may receive rebates, commissions and other benefits from suppliers in relation to items purchased by you and other franchisees.
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?
15Item 8
We estimate that approximately 15% to 20% of your expenditures on an ongoing basis will be for goods and services that must be purchased according to our standards and specifications.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
You must pay our expenses to evaluate goods, services or suppliers.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
Alternative Supplier Approval If you would like to use any goods or services in establishing and operating the Franchised Business that we have not approved (for goods and services that must meet our standards, specifications or that require supplier approval), you must first send us sufficient information, 15 1Heart…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
Franchisee’s obligations on sums owed to us including damages and costs Section 17.1 termination/nonrenewal incurred in enforcing the Franchise Agreement; return the Confidential Operations Manual, trade secrets and all other Confidential Information; assign your telephone and facsimile numbers to us; comply with the…
Franchise management
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 8
This list may be modified from time to time.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
Our standard franchise offering does not permit you to operate a Franchised Business within your Territory(ies) unless you have secured a location we approve that is within your Territory(ies) and properly staffed to meet our System standards.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not have other e-mail accounts for the Franchise, nor may you use or establish or identify any website other than our website: www.1HeartCares.com and other websites or social media sites as specifically designated/approved by us.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 6
Local See Note 2. Payable Every month, you must spend Marketing monthly a designated minimum Program amount on advertising, (LMP) promotions and public relations within your Territories, the exact amount of which will depend upon the number of Territories in which you operate, as well as the total Gross Revenue of…
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
All signs, equipment, and other items used in the operation of the Franchised Business must comply with our specifications and quality standards and, if we require, must only be purchased from Approved Suppliers that we designate.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We may require that all fees payable to us be paid through an electronic depository transfer account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
You or the designated manager shall always keep the Franchised Business open a minimum of 5 days a week 9:00 a.m. to 5:00 p.m. and with an assigned office staff performing human resource functions, staffing, billing and payroll and a front-line field manager performing required sales, field marketing and case…
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have the right to independently access all information you collect or compile at any time without first notifying you.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
We may also charge the Additional Training Fee in connection with (i) the attendance of additional individual(s) at the Initial Training Program, (ii) the training of any replacement manager(s) of your Franchised business, and/or (iii) any training that we may require you to undertake to cure default(s) under your…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
Annual $750 per attendee Upon demand Payable when we establish Franchise and host a Franchise Convention Convention, which you must Registration attend.
1Heart Caregiver Services operates 34 total units, of which 33 are franchised and 1 is company-owned. Franchised outlets grew 26.9% year over year, which means new franchisees are onboarding and will need to implement the mandated technology stack from day one. The 2026 FDD makes a financial performance representation in Item 19, but no average unit volume figure is stated here.
Item 2 of the FDD names Belina Calderon-Nernberg as CEO, Randolph Clarito as Chief Growth Officer, Kevin Tagarao as Chief Operating Officer, and Cecilia Mumar as Franchise Business Operations Coach. Because the franchisor designates required hardware and software, purchasing decisions are centralized at HQ. The Chief Operating Officer and CEO are the most relevant buyers for operational software, while the Chief Growth Officer may influence tools that support franchise development and onboarding.
Item 11 of the FDD mandates QuickBooks by Intuit and WellSky. Qvinci is in use. The filing also requires two Microsoft Windows-based computers and the most recent Microsoft Office Suite/Office 365 subscription. WellSky Personal Care scheduling software is required for all new franchisees. The FDD states: "Presently, we require you to purchase the following hardware and software: HARDWARE Two Microsoft Windows based computers SOFTWARE QuickBooks Accounting Pro Software Package – Then-Current Edition 23 1Heart Caregiver Services 2026 Franchise Disclosure Document Most recent Microsoft Office Suite/Office 365 Subscription." It also states: "Currently, we require all new franchisees to use the WellSky Personal Care scheduling software." The franchisor may require additional proprietary software or technology fees and may periodically require hardware and software updates.
Item 8 establishes an approved-supplier list. Franchisees must equip and operate their business according to system standards and specifications. All signs, equipment, and other items must comply with franchisor specifications and quality standards and, if required, must be purchased from designated Approved Suppliers. The franchisor or its affiliates may be an Approved Supplier. Franchisees who want to use unapproved goods or services must submit sufficient information, specifications, and samples for approval. Renewal under Item 17 is for 10 years and requires full compliance with the Franchise Agreement, capital expenditures to maintain uniformity, satisfaction of all monetary obligations, and signing the then-current Franchise Agreement, which may have materially different terms, including technology requirements.
The embedded PDF viewer below contains the brand's 2026 Franchise Disclosure Document. Review Item 2 for officers, Item 8 for supplier restrictions, Item 11 for technology and training requirements, Item 17 for renewal terms, Item 19 for financial performance representations, and Item 20 for outlet counts. For a ranked target list of franchise systems that fit your software, talk to FranCloud.
Complete royalty terms are not confirmed.
Questions vendors ask
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Primary franchise filings · updated October 2026. Read the original filing for definitions, conditions, and qualifications.