QuickBooks
Mandatoryd 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 Accountin
From the filings
+9.091% units YoYHQ-led decisions
1Heart Caregiver Services
Health servicesSoftware purchasing at 1Heart Caregiver Services is controlled at the franchisor level, with CEO Belina Calderon-Nernberg, COO Kevin Tagarao, and SVP Randolph Clarito shaping technology decisions. The system currently mandates QuickBooks (Intuit), Qvinci financial reporting, and WellSky Personal Care across its 26 locations. With 24 franchised units and a 9.1% year-over-year growth rate, the addressable market is small but expanding, concentrated primarily in California.
For software vendors selling into US franchise brands.
Live signals
Total units
26
24 franchised
Unit growth YoY
+9.091%
vs prior filing
AUV
$1.27M
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$60K
per unit
Investment range
$126K–$153K
all-in, Item 7
Procurement
Franchisor controlled
from the filing
Non-compete
2 years
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.
7%of gross sales (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
2 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.
WellSky
Mandatoryto 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
Qvinci
Edition 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 Rep
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 4 explicit no's; 8 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
You must purchase and use any hardware and software programs we designate.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
Franchisor shall have full access to all of Franchisee’s computer and point-of-sale data and systems and all related information by means of direct access, either in person or by telephone, modem or Internet to permit Franchisor to verify Franchisee’s compliance with its obligations under this Agreement.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall supply to Franchisor on or before the tenth (10th) day of each month, in a form approved by Franchisor, a balance sheet as of the end of the last day of the preceding month and an income statement for the preceding month and the fiscal year-to-date.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Additionally, we, as the franchisor, are currently a required supplier for marketing materials and our affiliate may be in the future.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor has the right to change or modify the System from time to time including, without limitation, the adoption and use of new or modified Marks or copyrighted materials, and computer hardware, software, equipment, inventory, supplies or sales and marketing techniques.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
149363Item 8
During our fiscal year ended December 31, 2024, we received $149,363 in revenue from required purchases, or 6.54% of our total revenues of $2,285,487.
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
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, specifications and samples for us to…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
assign all telephone listings and numbers for the Franchised Business to Franchisor and shall notify the telephone company and all listing agencies of the termination or expiration of Franchisee’s right to use any telephone numbers or facsimile numbers associated with the Marks in any regular, classified or other…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor or its designee has the right, during normal business hours, to examine, copy and audit the books, records and tax returns of Franchisee.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor has the right to change or modify the System from time to time including, without limitation, the adoption and use of new or modified Marks or copyrighted materials, and computer hardware, software, equipment, inventory, supplies or sales and marketing techniques.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Franchisee shall not locate the Franchised Business on a selected site without the prior written approval of Franchisor.
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.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
This will be automatically paid via EFT or ACH.
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…
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
Franchisee shall abide by any uniform or dress code requirements stated in the Confidential Operations Manual or otherwise.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
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 Most recent Microsoft Office Suite /Office 365 Subscription. (including Word, Excel and Outlook) Windows 10 Operating…
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 11
Periodically, you, your managers or employees must attend refresher-training programs to be conducted at our headquarters or another location we designate.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
Payable when we establish Franchise and host a Franchise Convention Convention, which you must Registration attend.
The filing answers no to 4 questions
- Is there a franchisee advisory council, association or committee?Item 20
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Is a minimum grand opening advertising spend required?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Franchise agreement
The vendor opportunity at 1Heart Caregiver Services
1Heart Caregiver Services operates 26 total units, 24 of which are franchised, with the remaining 2 company-owned. The system generated an average unit volume of $1,268,227, and unit count grew 9.1% year-over-year. For software vendors, the immediate addressable base is 24 franchised locations across five states—California (21), Nevada (2), Florida (1), Maryland (1), and North Carolina (1). All franchisees are single-unit operators; no multi-unit owners exist in the network. This structure means every sale is a discrete decision, but the franchisor’s mandated technology stack gives HQ significant influence over software adoption.
The royalty rate is 5% of gross revenue, and the initial franchise term runs 10 years. Renewals are also for 10 years, contingent on compliance, capital expenditures for system uniformity, and signing the then-current franchise agreement. These renewal windows, combined with steady unit growth, create periodic opportunities for vendors to displace or supplement existing systems.
Who controls software purchasing
The 2025 FDD lists four executives in Item 1: CEO Belina Calderon-Nernberg, Senior Vice President of Franchise Growth & Strategy Randolph Clarito, Chief Operating Officer Kevin Tagarao, and Franchise Business Operations Coach Cecilia Mumar. For a software vendor, the COO and the SVP of Franchise Growth are the most direct paths to a technology conversation—Tagarao oversees operations where mandated tools like WellSky and QuickBooks live, while Clarito influences the tools deployed as new units open. The CEO is the ultimate authority. There is no CIO or CTO named in the filing, suggesting technology decisions sit with the operations and growth leadership.
Mandated and current tech stack
1Heart mandates four specific systems. QuickBooks by Intuit Inc. and the QuickBooks Accounting Pro Software Package handle core accounting. Qvinci Financial Reporting Software is required for financial reporting, likely for royalty tracking and benchmarking across the network. Wellsky Personal Care is the mandated operational platform for home care management. These mandates are listed in Item 11 of the FDD, meaning franchisees must adopt and maintain them. For a vendor selling adjacent software—scheduling, HR, compliance, or billing—you will need to integrate with or displace one of these incumbents, and you will need HQ’s blessing.
Procurement, renewals, and timing
Item 8 of the 2025 FDD does not include a procurement extract, so the franchisor’s supplier designation process is not publicly detailed. This does not mean procurement is open; given the mandated tech stack, HQ clearly exerts control over core systems. Vendors should assume a top-down evaluation process led by the operations team. The 10-year term and 10-year renewal cycle mean that existing franchisees may be locked into long-term relationships, but new units and renewals create natural evaluation points. With 9.1% unit growth, even a handful of new locations per year can open a conversation about the tech stack.
How to read the 1Heart Caregiver Services FDD
The 2025 Franchise Disclosure Document is the authoritative source for understanding 1Heart’s technology mandates, executive structure, and franchise terms. Item 1 identifies the leadership team. Item 11 lists the mandated systems—QuickBooks, Qvinci, and WellSky. Item 17 outlines the 10-year renewal conditions, including the requirement to sign the current agreement, which may have materially different terms. Reviewing the FDD before outreach ensures you know exactly which systems are entrenched and who controls the buying process. For a ranked target list of franchise systems that match your software, FranCloud can help you prioritize your pipeline.
Questions vendors ask
1Heart Caregiver Services, answered from the filing
CEO Belina Calderon-Nernberg, COO Kevin Tagarao, and SVP of Franchise Growth Randolph Clarito are the named executives. The COO and SVP are the most likely operational and growth-technology buyers.
The 2025 FDD mandates QuickBooks by Intuit, the QuickBooks Accounting Pro Software Package, Qvinci Financial Reporting Software, and Wellsky Personal Care.
26 total units: 24 franchised and 2 company-owned. All operators are single-unit; there are no multi-unit franchisees.
The FDD does not disclose a designated or approved supplier program in Item 8. The procurement model is not publicly detailed in the most recent filing.
Franchise agreements run 10 years. With 9.1% unit growth and a 2025 FDD, new locations and renewal cycles may create openings as units approach their 10-year mark.
The 2025 FDD is filed with state franchise regulators. You can review it using the embedded PDF viewer below.
Source
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment 1Heart Caregiver Services files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
26 operators run 26 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit26
Top states by locations
| CA | 21 |
|---|---|
| NV | 2 |
| FL | 1 |
| MD | 1 |
| NC | 1 |
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.