You must license our business management software (currently, ServiceTitan) from our designated supplier (currently, ServiceTitan) and enter into a terms and conditions agreement for same in the form prescribed by us or such designated supplier (as such terms and conditions are referenced in the Software System User and Maintenance Agreement attached as Exhibit K) (the current ServiceTitan fees are $228- 241 per month for each service professional user up to 5 service professional users, $220-233 per month for each service professional user from 6 to 10 service professional users, $210-222 per month for service professional user from 11 – 30 service professional users, and $151- 160 per month for each service professional user from 31 and greater; these fees are subject to change). . You must also license the Technology Package (currently, Qvinci, Customer Engagement Platform, Neighborly Franchise Portal, FranConnect, one Microsoft Office365 E3 email account and one Microsoft Office365 Exchange email account) from our designated supplier (currently us), and pay our affiliate ZorWare monthly support and maintenance fees (see Items 5 and 6 and Exhibit K). The Technology Package and ServiceTitan are referred to in this Disclosure Document as the “Software System”. You will be provided access to the Software System in an online environment. The Software System provides inventory tracking and management, customer and prospect tracking, scheduling, dispatching, point of sale invoicing interfaced with general ledger software, customer service history, sales analysis, reporting functions and our confidential operations set-up and menu pricing guide. These fees cover maintenance on the Technology Package as provided in the Software System User and Maintenance Agreement (attached as Exhibit K); any maintenance on the ServiceTitan software is provided at ZorWare’s then-current hourly rates (currently $125/hr), as provided in the Software System User and Maintenance Agreement.
From the filings
Aire Serv
Home servicesAire Serv requires franchisees to license ServiceTitan for business management, QuickBooks Online for accounting, and a bundled Technology Package covering Qvinci and FranConnect — all through Aire Serv or its designated suppliers. With 229 fully franchised locations inside the Neighborly family and franchised-outlet count up 10.1% year over year, headquarters is the buying center for this tech stack.
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Live signals
Ordinary royalty terms
5% component; full terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
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
The systems vendors compete with
6 technology requirements are recorded in this filing. A required choice lists alternatives for one obligation. Read each cited clause for its conditions.
1. Fee Payment Information. All fees are non-refundable and, except as otherwise provided, all fees are uniformly imposed. All fees are imposed by us and are payable to us, except the fees for (i) our business management software (currently, ServiceTitan), which are collected by ServiceTitan, Inc. (the current ServiceTitan fees are $228-241 per month for each service professional user up to 5 service professional users, $220-233 per month for each service professional user from 6 to 10 service professional users, $210-222 per month for service professional user from 11 – 30 service professional users, and $151- 160 per month for each service professional user from 31 and greater; these fees are subject to change); (ii) our Technology Package software (currently, Qvinci, Customer Engagement Platform, Neighborly Franchise Portal, FranConnect, one Microsoft Office365 E3 email account and one Microsoft Office365 Exchange email account), which are imposed by us, collected by our designee (currently our affiliate ZorWare) and may be passed through to the service provider, (iii) any local or regional LMG fees, which are imposed by us, and may be payable to us or the LMG, and (iv) call center fees, which are imposed by and paid to our affiliate Neighborly Service Solutions SPV LLC. You may be required to pay by automatic bank draft all current and future fees specified in this Item 6. In particular, you should be aware that the Software System monthly fees will be collected via automatic bank draft and you should plan accordingly. See Item 11 for information about electronic reporting of Gross Sales and payment of fees by automatic bank draft. Some banks or other financial institutions may charge a fee for electronic transfers. You must also use the accounting, reporting and other software we from time to time specify and pay the monthly charges applicable to such software usage. Currently, we require that you license QuickBooks Online either directly from our designated vendor, Intuit Limited, or through ZorWare. If you license QuickBooks Online through ZorWare, you will pay the QuickBooks Online fee to ZorWare as noted in the Item 6 table above and your use of QuickBooks Online will be subject to the Software System User and Maintenance Agreement.
• Adobe Acrobat Portable Document File (PDF) Reader • Software providing spreadsheet capability and word processing functions • QuickBooks Online, licensed pursuant to the terms and conditions at https://quickbooks.intuit.com/global/terms-of-service/ We currently estimate the cost for the software you must purchase separately to be approximately $350 to $500, but this may vary based on whether some of the software is purchased together with your computer hardware.
1. Fee Payment Information. All fees are non-refundable and, except as otherwise provided, all fees are uniformly imposed. All fees are imposed by us and are payable to us, except the fees for (i) our business management software (currently, ServiceTitan), which are collected by ServiceTitan, Inc. (the current ServiceTitan fees are $228-241 per month for each service professional user up to 5 service professional users, $220-233 per month for each service professional user from 6 to 10 service professional users, $210-222 per month for service professional user from 11 – 30 service professional users, and $151- 160 per month for each service professional user from 31 and greater; these fees are subject to change); (ii) our Technology Package software (currently, Qvinci, Customer Engagement Platform, Neighborly Franchise Portal, FranConnect, one Microsoft Office365 E3 email account and one Microsoft Office365 Exchange email account), which are imposed by us, collected by our designee (currently our affiliate ZorWare) and may be passed through to the service provider, (iii) any local or regional LMG fees, which are imposed by us, and may be payable to us or the LMG, and (iv) call center fees, which are imposed by and paid to our affiliate Neighborly Service Solutions SPV LLC. You may be required to pay by automatic bank draft all current and future fees specified in this Item 6. In particular, you should be aware that the Software System monthly fees will be collected via automatic bank draft and you should plan accordingly. See Item 11 for information about electronic reporting of Gross Sales and payment of fees by automatic bank draft. Some banks or other financial institutions may charge a fee for electronic transfers. You must also use the accounting, reporting and other software we from time to time specify and pay the monthly charges applicable to such software usage. Currently, we require that you license QuickBooks Online either directly from our designated vendor, Intuit Limited, or through ZorWare. If you license QuickBooks Online through ZorWare, you will pay the QuickBooks Online fee to ZorWare as noted in the Item 6 table above and your use of QuickBooks Online will be subject to the Software System User and Maintenance Agreement.
Prior to beginning our Phase II Training program, you are required to purchase a Start-Up Package, which currently consists of business cards, thank you cards, door hangers, yard signs, post cards, sales tracking board, Neighborly code of value posters, stickers, floor mat, tool bag, and shoe covers. As part of the Start-Up Package, you must pay us a fee of $500 for onsite training provided to you by one of our existing franchisees at such franchisee’s designated location. We pass this fee onto the franchisee providing such training. Software System Fees You must pay to us, or our designee, an enrollment fee for use of our Software System (currently, ServiceTitan), Qvinci, Customer Engagement Platform, Neighborly Franchise Portal, FranConnect, one Microsoft Office365 E3 email account and one Microsoft Office365 Exchange email account). See also Items 6, 8, and 11. The amount of the enrollment fee is currently $1,250 per license granted to you. The enrollment fee is currently collected via automatic bank draft from your bank account, at signing of the Franchise Agreement. Other fees for software usage are described in Item 6. The amount of the enrollment fee and other software fees may change in the future. We will notify you of any such change. None of the fees for Software System are refundable.
You must license our business management software (currently, ServiceTitan) from our designated supplier (currently, ServiceTitan) and enter into a terms and conditions agreement for same in the form prescribed by us or such designated supplier (as such terms and conditions are referenced in the Software System User and Maintenance Agreement attached as Exhibit K) (the current ServiceTitan fees are $228- 241 per month for each service professional user up to 5 service professional users, $220-233 per month for each service professional user from 6 to 10 service professional users, $210-222 per month for service professional user from 11 – 30 service professional users, and $151- 160 per month for each service professional user from 31 and greater; these fees are subject to change).
We will make available to you an optional third-party web-based job applicant tracking system (“Paradox ATS”), which will allow you to create and manage local job postings online, track job applicants, and manage your recruiting efforts. Your use of the Paradox ATS will be subject to Paradox, Inc.’s terms of use. You will pay us or our affiliate an annual fee at the then-current rate ($703/year). We may increase the fee in the future but as of the date of this Disclosure Document we don’t anticipate an increase of more than 30% annually in addition to any direct price increases from the vendor, Paradox, Inc. See also Item 6. You may opt out of using Paradox at any time. Your access to this third-party applicant tracking system in no way shifts any employee or employment related responsibility from you to us. You are, and will remain, the sole employer of your employees at all times, and you are solely responsible for all employment decisions and actions related to your employees.
We and ZorWare reserve the right to suspend your access to any or all software within the Software System if you fail to timely pay these fees. Other QuickBooks add-ons that are not required may be available, such as QuickBooks Payroll, W-2 processing, etc. for additional fees. HelpDesk Plus Currently, BackOffice Monthly You must pay your HelpDesk Fee HelpDesk Plus: $400 per Plus Fee directly to our month for 6 hours of Affiliate, BackOffice, for which services Additional BackOffice will provide you support hours billed at $75 training and assistance with the per hour use of QuickBooks if you choose to utilize this service. You must also sign any required agreement if you choose to use this service.
Mr. Davis has been our Chief Executive Officer since November 2024. Since July 2024, he has also been the Chief Executive Officer of a number of our affiliates and parent companies, including Neighborly, Manager, The Dwyer Group LLC, The Dwyer Group, Inc., TDG Intermediate, LLC, Balcones Holdco, Inc., Nest Bidco Inc., Nest Topco Borrower Inc., Nest Topco Guarantor Inc., and Nest Holdings Inc. From July 2022 until July 2024, he was the CEO of Mathnasium Center Licensing, LLC in Los Angeles, CA. From April 2021 till July 2022, he was self-employed as a consultant in Los Angeles, CA. From May 2017 until April 2021, he was the CEO of Valpak Direct Marketing Systems, LLC in St. Petersburg, FL. SVP, Corporate Controller: Malia Gelfo Ms. Gelfo has been SVP Corporate Controller for us and a number of our affiliates and parent companies since December 2024. From February 2023 until December 2024, she was Chief Accounting Officer for Likewize Corp in Southlake, TX. From December 2019 until February 2023, she was VP Corporate Controller for Reece Inc. in Dallas, TX.
AIRE SERV - 2026 FDD 55 Hours Of Hours Of On-The- Subject Classroom Training Job Training Location Offices in Waco, TX or Benchmark Planning 1.25 2 various locations Offices in Waco, TX or Acquisitions 1 0 various locations Offices in Waco, TX or Advantage Plans 1 0 various locations ServiceTitan 6 Owner Readiness rubric 3 CSR’s and Outbound calling 1.5 Offices in Waco, TX or Your Pricing Guide 1.5 0 various locations World Class Front Line Service Offices in Waco, TX or System 6 0 various locations Offices in Waco Tx or ServiceTitan Mobile 2 2.00 various locations Use and Apply Big boards 2 XOi 1 Benchmark Plan – Final Offices in Waco, TX or Review 0.75 0 various locations Home Comfort Design Offices in Waco, TX or System/11 steps 5 0 various locations Offices in Waco, TX or DesignPro Sales Software 0.5 0 various locations Managing HCD/Loop 2.5 Why behind sales 1 Load calculation, IAQ and utility overpayment 2 Training Your Team/Leading Offices in Waco, TX or effectively 2 0 various locations Offices in Waco, TX or Sure Start Process & ROIP 0.75 0 various locations Offices in Waco, TX or ProTradeNet 1 0 various locations Offices in Waco, TX or Graduation 1 0 various locations Site visit Meet and greet/tour ASV story Team meeting/company goals 24 8 ASV story ServiceTitan in action Staying connected Fleet inspection/expectation
Topic No. of Pages Introduction 5 Setting Up Your Personal Goals 4 The Role of the CSR 2 Communication Etiquette 2 Key Performance Indicators (KPIs) 2 What To Do When the Phone Is Not Ringing 2 Overcoming Objections 2 CSR 10 Steps 1 AQR Calls & ServiceTitan Chat 4 Total Pages 24 We have an online video series entitled “World Class Front Line Service”, which contains 10 YouTube/online videos. The topics include: Topic Approx. No. of Minutes Step 1 – Pre-Call Prep 10 Step 2 – Arrival 10 Step 3 – Initial Greeting 10 Step 4 – At the Thermostat 10 Step 5 – Up-Front Agreement 10 Step 6 – Total Comfort Diagnosis© 10 Step 7 – The Expert Recommends 10 Step 8 – Perform the Work 10 Step 9 – Wrap-Up 10 Step 10 – Departure 10
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 6 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 8
We require that you use an appropriate chart of accounts, comply with our operating procedures and specifications, including internal audit standards, and use our required software (as part of the Software System) and that your accounting must also be compatible with our required Software System.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to the Software System and certain information in your Computer System, including sales and related data, and there are no contractual limitations on our right to access this information and data.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
In addition, within 15 days after the end of each month, you must submit to us the following information for the preceding month: (i) copies of your most recent balance sheet and statement of profit and loss, including a summary of your costs for labor, rent and other material cost items; and (ii) if requested by us…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Other than with respect to the Technology Package, neither we nor our affiliates are currently an approved supplier for any products or services, but we and our affiliates may be approved suppliers for other/additional products and services in the future.
Is there a franchisee advisory council, association or committee?
YesItem 11
The MAP Fund is administered in part by an Advisory Council consisting of our President; our Vice President of Operations; a member of our Marketing department; and certain franchisees elected by their peers.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to designate a primary or single source of supply for certain products and supplies, and we or our affiliates may be that single source.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We or an affiliate (including ProTradeNet) may make available to you the opportunity to participate from time to time in certain discounts, rebates, or other benefits in connection with approved suppliers (collectively, “Rebates”), if you meet certain conditions, such as supplier terms and conditions and attendance…
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?
20Item 8
approximately 20% of your on-going purchases in connection with operation of your Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
You must pay upon demand our (or the third party’s) actual costs of the testing and any related costs/expenses (regardless of whether we grant an approval).
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
You may purchase from other suppliers if you follow our supplier approval procedures, as described in the Manuals, and obtain our prior written approval.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
assign and transfer all right, title and interest in the telephone numbers, domain names, and social media or digital marketing accounts used at any time for the Business
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
and security laws as well as payment card industry (PCI) compliance.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We or our authorized representative have the right, at all times (i) during the business day to enter the premises where the books and records of the Business are kept and to evaluate, copy and audit such books and records
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may, from time to time, revise the contents of the Manuals and you must comply with each new or changed standard.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
We will approve your site as long as it meets our site selection guidelines.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
You may not separately register any domain name containing any of the Marks or operate a website or social media account for your Business.
Is a minimum grand opening advertising spend required?
YesItem 11
you must spend the Initial Marketing Spend Requirement (currently, $60,000 during the first 12 months of operation of your Business and $75,000 during the second 12 months of the operation of your Business (subject to an increase but not more than by 30% annually)).
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
Regardless of whether we impose the Minimum Local Marketing Spending on you, you must spend the amount we specify, currently $60,000 (subject to an increase but not more than by 30% annually), for local marketing during the first 12 months of the operation of your Business and $75,000 during the second 12 months of…
Must the franchisee participate in a regional advertising cooperative when one exists?
YesFranchise agreement
We have the right to designate local advertising markets and advertising cooperatives and/or local marketing groups for such markets (collectively, each such cooperative or group, a “LMG”), and if designated, you must participate in the LMG and its programs in your designated local advertising market.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase business management software (currently, ServiceTitan) from our designated supplier (currently, ServiceTitan, Inc.) and pay monthly fees to ServiceTitan, Inc. for your usage.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase business management software (currently, ServiceTitan) from our designated supplier (currently, ServiceTitan, Inc.) and pay monthly fees to ServiceTitan, Inc. for your usage.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
You must sign an electronic ACH Form, attached as Schedule B, to authorize and direct your bank or financial institution to allow us or our affiliate to initiate a transfer of funds electronically directly to our or our affiliate’s account and to charge to your account all amounts due to us or any affiliate.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
The Software System provides inventory tracking and management, customer and prospect tracking, scheduling, dispatching, point of sale invoicing interfaced with general ledger software, customer service history, sales analysis, reporting functions and our confidential operations set-up and menu pricing guide.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to the Software System and certain information in your Computer System, including sales and related data, and there are no contractual limitations on our right to access this information and data.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
If you request training in addition to the initial training program identified above, we reserve the right to charge you a training fee, plus you must pay your costs and expenses in connection with such training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You must also attend, every year, at your expense, the annual training or conference event specified by us and currently referred to as “Reunion” (see Item 6 for more detail), and any other training we designate as required.
The filing answers no to 2 questions
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 12
- Must the franchisee participate in a customer loyalty or rewards program?Item 16
The vendor opportunity at Aire Serv Aire Serv runs 229 locations, entirely franchised, inside the Neighborly family of home-services brands alongside Window Genie, Mosquito Joe, Molly Maid, Mr. Electric, Rainbow International and Junk King. Franchised-outlet count grew 10.1% year over year — a fast-growing system for a vendor evaluating timing.
Who controls software purchasing This is one of the more centrally mandated tech stacks in the segment. Aire Serv requires franchisees to license ServiceTitan for business management software, QuickBooks Online (Intuit) for accounting, and a bundled Technology Package covering Qvinci, the Customer Engagement Platform and FranConnect — ServiceTitan from its designated supplier ServiceTitan, Inc., the Technology Package from Aire Serv itself, with a monthly fee to its affiliate ZorWare. CEO Michael Anthony Davis and President Jario Jimenez lead the brand from headquarters.
Tech named in the FDD, and what is actually required ServiceTitan, QuickBooks Online, Qvinci and FranConnect are all mandated by the filing. The required list also runs to the Neighborly Franchise Portal, one Microsoft Office365 E3 and one Microsoft Office365 Exchange email account, Google Chrome, Adobe Acrobat PDF Reader and one mobile device per technician or vehicle. Paradox and QuickBooks Payroll are also named in the disclosure. Aire Serv has independent access to the Software System and to sales and related data in the franchisee's Computer System, with no contractual limit on that right, and reserves the right to require additional or different software at any time. Franchisees may not substitute any other software for the software Aire Serv requires.
Procurement, renewals, and timing For the 172 of Aire Serv's 229 franchised businesses that operated and reported for all of the 2025 calendar year — excluding 45 that opened during or after January 2025, 11 that transferred and 1 that reported no sales — Item 19 reports average annual Gross Sales of $1,561,361 and a median of $944,801, with the top 10% averaging $6,548,443. The initial term is 10 years, renewable once for another 10; to renew, a franchisee must give written notice at least 180 and no more than 240 days before the expiring term ends, pay a $5,000 renewal fee and sign the then-current franchise agreement, which may carry materially different terms.
How to read the Aire Serv FDD The 2026 Franchise Disclosure Document below spells out the exact ServiceTitan, QuickBooks and Technology Package licensing language. Talk to FranCloud for a ranked list of Neighborly-family brands worth pitching next.
Ordinary royalty terms
Complete royalty terms are not confirmed.
Questions vendors ask
Aire Serv, answered from the filing
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Ownership
The portfolio behind Aire Serv
Ownership: Neighborly.
Sibling brands
Related Home services brands
Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.