Intuit
Mandatoryquire additional certifications from our existing senior certification vendors. Software You must license our proprietary client data and management software as well license, from Intuit, the latest v
From the filings
+6.965% units YoYHQ-led decisions
Care Patrol
Health servicesSoftware purchasing decisions at Care Patrol are driven by its senior leadership team, including CEO J.J. Sorrenti and CFO Kevin Vesely. The franchise mandates Calculated Care for its core operational and management software across all 215 franchised locations. This creates a concentrated addressable market for vendors offering complementary or replacement technologies.
For software vendors selling into US franchise brands.
Live signals
Total units
215
215 franchised
Unit growth YoY
+6.965%
vs prior filing
AUV
$323K
Item 19, 2025
Royalty
10%
of gross sales
Ad fund
1%
national + local
Initial fee
—
per unit
Investment range
$65K–$136K
all-in, Item 7
Procurement
Standards based
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.
11%of gross sales (FY2026)
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.
QuickBooks Online
Mandatoryals) applicable). We reserve the right to change this fee with 30 days written notice. Payable to vendor. We currently require that you purchase or lease the latest version of the QuickBooks Online Pl
Google Ads
nd awareness and generate acquisition of clients through channels such as, but not limited to: offline marketing (radio, billboards, direct mail); digital marketing (social media, Google ads, and SEO)
ProfitKeeper
2025 Average Consolidated Income Statement - Nationwide The information contained in the table below is historical, based on unaudited reporting by individual franchisees via our ProfitKeeper Software
Franchisor behaviours
What the franchisor requires
21 requirements the franchisor states in this filing, each in its own words; 7 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 11
You will use and maintain, at your expense, a specific system and/or process of accounting (“Accounting System”).
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
We have the right to retrieve and store any and all data, including the financial information of your Franchised Business, and information from the Computer System and use it for any purpose both during and after the term of this Franchise Agreement.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You must furnish to us thirty (30) days from the end of each month, a true and complete copy of the previous month’s profit and loss statement as well as a true and complete copy of the previous month’s balance sheet statement.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We are currently the designated supplier for some of your marketing materials.
Is there a franchisee advisory council, association or committee?
YesItem 11
We have established a Marketing Advisory Council (“MAC”) with representatives from a group of franchisees and CarePatrol management personnel.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
You further acknowledge and agree that we reserve the right to change our approved suppliers, including any software suppliers, at any time and at our sole discretion.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
97679Item 8
For the year ending December 31, 2025, our revenue from required franchisee purchases and leases was $97,679 or 1.5% of our total revenues of $6,658,406.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you want to make purchases from a supplier who has not been approved, you will submit a written request to us to approve the proposed supplier with evidence of conformity to our specifications as we may reasonably require.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You acknowledge that all telephone numbers, facsimile numbers, social media websites, Internet addresses, e-mail addresses and other e-communications (collectively “Identifiers”) used in the operation of your Franchised Business constitute our assets, and upon termination or expiration of this Agreement, you will…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right, at any time during business hours, and without prior notice, to inspect your Franchised Business’ office, to examine or audit, or cause to be examined or audited, the business records, client-caregiver management operating system and related records
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We may from time to time revise the contents of the Manual, and you expressly agree to make corresponding revisions to your copy of the Manual, and to comply with each new or changed standard within a reasonable amount of time noticed change, unless change is related to health or safety concerns, which must be…
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
If no Approved Location exists at the time you sign the Franchise Agreement, as is typically the case, we will describe the Approved Location in an amendment to the Franchise Agreement after you select and we approve the Approved Location.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
unless you obtain our prior written consent, you are prohibited from establishing or maintaining a separate website or otherwise maintaining another presence on the Internet through any social networking site in connection with the operation of the Franchise Business
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
You must spend, on a monthly basis, t h e greater of 2% of your monthly Gross Sales or $1,000 on local marketing activities.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
As described below in more detail, we currently require that you purchase or lease the following source restricted goods and services: computer equipment; marketing materials; certain operating supplies; and insurance policies.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
As described below in more detail, we currently require that you purchase or lease the following source restricted goods and services: computer equipment; marketing materials; certain operating supplies; and insurance policies.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All payments required, or amounts owed, under this Franchise Agreement, will be made by automated clearing house (“ACH”) payments via electronic funds transfer (“EFT”) to an account specified by us.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
The Franchise Agreement requires that you designate an employee, if not the owner, who will be primarily responsible for the daily management and supervision of the Business (the “Managing Owner” or the “Managing Employee”).
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
There are no contractual limits imposed on our access to the Computer Systems and we will have independent access to the information generated by and stored in the Computer Systems.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may charge you the Refresher Training Fee of $500 per day, plus expenses, as further described in Item 6.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
You are required to attend the Annual Conference.
The filing answers no to 7 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?Item 11
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 6
- Is a minimum grand opening advertising spend required?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must the franchisee participate in a gift card program?Franchise agreement
The vendor opportunity at Care Patrol
Care Patrol operates a network of 215 franchised locations, all of which are potential users of software that integrates with or improves upon their mandated systems. The franchise reported an Average Unit Volume (AUV) of $322,639, and a year-over-year unit growth rate of 6.965%. This growth trajectory signals an expanding footprint and a growing total addressable market for software vendors. The franchise charges a 10% royalty fee on gross revenue, a cost structure that makes operational efficiency tools particularly valuable to franchisees.
The initial franchise term is 10 years. A single one-year successor renewal term is available to franchisees who are in good standing, not in default, and current on all debt obligations. Renewal requires executing the then-current franchise agreement, which may contain materially different terms, and may also require a mutual general release of claims. For vendors, these renewal events represent potential windows for technology evaluation and switching.
Who controls software purchasing
Software purchasing authority at Care Patrol is concentrated at the franchisor level. The 2026 FDD lists the following senior executives: J.J. Sorrenti, Chief Executive Officer; Kevin Vesely, Chief Financial Officer; Jennifer LoBianco, Chief Marketing Officer; Keith Kuhn, Brand President; and Colleen Sieber, Vice President of Operations. This leadership team forms the core buying center for any enterprise-wide software decision.
Because the franchise mandates a specific technology platform, any vendor seeking to displace or integrate with that system must engage these decision-makers. The CEO and CFO are likely the ultimate approvers for significant software investments, while the VP of Operations and Brand President influence operational and brand-level technology requirements. The CMO may be a key stakeholder for any customer relationship management or marketing technology.
Mandated and current tech stack
The 2026 FDD explicitly mandates Calculated Care as the franchise management software for all locations. This is the core operational system across the network. No other mandated technology vendors are named in the available FDD extract. For software vendors, this presents both a constraint and an opportunity: any new tool must either integrate with Calculated Care or demonstrate a compelling reason to replace it at the franchisor level.
Procurement, renewals, and timing
The FDD does not provide an Item 8 extract detailing procurement or purchasing requirements. The specific procurement model—whether designated supplier, approved supplier, or open—is not disclosed in the available data. Vendors should inquire directly about supplier approval processes during initial conversations with the leadership team.
Timing a software pitch may be influenced by the franchise agreement's renewal structure. With a 10-year initial term and a single one-year successor renewal term, franchisees face a contractual milestone that could prompt technology reassessment. Additionally, the franchise's recent unit growth of nearly 7% suggests an active development pipeline, which may create opportunities to influence the tech stack for new locations.
How to read the Care Patrol FDD
The Care Patrol Franchise Disclosure Document was filed with state franchise regulators in 2026. It contains the legal and operational disclosures that govern the franchise relationship, including Item 11 (franchisor's assistance, advertising, computer systems, and training) where technology mandates are typically detailed, and Item 1 (the franchisor and any parents, predecessors, and affiliates) where key executives are listed. The full document is available below for your review.
For a ranked target list of franchise systems that match your ideal customer profile, contact FranCloud.
Questions vendors ask
Care Patrol, answered from the filing
The buying center includes CEO J.J. Sorrenti, CFO Kevin Vesely, CMO Jennifer LoBianco, Brand President Keith Kuhn, and VP of Operations Colleen Sieber, as listed in the 2026 FDD.
The 2026 FDD mandates Calculated Care for franchise management software. No other mandated systems are disclosed in the filing.
Care Patrol has 215 total units, all of which are franchised. The number of company-owned locations is not disclosed in the FDD.
The procurement model is not detailed in the available FDD extract. The filing does not specify designated or approved supplier requirements beyond the tech mandate.
With a 10-year initial term and a single 1-year successor renewal term available to franchisees in good standing, contract evaluation windows may align with these renewal cycles.
The Care Patrol FDD was filed with state franchise regulators in 2026. You can read the full document using the embedded PDF viewer below.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Care Patrol files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Care Patrol’s FDD on file does not disclose a franchisee directory.
Ownership
The portfolio behind Care Patrol
strategic_multibrand of Best Life Brands.
Sibling brands
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.