Intuit
Mandatorymay modify our Outlet equipment, supplies, and Outlet design specifications. Page 19 2025 CFSP FDD VA Renew Designated Suppliers: Computer Software: Quickbooks, https://quickbooks.intuit.com/ Media an
From the filings
HQ-led decisions
Cortz
Home servicesSoftware purchasing at Cortz is controlled at the HQ level, with CEO David Klembith identified in the 2026 FDD. The system currently mandates FranTools back office and QuickBooks Online across its small but growing footprint of 3 total units (2 franchised, 1 company-owned). For vendors, this means a concentrated, top-down sales motion with a clear tech stack to integrate with or displace.
For software vendors selling into US franchise brands.
Live signals
Total units
3
2 franchised
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2026
Royalty
6%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$103K–$203K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
No 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 (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
Mandatoryfuture, we may modify our Outlet equipment, supplies, and Outlet design specifications. Page 19 2025 CFSP FDD VA Renew Designated Suppliers: Computer Software: Quickbooks, https://quickbooks.intuit.co
Facebook
ry Marks. You are not permitted to promote your Outlet or use any of the Proprietary Marks in any manner on any social or networking websites, which includes but is not limited to Facebook, Instagram,
Instagram
You are not permitted to promote your Outlet or use any of the Proprietary Marks in any manner on any social or networking websites, which includes but is not limited to Facebook, Instagram, LinkedIn,
LinkedIn
site established or authorized by us (“social media” includes but is not limited to personal blogs, common social networks like Facebook, and Instagram, professional networks like LinkedIn, live-blogg
TikTok
te your Outlet or use any of the Proprietary Marks in any manner on any social or networking websites, which includes but is not limited to Facebook, Instagram, LinkedIn, YouTube, TikToK or “X”, witho
YouTube
ut is not limited to personal blogs, common social networks like Facebook, and Instagram, professional networks like LinkedIn, live-blogging tools like “X” and video networks like YouTube and TikTok,
Franchisor behaviours
What the franchisor requires
17 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 11 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
We require that you buy and/or license Quick-Books Online to use in the operation of your Franchise.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Currently Franchisor requires that you provide Balance Sheet and Profit and Loss Statement monthly to determine the Royalty and NMF Fees.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to uniformly change this fee, and the products/services offered.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In the fiscal year ended December 31, 2024, neither we nor our affiliates derived revenue from purchases or leases made by our Franchisees.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We may derive income or other material benefit from these required purchases from approved vendors/suppliers.
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?
5.3Item 8
CFSP estimates that the cost of the required purchases that must be purchased from designated or approved suppliers or in accordance with CFSP's specifications will represent approximately between 22% and 41% of your total purchases in connection with the establishment of your Outlet and will represent from 5.3% to…
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We must approve any supplier proposed by you.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor may require Franchisee to add additional concepts to the Outlet in the future; however, these concepts will be complimentary.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 1
Cortz reserves the right to change, and/or otherwise modify the System by adding, modifying, adjusting, and/or deleting any of our designs, processes, procedures, protocols, and/or services at any time in our sole discretion.
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 maintain your own website; otherwise maintain a presence or advertise on the internet or any other mode of electronic commerce in connection with your Outlet; establish a link to any website we establish at or from any other website or page; or at any time establish any other website, electronic commerce…
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You are required to spend a minimum of $1,500 during the first 3 months of operation, then a minimum of $500 or 1% of Gross Sales, whichever is greater, per month on marketing and promotion in your Designated Territory.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
You are required to spend a minimum of $1,500 during the first 3 months of operation, then a minimum of $500 or 1% of Gross Sales, whichever is greater, per month on marketing and promotion in your Designated Territory.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
Franchisee shall purchase certain items, including but not limited to, the service vehicle, vehicle wrap and equipment, collectively the OU, as well as uniforms, paint, equipment and other operating supplies, required for the operation of the Outlet from suppliers designated or approved by Franchisor or from…
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all required inventory items, vehicle wrap, equipment and the service vehicle from approved and recommended suppliers, or suppliers that meet our specifications and use our required branding as provided in The Manual and which may change from time to time to meet our expectations.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
You must pay the Media and Tech Fee to us and utilize our required franchise management software called FranTools by FranchiseInc!, LLC, that includes basic CRM, LMS, listing on the Cortz website, lead referral management and, Social Media Ad Design resources.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
From time to time, Franchisor may require Franchisee’s attendance at additional training and/or refresher training courses.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You are required to attend these conferences.
The filing answers no to 6 questions
- Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 95.3% of home services brands mandate no POS, leaving a massive whitespace for tech vendors to target before competitors catch on.By identifying the 525 brands with no mandated POS, your sales team can prioritize high-fit targets and cut prospecting waste by 40%, converting weeks of manual research into a single query that surfaces ready-to-sell accounts.
- Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.
- With median unit growth of only 2.62% YoY across 323 disclosed brands, you need to find the outliers poised for expansion before they hit the market.Using growth signals to identify high-velocity brands lets you engage them during expansion phases, capturing deals 2x faster than reactive competitors who wait for public announcements.
The vendor opportunity at Cortz
Cortz operates in the home services segment with a total of 3 units, according to its 2026 Franchise Disclosure Document. Of those, 2 are franchised and 1 is company-owned. The brand is based in California and appears independently owned, with no parent company on file. For software vendors, the addressable market is small but concentrated: a single decision-maker at HQ controls technology choices for the entire system.
Year-over-year unit growth is not disclosed in the most recent FDD. Average unit volume (AUV) is also not available. The royalty rate is 6.0%, and the initial franchise term runs 5 years. These numbers suggest a lean, early-stage franchisor where every unit counts — and where a vendor relationship, once established, can scale with the brand.
Who controls software purchasing
The 2026 FDD identifies David Klembith as CEO. In a system of this size, the CEO is almost certainly the sole software buyer. There is no CIO, CTO, or VP of Operations listed in Item 1. Vendors should prepare to engage directly with the CEO and frame their pitch around operational efficiency and franchisee onboarding support.
No multi-unit operators are mapped in our corpus, meaning all franchised locations are likely single-unit owners. This further centralizes technology decisions at the franchisor level. If you sell software that requires franchisee buy-in, expect the CEO to be the gatekeeper for both evaluation and mandate.
Mandated and current tech stack
Cortz mandates two systems across its network: FranTools back office, provided by FranchiseInc!, LLC, and QuickBooks Online, provided by Intuit Inc. Both are named in the FDD as required technology. FranTools likely handles franchise management, reporting, and operational workflows, while QuickBooks Online covers accounting.
No point-of-sale system is mandated or recommended in the available FDD data. This may reflect the home services nature of the business, where a traditional POS is less relevant than scheduling, dispatching, and invoicing tools. Vendors offering field service management, CRM, or payroll solutions may find gaps in the current stack worth addressing.
Procurement, renewals, and timing
Item 8 of the 2026 FDD does not include a procurement extract, so Cortz's supplier model — whether designated, approved, or open — is not publicly known. Vendors should clarify this early in conversations. The absence of a published procurement policy may indicate flexibility, but it also means no pre-approved path to becoming a recommended vendor exists on paper.
Franchise agreements run for 5 years, with a single 5-year renewal option available to franchisees in good standing. Renewal terms require signing a new agreement, being current on payments, and paying a renewal fee. The FDD notes that the new agreement may contain materially different terms, though territory boundaries remain the same and the continuing royalty will not exceed what similarly situated renewing franchisees pay. For software vendors, renewal periods represent natural reevaluation points where franchisees — and the franchisor — may consider new tools.
How to read the Cortz FDD
The full Cortz 2026 FDD is embedded below. Key sections for software vendors include Item 1 (executive team), Item 11 (franchisor assistance and required technology), Item 8 (procurement restrictions), and Item 17 (renewal and termination). These sections reveal who buys, what they already use, and when contracts come up for review. For a ranked target list of franchise systems that match your software, talk to FranCloud.
Questions vendors ask
Cortz, answered from the filing
The 2026 FDD lists David Klembith as CEO. With a 3-unit system, purchasing authority likely sits directly with the CEO, making this a single-stakeholder sale.
Cortz mandates FranTools back office (by FranchiseInc!, LLC) and QuickBooks Online (by Intuit Inc.) as disclosed in the 2026 FDD. No POS mandate is specified.
Cortz has 3 total units in the US: 2 franchised and 1 company-owned, per the 2026 FDD. This is a very early-stage home services franchise.
The 2026 FDD does not include an Item 8 procurement extract, so the designated vs. approved supplier model is not publicly disclosed. Vendors should inquire directly.
Franchise agreements run 5 years with one 5-year renewal option. With only 2 franchised units, contract windows are infrequent and tied to individual franchisee renewal cycles.
The Cortz FDD is filed with state franchise regulators in 2026. You can review the embedded PDF viewer below for the full disclosure document.
Source
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Cortz files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
4 operators run 4 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit4
Top states by locations
| TX | 1 |
|---|---|
| AZ | 1 |
| CA | 1 |
| WI | 1 |
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.