Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 11
You will be required to purchase and use certain specific hardware and software for the operation of your Unit Franchise.
From the filings
Software purchasing control at Ervexia Occupational Health is centralized, with the franchisor mandating its proprietary ERVEXIA system. The brand operates a very small footprint of 3 total units (1 franchised, 2 company-owned), presenting a limited addressable market for vendors. The 2026 FDD names Dr. Don Maple (President of Clinical Services) and Dr. Dallas Humble (President of Operations) as key executives.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
The recurring percentage of gross sales named in this filing. It is a floor, not a total — the filing discloses one of the two headline fees.
1%+of gross sales (FY2026)
15% reference
Franchisor behaviours
28 requirements the franchisor states in this filing, each in its own words; 3 explicit no's; 3 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 be required to purchase and use certain specific hardware and software for the operation of your Unit Franchise.
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 your computer system.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
by the thirtieth (30th) day of each month, a profit and loss statement for the preceding calendar month, and a year-to-date profit and loss statement and balance sheet; (3) within ninety (90) days after the end of your fiscal year, a fiscal year-end balance sheet, and an annual profit and loss statement for that…
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 require you to purchase, install and use proprietary operating software that allows us to download certain sales and other information related to Franchise operations that we specify.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In the year ending December 31, 2025, revenues from sale of required products and services to franchisees was $0, or approximately 0% of our total revenues of $0.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
We and our affiliates reserve the right to charge any licensed manufacturer engaged by us or our affiliates a royalty to manufacture products for us or our affiliates, or to receive commissions or rebates from vendors that supply goods or services to you.
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?
50Item 8
The cost of purchasing required products and services to our specifications will represent approximately 85% of your total purchases in establishing your franchise and approximately 50% of your total purchases during the operation of your franchise.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge you a supplier evaluation fee (not to exceed the reasonable cost of the inspection and the actual cost of the test) to make the evaluation.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like to purchase any products or services from any unapproved supplier, then you must submit to us a written request for approval of the proposed supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
If we refuse to renew your Franchise Agreement because you have not complied with the Franchise Agreement or if you choose not to renew your Franchise Agreement, you may be required to turn your customer list and your telephone numbers and electronic identities, including domain names, over to us
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers any evaluation forms we periodically prescribe, and agree to participate in, and/or request that your customers participate in, any surveys performed by or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
As we deem advisable, conduct inspections and/or audits of your Unit Franchise, including evaluations of its training methods, techniques, and equipment; its staff; and the services rendered to its customers.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 14
We may periodically revise the contents of the Operations Manual & ETP, and you must make corresponding revisions to your copy and comply with each new or modified standard.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Review and approve or disapprove the proposed site for your Unit Franchise (“Premises”).
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 establish your own website or use social media platforms without our prior written consent.
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 are required to contribute to the advertising of your Unit Franchise in your local market area, in the minimum amount of $1,000 per month (“Minimum Local Advertising Requirement”) beginning your 1st full month of operations after you open your Unit Franchise for business.
Must the franchisee participate in a customer loyalty or rewards program?
YesItem 8
You must also participate in community service programs, product promotions, loyalty, gift card and other promotional programs, that we may reasonably determine are needed in your particular business.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
You are required to join and participate in any Advertising Cooperative (“Co-op”) covering your Unit Franchise that may be established and duly formed as a legal entity.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase such products, supplies, insurance, etc. required for the operation of your Franchised Business solely from suppliers (including distributors, manufacturers, and other sources) who have been approved in writing by us, as set forth in the Manual.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase such products, supplies, insurance, etc. required for the operation of your Franchised Business solely from suppliers (including distributors, manufacturers, and other sources) who have been approved in writing by us, as set forth in the Manual.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
We have the right to require you to participate in an electronic funds transfer program under which Royalty Fees, Advertising Fees, and any other amounts payable or owed to us or our affiliates, including any administrative fees, are deducted or paid electronically from your bank account (the “Account”).
Must the franchisee participate in a gift card program?
YesItem 8
You must also participate in community service programs, product promotions, loyalty, gift card and other promotional programs, that we may reasonably determine are needed in your particular business.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
In any case, when making decisions relating to the operation of the Unit Franchise, the Franchisees should keep in mind that at least one licensed professional must be present in the Unit Franchise at all times, during the hours of business of the Unit Franchise.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
you must require all employees and independent contractors to maintain a neat and clean appearance, and conform to the standards of dress that we specify in the Operations Manual, as updated from time to time.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
You must purchase from approved suppliers and use the point-of-sale system, computer hardware, computer software and the all-in-one printer/copier/scanner/fax machine.
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 your computer system.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesFranchise agreement
You agree to exclusively use in the development and operation of the Franchise the computer terminals/billing systems and operating software (“Computer System”) that we specify from time to time.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
You may also request additional training from us for a fee.
Ervexia Occupational Health is a financial services franchise headquartered in Arizona. For software vendors, the immediate addressable market is exceptionally small. The 2026 Franchise Disclosure Document reports a total of 3 units, consisting of 2 company-owned locations and just 1 franchised outlet. No year-over-year unit growth percentage was disclosed, and no operator footprint was mapped in our corpus. The brand appears to be independently owned, with no parent company on file. Average unit volume (AUV) and royalty rates were not disclosed in the most recent FDD.
With a system this small and a mandated proprietary tech stack, software purchasing control is firmly centralized at the headquarters level. The 2026 FDD identifies two key executives in Item 1: Dr. Don Maple, who serves as President of Clinical Services, and Dr. Dallas Humble, the President of Operations. For any vendor pitching operational or clinical software, these are the relevant buying center contacts. The clinical leadership title suggests a focus on health-related workflows, but the specific operational hierarchy beyond these two roles is not detailed in the filing.
The franchisor exerts tight control over technology. The FDD explicitly mandates the "ERVEXIA" system. Additionally, the "ERVEXIA ™ intranet and learning management system" is a required platform. This indicates that the franchisor has built, or branded, a proprietary ecosystem covering core operations, internal communications, and training. For a third-party vendor, this creates a high barrier to entry. Any pitch would need to demonstrate a clear integration path with, or a compelling replacement value for, the existing ERVEXIA infrastructure. No other third-party point-of-sale, CRM, or operational systems are named in the available data.
The procurement model is opaque. The Item 8 extract provided no signal regarding designated suppliers, approved vendor lists, or open purchasing policies. This lack of disclosure means a vendor must directly inquire about procurement procedures during the sales process. The franchise agreement has an initial term of 10 years. The renewal conditions, outlined in Item 17, are stringent. A franchisee must have substantially complied with the agreement, sign a new contract in the then-current form (which may include materially different terms like higher fees or no further renewals), sign a general release of claims, and pay a renewal fee. This 10-year cycle represents the most logical, though infrequent, window when a franchisee might be open to evaluating new systems, assuming the franchisor permits any deviation from the mandated stack.
The full 2026 FDD is embedded below. This document is the primary source for verifying the unit count, executive team, and technology mandates discussed here. It is filed with state franchise regulators. For vendors, the critical sections to scrutinize are Item 1 (the business and its executives), Item 11 (the franchisor's obligations, where the tech mandate is detailed), and Item 17 (renewal and termination, which signals contract cycles). Given the small unit count, direct outreach to the named executives may be the most efficient path to understanding any unstated software needs. For a ranked target list of franchise systems that match your ideal customer profile, FranCloud can help.
Questions vendors ask
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FDD alert
We’ll email you the moment Ervexia Occupational Health files a new annual FDD, usually the freshest signal of a vendor change.
Related Financial services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.