QuickBooksIntuit
printer. You are required to use current versions of Microsoft Word, Excel, and Powerpoint and a reputable accounting software package. Most of our offices use a version of either QuickBooks, Quicken,
From the filings
HQ-led decisions
Foliage Design Systems Franchise
Home servicesSoftware purchasing at Foliage Design Systems is controlled at the corporate level by a tight-knit executive team led by Chairman and CEO John S. Hagood. The franchise currently mandates Intuit QuickBooks, Quicken, and Peachtree for financial operations, signaling a standardized but legacy-leaning tech stack. With only 22 total units, the addressable market is small, but the high average unit volume of $388,751.57 suggests operators have the capital to invest in efficiency tools if you can win over HQ.
For software vendors selling into US franchise brands.
Live signals
Total units
22
19 franchised
Unit growth YoY
-5%
vs prior filing
AUV
$389K
Item 19, 2022
Royalty
6%
of gross sales
Ad fund
—
national + local
Initial fee
$20K
per unit
Investment range
$44K–$64K
all-in, Item 7
Procurement
Approved supplier
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. It is a floor, not a total — the filing discloses one of the two headline fees.
6%+of gross sales (FY2023)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
QuickenQuicken
are required to use current versions of Microsoft Word, Excel, and Powerpoint and a reputable accounting software package. Most of our offices use a version of either QuickBooks, Quicken, or Peachtree
Sage 50Sage
d to use current versions of Microsoft Word, Excel, and Powerpoint and a reputable accounting software package. Most of our offices use a version of either QuickBooks, Quicken, or Peachtree. You must
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 4 questions the text does not settle, which is not a no.
Accounting
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
on the tenth (10th) day of each month, a facsimile report of Gross Revenue for the preceding month (including such information as may be required by Us) verified by You on forms to be supplied or approved by Us
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We are an approved supplier, but not the only approved supplier, of marketing brochures and materials, training books, uniforms, feather dusters and maintenance supplies that you would use in operating your Franchised Business.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We have and will continue to periodically approve suppliers and distributors of the products, materials and supplies used in the operation of a Franchised Business that meet Our reasonable standards and requirements, including, without limitation, standards and requirements relating to product quality, prices…
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
611.88Item 8
During the fiscal year ending October 31, 2022, we sold $611.88 of marketing materials and feather dusters to our franchisees, which represented 0.12% of our total revenue of $514,502.88.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We reserve the right to receive a brokerage fee for arranging the sale of live foliage plants and other materials to you where, at your request, we purchase or arrange for the sale of live foliage plants and other materials 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?
3.8Item 8
approximately 3.8% to 4% of your overall purchases in operating the Franchised Business
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge you a reasonable non-refundable fee, not to exceed the actual cost of examining the facilities and products of the proposed supplier, to cover the costs we incur in making this determination and will, within a reasonable time (within 30 days), notify you of our decision.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you want to use any product, material or render any service that does not comply with the standards of the System or is to be purchased from a supplier that has not yet been approved, you must first submit a written request for approval of the proposed supplier and obtain our approval of the supplier before…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers such evaluation forms that we periodically prescribe and to participate and/or request your customers to participate in any surveys performed by us or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We or our authorized agents or representatives will make inspections of your operation.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We shall have the right to add to, and otherwise modify, the Confidential Operations Manual from time to time to reflect changes in the Approved Products and Services, the System, or the operation of the Franchised Business; provided, however, no such addition or modification shall alter Your fundamental status and…
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You must obtain a location, subject to our approval, as provided in the Franchise Agreement.
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 shall not maintain a World Wide Website or otherwise maintain a presence or advertise on the Internet or any other public computer network in connection with the Franchised Business without Our prior written approval, which We may withhold for any reason or no reason.
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You must adhere to our grand opening promotional advice including purchasing, receiving, and using print material provide by us as part of the “Grand Opening Marketing Plan.”
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 1% of Gross Revenue on an annual basis for local advertising and promotion in accordance with the Manual.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
You must purchase all products, materials and supplies only from distributors and other suppliers approved by Us from time to time.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You are obligated to purchase or lease equipment, furniture, fixtures, a work vehicle, and related supplies that meet our minimum standards and specifications or are from suppliers that we approve.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
maintain at all times such arrangements with (and only with) such credit card issuers or sponsors, and shall implement and at all times operate such credit verification systems as We may reasonably designate from time to time;
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All Royalty and other fees payable hereunder shall be made via check or electronic funds transfer, in a method determined by Us, in Our sole discretion.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
You shall at all times maintain a sufficient number of trained employees to service Your customers, but at least the minimum number specified by Us.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We may, in Our reasonable discretion, provide additional or refresher training programs at a time and place mutually acceptable to You and Us.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
You may be excused from attending any regional and national meetings only for reasonable necessity, after prior notice in writing to Us.
The filing answers no to 8 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
- Is there a franchisee advisory council, association or committee?Item 20
- 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
- Must employees wear uniforms specified by the franchisor?Item 8
- Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
- Must the franchisee use a CRM system designated or approved by the franchisor?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 franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.
VP SalesHead of SalesCROSales Director
- 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.
- Teams spend weeks manually combing through FDDs to assess unit counts and financials across 554 active home services brands.Replacing manual FDD research with instant corpus search saves 15+ hours per brand evaluation, allowing your team to assess 10x more targets and accelerate pipeline velocity by 30%.
- 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.
The vendor opportunity at Foliage Design Systems
Foliage Design Systems operates a compact network of 22 locations specializing in interior and exterior foliage design and maintenance. For software vendors, the total addressable market is limited to 19 franchised units, as the brand retains 3 company-owned locations. The system contracted by 5% year-over-year, a critical signal for vendors assessing long-term account growth potential. However, the average unit volume sits at a robust $388,751.57, and with a 6.0% royalty rate, franchisees are generating meaningful top-line revenue. This creates a high-value-per-account dynamic: a small number of well-capitalized operators who may be receptive to software that demonstrably improves job costing, route density, or plant inventory management.
Who controls software purchasing
Purchasing authority is concentrated at the Ocala, Florida headquarters. The FDD lists four key executives: Chairman and CEO John S. Hagood, President and Director David G. Liu, Executive Vice President and National Sales & Marketing Director Michael K. Lewis, and Corporate Secretary/Treasurer, Vice President and Project Specialist Lisa H. Liu. This lean leadership structure means any enterprise software sale will require direct engagement with the C-suite. Michael K. Lewis, overseeing national sales and marketing, is a logical entry point for CRM or sales enablement tools, while Lisa H. Liu’s project specialist role suggests she evaluates operational platforms. There are no multi-unit operators mapped in our corpus, reinforcing that franchisees likely lack independent purchasing power for core systems.
Mandated and current tech stack
The 2023 Franchise Disclosure Document explicitly mandates three financial software packages: Peachtree, QuickBooks by Intuit Inc., and Quicken. This is a legacy accounting stack, with Peachtree (now Sage 50) and Quicken indicating a desktop-centric, non-cloud-native environment. No field service management, CRM, inventory, or POS systems are named in the FDD. For vendors, this represents a greenfield opportunity in operational software, but also a signal that the franchisor has not prioritized modernizing its tech mandate. Any pitch must address migration from these entrenched tools and justify why adding a new vendor is worth the switching cost for a small, contracting system.
Procurement, renewals, and timing
Procurement mechanics are not detailed in the FDD. Item 8, which typically outlines designated supplier relationships and purchasing restrictions, contains no extract in our corpus. This absence means the franchisor does not publicly disclose whether franchisees must buy from a specific supplier or if they have open discretion. The initial franchise agreement runs for 10 years, with a single 5-year renewal option contingent on executing a new agreement, signing a release, and paying a renewal fee. Given the negative unit growth, renewal events are scarce, and vendors cannot rely on a predictable contract cycle to trigger software evaluations. Outbound timing should be opportunistic, tied to leadership changes or operational pain points rather than a calendar.
How to read the Foliage Design Systems FDD
The full FDD is embedded below for your due diligence. Focus your review on Item 11, where the franchisor lists its obligations and the specific systems franchisees must use. Since Item 8 is silent, Item 11 is your primary source for understanding the current tech mandate. Cross-reference this with Item 19 financial performance representations to model the ROI of your solution against the $388,751.57 AUV. The document was filed with state franchise regulators in 2023 and reflects the most current legal disclosures available. For a ranked target list of franchise brands aligned with your software category, FranCloud can help you prioritize accounts based on tech gaps and financial health.
Questions vendors ask
Foliage Design Systems Franchise, answered from the filing
The buying center is led by Chairman/CEO John S. Hagood, President David G. Liu, and EVP Michael K. Lewis. Lisa H. Liu, VP and Project Specialist, likely influences operational tool decisions. Pitch ROI directly to this group.
The 2023 FDD mandates Peachtree, QuickBooks by Intuit Inc., and Quicken for accounting. No POS, CRM, or field-service management systems are disclosed as mandated or recommended.
There are 22 total units: 19 franchised and 3 company-owned. The system contracted by 5% year-over-year, indicating a shrinking footprint for vendors to target.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved suppliers, leaving the purchasing process opaque.
The initial franchise term is 10 years, with a 5-year renewal requiring a new agreement and release. With negative unit growth, renewal-driven tech refresh opportunities are limited.
The FDD was filed with state franchise regulators in 2023. You can review the embedded PDF viewer below for the full legal document to analyze Item 11 and Item 19 details directly.
Source
Read the filing itself
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Operator footprint
Who runs the locations
17 operators run 17 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit17
Top states by locations
| FL | 4 |
|---|---|
| TN | 2 |
| IL | 1 |
| TX | 1 |
| NJ | 1 |
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.