QuickBooks OnlineIntuit
Mandatorycurrently costs $1,900 per year to the vendor. You will also pay a software fee for a recruitment platform, which currently costs $3,000 per year to the vendor. You must also use QuickBooks Online (th
From the filings
HQ-led decisions
Happier at Home
Health servicesHappier at Home requires franchisees to use QuickBooks Online (Simple Start) for accounting and ERSP Software for scheduling, plus a recruitment platform costing $3,000 a year, across 19 fully franchised US locations. President and CEO Deborah Bernacki leads the brand from headquarters, and the royalty of 5% of Gross Sales — the greater of 5% or a Minimum Royalty after the first year — plus a flat franchised-outlet count year over year point to a stable, HQ-controlled tech stack.
For software vendors selling into US franchise brands.
Live signals
Total units
19
19 franchised
Unit growth YoY
0%
vs prior filing
AUV
$586K
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
1%
national + local
Initial fee
$49K
per unit
Investment range
$101K–$143K
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, before rent, labour or any technology fee.
6%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 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.
FacebookMeta
fusingly similar to the Marks) as an Internet domain name, user or account name, or in the content of any world wide website, including any social media website (such as LinkedIn, Facebook or Twitter)
LinkedInLinkedIn
. Subject to our right to consent, you may be permitted to create a mobile app or social media account from which to advertise your Franchised Business on the Internet (such as on LinkedIn, Facebook o
QuickBooksIntuit
n, customer information, pricing, and sales information. We will have independent access to information and data in your computer system including but not limited to your eRsp and QuickBooks accounts,
TwitterX
ilar to the Marks) as an Internet domain name, user or account name, or in the content of any world wide website, including any social media website (such as LinkedIn, Facebook or Twitter). We have es
Franchisor behaviours
What the franchisor requires
19 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 10 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 must also use QuickBooks Online (the Simple Start Version).
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 information and data in your computer system including but not limited to your eRsp and QuickBooks accounts, and there are no contractual limitations on our right to access the information.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
At a minimum, you must send us monthly sales reports, profit and loss statements, annual tax returns of you and your owners, balance sheets and statements of profit and loss and cash flow in accordance with the terms of the Manual or otherwise communicated to you.
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 modify and/or substitute products or suppliers.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
98700Item 8
During the fiscal year 2025, we received $98,700 (or 8.4% out of $1,177,616 of our total revenue) from selling products or services to franchisees.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We or our affiliates may receive rebates, commissions and other benefits from suppliers in relation to items purchased by you and other franchisees.
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?
45Item 8
The purchase of products from approved sources will represent approximately 50% of your overall purchases in opening the franchise and 45% of your overall purchases in operating the franchise.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may also require you to pay a reasonable charge based upon the cost of the test made by us or by an independent testing laboratory designated by us.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If you wish to purchase or lease any goods, products, equipment, supplies or use suppliers, that are not approved by us as meeting our specifications, you must first notify us.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
At our request, you will assign your telephone numbers, white and yellow page telephone references and advertising to us pursuant to the Irrevocable Power of Attorney set forth in Exhibit II attached hereto.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We have the right to inspect and audit, or cause to be inspected and audited, the business records, bookkeeping and accounting records, sales, service, value added, and income tax records and returns and other records of the Franchised Business.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
The Manual may be modified from time to time by us in our sole discretion, and you agree that from time to time we may reasonably change the System.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Except as otherwise provided in the Manual or otherwise in writing, you may not maintain a presence on the Internet for your Franchised Business.
Is a minimum grand opening advertising spend required?
YesItem 11
In addition to the other advertising requirements, you must spend a minimum of $3,000 for grand opening marketing and sales promotions within 60 days of the opening of your Franchised Business.
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You are required to purchase all products, services, supplies, inventory, computer software and hardware (including employee training and scheduling software and hardware), licensing consultants, equipment and materials required for the operation of the Franchised Business that meet our specifications from…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Currently we require all payments to us including the Royalty Fees and Marketing Contributions be made by Electronic Funds Transfer (“EFT”).
Point of sale
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 information and data in your computer system including but not limited to your eRsp and QuickBooks accounts, and there are no contractual limitations on our right to access the information.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We have the right to charge a reasonable fee for any additional training we provide you or your employees after the initial training program and require you to reimburse us for our costs and expenses, including without limitation, travel and lodging.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
We may, in our sole discretion, require you to attend annual meetings for the franchise system.
The filing answers no to 5 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is there a franchisee advisory council, association or committee?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
The vendor opportunity at Happier at Home Happier at Home runs 19 locations, entirely franchised, in the health-services segment. Franchised-outlet count held flat year over year.
Who controls software purchasing Happier at Home requires franchisees to use QuickBooks Online (the Simple Start version) for accounting, ERSP Software for scheduling, and a designated recruitment platform currently costing $3,000 a year. Franchisees must also obtain and use whatever computer system the franchisor requires. President, CEO, and Treasurer Deborah Bernacki leads the brand from headquarters.
Tech named in the FDD, and what is actually required QuickBooks Online (the Simple Start version) and ERSP Software for scheduling are both required under Item 11, as is a laptop carrying Microsoft Office for each full-time employee plus an all-in-one printer/scanner/copier. On top of those, franchisees pay the vendor $1,900 a year for caregiver onboarding and continued training software and $3,000 a year for a recruitment platform, and pay the franchisor for social media management and search engine optimization, currently about $1,275 every three months. Item 11 also requires prior consent before the Marks appear on any social media website, naming LinkedIn, Facebook and Twitter.
Procurement, renewals, and timing Item 19 of the FDD includes a financial performance representation. Happier at Home runs an approved-supplier list for products, services, computer software, and hardware, and franchisees may propose alternate suppliers for approval. The 10-year initial term is followed by four additional 10-year terms for franchisees who give notice, pay a renewal fee, sign a release, and sign a new agreement that may carry materially different terms.
How to read the Happier at Home FDD The 2026 Franchise Disclosure Document below spells out the exact QuickBooks Online, ERSP and Microsoft Office purchasing terms. Talk to FranCloud for a ranked list of health-services franchise systems worth pitching next.
Questions vendors ask
Happier at Home, answered from the filing
Happier at Home's tech stack is set from headquarters: franchisees must use QuickBooks Online, ERSP Software for scheduling, Microsoft Office on a laptop for each full-time employee, and a recruitment platform costing $3,000 a year. President, CEO, and Treasurer Deborah Bernacki is the relevant buyer to target.
QuickBooks Online (Simple Start) and ERSP Software for scheduling are both required under Item 11, along with Microsoft Office on a laptop for each full-time employee, a recruitment platform at $3,000 a year, and caregiver onboarding and training software at $1,900 a year, both paid to the vendor.
Happier at Home runs 19 locations, all franchised, in the health-services segment — a fully franchised system with no company-owned units.
Happier at Home runs an approved-supplier list: products, services, computer software, and hardware must come from manufacturers, suppliers, and distributors the franchisor approves, or from others meeting its specifications. Franchisees may propose alternate suppliers for approval.
Franchised-outlet count held flat year over year. The 10-year initial term carries four additional 10-year terms for franchisees who give notice, pay a renewal fee, sign a release, and sign a new agreement that may carry materially different terms.
The embedded PDF viewer below holds Happier at Home's 2026 Franchise Disclosure Document — use it to check the exact QuickBooks Online, ERSP and Microsoft Office requirements.
Source
Read the filing itself
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FDD alert
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Operator footprint
Who runs the locations
35 operators run 35 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit35
Top states by locations
| CA | 5 |
|---|---|
| TX | 5 |
| NY | 4 |
| AL | 2 |
| FL | 2 |
Related Health services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.