tures upon request. CRM System. If you use a third-party centralized customer relationship management (CRM) system, you must purchase it from a vendor that we designate, currently ActiveCampaign HQ. T
From the filings
Home Helpers Home Care
Health servicesHome Helpers Home Care runs software purchasing centrally: franchisees must use Paychex for payroll, QuickBooks Online for accounting, UniFi for bookkeeping, and WellSky's home care agency management application for scheduling and billing across all 362 franchised locations. For a vendor selling into health services franchising, that is a single, well-defined buying center.
For software vendors selling into US franchise brands.
Live signals
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.
8%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
5 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.
n accordance with applicable laws and government regulations. 3.2. Customer means by which Customer acquired Cust unauthorized access to or use of the Product Offering, and notify ClearCare promptly o
and HHFS derive revenue from the sale of Business Foundations Kits to franchisees. Payroll Services. You must purchase your payroll services from a vendor we designate, currently Paychex. Bookkeeping
it. 2. You will be required to use a third-party web-based application called WellSky for scheduling caregivers and billing clients, and a third-party web-based application called QuickBooks® Essentia
you to use our franchisee intranet Exhibit Q Business Associate Agreement addressing access to protected health information Exhibit R A License Agreement you will enter into with WellSky, the designat
imes. You may not establish your own website, web page, blog, listing, banner, URL, advertisement, or any other service or link on or with the Internet (including services such as Facebook, Twitter or
d-party web-based application called QuickBooks® Essentials for your accounting. You will license these applications directly from the third-party vendors, WellSky Corporation and Intuit, Inc. (who ar
may not establish your own website, web page, blog, listing, banner, URL, advertisement, or any other service or link on or with the Internet (including services such as Facebook, Twitter or other soc
Franchisor behaviours
What the franchisor requires
23 requirements the franchisor states in this filing, each in its own words; 1 explicit no; 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 8
You are required to use designated software programs for scheduling, billing and accounting purposes.
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 relating to the franchised business that will be generated and stored in your Computer System via the Internet-based agency management and accounting applications described above, including client PHI, the identities and schedules of caregivers, referral sources…
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
submit to Franchisor, on such basis and at such intervals as Franchisor may specify from time to time (e.g., weekly, monthly, quarterly, annually, etc.), all such data or information about the Franchised Business or Franchisee as Franchisor may require
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Other than as disclosed above in this Item 8, neither we nor our affiliates are currently approved suppliers
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Franchisor also has the right to designate any products or services as optional for all or any subgroup of Home Helpers Franchisees.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
799253Item 8
During the one-year period ending on December 31, 2025, our revenue from all required purchases and leases of products and services by franchisees was $799,253, or about 3.8% of our annual revenue of $21,148,767.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
Among other things, we may receive rebates, price adjustments, or discounts on products or services sold to you by approved 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?
12Item 8
We estimate the cost of the items you must purchase or lease in compliance with our specifications and standards will be approximately 12% to 25% of your total purchases in connection with the establishment and in the operation of your franchise business, depending on the amount of your other start-up expenses.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisor has the option to assume, transfer, terminate or amend all Telephone Numbers (defined in section 19.90) and Directory Listings upon the termination or expiration of this agreement.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
Franchisee shall present its clients with any evaluation forms Franchisor may periodically prescribe and ask them to participate in any surveys conducted by Franchisor on Franchisee’s behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor or Franchisor’s agents have the right, but not the obligations, at any time during business hours and without prior notice to Franchisee, to conduct field visits to: (1) inspect the Franchise Premises, equipment, furniture, fixtures, displays, signs, operating materials, inventory, and supplies; (2)…
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor shall have the right to add to or otherwise modify the Manual from time to time to reflect changes in any of the System Standards, provided that no such addition or modification shall alter the Franchisee’s fundamental status and rights under this agreement.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You will operate the franchised business from at least one office site, which you will select after receiving our prior written approval.
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, web page, blog, listing, banner, URL, advertisement, or any other service or link on or with the Internet (including services such as Facebook, Twitter or other social networking websites), World Wide Web, Internet service providers, electronic mail services, communication…
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If we establish an advertising cooperative in an area, each franchise within the cooperative area must join and contribute to the cooperative each month.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
Currently Home Helpers franchisees are required to purchase the following goods and services exclusively from designated suppliers: all marketing materials, business cards, business stationery, and other goods and materials bearing the Marks; digital marketing services; CRM services; Direct Link equipment and…
Must equipment be purchased from designated or approved suppliers?
YesItem 8
Currently Home Helpers franchisees are required to purchase the following goods and services exclusively from designated suppliers: all marketing materials, business cards, business stationery, and other goods and materials bearing the Marks; digital marketing services; CRM services; Direct Link equipment and…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Franchisee shall establish the EDT Account and execute and deliver to Franchisor an authorization for electronic funds transfer for direct debits from the EDT Account.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee shall lease and/or purchase its Communication and Information System only from vendors that Franchisor has approved in writing pursuant to the provisions of section 7.5 above.
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 relating to the franchised business that will be generated and stored in your Computer System via the Internet-based agency management and accounting applications described above, including client PHI, the identities and schedules of caregivers, referral sources…
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
If you use a third-party centralized customer relationship management (CRM) system, you must purchase it from a vendor that we designate, currently ActiveCampaign HQ.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We have the right to require additional or refresher training and to charge you a reasonable fee for it.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You are required to attend the first national conference held after you complete the initial training and at least one national conference bi-annually after that.
The filing answers no to 1 question
- Is a minimum grand opening advertising spend required?Item 11
The vendor opportunity at Home Helpers Home Care
Home Helpers Home Care is a 362-unit, fully franchised health-services system based in Ohio, growing its franchised outlet count 5.2% year over year. Royalties run from 6% down to 4½% of Gross Revenues depending on annual Gross Revenues, and the franchisor already runs a multi-vendor software stack across payroll, bookkeeping, accounting and care management — a sign that HQ, not individual operators, controls the technology relationship.
Who controls software purchasing
Software decisions run through the corporate franchisor. COO Amanda Corrigan sits alongside CEO Emma Dickison and CFO Nicholas Evans on the leadership team that sets the Manuals franchisees must follow, including the designated-vendor requirements in Items 8 and 11.
Tech named in the FDD, and what is actually required
The FDD requires franchisees to use Paychex for payroll, UniFi for bookkeeping, Intuit QuickBooks Online Essentials for accounting, and the WellSky home care agency management application for scheduling and billing, along with Microsoft 365, Windows 11, Zoom and the Home Helpers Hub Franchise Management System. Franchisees that use a third-party CRM system must buy it from the designated vendor, currently ActiveCampaign HQ.
Procurement, renewals, and timing
Item 8 runs a designated-suppliers-only model: franchisees must buy Direct Link equipment and monitoring services, the Business Foundations Kit, and, where state law requires it, a Policies and Procedures Manual from the franchisor or its affiliate, with no substitute suppliers. Item 17 of the FDD sets Home Helpers Home Care's renewal, transfer and termination terms. At 5.2% annual franchised-outlet growth, new-unit openings are a more frequent trigger for software decisions than lease renewals.
How to read the Home Helpers Home Care FDD
The embedded PDF viewer below carries Home Helpers Home Care's 2026 Franchise Disclosure Document in full — talk to FranCloud for a ranked target list of franchise systems with software mandates like this one.
Questions vendors ask
Home Helpers Home Care, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Home Helpers Home Care files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
200 operators run 200 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| TX | 26 |
|---|---|
| FL | 22 |
| NC | 15 |
| VA | 11 |
| NJ | 11 |
Ownership
The portfolio behind Home Helpers Home Care
unknown of home helpers holding.
Related Health services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.