CanvaCanva
MandatorySystems we currently designate include, without limitation: (1) Activated Insights (formerly known as Home Care Pulse; learning management system (“LMS”)); (2) Canva (design content platform); (3) App
From the filings
+1.131% units YoYHQ-led decisions
Home Instead
Health servicesHome Instead requires every location to run WellSky or an Honor-provided Care Platform, with additional 'Required Systems' the franchisor can add at any time. Software purchasing runs through corporate, not the 634 individual locations, making Home Instead a single, well-defined target for care-technology vendors.
For software vendors selling into US franchise brands.
Live signals
Total units
634
626 franchised
Unit growth YoY
+1.131%
vs prior filing
AUV
$2.75M
Item 19, 2026
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$54K
per unit
Investment range
$93K–$351K
all-in, Item 7
Procurement
Approved supplier
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.
7%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
3 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.
WellSkyWellSky
Mandatoryn operating software provided by Honor (directly or through one of its subsidiaries) – the Care Platform – although we may change this requirement at any time. The current cost of WellSky software is
ZeewiseZeewise
Mandatoryently, we have independent access to information generated and stored in the WellSky software and the Care Platform. You must submit monthly financial statements to us through the Zeewise software usi
ApplicantStackApplicantStack
tly designate include, without limitation: (1) Activated Insights (formerly known as Home Care Pulse; learning management system (“LMS”)); (2) Canva (design content platform); (3) ApplicantStack from
Google Business ProfileGoogle
4, Paragraph D). 8. May establish, and/or maintain the Franchised Business’s digital presence or elements thereof, including the System website, online business listings (such as Google Business Profi
InvocaInvoca
(application and onboarding software); (4) Microsoft Office365 (suite of Microsoft products); (5) Ping (formerly known as ForgeRock; identity and access management software); (6) Invoca (call-tracking
SalesforceSalesforce
ft Office365 (suite of Microsoft products); (5) Ping (formerly known as ForgeRock; identity and access management software); (6) Invoca (call-tracking and analytics software); (7) SalesForce (customer
YextYext
oca (call-tracking and analytics software); (7) SalesForce (customer relationship and lead management software); (8) Zeewise (financial collection and analytics software); and (9) Yext (digital presen
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 6 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
Currently, we have independent access to information generated and stored in the WellSky software and the Care Platform.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 11
You must submit monthly financial statements to us through the Zeewise software using the standardized chart of accounts.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We may require you to purchase designated items only from brands and types and models of equipment, signage and supplies we have approved (“Designated Items”) or from certain designated suppliers, which may include us or our affiliates (“Designated Suppliers”).
Is there a franchisee advisory council, association or committee?
YesItem 20
We maintain the FEC, which is an advisory council comprised of franchise owners in the Home Instead network.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to change, update, or eliminate any Designated Item or Designated Supplier, and to modify our specifications, standards, and system requirements (including technology and systems), at any time, and you must comply with these changes at your expense.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
82429609Item 8
In calendar year 2025, Honor (including affiliates) received $82,429,609 in revenue from the provision of services to franchisees.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
Franchisee further acknowledges and agrees that Franchisor and its affiliates periodically may receive consideration (such as in the form of rebates, bonuses, commissions and other payments) from suppliers and manufacturers respecting sales of goods, products or services to any of Franchisee, Franchisor or its…
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?
10Item 8
We currently estimate the cost of the goods and services you must purchase from us, from approved suppliers, or in compliance with our specifications and standards will represent approximately 30% to 85% of the total cost to establish the Franchised Business and 10% to 50% of the cost to operate your Franchised…
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you desire to purchase any items, equipment or supplies, or other products or services from suppliers that we previously have not approved, you may be required to submit to us written notice of a proposed supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee acknowledges that as between Franchisor and Franchisee, Franchisor has the sole right to and interest in all telephone numbers, directory listings, and Digital Assets associated with the Licensed Marks
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesItem 11
You are responsible for the security of the hardware and software used in your Franchised Business and must maintain regularly updated antivirus, spyware and firewall protection.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
THE FRANCHISOR’S RIGHT TO INSPECT THE FRANCHISED BUSINESS To determine whether Franchisee is complying with this Franchise Agreement, including the Operations Manual, or applicable law, Franchisor has the right at any time 33 Home Instead, Inc.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We have the right to modify the Operations Manual at any time to reflect changes in services, specifications, standards and operating procedures, including marketing techniques for your business.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Franchisee must select and open, at a site located within the Protected Area to which Franchisor consents (in writing), an office space or other verifiable business address (the “Office”) to exclusively operate the Franchised Business.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 13
You may not create, register, operate, or maintain any website, domain name, social media account, or any online listing, profile, or page on any third-party platform, or any other digital presence for the Franchised Business or using our Licensed Marks except as we designate or approve in writing.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase an approved operating software system from an approved vendor.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
Examples of supplies, equipment, and fixtures that must meet our specifications and standards and must be obtained from the approved suppliers include computer software and related hardware.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Franchisees currently have their royalty fee payment obtained by automatic electronic funds transfer (“Auto Pay”) by Franchisor.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
We may require that each Franchised Business employ a Business Development Advisor (“BDA”) and a Client Care Advisor (“CCA”), which may be changed at any time by us in the Operations Manual.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
You must purchase an approved operating software system from an approved vendor.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
Currently, we have independent access to information generated and stored in the WellSky software and the Care Platform.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
Franchisor has the right to assess Franchisee reasonable charges for the additional training.
The filing answers no to 6 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 11
- Is a minimum grand opening advertising spend required?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?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Is attendance at an annual convention or conference mandatory for the franchisee?
The vendor opportunity at Home Instead
Home Instead is a 634-location health-services franchise — 626 franchised, 8 company-owned — paying a 5.0% royalty and growing its franchised outlet count 1.1% year over year. Its parent, Honor Technology, already runs a mandated software stack, which means a vendor pitch here goes through one buying center rather than hundreds of independent owners.
Who controls software purchasing
Home Instead's technology requirements are set by the franchisor, part of Honor Technology. CEO Seth Sternberg leads Honor, which supplies the Care Platform Home Instead can require in place of WellSky, alongside President Ian Clarkson and CFO Matt Klitus.
Tech named in the FDD, and what is actually required
The FDD requires Required Systems including Canva, Zeewise, ApplicantStack from SwipeClock, Invoca, SalesForce, Yext, Microsoft Office365, Activated Insights and Ping, and separately requires either WellSky software or an Honor-provided Care Platform for core operations — a requirement the franchisor may change at any time. Franchisees also pay a monthly Technology Fee covering platform hosting and support.
Procurement, renewals, and timing
Item 8 runs an approved-supplier list, and Home Instead's parent Honor Technology anticipates becoming the designated sole supplier of operating software or systems, background-check services, document-signing software, and insurance. The initial franchise term is 5 years; a franchisee whose agreement came from a transfer between unaffiliated parties or the purchase of a new location can renew for another 5 years on the same terms, while others renew under the then-current agreement.
How to read the Home Instead FDD
The embedded PDF viewer below carries Home Instead's 2026 Franchise Disclosure Document in full — talk to FranCloud for a ranked target list of franchise systems with a software mandate like this one.
Questions vendors ask
Home Instead, answered from the filing
Home Instead's franchisor, part of Honor Technology, sets the mandated software stack centrally. CEO Seth Sternberg leads the company that also owns the Care Platform Home Instead can require in place of WellSky, making corporate the buying center for vendors.
The FDD mandates WellSky, or an Honor-provided Care Platform, along with Required Systems including Canva, Zeewise, ApplicantStack, Invoca, SalesForce, Yext, Microsoft Office365, Activated Insights and Ping.
Home Instead operates 634 locations — 626 franchised and 8 company-owned — in the health services segment. Franchised outlets grew 1.1% year over year, with the largest concentrations in Texas, Pennsylvania and Ohio.
Item 8 runs an approved-supplier list, and Home Instead's parent Honor Technology may become the designated sole supplier of operating software, background-check services, document-signing software and insurance in the future.
Franchise agreements run 5-year initial terms. Under Item 17, franchisees whose agreement came from a transfer between unaffiliated parties or a new-location purchase may renew for another 5 years on the same terms; all others renew under Home Instead's then-current agreement.
The embedded PDF viewer below holds Home Instead's 2026 Franchise Disclosure Document in full.
Source
Read the filing itself
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
We’ll email you the moment Home Instead files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
408 operators run 442 mapped locations. 21 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit387
2–9 units21
Top states by locations
| TX | 42 |
|---|---|
| PA | 36 |
| OH | 27 |
| IL | 25 |
| NC | 25 |
Ownership
The portfolio behind Home Instead
unknown of honor technology.
Related Health services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.