WellSkyWellSky
Mandatoryting to your Business from your computer, with no compensation to you. You must make sure that all required data is entered into your computer in a timely manner. You must use the Wellsky Software or
From the filings
+93.75% units YoYHQ-led decisions
Home Matters Caregiving
Health servicesSoftware purchasing at Home Matters Caregiving is controlled at the headquarters level, with key decision-makers including Chief Executive Officer Jeffrey Giedt and Chief Revenue Officer Clayton Foutch. The franchise currently mandates HubSpot and Wellsky Software across its system, which comprises 32 total units (31 franchised, 1 company-owned). With a 93.75% year-over-year unit growth rate, the addressable market is expanding rapidly.
For software vendors selling into US franchise brands.
Live signals
Total units
32
31 franchised
Unit growth YoY
+93.75%
vs prior filing
AUV
—
Item 19, 2026
Royalty
6%
of gross sales
Ad fund
1%
national + local
Initial fee
$52K
per unit
Investment range
$100K–$207K
all-in, Item 7
Procurement
Standards based
from the filing
Non-compete
2 years
from the filing
Item 19
No 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
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.
ADPADP
fees paid on your behalf. Subscription $350 per month Monthly Payable to us or 3rd party required Payroll Services minimum fee payroll technology provider, currently Viventium or ADP. If you fail to m
FacebookMeta
such as wholesale, internet or mail order sales without our express written approval. The establishment of accounts and/or participation in any social networking sites (including Facebook, LinkedIn, T
HubSpotHubSpot
ng $49 Monthly Payable to Us or 3rd Party Web Fee Host Subscription CRM $120 per user Monthly Payable to us or 3rd party required Management CRM and automation provider, currently HubSpot. P a g e |13
LinkedInLinkedIn
holesale, internet or mail order sales without our express written approval. The establishment of accounts and/or participation in any social networking sites (including Facebook, LinkedIn, Twitter or
TwitterX
internet or mail order sales without our express written approval. The establishment of accounts and/or participation in any social networking sites (including Facebook, LinkedIn, Twitter or any other
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
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesFranchise agreement
You must maintain on forms approved or provided by us a monthly sales report and monthly profit and loss statement accurately reflecting the operations and condition of your Business.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We reserve the right to have remote and independent access to your revenue information and client data generated by and stored in your computer system.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You must maintain on forms approved or provided by us a monthly sales report and monthly profit and loss statement accurately reflecting the operations and condition of your Business.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
Accordingly, you expressly understand and agree that we may from time to time change the components of the System, including, but not limited to, altering the products, programs, services, methods, standards, forms, policies and procedures of that System;
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
During the fiscal year ended December 31, 2023, we did not earn any revenue for providing these services to our franchisees.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
You understand and acknowledge that we may periodically receive payments from approved suppliers, such as in the form of rebates, based on such approved suppliers’ sales of products and services to our 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?
10Item 8
The cost of the items that you must purchase from us, or from suppliers designated by us represents between 10% and 30% of your total purchases in operating your Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge a reasonable fee for inspection and/or testing, which may be paid by you or the proposed supplier.
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 you wish to purchase from a supplier that has not yet been approved, you must first submit a written request for approval of the proposed product or supplier and obtain our approval of the product…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
2.3 Transfer. On Termination of the Franchise Agreement, or on periodic request of Franchisor, Franchisee will immediately:
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We or any of our authorized agents or representatives may, upon reasonable notice, inspect the Franchised Business during normal business hours to determine whether it is in compliance with this Agreement and with the System.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We are permitted to revise the System, Marks, the various training programs offered to franchisees and their employees, and the Manual at any time, by addition, deletion or other modification to the provisions thereof, and such modification shall be made in our sole judgment.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
If you choose to operate the Business from a leased space, we must accept the location of your Business, and our acceptance will not be unreasonably withheld.
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 must not maintain a 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 consent.
Is a minimum grand opening advertising spend required?
YesItem 11
You must spend a minimum of Three Thousand Dollars ($3,000) on local and web-based advertising and promotion for your Business before opening and during the first three months of operation (grand opening).
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 a minimum of Three Thousand Dollars ($3,000) on local and web-based advertising and promotion for your Business before opening and during the first three months of operation (grand opening).
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
We use an automatic debit program for the Home Matters Caregiving Business, and we will debit your account for these amounts on the applicable dates.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
You affirm, warrant and understand that you may staff the Franchised Business with as many employees as you desire at any time so long as our minimal staffing levels are achieved.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
You must use the software selected and approved by us.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We reserve the right to have remote and independent access to your revenue information and client data generated by and stored in your computer system.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
Currently, you must use Hub Spot as your CRM and automation software at a cost of $120 per month per user.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
If you Additional and plus expenses. request that we provide our initial New Employees training program to additional Our current training people, whether before your fee is $1,000, not to Business opens or while it is exceed a 5% increase operating, you must pay our then- annually. current training fee.
The filing answers no to 6 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
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must the franchisee buy products from a designated distributor?Item 8
- Must equipment be purchased from designated or approved suppliers?Item 8
- Is attendance at an annual convention or conference mandatory for the franchisee?Franchise agreement
The vendor opportunity at Home Matters Caregiving
Home Matters Caregiving operates 32 total units, 31 of which are franchised and one company-owned. The system grew by 93.75% year-over-year, signaling an aggressive expansion trajectory. For software vendors, this means a small but rapidly scaling addressable market where early integration can create sticky, system-wide adoption. The franchisor charges a 6.0% royalty on gross revenue, and the initial franchise term runs for 10 years. Average unit volume is not disclosed in the most recent FDD.
Who controls software purchasing
Technology decisions are centralized at the headquarters level. The executive team listed in Item 1 of the 2026 FDD includes Jeffrey Giedt (Chief Executive Officer), Clayton Foutch (Chief Revenue Officer), and Heidi Rowell (Chief Operating Officer). Paul Houle serves as Director of Sales, and Tyson Queen is the Director of Central Services. For a vendor pitching operational or CRM tools, the CRO and COO are likely the primary economic buyers, while the Director of Central Services may influence implementation and end-user requirements. No parent company is on file; the brand appears independently owned.
Mandated and current tech stack
The 2026 FDD explicitly mandates two systems: HubSpot by HubSpot, Inc. and Wellsky Software. HubSpot likely serves as the CRM and marketing automation backbone, while Wellsky is a platform commonly associated with post-acute and home care operations. No other mandated or recommended technology vendors are named in the filing. This creates a clear map of the incumbent stack: any new software must either integrate with or displace these mandated tools. Vendors offering complementary solutions in areas like scheduling, billing, or caregiver training should position around these core systems.
Procurement, renewals, and timing
Item 8 of the FDD provides no extract regarding procurement rules, so it is unknown whether the franchisor uses a designated supplier model, an approved supplier list, or an open procurement process. On renewals, Item 17 states that franchisees must provide notice, be in compliance with the Franchise Agreement, sign a new agreement, sign a release, pay a renewal fee, and maintain minimum gross revenue requirements. Critically, the franchisor may modify the boundaries of the Protected Territory on renewal, and franchisees may be asked to sign a contract with materially different terms than the original. However, renewal fees will not exceed those imposed on similarly situated renewing franchisees. The renewal term is 10 years. This renewal structure means that as franchisees approach the end of their initial term, they enter a re-contracting event where technology stacks could be re-evaluated under new agreement terms.
How to read the Home Matters Caregiving FDD
The 2026 Franchise Disclosure Document is the authoritative source for understanding the legal and operational constraints that shape software purchasing at this brand. Item 1 identifies the executives who control strategy and spending. Item 11 lists the mandated technology systems. Item 8, when populated, defines the procurement guardrails. Item 17 outlines the renewal conditions that create periodic re-evaluation windows for technology contracts. The full document is embedded below for your review. For a ranked target list of franchise systems matched to your software category, talk to FranCloud.
Questions vendors ask
Home Matters Caregiving, answered from the filing
The buying center includes Jeffrey Giedt (CEO), Clayton Foutch (CRO), and Heidi Rowell (COO). Paul Houle (Director of Sales) and Tyson Queen (Director of Central Services) are also likely influencers for operational and sales tools.
The 2026 FDD mandates HubSpot by HubSpot, Inc. and Wellsky Software. No other mandated or recommended systems are disclosed in the filing.
There are 32 total units: 31 franchised and 1 company-owned. The brand operates in the health services segment and grew units by 93.75% year-over-year.
The procurement model is not disclosed in the most recent FDD. Item 8 contains no extract regarding designated or approved supplier requirements.
The initial franchise term is 10 years. Renewal requires a new agreement, which may have materially different terms. This creates potential re-evaluation windows as franchisees approach renewal and must sign updated contracts.
The 2026 FDD is filed with state franchise regulators. You can review the embedded PDF viewer below to analyze the full legal document and its exhibits directly.
Source
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Home Matters Caregiving files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
13 operators run 13 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit13
Top states by locations
| FL | 2 |
|---|---|
| CT | 1 |
| NY | 1 |
| OR | 1 |
| NH | 1 |
Related Health services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.