HQ-led decisions

HPB HVAC

Home services

Software purchasing at HPB HVAC is controlled at the franchisor headquarters level, with Chief Executive Officer Suave Brachowski and Vice President of Development Christopher Phalen identified in the 2026 FDD. The franchise already mandates a specific, named tech stack—including NetSuite Customer Portal, QuickBooks, and EZee Assist—across all 62 franchised locations. This creates a concentrated addressable market for vendors whose tools can integrate with or replace these mandated systems.

Mandated & recommended tech

The systems vendors compete with

12 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.

CRM software
Mandatory
CrmItem 11

computer software programs that you must use ... including ... CRM Software

EZee Assist
Mandatory
Proprietary systemItem 11

What is EZee Assist?

GreenSky
Mandatory
PaymentsItem 11

VZ - GreenSky

intranet system
Mandatory
Proprietary systemItem 11

grant you access to our Intranet System, which includes access to our confidential and proprietary information

NetSuite Customer PortalOracle Corporation
Mandatory
AccountingItem 11

NetSuite Customer Portal Video

Pronexis
Mandatory
Industry softwareItem 11

Pronexis Overview

QuickBooksIntuit Inc.
Mandatory
AccountingItem 11

accounting or bookkeeping software such as Quickbooks

Rilla
Mandatory
Field serviceItem 11

HPB - Rilla

Scorpion Dashboard & MySite
Mandatory
Industry softwareItem 11

Scorpion Dashboard & MySite Training

ServiceTitanServiceTitan, Inc.
Mandatory
Field serviceItem 11

ServiceTitan Training: Settings & Configurations

SmartAC Monitoring System
Mandatory
Industry softwareItem 11

VZ - Season Ticket Maintenance & SmartAC Monitoring System

ZeeBooks
Mandatory
AccountingItem 11

ZeeBooks / Financial Literacy in HVAC

ADPADP, Inc.
HrItem 11

How to add Class Codes to ADP

Advisor HR
HrItem 11

Advisor HR

Spirit HR
HrItem 11

Spirit HR

ZeeFleet
Field serviceItem 11

ZeeBooks, ZeeFleet, and ZeeContact

ZeeMarketing
Marketing automationItem 11

ZeeMarketing: Local Marketing Strategy Playbook

ZeeRecruit
HrItem 11

ZeeRecruit - Vendor Partnerships

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 the corpus by segment and unit count, not a guess.

Sales LeaderEmerging 20 99

The franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.

VP SalesHead of SalesCROSales Director
  1. 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.
  2. 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%.
  3. 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.

Live signals

Total units
62
62 franchised
Unit growth YoY
vs prior filing
AUV
$954K
Item 19, 2026
Royalty
of gross sales
Ad fund
national + local
Initial fee
$60K
per unit
Investment range
$225K–$291K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at HPB HVAC

HPB HVAC operates 62 franchised locations in the home services segment, with an average unit volume of $953,598. The franchisor is headquartered in Nebraska and appears independently owned, with no parent company on file. For software vendors, the opportunity is defined by a fully franchised system where technology decisions are made centrally and applied uniformly. The 2026 FDD mandates eight specific systems, meaning every unit is a potential user of tools that complement or replace those platforms. Year-over-year unit growth is not disclosed, but the existing base of 62 locations represents a concentrated, single-decision-maker market.

Who controls software purchasing

The 2026 FDD identifies three executives in Item 1: Suave Brachowski, Chief Executive Officer; Christopher Phalen, Vice President of Development; and Donald Conway, Managing Director. No dedicated technology leadership title—such as CIO or CTO—appears in the filing. This suggests that software evaluation and purchasing authority likely rests with the CEO and VP of Development. Vendors should direct initial outreach to these individuals, framing value in terms of operational efficiency, franchisee compliance, and integration with the existing mandated stack. Because all 62 units are franchised, a sale to HQ effectively unlocks system-wide adoption.

Mandated and current tech stack

HPB HVAC’s Item 11 disclosures list eight mandated systems by name. The operational backbone includes NetSuite Customer Portal by Oracle Corporation and QuickBooks by Intuit Inc., covering ERP and accounting. EZee Assist and Rilla are also mandated, likely supporting field service and customer communication workflows. GreenSky appears as a mandated financing or payment solution. Pronexis and an unspecified CRM system round out the customer and sales management layer, while a mandated intranet system handles internal communications. No traditional point-of-sale system is named, indicating the brand runs on this integrated suite rather than a standalone POS. For vendors, this stack reveals both integration targets and potential displacement opportunities where franchisees face compliance friction.

Procurement, renewals, and timing

The 2026 FDD does not include an Item 8 extract, leaving the formal procurement model—designated supplier, approved supplier, or open—unstated. Vendors should treat this as a direct inquiry opportunity with HQ. The franchise agreement runs for an initial term of 10 years. Item 17 renewal conditions require franchisees to give notice 12 to 18 months before expiration and to complete any system-standard upgrades at least 90 days prior to term end. This creates predictable windows when operators must adopt current mandated technologies, making the 8-to-10-year mark of existing agreements a natural point for software evaluation. The renewal fee is 20% of the then-current initial franchise fee, and franchisees must execute the then-current form of agreement, which may materially differ from their original terms.

How to read the HPB HVAC FDD

The full 2026 FDD is embedded below for direct review. Focus on Item 11 for the complete list of mandated technology systems and any additional recommended vendors. Item 1 identifies the executives who control purchasing decisions. Item 17 outlines the renewal timeline and conditions that drive technology refresh cycles. Because no Item 8 procurement language is present, vendors should use the FDD to prepare specific questions about supplier approval processes when engaging HQ. The document was filed with state franchise regulators in 2026 and reflects the most current public disclosure available. For a ranked target list of franchise systems aligned to your software category, FranCloud can help you prioritize outreach based on tech stack, unit count, and decision-maker access.

Questions vendors ask

HPB HVAC, answered from the filing

The 2026 FDD lists Suave Brachowski (CEO), Christopher Phalen (VP Development), and Donald Conway (Managing Director) as key executives. No dedicated CIO or CTO is named, but purchasing authority appears centralized at HQ.
The FDD mandates CRM software, EZee Assist, GreenSky, an intranet system, NetSuite Customer Portal by Oracle, Pronexis, QuickBooks by Intuit, and Rilla. No traditional POS is named; operations run on this integrated stack.
HPB HVAC has 62 total units, all franchised. The number of company-owned units is not disclosed in the 2026 FDD. The brand operates in the home services segment.
The 2026 FDD does not include an Item 8 procurement extract, so the designated vs. approved supplier structure is not publicly detailed. Vendors should inquire directly about becoming an approved supplier.
Franchise agreements run 10 years. Renewal requires notice 12–18 months before term end and compliance upgrades 90 days prior. This creates periodic windows when operators must adopt updated mandated systems.
The FDD was filed with state franchise regulators in 2026. You can view the full document in the embedded PDF viewer below to analyze Item 11 tech mandates and Item 17 renewal conditions directly.
Source

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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.