Service Fusion
Mandatoryyou are required to have the following hardware and software: Software: ... Service Fusion all in one field management, vehicle tracking, customer management system, POS, and inventory management soft
+150% units YoYHQ-led decisions
Level Up Franchise
Home servicesSoftware purchasing at Level Up Franchise is controlled at the headquarters level, with President and CEO Jennifer Mallett and Lead Technology Integrator Kevin McClenithan as key contacts. The franchise mandates Service Fusion for operational technology across its small but rapidly growing network of 6 total units (5 franchised, 1 company-owned). With 150% year-over-year unit growth, the addressable market is currently limited but expanding quickly.
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.
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.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 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.
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Live signals
Total units
6
5 franchised
Unit growth YoY
+150%
vs prior filing
AUV
—
Item 19, 2023
Royalty
6.5%
of gross sales
Ad fund
1%
national + local
Initial fee
$35K
per unit
Investment range
$52K–$68K
all-in, Item 7
Procurement
Approved supplier
from the filing
The vendor opportunity at Level Up Franchise
Level Up Franchise is a home-services brand headquartered in Massachusetts with a small but fast-growing footprint. The 2023 Franchise Disclosure Document reports 6 total units — 5 franchised and 1 company-owned — representing 150% year-over-year unit growth. For software vendors, the immediate addressable market is modest, but the growth trajectory signals a franchise system actively adding new locations, each of which will need operational technology. Average unit volume is not disclosed in the most recent FDD. The royalty rate is 6.5% of gross revenue, and the initial franchise term runs 10 years.
Who controls software purchasing
Technology purchasing decisions at Level Up Franchise are centralized at headquarters. The 2023 FDD lists Jennifer Mallett as President and CEO, and Kevin McClenithan as Lead Technology Integrator. These two executives form the core buying center for software evaluation and procurement. Michelle Goth, Franchise Success Manager, may also influence tools that affect franchisee operations and support. Vendors should direct initial outreach to McClenithan for technical fit and Mallett for budget authority. No parent company is on file; the brand appears independently owned, which means decisions are made in-house without external corporate approval layers.
Mandated and current tech stack
The 2023 FDD mandates Service Fusion as the operational platform for field service management. This is the only named technology vendor in the disclosure. Service Fusion covers scheduling, dispatching, invoicing, and customer management — core functions for a home-services franchise. For software vendors selling adjacent or complementary tools (e.g., CRM, marketing automation, HR, or financial systems), the mandate signals that Level Up Franchise is willing to standardize technology across its network. Any new software pitch should address integration with Service Fusion or fill a gap it does not cover.
Procurement, renewals, and timing
Item 8 of the 2023 FDD does not contain a procurement signal, meaning the franchisor’s policy on designated versus approved suppliers is not publicly disclosed. Vendors should inquire directly about whether they can sell to franchisees independently or must go through HQ approval. On renewals, Item 17 states that franchisees in good standing may execute up to two successor agreements of 5 years each, at the franchisor’s sole discretion. With a 10-year initial term and 5-year renewal windows, the system is in early-stage growth, so most units are likely still within their first term. New unit openings — driven by 150% growth — represent the most immediate software buying events.
How to read the Level Up Franchise FDD
The 2023 FDD is the primary source for understanding Level Up Franchise’s technology mandates, executive structure, and contractual terms. Key sections for software vendors include Item 1 (executives), Item 11 (mandated systems), Item 8 (procurement restrictions), and Item 17 (renewal and transfer conditions). The full document is embedded below for your review. For a ranked target list of franchise systems matched to your software category, FranCloud can help you prioritize outreach based on real FDD data and technology signals.
Questions vendors ask
Level Up Franchise, answered from the filing
President and CEO Jennifer Mallett and Lead Technology Integrator Kevin McClenithan are the primary decision-makers for technology procurement, according to the 2023 FDD.
The 2023 FDD mandates Service Fusion for field service management across all franchised and company-owned locations.
There are 6 total units: 5 franchised and 1 company-owned, as disclosed in the 2023 FDD.
The 2023 FDD does not include an Item 8 procurement signal, so the designated or approved supplier model is not publicly disclosed.
Initial franchise terms are 10 years, with two optional 5-year renewals. With 150% recent unit growth, new location openings may create near-term software evaluation opportunities.
The 2023 FDD was filed with state franchise regulators. You can view the embedded PDF viewer below for full details on technology mandates and procurement.
Source
Read the filing itself
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FDD alert
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.