CRM Add-On
the CRM Add-On is provided for FREE for the first six (6) months of operations. Thereafter, the Basic level of technology support is required.
+11.966% units YoYHQ-led decisions
Made in the Shade Blinds and More
Home servicesSoftware purchasing decisions at Made in the Shade Blinds and More are controlled at the franchisor level, with CEO Joshua Morse and VP of Franchise Development Lori Tobia listed as key executives. The franchise currently mandates a CRM Add-On, though the specific vendor is not disclosed in the FDD. With 131 franchised units and 11.97% year-over-year unit growth, the addressable market for software vendors is expanding.
Mandated & recommended tech
The systems vendors compete with
Recommended systems named in Item 11 of the filing — no system-wide mandate locks the door.
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.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
- 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.
- 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%.
- 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
131
131 franchised
Unit growth YoY
+11.966%
vs prior filing
AUV
$730K
Item 19, 2026
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
$68K
per unit
Investment range
$78K–$108K
all-in, Item 7
Procurement
Approved supplier
from the filing
The vendor opportunity at Made in the Shade
Made in the Shade Blinds and More operates 131 franchised locations, all within the home services segment. The brand posted an Average Unit Volume (AUV) of $730,016 and achieved 11.97% year-over-year unit growth, signaling an expanding footprint. For software vendors, this represents a growing base of franchisees who must comply with HQ technology mandates. The initial franchise term is 10 years, and renewal requires signing the then-current form of agreement, which may include updated tech requirements.
Who controls software purchasing
Purchasing authority sits at the franchisor level. The FDD identifies Joshua Morse as CEO and Lori Tobia as Vice President of Franchise Development. These are the executives most likely to evaluate or approve software that affects the franchise system. There is no parent company on file, so decisions are made internally. No multi-unit operators are mapped in our corpus, reinforcing that HQ is the primary buying center for system-wide technology.
Mandated and current tech stack
The FDD mandates a CRM Add-On for franchisees. The specific vendor is not disclosed in the most recent filing, which creates an opening for vendors offering CRM or adjacent solutions. No other mandated systems—such as POS, scheduling, or inventory management—are named. This limited disclosure suggests either a narrow tech mandate or an opportunity to introduce complementary tools that integrate with the required CRM.
Procurement, renewals, and timing
Item 8 procurement signals are not extracted in the current FDD, so the supplier model remains undisclosed. Renewal conditions, however, are explicit: franchisees must sign the then-current franchise agreement, which may be materially different from the original. This creates a natural trigger for software adoption at the 10-year renewal mark. Vendors should monitor renewal cohorts and any updates to the franchise agreement that introduce new technology requirements.
How to read the Made in the Shade FDD
The 2026 Franchise Disclosure Document is filed with state franchise regulators and available below. Key items for software vendors include Item 11 (franchisor’s obligations) for tech mandates, Item 8 (restrictions on sources of products and services) for procurement rules, and Item 17 (renewal) for contract timing. The embedded viewer lets you search these sections directly.
For a ranked target list of franchise systems that match your software, talk to FranCloud.
Questions vendors ask
Made in the Shade Blinds and More, answered from the filing
The FDD lists Joshua Morse (CEO) and Lori Tobia (Vice President of Franchise Development) as key executives, indicating HQ-level control over purchasing decisions.
The FDD mandates a CRM Add-On. The specific vendor or POS system is not disclosed in the most recent filing.
There are 131 total units, all of which are franchised. The number of company-owned units is not disclosed.
The FDD does not provide an extract for Item 8, so the procurement model—whether designated supplier, approved supplier, or open—is not disclosed.
With a 10-year initial term and renewal conditions requiring a new agreement, windows may align with renewal cycles. Specific timing is not disclosed.
The 2026 FDD is filed with state franchise regulators. You can view it directly in the embedded PDF viewer below.
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 Made in the Shade Blinds and More files a new annual FDD — usually the freshest signal of a vendor change.
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.