From the filings

HQ-led decisions

Monster Franchising

Home services

Software purchasing at Monster Franchising is controlled at the headquarters level, led by CEO Jason Caiafa and CFO Josh Greear. The franchise system mandates QuickBooks by Intuit Inc. and a proprietary Franchisee Portal across all 134 franchised locations. With an average unit volume of $574,903 and a concentrated operator base of 79 franchisees, vendors face a small but uniform addressable market where a single HQ decision can unlock the entire system.

For software vendors selling into US franchise brands.

Live signals

Total units
134
134 franchised
Unit growth YoY
vs prior filing
AUV
$575K
Item 19, 2025
Royalty
6.5%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$335K–$490K
all-in, Item 7
Procurement
Franchisor controlled
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.

7.5%of gross sales (FY2026)

Ongoing fees: 7.5% of gross sales (FY2026)Royalty 6.5%, Ad fund 1%. Total 7.5% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 6.5%Ad fund 1%

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.

QuickBooks OnlineIntuit
Mandatory
AccountingItem 8

i and the cost of this service is covered by the Technology Fee (see Item 6). You are also required to use our designated vendor for bookkeeping and accounting services, currently QuickBooks Online. W

QvinciQvinci
Mandatory
AccountingItem 8

d tracking service. Accounting Services. You are required to use our designated vendor in connection with your financial records and reporting. Currently, the designated vendor is Qvinci and the cost

SingleOpsSingleOps
Mandatory
Field serviceItem 8

s at competitive “fleet” prices. CRM Software. You must license the Customer Relationship Management “CRM”)/Estimating/Job Costing software from our designated supplier, currently SingleOps.

QuickBooksIntuit
AccountingItem 11

r providers and the number of services you choose to purchase. • We require that you to purchase third party software or license software as a service (SaaS) (this could be email, QuickBooks or other

ScorpionScorpion
MarketingItem 2

nd was Senior Vice President of Franchise Development of AB Inc. from January 2023 to January 2025. From January 2015 to December 2022, he was Senior Vice President, Franchise for Scorpion Marketing i

Franchisor behaviours

What the franchisor requires

26 requirements the franchisor states in this filing, each in its own words; 2 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?

Yes

Item 8

You are also required to use our designated vendor for bookkeeping and accounting services, currently QuickBooks Online.

Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?

Yes

Item 14

We reserve the right to require that you provide us with remote access to your computer systems and all data related to the Franchised Business stored therein, in a manner that meets our System Standards and specifications.

How the franchisor buys

Is the franchisor or an affiliate itself a supplier of required products, services or systems?

Yes

Item 8

We and our affiliates may earn a profit on products and services we sell to you directly, and we and our affiliates may receive rebates, administrative fees, commissions, licensing fees, or other benefits from unaffiliated vendors and distributors with respect to their sales of products or services to you or other…

Is there a franchisee advisory council, association or committee?

Yes

Item 8

If we propose to establish a single-source vendor (which may include us or our affiliate), we will seek feedback from our Franchise Advisory Council (“FAC”).

Does the franchisor reserve the right to change designated suppliers or systems at any time?

Yes

Item 16

Except as described above, there are no contractual limits on our rights to change the products or services that you must offer and to require you to comply with modifications to the System.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

464817

Item 8

For the fiscal year ended December 31, 2025, we had revenue of $348,190 from purchases by MONSTER TREE SERVICE franchisees, which was 5% of our total revenue for the fiscal year. For the fiscal year ended December 31, 2025, our affiliates, BuyMax and ABP, had revenue of $80,527 and $36,100, respectively, from…

Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?

Yes

Item 8

As of the date of this disclosure documents, we received rebates, licensing fees, administrative fees, commissions or other compensation from some vendors ranging from 0.25% to 10%.

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?

40

Item 8

We estimate that the current proportion of your required purchases and leases from approved suppliers to all purchases and leases in operating the Franchised Business is approximately 40%, but this amount is subject to change.

Does the franchisor charge a fee to evaluate a proposed supplier?

Yes

Item 8

We may require you to pay a fee to cover our costs of reviewing a proposed vendor, which you must pay whether or not we approve the vendor.

Can a franchisee propose a new supplier for the franchisor's approval?

Yes

Item 8

you may submit a written request for approval of the vendor, unless it is an item for which we have designated a specific vendor.

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Franchise agreement

Franchisee hereby irrevocably assigns to Franchisor all telephone listings and numbers at any time used by Franchisee in any printed or internet telephone directory in connection with the operation of the Franchised Business, whether now-existing or adopted by Franchisee in the future

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Item 9

Inspections and audits Sections 6.15, 6.20, 8.5, 8.6, Item 6 11.3, and 17.3 t.

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Item 1

We have the right to change the Operations Manual and the System Standards at any time.

Must the franchisor approve the franchisee's site or location before opening?

Yes

Item 11

Your Franchised Business must be operated from a location we have approved (the “Approved Location”), which may be a home office or a commercial office space.

Marketing

Is a minimum grand opening advertising spend required?

Yes

Item 11

before your Franchised Business opens, you must either pay us a non-refundable fee of $6,000 for pre-opening and grand opening marketing or conduct the Grand Opening Marketing on your own and spend at least $6,000 on local advertising and promotional activities to promote your Franchised Business.

Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?

Yes

Item 11

As described in Item 6, you must spend the greater of (a) $2,000 or (b) 5% of Gross Revenue per month on a rolling 12-month average on Local Marketing.

Must the franchisee participate in a customer loyalty or rewards program?

Yes

Item 16

You are also required to participate in any customer loyalty programs we prescribe.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must license the Customer Relationship Management “CRM”)/Estimating/Job Costing software from our designated supplier, currently SingleOps.

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

Equipment and Machinery. You must purchase or lease your machinery, equipment, tools and vehicles from the suppliers and manufacturers that we designate from time to time.

Payments

Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?

Yes

Item 8

As of the date of this disclosure document, you are required to process some or all payments by your customers through ABP, or through our designated service provider, currently Woodforest Bank, and use processes we designate, including automatic payment, credit and debit card payment, electronic funds transfer and…

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Item 6

We currently require payment by Automated Clearing House (ACH), or electronic funds transfer and you must designate an account at a commercial bank of your choice at the time of signing your Franchise Agreement and furnish the bank with authorizations at the time of signing your Franchise Agreement to permit us to…

People

Does the franchisor require minimum staffing levels or specific roles?

Yes

Item 15

ITEM 15 OBLIGATION TO PARTICIPATE IN THE ACTUAL OPERATION OF THE FRANCHISED BUSINESS You must designate an individual who will be responsible for the day-to-day operational performance of the Franchised Business and who has the authority to bind the Franchisee in all decisions regarding the Franchised Business (the…

Must employees wear uniforms specified by the franchisor?

Yes

Item 8

This includes all stationery, forms, marketing pieces, signage, apparel (including uniforms and patches), and other private labeled materials.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Item 11

We have the right to specify the point-of-sale (POS) system, customer relationship management (CRM) system, back-office system, software applications, audio/visual equipment, security systems, electronic payment devices, and other hardware, software, and network connectivity for the Franchised Business.

Sales and CRM

Must the franchisee use a CRM system designated or approved by the franchisor?

Yes

Item 8

You must license the Customer Relationship Management “CRM”)/Estimating/Job Costing software from our designated supplier, currently SingleOps.

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Item 6

MONSTER TREE SERVICE – 2026 FDD 17 April 2026 Type of Fee (1) Amount Date Due Remarks Training Fees – $500 per trainee Before training We can charge a Remedial and Optional session begins training fee:

The filing answers no to 2 questions
  • Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Item 11
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 11

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 our data by segment and unit count, not a guess.

Sales LeaderRegional 100 499

HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.

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.

The vendor opportunity at Monster Franchising

Monster Franchising operates a compact but financially robust system of 134 franchised home-service units. The brand reports an average unit volume (AUV) of $574,903, with a 6.5% royalty rate flowing back to the franchisor on 10-year initial terms. For software vendors, the addressable market is precisely 134 locations, all franchised—there are no company-owned units to serve as a separate sales channel. The operator footprint is highly fragmented: 79 franchisees control the system, with only 4 multi-unit operators. The vast majority (75) run a single unit, meaning any technology adoption will require buy-in from a large number of small business owners, even if the mandate comes from the top.

Geographically, the units cluster in Texas (9), Pennsylvania (6), North Carolina (5), Michigan (5), and Georgia (5), giving vendors a clear map for phased rollouts or on-the-ground support. The brand appears independently owned, with no parent company on file, which simplifies the org chart—there is no private equity layer or holding-company procurement department to navigate.

Who controls software purchasing

The C-suite at Monster Franchising is lean and clearly defined in the 2026 FDD. Jason (“Jay”) Caiafa serves as Chief Executive Officer, with Josh Greear as Chief Financial Officer and Treasurer. For a vendor selling financial, operational, or compliance software, Greear is the natural economic buyer. Ryan Bowes, Chief Growth and Transformation Officer, is the executive most likely to champion new technology that drives system-wide efficiency or revenue growth. Jordan Wilson (Chief Development Officer) and Julie Bernard (Interim Chief Marketing Officer) round out the leadership team but are less central to core operational software decisions.

Because the system mandates specific technology and has no company-owned units, purchasing authority is concentrated at HQ. Franchisees are required to use the mandated systems, so a vendor’s path to 134 units runs through a single conversation with this leadership group.

Mandated and current tech stack

The 2026 FDD explicitly mandates two systems: a proprietary Franchisee Portal and QuickBooks by Intuit Inc. The QuickBooks mandate is significant—it signals that the franchisor values standardized financial reporting and likely uses QuickBooks data for royalty auditing and benchmarking. Any software that integrates with or replaces QuickBooks must account for this deeply embedded requirement.

The Franchisee Portal is not further described by vendor name, suggesting it is a custom or white-label solution. No point-of-sale, CRM, or field-service management system is disclosed as mandated or recommended in the FDD, leaving those categories open for vendors who can demonstrate value to both HQ and the 79 individual operators.

Procurement, renewals, and timing

Item 8 of the FDD provides no extract on procurement rules, meaning there is no published designated-supplier or approved-supplier list. Vendors should treat this as an open procurement environment where HQ can evaluate and mandate new tools at its discretion. The real procurement trigger lies in Item 17, which governs renewals. Franchisees can renew for two additional 10-year terms, but each renewal requires them to “update computer systems and vehicles” and bring the business into compliance with current Brand Standards, including remodeling and re-equipping. This creates a recurring, contractually driven upgrade cycle. If a franchisee failed to comply with a prior upgrade notice, they must make those upgrades at renewal, compounding the opportunity for vendors whose tools are written into the Brand Standards.

The renewal process also requires a general release of claims and signing the then-current Franchise Agreement, which may contain materially different terms—including adjusted territories and fee structures. For the first renewal, the royalty rate and minimum performance requirements carry over, but technology requirements do not appear to be grandfathered, giving the franchisor leverage to mandate new systems at each 10-year inflection point.

How to read the Monster Franchising FDD

The 2026 Monster Franchising FDD is the definitive source for understanding the system’s technology mandates, executive structure, and contractual upgrade triggers. Item 1 lists the full leadership team and their roles. Item 11 details the mandated Franchisee Portal and QuickBooks requirement. Item 17 outlines the renewal conditions that force technology refresh cycles. The embedded PDF viewer below contains the full filing, which was submitted to state franchise regulators. Review these sections directly to validate the vendor opportunity before engaging HQ.

For a ranked target list of franchise systems where your software is the best fit, FranCloud maps tech stacks, procurement signals, and decision-maker contact points across thousands of brands.

Questions vendors ask

Monster Franchising, answered from the filing

The buying center is led by CEO Jason (“Jay”) Caiafa and CFO Josh Greear. Chief Growth and Transformation Officer Ryan Bowes is likely a key stakeholder for operational and growth-related technology decisions.
The 2026 FDD mandates QuickBooks by Intuit Inc. for accounting and a proprietary Franchisee Portal. No specific POS or field-service management system is disclosed as mandated in the FDD.
There are 134 total units, all of which are franchised. The system has no company-owned locations. The top states by unit count are Texas (9), Pennsylvania (6), and North Carolina (5).
The FDD does not disclose a specific procurement model in Item 8. Without a designated or approved supplier list on file, vendors should assume an open procurement model requiring direct HQ engagement.
Contracts run on 10-year initial terms with two optional 10-year renewals. Renewals require system and computer upgrades, creating natural refresh cycles. The 2026 FDD suggests current agreements are active, but renewal-triggered upgrades are a recurring opportunity.
The 2026 Monster Franchising FDD was filed with state franchise regulators. You can review the full document in the embedded PDF viewer below for detailed Item 11 tech disclosures and Item 1 executive listings.
Source

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Monster Franchising2026 FDDView only

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The brands you can actually sell into, from the filings.

Operator footprint

Who runs the locations

77 operators run 79 mapped locations. 2 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit75
2–9 units2

Top states by locations

TX7
PA6
NC5
MI5
GA5

Related Home services brands

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