Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
Through your use of our designated CRM software, we may have independent access to your sales and customer data.
From the filings
Software purchasing at Neat Method is controlled at the franchisor level, with a mandated CRM system in place across all 93 franchised locations. The brand operates entirely through franchised units with no company-owned stores, and the most recent FDD lists CEO Ashley Murphy and COO Marissa Hagmeyer among the key decision-makers. For software vendors, this represents a concentrated addressable market of 93 units with a single buying center and a clear technology mandate.
For software vendors selling into US franchise brands.
Live signals
Ongoing fee load
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
21%of gross sales (FY2026)
15% reference
Franchisor behaviours
18 requirements the franchisor states in this filing, each in its own words; 9 explicit no's; 7 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
Through your use of our designated CRM software, we may have independent access to your sales and customer data.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
By the last day of each month, Franchisee shall submit a monthly report to NEAT itemizing the Service Revenue for the previous monthly reporting period and the calculation of the Royalty Fee for that period.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We reserve the right to do so in the future, including designating ourselves, our parents and our other affiliates as the designated supplier of products they may develop relating to establishing or operating your Franchised Business.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to do so in the future, including designating ourselves, our parents and our other affiliates as the designated supplier of products they may develop relating to establishing or operating your Franchised Business.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
2441968.87Item 8
During the fiscal year ended December 31, 2025, we received $2,441,968.87 in revenue based on required purchases and/or leases from franchisees from any supplier, which is 31.9% of our total revenue of $7,651,962.29.
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
We estimate that the required purchase or lease of required products and services will range from 10% to 20% of your total operating costs.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
You must reimburse us for our costs in reviewing and testing products and suppliers suggested by you upon billing by us.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If we designate suppliers in the future or we impose other restrictions on the suppliers for which you purchase products and services, and you propose to purchase items from any supplier which has not been specifically approved by us in writing, or you propose to add or change suppliers, you must first notify us in…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
notify telephone company of termination of rights to use telephone number
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 6
(See Note 4) 5 Audit Delinquency of Within 15 days after In the event that an audit Royalty Fee, plus any receipt of the audit shows nonpayment or other cost associated report. underpayment of 5% or more, with audit. then you shall immediately reconcile any nonpayment or
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
NEAT may from time to time modify any components of the System and the requirements applicable to Franchisee by means of modifications to the Operations Manual or otherwise
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
(ii) conduct any business or offer to sell or advertise any products or services on the Internet (or any other existing or future form of electronic communication) including email
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We currently require you to pay the Royalty Fee, Advertising Fund Contribution, Technology Fee, and Continuing Education and Events Fee to us via electronic funds transfer (“EFT”) or other similar means.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
ITEM 15 OBLIGATION TO PARTICIPATE IN THE ACTUAL OPERATION OF THE FRANCHISE BUSINESS We require that you personally supervise the day-to-day operations of the Franchised Business; or if you are a partnership, corporation or a limited liability company, you must employ at least one manager, who we approve and who has…
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
Through your use of our designated CRM software, we may have independent access to your sales and customer data.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
You are required to use our designated Customer Relationship Management (“CRM”) software for all client agreement invoicing, which must include all client data and information and must be updated by the last day of each month.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
After the opening of the Franchised Business, we may provide additional training as we may prescribe in our sole discretion and as we determine as to frequency and time to you and your personnel.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
If NEAT organizes a franchisee summit (and/or other required corporate events for franchisees), Franchisee, or if Franchisee is an entity, Franchisee’s Representative, must attend unless approval not to attend is expressly requested and received.
Who buys here
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.
The franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.
Neat Method is a home services franchise with 93 franchised units and no company-owned locations. The brand reported an average unit volume of $172,668 in its 2026 FDD, with a 20% royalty rate and standard 5-year initial franchise terms. Year-over-year unit growth was slightly negative at -1.064%, indicating a mature but stable network. For software vendors, the addressable market is exactly 93 units — all franchised, all operating under a single franchisor mandate for CRM technology.
The franchisor is independently owned, with no parent company on file. This means the buying center is concentrated at the corporate level, without the complexity of a private equity or multi-brand parent influencing procurement decisions. The total addressable market may be modest in unit count, but the centralized decision-making structure simplifies the sales process considerably.
The FDD Item 1 lists four executives: Ashley Murphy as Chief Executive Officer, Marissa Hagmeyer as Chief Operating Officer, Molly Graves as Director, and Julia Purdy as Director of Franchise Operations. In a franchisor of this size, software purchasing authority typically sits with the COO or the Director of Franchise Operations, who would evaluate tools affecting unit-level operations. The CEO likely holds final approval on enterprise-level contracts.
No operator-level decision-makers are mapped in our corpus, which reinforces the HQ-controlled purchasing model. Vendors should target the corporate team rather than individual franchisees, as the mandated CRM requirement suggests the franchisor dictates technology standards across the network.
The 2026 FDD explicitly mandates a designated CRM software for all franchisees. The specific vendor name is not disclosed in the FDD, which is common — franchisors often reserve the right to designate suppliers without naming them in the disclosure document. No other technology systems are listed as mandated or recommended in the FDD. This means the tech stack beyond CRM is either open for franchisee choice or simply not addressed in the disclosure.
For vendors selling complementary software — field service management, scheduling, billing, or customer communication tools — the absence of a mandated system in those categories represents an opportunity. However, any solution would need to integrate with whatever CRM the franchisor has designated, and the franchisor's approval would likely be required before adoption across the network.
Item 8 of the FDD does not contain a procurement signal, meaning the franchisor has not disclosed whether it derives revenue from supplier rebates or maintains a formal approved-supplier program. This is not unusual for a franchise system of this size. Vendors should approach Neat Method assuming a franchisor-controlled procurement process, given the existing CRM mandate.
Item 17 outlines renewal conditions: franchisees in good standing may extend their agreements for additional 5-year terms, provided they give at least 120 days' notice, satisfy all monetary obligations, pay a renewal fee, and execute the then-current Franchise Agreement. Critically, the renewal agreement may contain materially different terms, including increased fees or new fees. This creates a natural inflection point where the franchisor could introduce new technology requirements or change designated suppliers. Vendors should monitor renewal cycles and position their solutions ahead of these windows.
The 2026 Franchise Disclosure Document is the definitive source for understanding Neat Method's technology mandates, procurement rules, and contractual terms. Item 11 details the mandated CRM requirement. Item 1 identifies the executives who control purchasing. Item 17 explains the 5-year renewal structure and the franchisor's right to impose new terms — including new technology requirements — at renewal. The embedded PDF viewer below provides full access to the FDD for vendor due diligence.
For software vendors building a franchise sales strategy, Neat Method represents a small but centralized opportunity with a clear technology mandate and a known executive team. Understanding the renewal cycle and the franchisor's control over technology standards is essential to timing an effective pitch. FranCloud can help you identify and rank franchise targets like Neat Method based on your product's fit with their mandated tech stack and procurement model.
Questions vendors ask
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FDD alert
We’ll email you the moment Neat Method files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Neat Method’s FDD on file does not disclose a franchisee directory.
Ownership
unknown of amm holdings.
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.