From the filings

Oakling

Home services

Oakling's 2025 FDD names Haley Lai as Managing Partner and President over a 77-unit, all-franchised, all-single-unit system based in New York. Unit count is down 9.4% year over year, and Item 8 runs an approved-supplier list for equipment and supplies.

For software vendors selling into US franchise brands.

Live signals

Total units
77
77 franchised
Unit growth YoY
-9.412%
vs prior filing
AUV
Item 19, 2025
Royalty
10%
of gross sales
Ad fund
1%
national + local
Initial fee
$6K
per unit
Investment range
$8K–$57K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
1 years
from the filing
Item 19
No 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.

11%of gross sales (FY2025)

Ongoing fees: 11% of gross sales (FY2025)Royalty 10%, Ad fund 1%. Total 11% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 10%Ad fund 1%

Franchisor behaviours

What the franchisor requires

14 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 12 questions the text does not settle, which is not a no.

Accounting

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

By the 10th day of each month, you must submit to us accurate records reflecting the previous month's entire Gross Billings and all other information we require.

How the franchisor buys

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

Yes

Item 8

We may designate ourselves or an affiliate as an exclusive or nonexclusive supplier of any of the products or services used to operate your Franchise, and may make a profit supplying these products and services to you.

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

Yes

Item 8

We may modify these specifications upon reasonable written notice to you.

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

Yes

Item 8

The Master Franchisor also received rebates from several suppliers who provide regional franchisees and unit franchisees with marketing materials, paper products, cleaning chemicals and cleaning equipment.

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?

15

Item 8

The cost of all goods and services purchased under our specifications will range from 80% to 90% of your total purchases in starting your Franchise and range from 15% to 40% of your total purchases during the operation of your Franchise.

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

Yes

Item 8

You must pay a fee not to exceed the reasonable cost of the inspection and the actual cost of the testing.

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

Yes

Item 8

If you propose to purchase or lease any equipment, supplies, inventory or other products or services from an unapproved supplier or manufacturer, or that does not comply with our specifications, you must submit a written request for our approval, or request the proposed supplier or manufacturer to do so.

Franchise management

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

Yes

Franchise agreement

15.2.9 you deny us the right to inspect your Franchise or to inspect or audit the

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

Yes

Item 17

we may change the contents of the Operations Manual; (ii) we may modify the System

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must purchase or lease certain equipment, chemicals, supplies, inventory, advertising materials, and any other products and services used to operate the Unit Franchise only from suppliers and manufacturers that we approve in writing.

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

You must purchase or lease certain equipment, chemicals, supplies, inventory, advertising materials, and any other products and services used to operate the Unit Franchise only from suppliers and manufacturers that we approve in writing.

Payments

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

Yes

Item 6

You authorize us to collect the money due on Accounts, and deduct and pay ourself Royalty Fees, Support Fees, advertising fees, collection costs, and any other payments then due to us (including under any Promissory Note, Account Acceptance Agreement or other agreement).

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 FRANCHISE BUSINESS We require that you have at least one person actively involved in the management of the Franchise, who may be the owner of an entity-franchisee or a manager you have selected (or who has been selected by the owners of an…

Training

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

Yes

Item 11

We may in our sole discretion, offer and/or require that you or your Operating Principal and/or previously trained employees attend and complete additional training courses in connection with your Franchised Business and/or any Franchised Business you develop after your first Franchised Business that we either…

The filing answers no to 8 questions
  • Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
  • Is there a franchisee advisory council, association or committee?Item 11
  • Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 11
  • Must the franchisor approve the franchisee's site or location before opening?Item 11
  • Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Item 11
  • Is a minimum grand opening advertising spend required?Item 11
  • Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?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 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.

The vendor opportunity at Oakling

Oakling is a New York-headquartered home-services franchise with 77 total units, all franchised, down 9.4% year over year. Every one of its 74 mapped operators runs a single location — there is no multi-unit concentration in this system — and New York leads with 10 located units.

Who controls software purchasing

Oakling names Haley Lai as Managing Partner and President, with Adriana Caceres and Delilah Nieves as Operations Managers. With all 74 mapped operators single-unit, there is no large multi-unit group to route a pitch through instead of corporate.

Tech named in the FDD, and what is actually required

No tech systems are named in this filing. Item 11 of the FDD sets Oakling's technology requirements.

Procurement, renewals, and timing

Item 8 runs an approved-supplier list covering equipment, chemicals, supplies, inventory, and advertising materials, sourced from franchisor-approved vendors. Franchisees may propose alternate suppliers for approval. The initial term is 5 years, with two further 5-year renewal periods available to franchisees who give timely notice, resolve any breaches, and sign the then-current franchise agreement and pay a renewal fee.

How to read the Oakling FDD

The 2025 FDD makes no financial performance representation under Item 19. It is filed with state franchise regulators; use the embedded PDF viewer below to read Items 2, 8, 11, and 17 directly.

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Questions vendors ask

Oakling, answered from the filing

Oakling names Haley Lai as Managing Partner and President, with Adriana Caceres and Delilah Nieves as Operations Managers; with 74 of 74 mapped operators running a single unit each, there's no multi-unit buying center to route around them.
Item 11 of the FDD sets Oakling's technology requirements. Read the filing in the embedded viewer below for its specifics.
77 total units, all 77 franchised, down 9.4% year over year. Every one of the 74 mapped operators runs a single location, with New York the leading state at 10 units.
Item 8 runs an approved-supplier list covering equipment, chemicals, supplies, inventory, and advertising materials, sourced from franchisor-approved vendors. Franchisees may propose alternate suppliers for approval.
The initial term is 5 years, with two further 5-year renewal periods available to franchisees who give timely notice, resolve any breaches, and sign the then-current franchise agreement and pay a renewal fee.
The 2025 FDD is filed with state franchise regulators. Use the embedded PDF viewer below to read Items 2, 8, 11, 17, and 19 directly.
Source

Read the filing itself

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Oakling2025 FDDView only

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

Operator footprint

Who runs the locations

74 operators run 74 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit74

Top states by locations

NY10

Related Home services brands

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