QuickBooks OnlineIntuit
Mandatorya Windows-based computer with current security updates, reliable high-speed internet, and sufficient capacity to run required cloud-based applications. Required software includes QuickBooks Online (or
From the filings
+4.167% units YoYHQ-led decisions
OMEX
Home servicesOMEX's 2026 FDD requires franchisees to run QuickBooks Online, putting the core back-office software decision at headquarters. The home-services system counts 26 locations, 25 franchised and 1 company-owned, and grew units 4.2% year over year.
For software vendors selling into US franchise brands.
Live signals
Total units
26
25 franchised
Unit growth YoY
+4.167%
vs prior filing
AUV
—
Item 19, 2026
Royalty
4%
of gross sales
Ad fund
0%
national + local
Initial fee
$25K
per unit
Investment range
—
all-in, Item 7
Procurement
Approved supplier
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.
4%of gross sales (FY2026)
15% reference
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.
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 6 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?
YesItem 11
You must purchase and use the standardized billing, accounting, scheduling, CRM/lead- tracking, timekeeping, and work-management software designated by the Franchisor
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 20
Franchisor shall have full access to all of Franchisee's computer data, computer system and related information by means of direct access whether in person, and/or by telephone/modem.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 20
Franchisee will supply to Franchisor on or before the fifteenth (15th) day of each calendar quarter, in the form approved by Franchisor, a profit and loss statement and balance sheet for the last preceding calendar quarter.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 20
Franchisor may revise the Approved Suppliers List and Approved Supplies List from time to time in its sole discretion.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
12779Item 8
OMEX will derive approximately 2.7%, or twelve thousand seven hundred seventy-nine dollars ($12,779), based on Fiscal Year 2025 figures, of its total 2025 revenues from sales of inventory, equipment or other products to franchisees.
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?
23.1Item 8
The cost of inventory, equipment and supplies purchased in accordance with specifications or from approved suppliers constitutes 12.4-13.3% of your total purchases to establish your Franchised Business and 23.1-23.7% of your total purchases during operation of your Franchised Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 6
A charge not to exceed the reasonable cost of the inspection and evaluation and the actual cost of testing may be made by OMEX and must be paid by you or the supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you propose to use in the operation of the Franchised Business any brand of product or other material or supply which is not on the Approved Supplies List or to purchase any product from a supplier that is not on the Approved Suppliers List, you must first notify OMEX and, upon request by OMEX submit samples and…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 20
Franchisee hereby acknowledges that all telephone numbers used in the operation of the Franchised Business constitute property of Franchisor, and upon termination or expiration of this Agreement, Franchisee shall assign to Franchisor or its designee, all Franchisee's right, title, and interest in and to Franchisee's…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 20
Franchisor or its agents shall have the right of entry and inspection of Franchisee's operations (including on-the-job operations) at all reasonable times and, additionally, shall have the right to observe the manner in which Franchisee is rendering its services and conducting its activities and operations and to…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 20
Franchisor shall have the right to add to and otherwise modify the Confidential Operations Manual from time to time to reflect changes in the specifications, standards, operating procedures and rules prescribed by Franchisor for OMEX businesses, provided that no such addition or modification shall alter Franchisee's…
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Before the acquisition by lease or purchase of any site for the location of the Franchised Business, or if you are already in possession of a location, then upon signing of the Franchise Agreement, you must submit a description of the proposed site to OMEX, together with a letter of intent or other evidence…
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not operate your own web site in connection with your Franchised Business.
Is a minimum grand opening advertising spend required?
YesItem 6
Before the initial training program, you shall pay OMEX $4,000 for grand opening advertising including telemarketing, mailings, newspaper, direct mail, advertising or promotional items through other media.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 6
You must spend a minimum of one and one-half percent (1.5%) of Gross Receipts or One Thousand Dollars ($1,000.00), whichever is less, per month on local advertising, mailing, public relations, direct mail and promotion.
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
If you propose to use in the operation of the Franchised Business any brand of product or other material or supply which is not on the Approved Supplies List or to purchase any product from a supplier that is not on the Approved Suppliers List, you must first notify OMEX and, upon request by OMEX submit samples and…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We may elect to collect your Royalty Fee via Electronic Funds Transfer ("EFT").
People
Must employees wear uniforms specified by the franchisor?
YesItem 20
Franchisee and its employees are required to wear uniforms as approved by Franchisor and further described in the Confidential Operations Manual.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must purchase and use the standardized billing, accounting, scheduling, CRM/lead- tracking, timekeeping, and work-management software designated by the Franchisor
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 20
Franchisor shall have full access to all of Franchisee's computer data, computer system and related information by means of direct access whether in person, and/or by telephone/modem.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You must purchase and use the standardized billing, accounting, scheduling, CRM/lead- tracking, timekeeping, and work-management software designated by the Franchisor, and must maintain a Windows-based computer with current security updates, reliable high-speed internet, and sufficient capacity to run required…
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
From time to time OMEX may provide refresher training programs or seminars to be conducted at a location designated by OMEX within your MSA, at your expense.
The filing answers no to 6 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is there a franchisee advisory council, association or committee?Item 20
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must the franchisee buy products from a designated distributor?Item 8
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.
The franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.
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.
The vendor opportunity at OMEX OMEX operates 26 home-services locations, 25 franchised and 1 company-owned, concentrated in Texas (4 units), Florida (3), Pennsylvania (2), New Jersey and Georgia. Unit count grew 4.2% year over year, and the royalty rate is 4% of sales. Of 15 mapped operators, only 1 runs more than one location.
Who controls software purchasing Item 2 names Gerald Boarman, II as President and Chief Executive Officer, Deborah J. Casey as Vice President of Operations, and Steven D. Thomas as Vice President of Business Development. Casey's operations role makes her the likeliest point of contact for a back-office or field-service software pitch.
Tech named in the FDD, and what is actually required The FDD obliges franchisees to run QuickBooks Online by Intuit. No other system is named in the filing.
Procurement, renewals, and timing Item 8 runs on an Approved Suppliers List and Approved Supplies List; franchisees must use listed sources unless they request and receive approval for an alternative. The initial term is 10 years, with up to three additional 5-year renewals under Item 17, each requiring execution of OMEX's then-current franchise agreement, which may carry materially different terms, plus a signed release.
How to read the OMEX FDD The FDD was filed with state franchise regulators in 2026. The embedded PDF viewer below carries the full text of Items 2, 8, 11, 17 and 19.
Talk to FranCloud for a ranked list of franchise systems that fit your product better than this one.
Questions vendors ask
OMEX, answered from the filing
Item 2 names Gerald Boarman, II as President and Chief Executive Officer, with Deborah J. Casey as Vice President of Operations, the most relevant contact for operational and back-office tooling, alongside Steven D. Thomas as Vice President of Business Development.
The FDD obliges franchisees to run QuickBooks Online by Intuit. No other systems are named in the filing.
26 total units, 25 franchised and 1 company-owned, concentrated in Texas, Florida and Pennsylvania. Unit count grew 4.2% year over year.
Item 8 runs on an Approved Suppliers List and an Approved Supplies List; franchisees must use listed suppliers and products unless they request and receive approval for an alternative.
The initial term is 10 years, with up to three additional 5-year renewals under Item 17, each requiring a new franchise agreement that can carry materially different terms, a natural point to revisit the tech stack.
The filing was submitted to state franchise regulators in 2026. Use the embedded PDF viewer below to read Items 2, 8, 11, 17 and 19 in full.
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 OMEX files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
15 operators run 20 mapped locations. 1 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit14
2–9 units1
Top states by locations
| TX | 4 |
|---|---|
| FL | 3 |
| PA | 2 |
| NJ | 1 |
| GA | 1 |
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.