QuickBooks OnlineIntuit
Mandatoryyour office sufficient to operate the applications required to perform work as a Paul Davis franchise. Software applications required to perform work include, but not limited to, QuickBooks Online, RM
From the filings
+4.135% units YoYHQ-led decisions
Paul Davis Restoration
Home servicesPaul Davis Restoration's headquarters mandates the Xactimate estimating software from Xactware, plus QuickBooks Online for accounting and Qvinci for financial reporting. The system is 100% franchised across 277 units, with franchised outlets up 4.1% year over year.
For software vendors selling into US franchise brands.
Live signals
Total units
277
277 franchised
Unit growth YoY
+4.135%
vs prior filing
AUV
$3.47M
Item 19, 2026
Royalty
4%
of gross sales
Ad fund
0.75%
national + local
Initial fee
$0.26
per unit
Investment range
$299K–$805K
all-in, Item 7
Procurement
Standards based
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.
4.75%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
5 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.
QvinciQvinci
MandatorySoftware applications required to perform work include, but not limited to, QuickBooks Online, RMS, Xactimatetm, Xactanalysis, Symbility, Mitigate by Corelogic, Symbility, Luxor, Qvinci, Matterport, M
SymbilityCotality
Mandatoryrequired to perform work as a Paul Davis franchise. Software applications required to perform work include, but not limited to, QuickBooks Online, RMS, Xactimatetm, Xactanalysis, Symbility, Mitigate b
XactAnalysisVerisk
Mandatorye applications required to perform work as a Paul Davis franchise. Software applications required to perform work include, but not limited to, QuickBooks Online, RMS, Xactimatetm, Xactanalysis, Symbil
XactwareVerisk
Mandatoryin addition to the required third-party software fees. In connection with your use of the PDRI Common Software, you are required to obtain the Xactimatetm estimating software from Xactware, Inc. While
EsriEsri
s disclosure document. In the previous fiscal year (ending December 31, 2025), franchise fees ranged from $65,369.70 to $207.613.64. PDRI uses a third-party software system called ESRI by ARC GIS to d
IntuitIntuit
incurred. Additional licenses must be Software monthly fee per current pricing. The purchased by the Franchisee and License Fee current listed non-promotional price is payable to Intuit. PDRI may is $
QuickBooksIntuit
1 $4.00, Visio Plan 2 $12.00, and Enterprise Mobility and Security E5 $15 13 © 2026 Paul Davis Restoration, Inc. Franchise Disclosure Document Type of fee Amount Due Date Remarks Quickbooks QB On Line
XactimateVerisk
ich includes the cost of the program, implementation, training and support. You will also be required to pay the other software fees itemized in Item 6 of this document, including Xactimate,tm or Symb
Franchisor behaviours
What the franchisor requires
17 requirements the franchisor states in this filing, each in its own words; 11 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?
YesFranchise agreement
PDRI requires that Franchisee use third party accounting, estimating and other systems which may be required by our customers and/or, at PDRI’s sole discretion, an innovative technology used in the industry for a market advantage, as part of the Common Software.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall submit quarterly, and annual financial statement reports prepared in accordance with generally accepted accounting principles (“GAAP”), as required by PDRI, and in a format specified by PDRI and at PDRI’s request.
How the franchisor buys
Is there a franchisee advisory council, association or committee?
YesItem 20
The following independent franchisee organization has asked to be included in this disclosure document: Paul Davis franchise Owner’s Association (FOA) is in care of John Gugliotta, NEC President, 300 John Dietsch Blvd. Unit #9, North Attleboro, MA 02763, (508) 431-3404.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
PDRI has the right, under the Franchise Agreement, to change the standards and specifications applicable to operation of the franchise, including standards and specifications for approved services and products, equipment, signs, furnishings, supplies, fixtures, inventory, computer systems (hardware, software…
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
PDRI affiliates do not derive any income from required purchases or leases, unless as stated above.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
PDRI also receives rebates from some vendors which are calculated on a percentage of total purchase and range from 0.5% to 5% of franchisee purchases.
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?
30Item 8
PDRI estimates that the total amount of your required purchases or leases for goods and services from approved suppliers or in accordance with our specifications will range from 75% to 85% of your purchases in establishing your business and 30% to 40% of your overall purchases in operating your business.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee agrees that Franchisor may require that all telephone numbers and telephone and internet equipment and service must be owned or provided by Franchisor or a supplier approved by Franchisor and that Franchisor has the right to require Franchisee to “port” or transfer to Franchisor or an approved call routing…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
You must take all steps, including but not limited to those related to visibility and management of your Business network, that are necessary to ensure that your Business is compliant with all data privacy and security laws and Payment Card Industry Data Security Standards (PCI DSS) requirements, as such standards…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
Franchisee shall submit to PDRI, or its designee, job information in a format specified by PDRI for the purposes of conducting customer satisfaction surveys.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisee agrees to permit PDRI, through its authorized representatives and agents, to inspect Franchisee's records, premises and methods of operation from time to time during regular business hours in order to determine that Franchisee has complied with the sales reporting and other provisions of this Agreement.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 8
PDRI has the right, under the Franchise Agreement, to change the standards and specifications applicable to operation of the franchise, including standards and specifications for approved services and products, equipment, signs, furnishings, supplies, fixtures, inventory, computer systems (hardware, software…
Marketing
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If a Cooperative has been established applicable to Franchisee’s Franchised Business at the time Franchisee begins operating under this Agreement, Franchisee must immediately become a member of such Cooperative and make the required contributions to the Cooperative’s fund.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
The payment of fees must be via automatic direct electronic withdrawals from Franchisee’s bank account and Franchisee agrees to cooperate with PDRI in such procedure and to execute any and all authorizations required for such withdrawals, though PDRI reserves the right to change the manner of payment at any time.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
Franchisee shall at all times employ a full-time General Manager, with training or experience equivalent (determined in PDRI’s sole judgment) to the new owner training program.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 1
The Common Software integrates and requires the use of a designated third party estimating system; a designated third party project management system; a third party CRM marketing platform and a designated third party accounting package that must be purchased independently by each Paul Davis Restoration® franchise.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
PDRI may offer Optional programs such as the National Commercial Sales Program and FAST (central mitigation estimating) and other Direct Repair Programs that may require additional training and/or administrative fees associated with the Program.
The filing answers no to 11 questions
- Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- 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?Franchise agreement
- Is a minimum grand opening advertising spend required?Item 7
- 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 buy products from a designated distributor?Item 8
- Must equipment be purchased from designated or approved suppliers?Item 8
- Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
- Is attendance at an annual convention or conference mandatory for the franchisee?Franchise agreement
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.
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.
The vendor opportunity at Paul Davis Restoration
Paul Davis Restoration's Item 19 makes a financial performance representation. The system is 100% franchised across 277 units, part of FSB Holdings. The operator footprint maps 125 operators (3 multi-unit) across roughly 141 located units, led by MO, TX, NY, VA, and NC. Franchised outlets grew 4.1% year over year.
Who controls software purchasing
CEO, President, and Secretary Brian M. McDonough leads the headquarters team, alongside COO Mike Hopkins. Franchisees must purchase or lease computer hardware sufficient to run the required applications, on top of the iPad Paul Davis provides before training.
Tech named in the FDD, and what is actually required
QuickBooks Online, Qvinci, Symbility, XactAnalysis, and Xactware are mandated: franchisees must obtain the Common Software Paul Davis designates, built on RMS (Restoration Management Software by CoreLogic) and including the Xactimate estimating software from Xactware, and multi-unit owners need an Xactnet license under each franchise agreement. All franchises must also subscribe to Microsoft Office 365 through Paul Davis. Esri and QuickBooks are named in the filing as in use elsewhere.
Procurement, renewals, and timing
Item 8 runs on specifications only: franchisees must meet Paul Davis's computer-hardware and software specifications, use an approved vendor for digital properties during the first two years, and are not required to purchase goods or services from Paul Davis itself, since neither it nor its affiliates currently serve as approved suppliers. The royalty runs 4% of sales.
How to read the Paul Davis Restoration FDD
The embedded viewer below carries Paul Davis Restoration's 2026 Franchise Disclosure Document, including the Item 8 and Item 11 language summarized above.
Talk to FranCloud for a ranked list of franchise systems like Paul Davis Restoration where the technology mandate and procurement structure line up with your product.
Questions vendors ask
Paul Davis Restoration, answered from the filing
CEO, President, and Secretary Brian M. McDonough leads the headquarters team, alongside COO Mike Hopkins; headquarters designates the Common Software franchisees must obtain, including the Xactimate estimating software and job-cost accounting tools.
Paul Davis obliges franchisees to run its Common Software, RMS by CoreLogic, plus QuickBooks Online, Qvinci, Symbility, XactAnalysis, Xactware's Xactimate, and Microsoft Office 365. Esri and QuickBooks are in use elsewhere in the filing.
The system counts 277 home-services offices, all of them franchised.
Item 8 runs on specifications only: franchisees must meet Paul Davis's computer-hardware and software specifications and use an approved digital-properties vendor for two years; they are not required to purchase goods or services from Paul Davis or its affiliates, which are not currently approved suppliers.
The initial term runs five years and is renewable; multi-unit owners must carry an Xactnet license under each franchise agreement, and job-cost accountants receive required Common Software training — recurring touchpoints for a vendor.
The embedded PDF viewer below carries Paul Davis Restoration's 2026 Franchise Disclosure Document.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Paul Davis Restoration files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
125 operators run 141 mapped locations. 3 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit122
2–9 units2
10–24 units1
Top states by locations
| MO | 12 |
|---|---|
| TX | 11 |
| NY | 11 |
| VA | 10 |
| NC | 9 |
Ownership
The portfolio behind Paul Davis Restoration
unknown of fsb holdings.
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.