From the filings

+72.727% units YoYHQ-led decisions

Poolwerx

Home services

Poolwerx runs 95 franchised home-services locations out of its Texas headquarters, growing units 72.7% year over year — the fastest growth rate in this set. Five systems, including Lightspeed, Skimmer, Stripe, Windcave and Xero, are already mandated system-wide by a named global and US leadership team. At a $1,244,222 average unit volume and 7% royalty, this is a fast-moving, technology-heavy account.

For software vendors selling into US franchise brands.

Live signals

Total units
95
95 franchised
Unit growth YoY
+72.727%
vs prior filing
AUV
$1.24M
Item 19, 2024
Royalty
7%
of gross sales
Ad fund
3%
national + local
Initial fee
per unit
Investment range
$105K–$143K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
3 years
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.

10%of gross sales (FY2025)

Ongoing fees: 10% of gross sales (FY2025)Royalty 7%, Ad fund 3%. Total 10% of gross sales. Drawn against a 15% reference scale.

15% reference

Royalty 7%Ad fund 3%

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.

LightspeedLightspeed
Mandatory
POSItem 11

or implementation of any changes to our IT equipment- or technology requirements. Software. We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-Stripe (i

SkimmerSkimmer
Mandatory
Field serviceItem 11

adlines for implementation of any changes to our IT equipment- or technology requirements. Software. We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-

StripeStripe
Mandatory
PaymentsItem 11

tation of any changes to our IT equipment- or technology requirements. Software. We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-Stripe (if mobile) a

WindcaveWindcave
Mandatory
PaymentsItem 11

gy requirements. Software. We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-Stripe (if mobile) and Xero-Skimmer-Lightspeed-Stripe-Windcave (if mobile

XeroXero
Mandatory
AccountingItem 11

o our IT equipment- or technology requirements. Software. We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-Stripe (if mobile) and Xero-Skimmer-Lightsp

NetSuiteOracle
AccountingItem 5

Communications Marketing Digital Marketing Fact Sheets Marketing Franchise Development Marketing Local Area Marketing Marketing Retail Marketing Social Marketing Tools Marketing - NetSuite General Ope

Franchisor behaviours

What the franchisor requires

24 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 8 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 11

We require you to use our specified software providers, who are currently Xero-Skimmer- Lightspeed-Stripe (if mobile) and Xero-Skimmer-Lightspeed-Stripe-Windcave (if mobile and retail).

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

Yes

Item 11

You, at all times, must give us unrestricted and independent electronic access (including users IDs, if necessary) to the software for the purposes of obtaining the information relating to Gross Revenues of the Franchise, auditing and collecting Franchise Fees and Marketing Fees, inventory levels, aged inventory, and…

How the franchisor buys

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

Yes

Item 8

be purchased or leased only from a single source that we designate (which may include us or our affiliates or a buying cooperative organized by us or our affiliates).

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

Yes

Item 8

We may, in our sole discretion, change these specifications periodically, change the authorized products and services at our discretion, and designate specific products or services as optional or mandatory.

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

583870

Item 8

During fiscal year 2024, we collected and retained rebates and allowances totaling $583,870 from vendors based on franchisee purchases and also collected $164,500 when acting as the purchasing agent, which together is 20.9% of our total revenue of $3,576,808 (but note that we do not count as revenue monies taken in…

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

Yes

Item 8

We have entered into supplier agreements with several suppliers pursuant to which we or our affiliates will receive rebates on sales made to franchisees ranging from 0% to 8% of the supplier’s customary retail prices.

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?

80

Item 8

We estimate that the cost to purchase and lease all equipment, inventory and other items and services that we require you to obtain from us or our affiliates, from designated suppliers, or in accordance with our specifications are in excess of 80% of the total cost to purchase and lease equipment, inventory, and…

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

Yes

Item 8

You must pay us a charge not to exceed the reasonable cost of the inspection and our actual cost of testing the proposed product or evaluating the proposed service or service provider, including personnel and travel costs, whether or not the item, service, supplier, or service provider is approved.

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

Yes

Item 8

If you would like to offer products or use any supplies, equipment, or services that we have not approved or to purchase or lease from a supplier or service provider that we have not approved, you must submit a written request to the Poolwerx Supply Department for approval and provide us with any information that we…

Communications

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

Yes

Item 17

material and other printed matter and signs used in the Poolwerx business which bear the trade name or any of the Marks; immediately deliver to us the original and all copies of databases and all lists of suppliers to the Poolwerx business held by you; immediately deliver to us all Client Service History Cards, as…

Franchise management

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

Yes

Item 11

We may inspect the operation, premises and inventory of the Retail Location or Mobile Unit and advise you of the results of each such inspection.

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

Yes

Item 11

We may amend, modify, or supplement the Manuals at any time.

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

Yes

Item 11

Before you make a binding commitment to purchase, lease, or sublease a Location, we must approve in writing the proposed lease or purchase agreement or any letter of intent between you and the third-party seller or lessor.

Marketing

Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?

Yes

Item 11

You are not authorized to have a website for your Franchise or to have a webpage related to your Franchise in any third-party website, including, without limitation, social networking sites.

Is a minimum grand opening advertising spend required?

Yes

Item 7

You must spend the minimum sum stated in the table for grand opening advertising and promotions beginning the two weeks prior to starting your Franchised Business and continuing through the first 12 months.

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

You must spend annually at least 1% of your Gross Revenues on local advertising and promotional activities.

Must the franchisee participate in a regional advertising cooperative when one exists?

Yes

Item 11

However, you must join and actively participate in any organizations or associations of franchisees or advertising cooperatives that we establish or that are established at our direction for the purpose of promoting, coordinating, and purchasing advertising in local, regional, or national areas where there are…

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must obtain each approved product or service only from an approved supplier, unless we grant you written approval to obtain any product or service from an alternate supplier.

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

You must obtain each approved product or service only from an approved supplier, unless we grant you written approval to obtain any product or service from an alternate supplier.

Payments

Must the franchisee participate in a gift card program?

Yes

Item 11

You must participate in all promotional programs that we offer to franchisees.

People

Does the franchisor require minimum staffing levels or specific roles?

Yes

Item 15

At all times that your Franchised Business is open for business, it must be under the personal, on- premises supervision of either you, or your Manager.

Point of sale

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

Yes

Item 11

You may not use any other cash registers or computer systems in your Franchised Business.

Does the franchisor have independent access to the data in the franchisee's POS or computer system?

Yes

Item 11

Neither we nor our affiliates act as vendors or suppliers of any hardware or software components.

Training

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

Yes

Item 11

We may charge you for mandatory and optional training programs that we provide for you or your employees.

The filing answers no to 2 questions
  • 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

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 Poolwerx Poolwerx runs 95 franchised home-services locations out of its Texas headquarters, all franchisee-owned, with a $1,244,222 average unit volume and 72.7% year-over-year unit growth — the fastest-growing brand in this set. The FDD makes a financial performance representation in Item 19.

Who controls software purchasing Item 2 names a global and US leadership team: CEO Nicholas Brill, CFO Grant Sutton, COO (USA) Blake Overduin, SVP of Franchise Development Darlene Viering and VP of Franchise Development (USA) Jeffrey Powell. Poolwerx is part of Poolwerx Holdings. Five systems are already mandated system-wide, which puts this executive team — not individual operators — in control of what technology a franchisee is required to run.

Tech named in the FDD, and what is actually required Lightspeed, Skimmer, Stripe, Windcave and Xero are all mandated: the FDD obliges every franchisee to use them. NetSuite by Oracle is named in the filing without being tied to any requirement to use it.

Procurement, renewals, and timing Operator data maps 45 operators, 6 of them multi-unit, across roughly 61 located units, concentrated in Texas (19), Minnesota (9), Florida (4), Oklahoma (4) and California (4). Item 8 runs an approved-supplier list, letting the franchisor designate single-source suppliers and set specifications through its manuals; franchisees may propose an alternate for approval. Item 17 allows a 10-year renewal term plus an optional third 10-year term if conditions are met. With five systems already mandated, new-unit growth at 72.7% is the bigger near-term opportunity than renewal cycles.

How to read the Poolwerx FDD The 2025 FDD was filed with state franchise regulators. The embedded PDF viewer below covers Item 8's supplier terms, Item 11's technology requirements, Item 17's renewal conditions and Item 19's financial performance representation. Talk to FranCloud for a ranked list of franchise systems that fit your product before you build the pitch.

Questions vendors ask

Poolwerx, answered from the filing

Poolwerx names a global and US executive team in Item 2: CEO Nicholas Brill, CFO Grant Sutton, COO (USA) Blake Overduin, plus franchise-development leads Darlene Viering and Jeffrey Powell. With five systems already mandated system-wide, this team is the gate for any new technology.
Lightspeed, Skimmer, Stripe, Windcave and Xero are all mandated — the FDD obliges every franchisee to use them. NetSuite by Oracle is named in the filing without being required.
95 franchised home-services locations as of the 2025 FDD, up 72.7% year over year. Operator data maps 45 operators, 6 multi-unit, across roughly 61 located units, concentrated in Texas (19) and Minnesota (9).
An approved-supplier list under Item 8: franchisees must buy from approved suppliers unless the franchisor grants written approval for an alternate. The franchisor can designate single-source suppliers and set specifications through its manuals; franchisees may propose a supplier for approval.
The initial term runs 10 years, with a 10-year renewal term and an optional third 10-year term if conditions are met. With five mandated systems already locked in, the real opening is likely at initial franchise agreement signing.
The 2025 FDD was filed with state franchise regulators. Use the embedded PDF viewer below to read Items 8, 11, 17 and 19 directly.
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.

Poolwerx2025 FDDView only

Loading filing…

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 Poolwerx files a new annual FDD, usually the freshest signal of a vendor change.

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

Operator footprint

Who runs the locations

45 operators run 61 mapped locations. 6 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit39
2–9 units5
10–24 units1

Top states by locations

TX19
MN9
FL4
OK4
CA4

Ownership

The portfolio behind Poolwerx

unknown of poolwerx holdings.

Related Home services brands

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