FacebookMeta
rrespondence, digital content, and electronic communications if any. This includes any websites and all Social Networking and Marketing activities, including X (formerly Twitter), Facebook, Foursquare
From the filings
+14.286% units YoYHQ-led decisions
Preserve Services
Home servicesSoftware purchasing at Preserve Services is controlled at the headquarters level by Managing Member/CEO Sean P. O’Connor and Member/COO Roberta O’Connor. The system mandates its own proprietary software for operations, creating a clear integration or replacement conversation for vendors. With 9 total units and a 14.3% year-over-year growth rate, the addressable market is small but expanding.
For software vendors selling into US franchise brands.
Live signals
Total units
9
8 franchised
Unit growth YoY
+14.286%
vs prior filing
AUV
$721K
Item 19, 2025
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$45K
per unit
Investment range
$93K–$125K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 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.
7%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
LinkedInLinkedIn
content, and electronic communications if any. This includes any websites and all Social Networking and Marketing activities, including X (formerly Twitter), Facebook, Foursquare, LinkedIn or any soci
TwitterX
rketing correspondence, digital content, and electronic communications if any. This includes any websites and all Social Networking and Marketing activities, including X (formerly Twitter), Facebook,
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 5 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
We have the right to remotely access your records to monitor your productivity and we have no limitations on our ability to do so.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
we may also designate ourselves or an affiliate as the sole supplier of one or more items, in which case you would have to buy those items from us or our affiliate at our or their then-current price.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may change approved and required suppliers from time to time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Neither we nor our affiliate received any revenue from franchisees' required purchases from approved or designated suppliers in the fiscal year ending December 31, 2025.
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?
18Item 8
18% to 41% of the total cost to purchase and lease equipment, inventory, and other items to operate a PRESERVE SERVICES Franchised Business.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We do charge a fee for evaluating alternative suppliers, services and products; you must pay us $500 to conduct each review, plus travel and living expenses, if necessary.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you desire to purchase, lease or use any products, services or other items from a supplier we have not pre-approved, you must submit to us sufficient written information about the proposed new supplier to enable us to approve or reject either the supplier or the particular item(s).
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 13
Because your telephone listings will be associated with the Marks, we will own all rights to the telephone listings, and all goodwill generated from the use of the telephone listing will inure to our benefit.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
privacy laws and data protection or security laws as well as Payment Card Industry Data Security Standard (PCI DSS) compliance.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 8
We will inspect your Franchised Business as often as we deem necessary to ensure that our System Standards are maintained.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may amend, modify, or supplement the Operations Manual at any time, so long as such amendments, modifications, or supplements will, in our good faith opinion, benefit us and our existing and future franchisees or will otherwise improve the System.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
We restrict, designate, and have the right to approve, or control all of your electronic media, including Internet activities, and e-mail marketing correspondence, digital content, and electronic communications if any.
Is a minimum grand opening advertising spend required?
YesFranchise agreement
During Your first four (4) months of operation, You agree to conduct a Grand Opening Advertising and Promotional Program (“Grand Opening Program”) for the PRESERVE SERVICES Franchised Business at the time and in the manner specified by Us and agree to spend a minimum of Twenty Six Thousand Five Hundred Dollars…
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
For a standard Territory with up to 40,000 qualified households, you are required to spend 7% of Gross Sales up to Gross Sales of $650,000 per year on local advertising and promotion (“Local Ad Budget”).
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 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?
YesItem 8
Currently, you are required to purchase marketing materials including business cards, clothing, lawn signs, direct mail services, vehicle signage and branded materials only from suppliers designated as required, recommended or approved by us.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
Currently, you are required to purchase marketing materials including business cards, clothing, lawn signs, direct mail services, vehicle signage and branded materials only from suppliers designated as required, recommended or approved by us.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
All fees are uniformly imposed by and payable only to us and are payable through Electronic Funds Transfer.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
You must use the computer software and hardware components and accessories that we require.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have the right to remotely access your records to monitor your productivity and we have no limitations on our ability to do so.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We periodically, but no more often than two (2) times per year, may require You, or Your owners, to attend and complete to Our satisfaction any supplemental or refresher training at Our current rate of Five Hundred Dollars ($500.00) per day, and You will be responsible for the travel, hotel and all such other costs…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You are required to attend the Annual Conference, and to pay travel related expenses incurred in connection with attending the event including transportation costs, meals, and living expenses.
The filing answers no to 5 questions
- Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?Franchise agreement
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisor approve the franchisee's site or location before opening?Item 11
- Does the franchisor require minimum staffing levels or specific roles?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.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 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.
- 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.
- With median unit growth of only 2.62% YoY across 323 disclosed brands, you need to find the outliers poised for expansion before they hit the market.Using growth signals to identify high-velocity brands lets you engage them during expansion phases, capturing deals 2x faster than reactive competitors who wait for public announcements.
The vendor opportunity at Preserve Services
Preserve Services operates in the home services segment with a headquarters in Massachusetts. The system consists of 9 total units—8 franchised and 1 company-owned—representing a small but growing footprint. The year-over-year unit growth rate is 14.3%, which, while off a small base, indicates active expansion. The average unit volume (AUV) is $721,128, and the royalty rate is 5.0% of gross sales. For a software vendor, the immediate addressable market is the 8 franchised locations, with the potential to influence technology decisions at the franchisor level that would cascade to all future units.
Who controls software purchasing
Technology purchasing authority is concentrated at the top of this lean organization. The 2026 FDD lists Sean P. O’Connor as Managing Member and CEO, and Roberta O’Connor as Member and COO. In a system of this size, these two executives are the sole gatekeepers for any system-wide software mandate, recommendation, or approved vendor list. A vendor pitch must be directed squarely at this C-suite, as there is no separate IT or procurement department on file. The conversation is not about managing a decentralized network of franchisee buyers; it is about convincing the owners that a new tool aligns with their operational model and growth plans.
Mandated and current tech stack
The technology landscape at Preserve Services is defined by a closed, proprietary environment. The FDD explicitly mandates “PRESERVE SERVICES proprietary software” and “PRESERVE SERVICES software” for franchisees. No third-party point-of-sale, CRM, or field service management vendors are named. This presents a binary choice for an outside software vendor: you are either pitching a replacement for the in-house system or a complementary tool that can integrate with it. The lack of a named third-party stack means there is no incumbent to dislodge other than the franchisor’s own code, but it also means the burden of proof for any new technology is exceptionally high.
Procurement, renewals, and timing
The formal procurement model is not disclosed in the most recent FDD. Item 8, which typically outlines whether the franchisor designates specific suppliers or maintains an approved vendor program, contains no extract. This absence of a published procurement framework means a vendor must engage directly with the O’Connors to understand how to become a recommended or required solution. The franchise agreement has an initial term of 10 years. Franchisees in good standing can renew for two additional 10-year terms, but the renewal agreement may have materially different terms and conditions, including territory and royalty. These renewal windows, occurring at 10-year intervals, represent natural inflection points where technology requirements could be updated and enforced across the system.
How to read the Preserve Services FDD
The 2026 Franchise Disclosure Document is the foundational research tool for any vendor evaluating this brand. Start with Item 1 to confirm the executives and their backgrounds. Item 11 details the mandated proprietary software and any other required technology investments. Since Item 8 is silent, direct inquiry with the franchisor is necessary to map the procurement process. Item 17 outlines the 10-year renewal structure and the conditions under which a franchisee can extend their agreement, which is critical for timing a technology transition. The embedded PDF below contains the full filing. For a ranked target list of franchise systems that match your ideal customer profile, FranCloud can help you prioritize your outreach.
Questions vendors ask
Preserve Services, answered from the filing
Sean P. O’Connor (Managing Member/CEO) and Roberta O’Connor (Member/COO) are the executives on file. As a small, owner-operated franchisor, they are the primary decision-makers for any system-wide technology mandates or approvals.
The 2026 FDD mandates PRESERVE SERVICES proprietary software. No third-party POS or operational systems are named, indicating a closed, in-house technology environment that any new vendor must displace or integrate with.
The system has 9 total units: 8 franchised and 1 company-owned. This represents a 14.3% year-over-year unit growth, signaling a small but actively expanding footprint in the home services segment.
The procurement model is not disclosed in the most recent FDD. Item 8, which typically outlines designated or approved supplier requirements, contains no extract, leaving the formal purchasing process undefined for external vendors.
Franchise agreements run for an initial 10-year term. Franchisees in good standing can renew for two additional 10-year terms, but the new agreement may have materially different terms. This creates potential re-evaluation points at each 10-year cycle.
The full 2026 FDD is available below. It was filed with state franchise regulators in 2026. Review the embedded document for the complete legal disclosures, including Items 1, 8, 11, and 17, to inform your sales strategy.
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 Preserve Services files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
11 operators run 11 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit11
Top states by locations
| MA | 7 |
|---|---|
| NJ | 1 |
| NH | 1 |
| NC | 1 |
| WI | 1 |
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.