HQ-led decisions

Softroc

Home services

Software purchasing at Softroc is controlled at the franchisor level, with CEO Sherry Rose, CFO/COO Jessica Wescott, and President Courtney Harmon listed as key executives in the 2023 FDD. The system mandates House Call Pro, QuickBooks, and Qvincii, leaving limited room for displacement but potential for complementary tools. With 25 franchised units and a 10-year initial term, the addressable market is small but concentrated in Texas.

Mandated & recommended tech

The systems vendors compete with

3 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.

House Call Pro
Mandatory
Field serviceItem 11

House Call Pro business management and POS System

QuickBooksIntuit Inc.
Mandatory
AccountingItem 11

QuickBooks and Qvincii financial accounting software

Qvincii
Mandatory
AccountingItem 11

QuickBooks and Qvincii financial accounting software

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 the corpus 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.
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Live signals

Total units
25
25 franchised
Unit growth YoY
vs prior filing
AUV
Item 19, 2023
Royalty
7%
of gross sales
Ad fund
1%
national + local
Initial fee
$60K
per unit
Investment range
$94K–$179K
all-in, Item 7
Procurement
Franchisor controlled
from the filing

The vendor opportunity at Softroc

Softroc is a home-services franchise brand operating under Restoration 1 Franchising Holding LLC. The system comprises 25 franchised units, all located in the United States, with a concentration in Texas. No company-owned units are disclosed in the 2023 FDD. Average unit volume (AUV) is not reported, making it difficult to gauge per-location software budgets. The royalty rate is 7.0%, and the initial franchise term is 10 years. Year-over-year unit growth is not disclosed, suggesting a stable or slow-growing footprint. For software vendors, the total addressable market is 25 units, a small but potentially penetrable base if you can align with HQ mandates or offer a complementary solution that integrates with the existing stack.

Who controls software purchasing

The 2023 FDD identifies four executives in Item 1: Sherry Rose (Chief Executive Officer), Jessica Wescott (Chief Financial Officer & Chief Operating Officer), Courtney Harmon (President), and Nichole Morris (Operations Manager). In a system of this size, software purchasing decisions almost certainly rest with these individuals at the franchisor level. The CEO and CFO/COO are the most likely buyers for financial, operational, or reporting tools. There is no indication of multi-unit operator influence; the operator footprint shows only two mapped operators, neither of whom controls more than one unit. Vendors should direct their outreach to the C-suite at the parent company, Restoration 1 Franchising Holding LLC.

Mandated and current tech stack

Softroc mandates three specific technology systems, as disclosed in the FDD: House Call Pro for field service management, QuickBooks by Intuit Inc. for accounting, and Qvincii for financial reporting and consolidation. This is a tightly prescribed stack, leaving little room for displacement in core operational, accounting, or reporting functions. However, vendors offering adjacent solutions—such as marketing automation, customer engagement, HR, or inventory management—may find opportunities if they can demonstrate seamless integration with House Call Pro and QuickBooks. The absence of a mandated CRM or POS beyond House Call Pro could represent a gap.

Procurement, renewals, and timing

Item 8 of the FDD does not include a procurement extract, so the formal supplier designation process is not publicly known. Renewal conditions, outlined in Item 17, require franchisees to give notice between 9 and 12 months before the end of their 10-year term. They must also sign the then-current Franchise Agreement, which may impose higher fees and updated technology requirements. This creates potential windows for software vendors: as renewal approaches, franchisees may need to adopt new mandated systems or upgrade existing ones. With 25 units and no disclosed growth, these windows will be infrequent. Vendors should monitor renewal cycles and any updates to the mandated tech stack in future FDDs.

How to read the Softroc FDD

The 2023 Softroc Franchise Disclosure Document is embedded below for your reference. Key sections for software vendors include Item 1 (executives), Item 11 (mandated systems), and Item 17 (renewal conditions). Pay close attention to any updates in subsequent years that might signal new technology mandates or changes in procurement policy. For a ranked target list of franchise systems aligned with your software category, FranCloud can help you prioritize your outreach.

Questions vendors ask

Softroc, answered from the filing

The FDD lists Sherry Rose (CEO), Jessica Wescott (CFO/COO), and Courtney Harmon (President) as key officers. These executives likely control or heavily influence software procurement decisions.
Softroc mandates House Call Pro for operations, QuickBooks by Intuit for accounting, and Qvincii for financial reporting, per the 2023 FDD.
There are 25 franchised units, all franchisee-owned. Company-owned unit count is not disclosed. The footprint is concentrated in Texas.
The 2023 FDD does not include an Item 8 procurement extract, so designated vs. approved supplier details are not publicly disclosed.
Renewal requires 9–12 months' notice before the 10-year term ends. With 25 units and no disclosed growth rate, windows may be infrequent and tied to renewal cycles.
The 2023 FDD was filed with state franchise regulators. You can view the embedded PDF viewer below for full details.
Source

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Operator footprint

Who runs the locations

2 operators run 2 mapped locations — 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit2

Top states by locations

TX2

Ownership

The portfolio behind Softroc

parent_company of Restoration 1 Franchising Holding LLC.

Related Home services brands

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