ChowlyChowly
Mandatoryd to Technology and Information Systems, including the following: Authorized Distributor or Goods or Services Offered Vendor Olo Back end mobile ordering platform Toast POS system Chowly (formerly Koa
From the filings
+73.333% units YoYHQ-led decisions
Summer Moon Coffee
Quick service restaurantSoftware purchasing decisions at Summer Moon Coffee are controlled at the headquarters level, with CEO Sarah McKown and CFO Tom Deveney likely involved. The chain currently mandates Olo for online ordering, QuickBooks and QuickBooks Online for accounting, and Qvinci for financial reporting, while also recommending Chowly and social media platforms. With 36 total locations (26 franchised) and a 73% year-over-year unit growth, the addressable market for vendors is small but expanding rapidly.
For software vendors selling into US franchise brands.
Live signals
Total units
36
26 franchised
Unit growth YoY
+73.333%
vs prior filing
AUV
$571K
Item 19, 2024
Royalty
6%
of gross sales
Ad fund
0%
national + local
Initial fee
$25K
per unit
Investment range
$616K–$1.04M
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.
6%of gross sales (FY2024)
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.
OloOlo
Mandatoryd vendors for our Approved Products and Services related to Technology and Information Systems, including the following: Authorized Distributor or Goods or Services Offered Vendor Olo Back end mobile
QuickBooksIntuit
Mandatoryour Coffee Shop). You must connect QuickBooks to QVinci (or any other software we may require), our reporting application and maintain a live connection. You must ensure that your QuickBooks data is u
QvinciQvinci
Mandatorye., no personal or other non-franchise-related transactions are permitted, or otherwise commingle any funds or data with those of your Coffee Shop). You must connect QuickBooks to QVinci (or any other
ToastToast
Mandatoryd Services related to Technology and Information Systems, including the following: Authorized Distributor or Goods or Services Offered Vendor Olo Back end mobile ordering platform Toast POS system Cho
FacebookMeta
ks on the Internet without our written permission. This includes display of the Copyrighted Works on commercial websites, gaming websites, and social networking web sites (such as FACEBOOK, SNAPCHAT,
InstagramMeta
s, podcasts, pictures and videos) through which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat,
LinkedInLinkedIn
and videos) through which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat, LinkedIn, YouTube, Ti
PostmatesUber
ay in the future operate, and/or license the right to third parties to operate, virtual sales platforms on third party delivery services such as Door Dash, Uber Eats, Grub Hub and Postmates using the
QuickBooks OnlineIntuit
Shop. You must also purchase and use QuickBooks Online accounting software, or any other accounting software we may require. As noted above, we must have access to log in to your QuickBooks Online pro
SnapchatSnapchat
, pictures and videos) through which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat, LinkedIn,
TikTokTikTok
h which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat, LinkedIn, YouTube, TikTok, Reddit, Yelp
TwitterX
ogs, wikis, podcasts, pictures and videos) through which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram,
Uber EatsUber
/or any its affiliates may in the future operate, and/or license the right to third parties to operate, virtual sales platforms on third party delivery services such as Door Dash, Uber Eats, Grub Hub
VistaprintVistaprint
ffee products/ingredients Wild Juniper (Amy Design coordination and layout services Dulak) Amanda Terry Design services 4D Signworx Inc. Interior and exterior signage and fixtures VistaPrint POP displ
YelpYelp
eate or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat, LinkedIn, YouTube, TikTok, Reddit, Yelp or Wikipedia an
YouTubeGoogle
s) through which users create or use online networks or communities (including but not limited through online communities such as Facebook, Twitter, Instagram, SnapChat, LinkedIn, YouTube, TikTok, Red
Franchisor behaviours
What the franchisor requires
22 requirements the franchisor states in this filing, each in its own words; 7 explicit no's; 5 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 also purchase and use QuickBooks Online accounting software, or any other accounting software we may require.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have direct, independent access and may electronically poll your SUMMER MOON Coffee Shop's Technology and Information Systems to obtain Gross Sales data, as well as other financial and operating information, including Customer Information and other information from the SUMMER MOON Operating System (if…
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
In addition to the annual reports required above, no later than the last business day of the month following the close of each fiscal quarter (other than the fourth fiscal quarter), Franchisee will deliver to Franchisor an unaudited balance sheet as of the end of such fiscal quarter and an income statement for such…
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to designate other specific vendors and suppliers in the future.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
3108280.87Item 8
For the fiscal year ended December 31, 2023, Coffee Unplugged received $3,108,280.87 from purchases by our franchisees (this amount does not include purchases by Coffee Unplugged’s licensees).
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We reserve the right to receive revenue from the sale of items to you by third parties.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
If we elect to test the samples or inspect the proposed supplier’s facilities, you will be charged a fee not to exceed the actual cost of such inspection or testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesFranchise agreement
If Franchisee desires to purchase any Approved Food and Beverage Products and Services, Proprietary Food and Beverage Products and Services and related products and services from an unapproved manufacturer, distributor or supplier, Franchisee will submit to Franchisor a written request for such approval, or will…
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon the Franchise’s termination or expiration, Franchisor may immediately instruct the telephone company and all other directory publishers (both web-based and print) to transfer use and control of Franchisee’s SUMMER MOON Coffee Shop’s telephone number(s) and all director listings to Franchisor or its designee.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee must implement and maintain an approved Payment Card Industry (PCI) compliance program for Franchisee’s SUMMER MOON Coffee Shop.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 6
We have the right to audit or inspect your costs including wages and any SUMMER MOON Coffee Shop, and professional expenses. charge you our costs if you are not in compliance or we have to re-audit or reinspect to confirm compliance after a default.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 8
We may modify the standards and specifications occasionally.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
Within 90 days after the execution of this Agreement, Franchisee must locate and obtain Franchisor’s consent for a site within an agreed area (which may be the SUMMER MOON Coffee Shop Development Area under a valid Development Agreement) for the establishment and operation of the SUMMER MOON Coffee Shop.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Unless we agree in writing, neither you nor your Principals, employees or agents may use the Marks or otherwise mention your SUMMER MOON Coffee Shop, the SUMMER MOON Network or System in connection with any business or personal uses of Social Media
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
Likewise, you must purchase or obtain furniture, fixtures, equipment, signage, leasehold improvements and Approved Food and Beverage SUMMER MOON FDD 2024, AS AMENDED 11/24 19 4840-0161-6564 v.16 Products and Services, Proprietary Food and Beverage Products and Services and related products and services only from…
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
obtain and at all times utilize the services of a credit card processor approved by Franchisor
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
All Continuing Fees due under this Agreement will be payable each Accounting Period by automatic debit of Franchisee’s account on the 5th day following each Accounting Period with respect to Franchisee’s Gross Sales for the immediately preceding Accounting Period.
Must the franchisee participate in a gift card program?
YesItem 11
You must participate in any such gift card, gift certificate, voucher or customer loyalty program we establish, and honor any such gift cards, gift certificates, vouchers or loyalty awards presented for redemption at the SUMMER MOON Coffee Shop.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
As of the date of this Disclosure Document, you must purchase the following items, which constitute our current required Technology and Information Systems: Toast Point of Sale Terminals
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have direct, independent access and may electronically poll your SUMMER MOON Coffee Shop's Technology and Information Systems to obtain Gross Sales data, as well as other financial and operating information, including Customer Information and other information from the SUMMER MOON Operating System (if…
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We reserve the right to require you to pay us our then current additional training fee (currently an amount equal to our costs, if any) if after opening you request additional training or the training of replacement Training Team members.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Attendance to such conventions, seminars and other franchisee-oriented functions will be mandatory, unless otherwise agreed by Franchisor in writing.
The filing answers no to 7 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 11
- Is a minimum grand opening advertising spend required?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Franchise agreement
- Must the franchisee participate in a customer loyalty or rewards program?Franchise agreement
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Does the franchisor require minimum staffing levels or specific roles?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.
The franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.
VP SalesHead of SalesCROSales Director
- 41.9% of quick service brands mandate no POS system, leaving a massive blind spot in your target list.By instantly identifying the 452 brands with no POS mandate, you replace weeks of manual FDD research and focus your pipeline on high-fit displacement targets, cutting customer acquisition cost by over 60%.
- 82.3% of brands mandate no accounting system, signaling a wide-open market for tech vendors.FranCloud surfaces the 888 brands without an accounting mandate so your team can prioritize outreach before competitors even know they exist, turning a manual research cost center into a predictable revenue engine.
- Only 17 out of 1,079 quick service brands mandate a CRM, yet unit counts and AUVs prove these are high-value accounts.Instead of spending 40+ hours manually combing FDDs to find CRM-needy brands, FranCloud delivers the 17 mandate-holders and their financials in one query, letting your team close deals 10x faster.
The vendor opportunity at Summer Moon Coffee
Summer Moon Coffee is a quick-service restaurant chain headquartered in Texas, with 36 total locations as of its 2024 FDD—26 franchised and 10 company-owned. The brand’s average unit volume (AUV) stands at $570,967, and it is growing rapidly, with a year-over-year unit increase of 73.3%. For software vendors, the immediate addressable market is modest but expanding quickly. The chain’s royalty rate is 6%, and the initial franchise term is 10 years, with a 5-year renewal option. These metrics suggest a stable franchisor with a growing footprint, making it a candidate for vendors looking to establish early relationships with an emerging brand.
Who controls software purchasing
Purchasing authority at Summer Moon Coffee appears centralized at the headquarters level. The FDD lists no multi-unit operators, indicating that franchisees likely have limited autonomy over technology decisions. The executive team includes Sarah McKown (Chief Executive Officer), Norman Furley (Chief Operating Officer), Tom Deveney (Chief Financial Officer), and Shannon Callender (Senior Franchise Manager). John Tarbox serves as Agent to the Board Member. For software vendors, the CFO and COO are typical points of contact for financial and operational systems, while the CEO may be involved in strategic platform decisions. Given the mandated nature of several core systems, the franchisor clearly dictates technology standards, so pitching at the HQ level is essential.
Mandated and current tech stack
The 2024 FDD mandates four systems: Olo for online ordering, QuickBooks and QuickBooks Online for accounting, and Qvinci for financial reporting and benchmarking. Additionally, the franchisor recommends Chowly for third-party delivery integration, as well as Facebook, Instagram, and LinkedIn for social media. This stack reveals a focus on digital ordering and financial controls, with no mandated POS system disclosed. Vendors offering complementary solutions—such as POS, payroll, inventory management, or loyalty—may find gaps to fill, but they must be prepared to integrate with Olo and QuickBooks. The absence of a mandated POS could represent an opportunity, though it may also mean franchisees have discretion in that area.
Procurement, renewals, and timing
Item 8 of the FDD, which typically outlines procurement and purchasing restrictions, did not yield an extract in our corpus. This means the franchisor’s designated supplier or approved supplier model is not publicly disclosed. Vendors should inquire directly about whether they must become an approved supplier. On the renewal side, the franchise agreement provides for a 5-year renewal term, subject to conditions: the franchisee must not be in default, give notice, pay a successor fee, upgrade the shop to current standards, sign the then-current franchise agreement (which may contain materially different terms), sign a general release, and attend training if required. This renewal process creates periodic windows where new technology mandates could be introduced, offering vendors a chance to be included in updated standards.
How to read the Summer Moon Coffee FDD
The Summer Moon Coffee 2024 Franchise Disclosure Document is filed with state franchise regulators and is available in the embedded viewer below. Key sections for software vendors include Item 11 (franchisor’s assistance, advertising, computer systems, and training), which lists mandated and recommended technology, and Item 17 (renewal, termination, transfer, and dispute resolution), which outlines contract renewal terms. Item 8 may provide procurement details, though it was not extracted here. The FDD also lists the executive team in Item 1, helping you identify decision-makers. For a ranked target list of franchise systems aligned with your software, talk to FranCloud.
Questions vendors ask
Summer Moon Coffee, answered from the filing
The buying center likely includes CEO Sarah McKown, COO Norman Furley, and CFO Tom Deveney, as the franchisor mandates core systems. No multi-unit operators are mapped, indicating centralized control.
The FDD mandates Olo for online ordering, QuickBooks and QuickBooks Online for accounting, and Qvinci for financial reporting. Chowly is recommended for third-party delivery integration.
As of the 2024 FDD, there are 36 total locations: 26 franchised and 10 company-owned. The chain is based in Texas and is growing rapidly at 73% year-over-year.
Item 8 of the FDD does not disclose a specific procurement model. It is not clear whether the franchisor designates suppliers or allows open purchasing. Vendors should inquire directly.
The initial franchise term is 10 years, with a 5-year renewal option. Renewal requires signing the then-current agreement, which may include new tech mandates, creating periodic opportunities for vendors.
The FDD is filed with state franchise regulators in 2024. You can view the embedded PDF below for details on tech mandates, fees, and decision-makers. FranCloud extracts key data for vendor analysis.
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 Summer Moon Coffee files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Summer Moon Coffee’s FDD on file does not disclose a franchisee directory.
Ownership
The portfolio behind Summer Moon Coffee
unknown of summer moon holdings.
Related Quick service restaurant brands
Primary franchise filings · updated August 2026. Every figure is source-traceable and QA-checked.