Surv

The vendor opportunity at Surv

Surv is a home services franchise with a tiny physical footprint of just 5 total units—4 franchised and 1 company-owned—across six states. The top states by unit count are North Carolina (2), Texas (2), and Utah (2), with single units in Alabama and Tennessee. All 14 mapped operators are single-unit owners; there are zero multi-unit operators on file. This is not a volume play. The average unit volume sits at $1,090,548, which signals healthy per-location economics and a potential willingness to invest in operational software that protects or grows that revenue.

For a software vendor, the opportunity here is narrow and account-based. You are not selling into a sprawling enterprise with layers of field-level buyers. You are selling into a tightly held headquarters that controls technology mandates for fewer than half a dozen locations.

Who controls software purchasing

The Franchise Disclosure Document lists five executives in Item 1: Bernard B. Markey and William H. Stewart, Jr. serve as Members of the Board of Managers, while Glee McAnanly holds the CEO title, Anne Mejia is the Chief Marketing Officer, and David Dunsmuir is the Brand President. In a system this small, the CEO and CMO are the most likely software buyers. McAnanly owns the operational and P&L responsibility, while Mejia likely controls the martech and customer-experience stack, including the mandated Google Business Profile. There is no CIO, CTO, or VP of Technology on file, which means technology decisions almost certainly route through these general-management and marketing roles.

Because the franchisor mandates specific technology categories, the buying center is centralized at HQ. Franchisees—all single-unit operators—are unlikely to have independent purchasing authority for the mandated systems.

Mandated and current tech stack

The FDD mandates three technology categories: CRM/Field Management Systems, Google Business Profile, and Scheduling. No specific vendor names are disclosed for any of these categories in the most recent filing. This is a critical gap for a vendor doing competitive reconnaissance. You know the categories are required, but you do not know whether Surv has already standardized on a particular CRM or scheduling platform, or whether those mandates are category-level requirements that leave the door open for new vendors.

The absence of a named POS or payment processor in the mandates is notable for a home services brand. It may mean those systems are not mandated, or it may simply mean they were not disclosed. Either way, a vendor pitching operational software should be prepared to ask directly about the current stack during discovery.

Procurement, renewals, and timing

Item 8 of the FDD contains no extract, which means the franchisor did not disclose a designated or approved supplier list. This absence, combined with the explicit tech mandates, suggests a model where HQ tells franchisees what categories of software they must use but does not necessarily force a single vendor—or if it does, that vendor is not named in the disclosure. For a software seller, this is an ambiguous signal. You may be walking into a competitive bake-off, or you may be walking into a locked account.

Renewal terms from Item 17 show a 10-year initial franchise term with a renewal option for an additional 10 years. To renew, a franchisee must provide 180 days' written notice, sign the then-current Franchise Agreement, pay a renewal fee, and secure a personal guarantee from the owners. These long terms mean franchisee-level contract churn is rare. The real software sales motion here is not waiting for a franchisee renewal; it is influencing the HQ mandate itself.

With no disclosed year-over-year unit growth, the system is not expanding rapidly. Your window to displace an incumbent or insert a new tool likely depends on a change in leadership, a strategic initiative, or a dissatisfaction event at the CEO or CMO level.

How to read the Surv FDD

The full Franchise Disclosure Document is embedded below. It was filed with state franchise regulators in 2026. When reviewing it, pay closest attention to Item 11 for the full list of mandated technology and any associated vendor obligations, Item 1 for the current leadership team, and Item 17 for the renewal and transfer conditions that could create a trigger event for software evaluation. Because Item 8 is silent, you will need to supplement the FDD with direct discovery to map the actual procurement process.

For vendors building a ranked target list of franchise systems, Surv represents a small, high-AUV account where a single relationship at HQ can unlock the entire system. Talk to FranCloud to see how Surv stacks up against other home services franchises in your ideal customer profile.