CRM/Field Management Systems
MandatoryTechnology Training: CRM/Field Management Systems and Scheduling
Surv Franchising
Home servicesSoftware purchasing control at Surv Franchising is not explicitly detailed in the 2024 FDD, with no named HQ executives or operator footprint on file. The franchise mandates a specific tech stack including CRM/Field Management Systems, Scheduling, and Surv Business. The addressable market is currently limited to 1 total unit, with the franchised versus company-owned breakdown not disclosed.
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.
Scheduling
MandatoryTechnology Training: CRM/Field Management Systems and Scheduling
Surv Business
MandatoryWe will identify and locate your Surv Business on our website.
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.
The franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
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Live signals
Total units
1
0 franchised
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2024
Royalty
7%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$104K–$128K
all-in, Item 7
Procurement
Approved supplier
from the filing
The vendor opportunity at Surv Franchising
Surv Franchising, a home services concept based in Rhode Island, presents a very small initial addressable market for software vendors. According to the 2024 Franchise Disclosure Document, the system consists of exactly 1 total unit. The FDD does not disclose how many of those units are franchised versus company-owned, nor does it provide any year-over-year unit growth figures. For a vendor evaluating whether to pitch this franchise, the immediate revenue opportunity is limited to a single location. However, the franchisor’s mandated technology stack signals a structured approach to operations that could scale if the system grows.
Who controls software purchasing
The 2024 FDD does not list any executives at the franchisor headquarters. Without named officers or a defined operator footprint, the specific buying center for software decisions remains unknown. Vendors should approach Surv Franchising directly to identify the owner or operator who controls technology procurement for the sole unit. In single-unit systems, the decision-maker is often the owner-operator, but the FDD provides no confirmation of this.
Mandated and current tech stack
Surv Franchising mandates three categories of technology for its operations: CRM/Field Management Systems, Scheduling, and a proprietary system called Surv Business. The FDD does not name specific third-party vendors for any of these categories, only the functional requirements. This means the current tech stack is partially closed—the Surv Business system is likely custom or specified by the franchisor—while CRM and scheduling tools may be open to vendor selection within mandated parameters. Software vendors in these categories should clarify whether the franchisor requires a specific solution or simply mandates that a system be in place.
Procurement, renewals, and timing
The FDD does not include an extract from Item 8, so the procurement model—whether designated supplier, approved supplier, or open—is not disclosed. The most concrete timing signal comes from Item 17, which governs renewal. Franchisees must provide 180 days’ prior written notice to renew, sign the then-current form of Franchise Agreement (which may contain materially different terms), and pay a renewal fee. The initial term is 10 years. For a vendor, the renewal window represents the most likely trigger for a technology review, as the franchisee must sign a new agreement that could include updated technology mandates.
How to read the Surv Franchising FDD
The 2024 Surv Franchising FDD is the primary source for understanding the system’s technology requirements, unit economics, and contractual obligations. While the document leaves many questions unanswered—including the identity of decision-makers, the specific vendors behind mandated systems, and the procurement model—it establishes the guardrails within which any software sale must operate. The embedded PDF viewer below contains the full filing. For vendors building a ranked target list of franchise systems, FranCloud can help prioritize opportunities based on tech mandates, unit counts, and renewal timing.
Questions vendors ask
Surv Franchising, answered from the filing
The 2024 FDD does not list any HQ executives, so the specific buying center is unknown. Vendors should inquire directly about who controls technology decisions for the single unit.
The FDD mandates CRM/Field Management Systems, Scheduling, and a proprietary system called Surv Business. No specific third-party vendor names are disclosed.
There is 1 total unit. The FDD does not break out how many are franchised versus company-owned, making this a very small initial addressable market.
The procurement model is not disclosed in the 2024 FDD. There is no extract from Item 8 specifying whether suppliers are designated, approved, or open.
With a 10-year initial term and a 180-day notice renewal window requiring a new agreement, any renewal event is the most likely trigger for a software review.
The 2024 FDD was filed with state franchise regulators. You can read the full document using the embedded PDF viewer below.
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 Surv Franchising files a new annual FDD — usually the freshest signal of a vendor change.
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Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.