Autotask: Basics and CRM
TeamLogic IT
Professional servicesSoftware purchasing at TeamLogic IT is controlled at the franchisor level, with a mandated tech stack that includes Autotask for PSA and QuickBooks Online for accounting. The system comprises 344 franchised locations, all single-unit operators, creating a concentrated addressable market for vendors who can align with HQ mandates. The most recent FDD identifies a C-suite led by CEO Richard Lowe and CFO Thomas Muller as the likely buying center.
Mandated & recommended tech
The systems vendors compete with
4 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.
required to obtain our approved Professional Services Automation (“PSA”) software through us to operate, record and manage all of your operational business activity
Profit Soup
must purchase and maintain other general third-party software licenses, such as QuickBooks Online with approved chart of accounts
Live signals
The vendor opportunity at TeamLogic IT
TeamLogic IT operates 344 franchised units across the United States, with no company-owned locations disclosed in the 2026 FDD. The system grew unit count by approximately 10.6% year-over-year, signaling a healthy and expanding network. For software vendors, the opportunity is straightforward: a single-tier, franchisor-controlled buying center governs technology decisions for every location. There are no multi-unit operators to fragment the sales process—every one of the 103 mapped franchisees runs a single unit. Top states by unit count are Florida (19), New Jersey (17), Illinois (14), Georgia (10), and Maryland (10).
The brand provides managed IT and professional services, so the tech stack centers on PSA, accounting, and financial analytics rather than traditional retail POS. Average unit volume (AUV) is not disclosed in the FDD. The royalty rate is 7.0% of gross revenue, and the initial franchise term is 10 years.
Who controls software purchasing
Purchasing authority sits with the franchisor’s executive team. The FDD’s Item 1 lists Don F. Lowe as Chairman, Richard Lowe as CEO, Dan Shapero as President, and Thomas Muller as Secretary and CFO. David Robidoux serves as EVP and Chief Marketing Officer. For a software vendor, the most direct path is through the CEO and CFO, given the operational and financial nature of the mandated tools. The CMO may influence customer-facing or marketing technology decisions. There is no CIO or CTO named in the filing, which suggests the CEO and CFO personally evaluate technology that impacts unit economics and workflow.
Mandated and current tech stack
TeamLogic IT mandates three specific systems. Autotask serves as the Professional Services Automation (PSA) platform, forming the operational backbone for ticket management, billing, and service delivery. QuickBooks Online by Intuit Inc. is the required accounting software. Profit Soup is mandated for financial analytics and benchmarking. These mandates are listed in the FDD and apply to all franchisees. Any vendor selling adjacent or replacement software must be prepared to integrate with or displace one of these incumbents. The absence of a mandated CRM, RMM, or remote monitoring tool in the disclosed data may represent a gap a vendor could fill, but only if HQ sees value in standardizing another layer of the stack.
Procurement, renewals, and timing
The FDD extract does not include Item 8 procurement details, so the formal supplier designation process—whether designated, approved, or open—is unknown. Given the mandated nature of the existing stack, vendors should assume a closed, franchisor-driven procurement model. The initial franchise term is 10 years, and Item 17 outlines renewal conditions: franchisees must give six months’ advance written notice, not be in default, sign the then-current Franchise Agreement (which may contain materially different terms), satisfy current qualifications and training, and pay a $2,000 renewal fee. This renewal cycle creates natural inflection points. As units approach the end of their 10-year term, the franchisor can introduce new technology requirements through the updated agreement. Vendors should map unit opening cohorts to anticipate when blocks of locations will be compelled to adopt new mandates.
How to read the TeamLogic IT FDD
The 2026 Franchise Disclosure Document is the definitive source for understanding TeamLogic IT’s technology requirements, fee structure, and contractual obligations. Item 11 details the mandated systems named above. Item 1 identifies the executives who control purchasing. Item 17 governs renewal and the mechanism by which new software can be forced into the system. The full FDD is embedded below for your review. For a ranked target list of franchise brands aligned with your software category, FranCloud can help you prioritize your outbound efforts.
Questions vendors ask
TeamLogic IT, answered from the filing
Read the filing itself
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FDD alert
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Operator footprint
Who runs the locations
103 operators run 103 mapped locations — 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 19 |
|---|---|
| NJ | 17 |
| IL | 14 |
| GA | 10 |
| MD | 10 |
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.