QuickBooksIntuit
Mandatoryion Systems. You are required to use the Information Systems that we specify from time to time. As of the date of this disclosure document, you must have an online subscription to QuickBooks for your
From the filings
HQ-led decisions
THE FILTA GROUP INC.Filta
Home servicesFilta requires every franchisee to run its proprietary Filta Symphony field-service platform for scheduling, billing and customer communication, and to carry an online QuickBooks subscription for bookkeeping. The franchise charges a Base Royalty set by a percentage schedule, with a $650 monthly minimum, on a 10-year initial term and sits inside franchise brands plc, giving a vendor one exclusive-supplier relationship to court instead of a fragmented one.
For software vendors selling into US franchise brands.
Live signals
Total units
379
377 franchised
Unit growth YoY
—
vs prior filing
AUV
$1.04M
Item 19, 2025
Royalty
15%
of gross sales
Ad fund
1%
national + local
Initial fee
$50K
per unit
Investment range
$141K–$164K
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.
16%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 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.
IntuitIntuit
y by state. (7) You must be able to access our required Information Systems, all of which are web-based. “Information Systems” means, collectively, FiltaNet, the online version of Intuit’s “QuickBooks
Franchisor behaviours
What the franchisor requires
20 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 6 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 have a laptop dedicated to the operation of your franchise and an online subscription to QuickBooks for your franchise’s bookkeeping and invoicing needs.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to the information, data, and communications that you input to FiltaNet and your information systems, including the information on your Filta invoices: Customer Name, Customer Address, Invoice Number, Date, the line items for the invoice (i.e. FiltaFry service, FiltaCool service), the…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
be purchased only from a designated source (which may be Filta or its affiliate).
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
In addition to the general restrictions described above, the following specific restrictions on your purchasing are in effect as of the date of this disclosure document, but we can impose other restrictions at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
4567964Item 8
During our last fiscal year, which ended on December 31, 2025, we received $4,567,964 from payments for Opening Packages and ongoing purchases of supplies by franchisees.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
25Item 8
We estimate that virtually all of a franchisee’s purchases and leases in establishing the Filta business and approximately 25% of a franchisee’s total purchases and leases in operating the Filta business will be subject to the restrictions described above.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If we do not require you to use a designated source or approved supplier for a particular item, you may purchase the item from any supplier you choose, so long as your purchases conform to our standards and specifications.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You must comply fully with Filta’s brand integrity and quality assurance programs. The programs may include, among other things, customer satisfaction surveys, mystery shopper reports, employee satisfaction and perception surveys, health and safety reviews, observation of services as they are being performed…
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Filta is entitled, directly or through a third-party agent designated by Filta: (i) upon 72 hours’ notice, to examine or audit Your books and records at Your offices, using any combination of Filta’s own personnel and/or outside service providers; and (ii) upon 10 business days’ notice, to require You to assemble…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 17
No modification generally without signed agreement, but Filta agreement and 31 can modify and improve the Brand Standards and the System.
Must the franchisor approve the franchisee's site or location before opening?
YesFranchise agreement
to provide Environmental Kitchen Solutions Services solely from the Vans and the Premises or such other premises as may be approved in writing by Filta.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You cannot register, maintain or sponsor any URL, website, social media account, discussion forum, blog, email account, text address, or other electronic identifier or electronic, mobile or Internet presence for your Filta franchise without our prior written consent.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
If we do not require you to use a designated source or approved supplier for a particular item, you may purchase the item from any supplier you choose, so long as your purchases conform to our standards and specifications.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Because we currently require payment by electronic funds transfer, you must designate an account at a commercial bank and furnish the bank with all authorizations necessary to permit us to transfer funds from the account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
The Operator must dedicate full time to the Franchise and hold no other employment.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
use in the operation of the Franchise only the filters, Equipment, Vans, Stationery, uniforms, and supplies that have been expressly approved by Filta or that satisfy the standards and specifications issued by Filta from time to time;
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 11
You must use the technology systems that we designate, all of which are web-based.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to the information, data, and communications that you input to FiltaNet and your information systems, including the information on your Filta invoices: Customer Name, Customer Address, Invoice Number, Date, the line items for the invoice (i.e. FiltaFry service, FiltaCool service), the…
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You must use the technology systems that we designate, all of which are web-based.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We can require you and your personnel to attend additional or refresher training programs.
The filing answers no to 8 questions
- Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?Item 11
- Is there a franchisee advisory council, association or committee?Item 20
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- 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?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must equipment be purchased from designated or approved suppliers?Item 8
- Is attendance at an annual convention or conference mandatory for the franchisee?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.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
- 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.
- Teams spend weeks manually combing through FDDs to assess unit counts and financials across 554 active home services brands.Replacing manual FDD research with instant corpus search saves 15+ hours per brand evaluation, allowing your team to assess 10x more targets and accelerate pipeline velocity by 30%.
- Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.
The vendor opportunity at Filta
Filta charges a Base Royalty with a $650 monthly minimum on a 10-year initial term and already runs every franchisee through its own Filta Symphony field-service platform and a mandated QuickBooks subscription. The brand sits inside franchise brands plc, and its mapped operator footprint centers on Wisconsin — a compact, tightly standardized network where the franchisor, not any individual operator, controls the technology relationship.
Who controls software purchasing
Chairman Jason C. Sayers, CEO Tom Dunn, COO John Michals and VP of Franchise Development Rob Totten lead Filta, which reserves the Mobile Filtration Unit and its parts and filters as exclusive Filta-only purchases under Item 8. That exclusive-source model, paired with the Filta Symphony and QuickBooks mandates in Item 11, means software purchasing decisions run through this leadership team rather than through individual franchisees.
Tech named in the FDD, and what is actually required
Filta Symphony is the mandated field-service platform every franchisee must use to schedule, perform, document, record and bill every customer visit and to communicate with customers about it. An online QuickBooks subscription is also mandated, for bookkeeping and invoicing. Both are required under Item 11, and neither is optional for a Filta franchisee to operate the business. Franchisees must also use FiltaNet for reporting and training.
Procurement, renewals, and timing
Filta is the only source of the Mobile Filtration Unit, its spare parts and its FILTACOOL filters, and franchisees must obtain the Opening Package from Filta directly; everything else must meet Filta's standards, and Filta will make its specifications available to suppliers a franchisee proposes. Item 17 allows a 5-year renewal if the franchisee gives timely notice, has current revenue, operates at least three vans, submits a growth-focused business plan six months ahead of expiration, refurbishes equipment and vans, and signs the then-current agreement and release. That refurbishment cycle is a natural point to reopen a technology conversation.
How to read the Filta FDD
The embedded PDF viewer below carries the full 2026 Franchise Disclosure Document. Start with Item 11 for the Filta Symphony and QuickBooks mandates, Item 8 for the Mobile Filtration Unit supply terms, and Item 2 for the leadership roster. Talk to FranCloud for a ranked list of franchise systems like this one, sized and scored for software fit.
Questions vendors ask
THE FILTA GROUP INC.Filta, answered from the filing
Filta mandates its own Filta Symphony field-service platform and a QuickBooks subscription for every franchisee, and it is the exclusive designated source of the Mobile Filtration Unit and its parts. Chairman Jason C. Sayers and CEO Tom Dunn lead the company that sets those requirements.
Filta Symphony is the mandated field-service platform franchisees must use to schedule, perform, document, record and bill every service visit and to communicate with customers. An online QuickBooks subscription is also mandated for bookkeeping and invoicing, and franchisees must use FiltaNet for reporting and training.
Item 20 of the FDD lists Filta's outlet count and its locations by state; the brand provides commercial-kitchen services as part of franchise brands plc.
Filta runs an approved-supplier list: franchisees must buy the Opening Package, Mobile Filtration Unit, its spare parts and filters, and FILTACOOL filters directly from Filta, and non-designated items must meet its standards. Filta will make its specifications available to suppliers a franchisee proposes.
Item 17 allows a 5-year renewal if the franchisee gives timely notice, has current revenue, operates at least 3 vans, submits a growth business plan 6 months ahead, refurbishes equipment and vans, and signs the then-current agreement and release. That refurbishment point is a natural moment to reopen a technology conversation.
The embedded PDF viewer below holds Filta's 2026 Franchise Disclosure Document in full. Read Item 11 for the Filta Symphony and QuickBooks mandates and Item 8 for the Mobile Filtration Unit supply terms.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment THE FILTA GROUP INC.Filta files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit1
Top states by locations
| WI | 1 |
|---|
Ownership
The portfolio behind THE FILTA GROUP INC.Filta
unknown of franchise brands plc.
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.