FacebookMeta
’s prior written approval, Franchisee may do cooperative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, I
From the filings
Operator-led decisions
The Shade Franchising Group
Home servicesThe Shade Franchising Group's 2026 FDD does not disclose a centralized technology buyer or mandated tech stack, leaving software purchasing decisions likely at the local operator level. The franchisor's total unit count, segment AUV, and royalty structure are not publicly available in the filing, making direct market sizing difficult. Vendors should treat this as a decentralized, multi-unit operator (MUO) sales environment until further procurement signals emerge.
For software vendors selling into US franchise brands.
Live signals
Total units
—
system-wide
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2026
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
—
per unit
Investment range
—
all-in, Item 7
Procurement
—
from the filing
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
InstagramMeta
proval, Franchisee may do cooperative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, Instagram, LinkedIn,
LinkedInLinkedIn
nchisee may do cooperative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, Instagram, LinkedIn, TikTok, Yo
MindbodyMindbody
y Royalty Fee, Brand Fund Contribution or other fees due and payable to Franchisor under this Agreement, Franchisee shall pay Franchisor a sum equal to the amount of such tax. 6.7 Mindbody Online Soft
TikTokTikTok
y do cooperative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube or a
TwitterX
ritten approval, Franchisee may do cooperative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, Instagram,
YouTubeGoogle
perative listings with other System franchisees. Notwithstanding the foregoing, Franchisee may not maintain any business profile on Facebook, Twitter, Instagram, LinkedIn, TikTok, YouTube or any other
Franchisor behaviours
What the franchisor requires
20 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 12 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 16
Franchisee agrees to keep and maintain complete and accurate books and records of its transactions and business operations using the accounting procedures specified by Franchisor.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 16
Franchisee shall, at Franchisee’s sole expense, install and maintain systems and web-based payment processing and bookkeeping accounts that permit Franchisor to independently and electronically access and retrieve any information stored in Franchisee’s Computer System and accounts, including, without limitation…
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 16
Within thirty (30) days after the close of each calendar quarter and within ninety (90) days after the close of each fiscal year, Franchisee will furnish Franchisor a full and complete written statement of income and expense and a profit and loss statement for the operation of the Franchised Business during said…
How the franchisor buys
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 16
Franchisor reserves the right to charge Franchisee a fee equal to Five Hundred Dollars ($500.00) plus the actual cost and expense for inspection and testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 16
If Franchisee desires to purchase, lease or use any unapproved equipment, product, or service or to purchase, lease or use any equipment, product or service from an unapproved supplier, Franchisee shall submit to Franchisor a written request for such approval prior to utilizing such product, service or supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon the expiration or termination of this Agreement, Franchisor may exercise its authority, pursuant to such documents, to obtain any and all of Franchisee’s rights to the telephone numbers of the Franchised Business and all related telephone directory listings and other business listings, and all Internet listings,
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 16
Franchisor reserves the right to establish quality assurance programs conducted by third-party providers, including, but not limited to, customer satisfaction surveys and periodic quality assurance audits (“Quality Review Services”).
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 16
Franchisor may from time to time revise the contents of the Manual and other materials created or approved for use in the operation of the Franchised Business.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 16
No site may be used for the location of the Franchised Business unless it is consented to in writing by Franchisor.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 16
Franchisee shall not establish any website or other listing on the Internet except as provided and specifically permitted herein.
Is a minimum grand opening advertising spend required?
YesItem 16
During the thirty (30) days prior to and sixty (60) days following the opening of the Franchised Business, Franchisee shall conduct a grand opening marketing campaign in the Territory in which Franchisee must spend between Twelve Thousand Dollars ($12,000.00) and Thirteen Thousand Five Hundred Dollars ($13,500.00)…
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 16
Franchisee must spend a minimum of One Thousand Five Hundred Dollars ($1,500.00) per month on advertising for the Franchised Business in the Territory (“Local Advertising”).
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 16
If a regional cooperative is established during the term of this Agreement, Franchisee agrees to sign all documents Franchisor requests to become a member of the cooperative according to the terms of the documents.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 16
Franchisee shall not purchase or lease any item or use any supplier until and unless such item or supplier has been approved in writing by Franchisor.
Must equipment be purchased from designated or approved suppliers?
YesItem 16
Franchisee shall not purchase or lease any item or use any supplier until and unless such item or supplier has been approved in writing by Franchisor.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 16
At Franchisor’s request, Franchisee must execute documents, including but not limited to, the Authorization attached as Attachment 5, that allow Franchisor to automatically take the Royalty Fee, Technology Fee and Brand Fund Contribution due as well as other sums due to Franchisor, from business bank accounts via…
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 16
Franchisee, at Franchisee’s sole expense, shall install and maintain the POS System, and other computer hardware and software (collectively, the “Computer System”) Franchisor requires for the operation of the Franchised Business
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 16
Franchisee shall, at Franchisee’s sole expense, install and maintain systems and web-based payment processing and bookkeeping accounts that permit Franchisor to independently and electronically access and retrieve any information stored in Franchisee’s Computer System and accounts, including, without limitation…
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 16
Franchisor reserves the right to impose a reasonable fee for all additional training programs, including the annual conference and/or annual training summit.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 16
Franchisee’s failure to attend and/or complete 8 mandatory additional training or failure to attend Franchisor’s annual conference or annual training summit is a default of this Agreement.
The filing answers no to 2 questions
- Is there a franchisee advisory council, association or committee?Item 16
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Item 16
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
- 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 The Shade Franchising Group
Software vendors evaluating The Shade Franchising Group will find a sparse intelligence picture in the 2026 Franchise Disclosure Document. The franchisor operates in the home services segment, but the FDD does not disclose total unit counts, average unit volumes, or year-over-year growth rates. This lack of publicly filed metrics means vendors cannot immediately size the addressable market from the FDD alone. The absence of a named parent company suggests the brand is independently owned, but no further ownership structure details are available.
For a vendor, the key takeaway is that this is not a top-down, HQ-mandated technology sale. Without a centralized procurement function visible in the filing, the opportunity lies in selling directly to franchisees. The total number of those franchisees, however, remains unknown without supplemental research beyond the FDD.
Who controls software purchasing
The 2026 FDD lists no HQ executives in Item 1. There is no CIO, VP of Technology, or Director of Operations named who would typically anchor a centralized buying center. This strongly suggests a decentralized purchasing model where individual franchisees or multi-unit operators control their own software stacks. Vendors should prepare for a ground-level sales motion targeting location owners rather than pursuing a single HQ mandate. Until a franchisor-level technology leader is identified, assume the buyer is the franchisee.
Mandated and current tech stack
The FDD contains no Item 11 signals for mandated or recommended technology systems. No point-of-sale provider, CRM, scheduling platform, or field service management vendor is named as a required or preferred supplier. This is a blank-slate environment from a compliance standpoint: franchisees are not contractually obligated to use any specific software. For a vendor, this means the sales conversation starts with demonstrating operational value rather than displacing an incumbent mandated by the franchisor.
Procurement, renewals, and timing
Item 8 of the 2026 FDD provides no extract regarding procurement rules. It is unknown whether the franchisor operates a designated supplier program, an approved vendor list, or an entirely open procurement model. Similarly, Item 17 does not disclose the initial franchise term length or renewal conditions. Without term data, vendors cannot model when franchise agreements come up for renewal—a common trigger for technology re-evaluation. The procurement and renewal landscape is entirely opaque based on the current filing.
How to read the The Shade Franchising Group FDD
The full 2026 FDD is embedded below for your own review. When reading, focus on Item 11 (if any technology obligations appear in future amendments), Item 8 for procurement restrictions, and Item 1 for the emergence of named HQ executives who could centralize purchasing. Because the current document lacks these specifics, treat it as a baseline rather than a complete vendor intelligence dossier. For a ranked target list of franchise systems with stronger technology mandates and known buyer profiles, FranCloud can help.
Questions vendors ask
The Shade Franchising Group, answered from the filing
The 2026 FDD does not list any HQ executives or a centralized technology buyer. In the absence of a franchisor mandate, purchasing authority likely rests with individual franchisees or multi-unit operators.
The most recent FDD contains no mandated or recommended technology vendors. There are no Item 11 signals for a required POS, CRM, or operational platform.
The total number of franchised and company-owned units is not disclosed in the 2026 FDD. The brand operates in the home services segment, but a specific location count is unavailable.
Item 8 of the 2026 FDD provides no extract regarding designated suppliers, approved supplier lists, or purchasing cooperatives. The procurement model remains unknown based on the current filing.
The initial franchise term and renewal conditions in Item 17 are not disclosed in the 2026 FDD. Without term length or recent activity data, contract window timing cannot be estimated.
The 2026 FDD was filed with state franchise regulators. You can review the full document using the embedded PDF viewer below to conduct your own technology and procurement diligence.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment The Shade Franchising Group files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
No franchisee network yet. The Shade Franchising Group’s latest FDD reports no franchised locations.
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.