WorkizWorkiz
Mandatorys You must purchase from us or our affiliates certain marketing materials and services, including initial marketing collateral and branded apparel. You must currently purchase the Workiz field service
From the filings
+100% units YoYHQ-led decisions
True Install
Professional servicesTrue Install runs 6 franchised locations for a professional-services franchisor in Michigan, growing 100% year over year. Item 8 of its FDD requires Workiz for field service management, while QuickBooks Online and myHRcounsel are in use without a contractual requirement. Nine mapped operators run roughly 10 located units, giving vendors a compact but fast-growing base to pitch.
For software vendors selling into US franchise brands.
Live signals
Total units
6
6 franchised
Unit growth YoY
+100%
vs prior filing
AUV
—
Item 19, 2026
Royalty
7%
of gross sales
Ad fund
2%
national + local
Initial fee
$45K
per unit
Investment range
$116K–$590K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
No 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.
9%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.
FacebookMeta
le)) for the Local Website. You are not permitted to develop, establish, register, or authorize any website, domain name, e- mail address, social media account (such as LinkedIn®, Facebook®, Instagram
InstagramMeta
e Local Website. You are not permitted to develop, establish, register, or authorize any website, domain name, e- mail address, social media account (such as LinkedIn®, Facebook®, Instagram®, YouTube®
LinkedInLinkedIn
if applicable)) for the Local Website. You are not permitted to develop, establish, register, or authorize any website, domain name, e- mail address, social media account (such as LinkedIn®, Facebook®
myHRcounselmyHRcounsel
and services: ď‚· Workiz Field Service Management Software with a base cost of $325 per month, plus sales tax, if applicable. Additional options may be added for additional fees. ď‚· myHRcounsel with subs
QuickBooks OnlineIntuit
usiness Standard for email and office applications with an estimated cost of $12.50 per user per month. ď‚· Business Internet service plan with an estimated cost of $75 per month. ď‚· QuickBooks Online Pl
ServiceTitanServiceTitan
logy since August 2025. Previously, he was the Vice President of Technology for Franworth located in Ann Arbor, Michigan from May 2022 to August 2025; a Senior Project Manager for ServiceTitan, Inc. i
TikTokTikTok
re not permitted to develop, establish, register, or authorize any website, domain name, e- mail address, social media account (such as LinkedIn®, Facebook®, Instagram®, YouTube®, TikTok® or Google® B
YouTubeGoogle
ite. You are not permitted to develop, establish, register, or authorize any website, domain name, e- mail address, social media account (such as LinkedIn®, Facebook®, Instagram®, YouTube®, TikTok® or
Franchisor behaviours
What the franchisor requires
21 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 7 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?
YesFranchise agreement
You agree to establish and maintain at your own expense a bookkeeping, accounting, and recordkeeping system conforming to the requirements and formats we prescribe from time to time, using the Computer System, other technologies, and any other methods we approve and/or designate.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We currently have independent access to some, but not all, of the data generated by the required software programs;
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
You further agree to deliver to us such financial records, including profit and loss statements, balance sheets, operating statements, cash flow statements, statistical reports, bank activity reports, tax records, and/or any other records we request, at the intervals and in the formats we specify.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We may approve a single supplier for any product or service, which may be us or our affiliate.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We have the right to operate, develop, and change the System Standards in any manner that is not specifically prohibited by this Agreement.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
1603907Item 8
During fiscal year 2025, our revenue from purchases by franchisees of all of our concepts of software, marketing materials and programs, ecommerce, project management, creative services, and other outsourced services was $1,603,907
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We currently receive (i) a 5% rebate from franchisee purchases of selected e-mail marketing services; (ii) a rebate equal to 10% of all franchisee purchases of certain graphics materials; and
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?
10Item 8
approximately 10% to 25% of your required purchases and leases of goods and services used in the operation of a True Install Business are subject to our specifications or must be purchased from an approved supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
As to products and services for which we have approved suppliers, you may request in writing our approval of additional approved suppliers providing comparable products and services meeting our specifications.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You acknowledge and agree that as between you and us, we have the sole rights to, and interest in, all telephone numbers, facsimile numbers, classified and online directory listings, and any other type of contact information that you use in the operation or promotion of your Business or that is associated with your…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
participation in quality assurance and customer satisfaction programs;
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
B – 2026 Franchise Agreement 1415.005.005/447329 representatives, may at all times and without prior notice to you:
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may revise the Operations Materials at any time (Section 4.C of the Franchise Agreement.).
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must have our written approval of your site before you sign a lease or sublease.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Besides the Local Website we host, you must not create any other website or web page for your Business.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
In addition to your contributions to the Marketing Fund and the KickStart initial marketing deposit, we may require you to spend at least 3% of your monthly Net Sales on local marketing.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
During this Agreement’s term you must purchase or lease all Operating Assets and other products and services for your Business only according to our standards and specifications and, if we require, only from suppliers or distributors that we designate or approve (which may include or be limited to us and/or our…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
You must make all ongoing payments to us by pre-authorized electronic funds transfers (unless we require otherwise) from your operating account that we will process when any payment is due.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We currently have independent access to some, but not all, of the data generated by the required software programs; therefore, we may require that you assist us in procuring independent access to additional data in the future.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
You (or your Managing Owner) may request additional training at the end of the initial training program, to be provided at our then current per diem charges, if you (or your Managing Owner) do not feel sufficiently trained in the operation of a True Install Business.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Besides attending these courses, if we hold an annual meeting and sales conference, you must attend the annual meeting and sales conference each year at a location we designate.
The filing answers no to 6 questions
- Is there a franchisee advisory council, association or committee?Item 20
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Is a minimum grand opening advertising spend required?Item 7
- Must the franchisee participate in a customer loyalty or rewards program?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
The vendor opportunity at True Install
True Install is a professional-services franchisor headquartered in Michigan, running 6 franchised units with no company-owned locations and 100% year-over-year unit growth. The initial franchise term runs 10 years at a 7% royalty, and Item 19 of the FDD makes no financial performance representation. The brand is part of Alliance Franchise Brands, a strategic multi-brand platform whose sibling concepts include Image360, Signs By Tomorrow, and RSVP — hinting that procurement decisions may echo across the portfolio.
Who controls software purchasing
Item 2 names Ramon Palmer, Jr. as Chief Operating Officer & President and Danielle Scott as Chief Development Officer, the two roles most likely to own field-operations and expansion technology decisions. Nine mapped operators run roughly 10 located units, with only one running more than one unit, concentrated in Wisconsin and Michigan with a presence in Arizona, North Carolina, and Virginia. That footprint points to HQ, not individual operators, as the primary buying center.
Tech named in the FDD, and what is actually required
Item 8 obliges every franchisee to use Workiz for field service management — the one contractually mandated system. QuickBooks Online and myHRcounsel appear in the filing as already in use under Item 11, without being required. Facebook, Instagram, LinkedIn, and TikTok are named under Item 11 though nothing requires their use, and Item 2 names ServiceTitan without a requirement attached.
Procurement, renewals, and timing
True Install runs an approved-supplier list under Item 8: franchisees must buy initial marketing collateral, branded apparel, and Workiz software from the franchisor or an affiliate, and may propose alternative suppliers for approval on everything else. Item 17 offers a 5-year renewal on the then-current agreement, conditioned on compliance, premises control, and required upgrades to warehouse and service vehicles — each renewal is a natural point to revisit the technology stack.
How to read the True Install FDD
The filing is embedded in the PDF viewer below, filed with state franchise regulators in 2026. Talk to FranCloud for a ranked list of comparable franchise systems worth pitching.
Questions vendors ask
True Install, answered from the filing
True Install's Chief Operating Officer & President, Ramon Palmer, Jr., together with Chief Development Officer Danielle Scott, direct franchise operations and expansion — the likely first contacts for field-service software vendors.
Item 8 requires franchisees to use Workiz for field service management — the only contractually mandated system. QuickBooks Online and myHRcounsel are in use under Item 11 without being required; Facebook, Instagram, LinkedIn, and TikTok are named under Item 11, and ServiceTitan under Item 2, none of them required.
True Install operates 6 franchised units in the professional-services segment, growing 100% year over year. Nine mapped operators run roughly 10 located units, concentrated in Wisconsin and Michigan.
True Install runs an approved-supplier list under Item 8. Franchisees must buy initial marketing collateral, branded apparel, and Workiz field-service software from the franchisor or an affiliate, and may propose alternate suppliers for approval on everything else.
The initial term runs 10 years, with a 5-year renewal available under Item 17. At 100% unit growth, new-location openings are the more immediate trigger for fresh Item 11 technology decisions.
The full filing is available in the embedded PDF viewer below, filed with state franchise regulators in 2026.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment True Install files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
9 operators run 10 mapped locations. 1 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit8
2–9 units1
Top states by locations
| WI | 2 |
|---|---|
| MI | 2 |
| AZ | 1 |
| NC | 1 |
| VA | 1 |
Ownership
The portfolio behind True Install
strategic_multibrand of Alliance Franchise Brands.
Sibling brands
Related Professional services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.