approved supplier and the only approved supplier of the services pertaining to the Conversational Facebook Marketing. Payments to Franchisor from Designated Suppliers We intend to negotiate preferred
From the filings
Up Closets Franchising
Home servicesSoftware purchasing at Up Closets Franchising is controlled at the headquarters level, with CEO Thomas Scott and VP of Marketing Kayla Ryan as key executive contacts. The franchisor mandates the KTA Platform and Workiz (including its CRM and Ultimate Plan) across its 79-unit system. This creates a single, top-down procurement target for vendors offering complementary or replacement technology.
For software vendors selling into US franchise brands.
Live signals
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.
8%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
2 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.
t for an extended plan, additional phone minutes or need more than five (5) users, you will incur additional expenses, and we will bill you the difference. You are required to use Workiz for your CRM
reement, Section 7.1). f. provide you with samples or digital artwork of advertising and promotional materials for your initial marketing activities. We use a company print store, Canva and Vistaprint
nd launch your local WordPress website, including the initial search engine optimization (“SEO”); 4. your local marketing dashboard that you can use to see your Facebook spending, Google Analytics, Go
tory and includes our implementation and payment for: 1. your Workiz CRM, establishing your local tracking number and payment for the first 60 days of your annual license; 2. your Google Business Dire
dashboard that you can use to see your Facebook spending, Google Analytics, Google My Business data; 5. your set up of automated Google review service; 6. your local Facebook and Instagram profiles an
you may do cooperative advertising with other Up Closets franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube or
easible, you may do cooperative advertising with other Up Closets franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, Y
ection 7.1). f. provide you with samples or digital artwork of advertising and promotional materials for your initial marketing activities. We use a company print store, Canva and Vistaprint corporate
cooperative advertising with other Up Closets franchisees in your area, with our prior written approval. You may not maintain any business profile on Facebook, Twitter, LinkedIn, YouTube or any other
Franchisor behaviours
What the franchisor requires
27 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 2 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
Franchisee shall establish a bookkeeping, accounting and record- keeping system conforming to the requirements prescribed from time to time by Franchisor including without limitation, the use of Franchisor mandated CRM, retention of estimates, invoices, purchase orders, payroll records, sales tax records and returns…
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
Franchisee acknowledges that Franchisor may independently access from a remote location, at any time, all information inputted to and/or compiled by Franchisee’s computer system or any off-site server it maintains.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
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
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Our affiliate, Flick Switch, is owned in part by our officers, is an approved supplier and the only approved supplier of the services pertaining to the Conversational Facebook Marketing.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We reserve the right to make updates or require function replacements to the required computers, software, hardware, and other communication devices in the Operations Manual at our sole discretion.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
As of the Issuance Date, we derive no revenue or other material consideration from franchisee purchases.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
If you request that we approve a proposed item or supplier, we may charge you an evaluation fee of $500, which may be refunded if the proposed supplier is approved for use by the entire system.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you want to use a good or service or obtain a good or service from a supplier we have not yet approved, you first must make such request in writing to us and submit sufficient information, specifications and/or samples for our determination whether the product or service complies with our System Standards or the…
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…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee agrees to at all times to comply with the Payment Card Industry Data Security Standard
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisor reserves the right to establish quality assurance programs conducted by third-party providers, including, but not limited to, customer surveys and periodic quality assurance audits (“Quality Review Services”).
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
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?
YesFranchise agreement
Franchisee may not relocate the Franchised Business Office without Franchisor’s prior written consent.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Franchisee shall not establish a separate Website but shall only have one or more references or webpage(s), as Franchisor designates and approves in advance, within Franchisor’s Website.
Is a minimum grand opening advertising spend required?
YesItem 11
We require you to spend a minimum of $4,000 per month on local advertising to promote your Franchised Business for the first year of operations.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
We require you to spend a minimum of $4,000 per month on local advertising to promote your Franchised Business for the first year of operations.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase all equipment, supplies, and computer software for the Franchised Business from vendors we have approved and who meet our vendor requirements and agree to supply materials that meet our specifications.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase all equipment, supplies, and computer software for the Franchised Business from vendors we have approved and who meet our vendor requirements and agree to supply materials that meet our specifications.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
All transactions, including consultations, work orders, estimates, proposals, invoices, and all payments including credit card transactions, must take place through Workiz.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Payments of the Continuing Royalty Fee and all other monthly fees are due on the fifth (5th) of each month for the previous calendar month and must be paid only by ACH initiated by Franchisor.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
12.1.3 Employ sufficient employees as prescribed by Franchisor to operate the Franchised Business at its maximum capacity and efficiency as required by Franchisor;
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
Franchisee must recruit, hire, train, schedule, equip, dress, discipline, manage and supervise a competent, conscientious staff to - 22 - meet the System Standards, compliant with such uniforms and/or dress code as Franchisor may prescribe in the Manual
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesItem 8
We are the required provider of Workiz, which is the point-of-sale and customer relation management (“CRM”) software paid through your Technology Fee contribution.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
You are required to provide Franchisor with independent access to your KTA Platform account which Franchisor may access at any time.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You are required to use Workiz for your CRM and all transactions, leads, quotes, estimates, and payments must go through this system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
Franchisor reserves the right to impose a reasonable fee for advanced training programs.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
If we require it, you must attend mandatory advanced training and/or attend an annual business meeting or franchisee conference for up to 5 days each year at a location we designate.
The filing answers no to 5 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Must the franchisee participate in a customer loyalty or rewards program?Item 16
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
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.
- 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 Up Closets
Up Closets Franchising presents a concentrated, 79-unit opportunity for software vendors. The system is composed of 76 franchised locations and 3 company-owned units, generating an average unit volume (AUV) of $668,778. With a 6.0% royalty rate and a 10-year initial franchise term, the franchisor has a direct financial interest in the operational efficiency of each location. The operator base is entirely single-unit, with 51 mapped operators running roughly 51 located units. No multi-unit operators are on file, meaning every sale must go through a central decision-maker rather than a large franchisee group. The top states by unit count are Texas (9), Florida (7), Tennessee (3), North Carolina (3), and Georgia (2).
Who controls software purchasing
The buying center at Up Closets is lean and centralized. The 2026 FDD lists Thomas Scott as Chief Executive Officer and Founder, Matt Gilleland as Chief Financial Officer, Alex Gilleland as Brand Manager, Kayla Ryan as VP of Marketing, and Ari O’Brien as Chief Development Officer. For a software vendor, the most direct paths are through the CEO, who controls the overall technology direction, and the VP of Marketing, who likely owns the mandated Google Analytics and Google My Business relationships. The absence of a CIO or CTO on file suggests that technology decisions are made by this small executive team, making a concise, ROI-driven pitch essential.
Mandated and current tech stack
The franchisor mandates a specific operational core. The KTA Platform and Workiz are required for all franchisees, specifically the Workiz CRM and Workiz Ultimate Plan. This means the field service management, CRM, and scheduling functions are locked in. However, the mandate also creates adjacent opportunities. Any software that integrates with Workiz or the KTA Platform—such as advanced analytics, marketing automation beyond Google Analytics, or financial tools that complement the CFO’s reporting—can be positioned as an enhancement to the required stack. The mandated use of Google My Business also signals a focus on local SEO and reputation management.
Procurement, renewals, and timing
The procurement model is not explicitly detailed in the provided Item 8 extract from the 2026 FDD. Vendors should assume a direct, HQ-controlled purchasing process rather than a distributor model. The most critical timing signal comes from Item 17. The initial franchise agreement runs for 10 years. Renewals are for a successive 5-year term, and franchisees must provide written notice at least ten months before the end of their current term. This 10-month window is when franchisees are required to repair, upgrade, or replace equipment to meet then-current specifications, and they must execute a new franchise agreement that may have materially different terms. For a software vendor, this is the moment when the franchisor can mandate new technology or when a franchisee is most open to switching tools to comply with new standards.
How to read the Up Closets FDD
The 2026 Franchise Disclosure Document is the foundational document for any vendor’s due diligence. Item 1 identifies the executive team listed above. Item 11 details the mandated technology stack, confirming the Workiz and KTA requirements. Item 17 outlines the renewal process and the 10-month notice trigger. While Item 19 provides the financial performance representations that underpin the $668,778 AUV, vendors should pay close attention to any updates in the mandated technology list, as changes here can instantly create or destroy a sales opportunity. The full document is embedded below for your review. For a ranked target list of franchise systems aligned with your software, FranCloud can help.
Questions vendors ask
Up Closets Franchising, answered from the filing
Read the filing itself
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FDD alert
Tell me when this brand refiles.
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Operator footprint
Who runs the locations
51 operators run 51 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| TX | 9 |
|---|---|
| FL | 7 |
| TN | 3 |
| NC | 3 |
| GA | 2 |
Ownership
The portfolio behind Up Closets Franchising
strategic_multibrand of Home Run Holdings.
Sibling brands
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.