HQ-led decisions

USA Insulation

Home services

Software purchasing at USA Insulation is controlled at the franchisor level, with mandates covering CRM, field service or point-of-sale, QuickBooks Online, and the USA Insulation Web Portal. The system includes 96 franchised units and 1 company-owned location, generating an average unit volume of $1,588,037. For vendors, this represents a concentrated, single-decision-maker opportunity to equip a home-services network with required operational tools.

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.

Customer Record Management (CRM) Software Platform
Mandatory
CrmItem 11

You must purchase and use all of the hardware and software below... Then-current Customer Record Management (CRM) Software Platform

field service or point-of-sale software
Mandatory
Field serviceItem 11

access to our field service or point-of-sale software

QuickBooks OnlineIntuit Inc.
Mandatory
AccountingItem 11

We may also require you to attend and complete an accredited course or training program regarding the proper use of QuickBooks Online in the operation of your Franchised Business.

USA Insulation Web Portal
Mandatory
Proprietary systemItem 11

We may establish and maintain a website portal or other intranet... the “USA Insulation Web Portal”

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 the corpus by segment and unit count, not a guess.

Sales LeaderEmerging 20 99

The franchisor's owner/CEO decides; an ops or franchise-development lead may evaluate.

VP SalesHead of SalesCROSales Director
  1. 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.
  2. 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%.
  3. 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.

Live signals

Total units
97
96 franchised
Unit growth YoY
-11.927%
vs prior filing
AUV
$1.59M
Item 19, 2026
Royalty
5%
of gross sales
Ad fund
2%
national + local
Initial fee
$55K
per unit
Investment range
$304K–$477K
all-in, Item 7
Procurement
Approved supplier
from the filing

The vendor opportunity at USA Insulation

USA Insulation operates 97 total units, 96 of which are franchised, with a single company-owned location. The system posted an average unit volume of $1,588,037 in the most recent FDD, filed in 2026. Year-over-year unit growth declined by roughly 11.9%, but the existing base of 96 franchised locations still represents a concentrated addressable market for software vendors. Because the franchisor mandates several core technology platforms, a successful pitch to HQ can unlock deployment across nearly the entire network.

The operator footprint is small and geographically narrow: only one mapped operator is on file, covering approximately one location, all in Wisconsin. No multi-unit operators appear in the FDD. This structure means software purchasing decisions are not fragmented across large franchisee groups; instead, they flow through a centralized franchisor team.

Who controls software purchasing

The 2026 FDD lists five individuals in Item 1 as managers of the franchisor entity: Jordan Lajoie, Chairman of the Board of Managers; Patrick J. Pitrone, Manager; Stephen Rice, Vice-President, Secretary and Manager; Caroline Quoyeser, Vice President and Manager; and Ryan Farris, Manager. No dedicated chief information officer or technology role is named, but this group collectively holds authority over system-wide technology mandates. For a software vendor, the practical implication is clear: you need to reach this leadership team, not individual franchisees, to discuss adoption of any platform that would become a required or recommended system.

Mandated and current tech stack

USA Insulation’s FDD mandates four specific technology components. First, a Customer Record Management (CRM) Software Platform is required, though no particular vendor is named in the mandate itself. Second, franchisees must use field service or point-of-sale software, again without a specified vendor. Third, QuickBooks Online by Intuit Inc. is mandated for accounting. Fourth, all franchisees must use the USA Insulation Web Portal, a proprietary system controlled by the franchisor.

This stack creates both constraints and openings for software vendors. Any field service or POS solution that integrates with QuickBooks Online and can coexist with the franchisor’s web portal has a plausible path to adoption. The absence of a named CRM vendor suggests the franchisor may be open to evaluating new platforms, provided they meet operational requirements and integrate with the mandated accounting and portal systems.

Procurement, renewals, and timing

The FDD does not include an Item 8 procurement extract, meaning no designated or approved supplier list is disclosed. Vendors should treat this as an open procurement environment and be prepared to make a direct case to HQ. Item 17, which typically covers renewal, termination, and transfer terms, also contains no extract in the available data. The initial franchise term is not disclosed. Without these signals, software vendors cannot rely on predictable contract renewal windows to time their outreach. Proactive engagement with the leadership team listed above is the only reliable path to understanding when technology decisions are made.

How to read the USA Insulation FDD

The full USA Insulation Franchise Disclosure Document, filed with state franchise regulators in 2026, is embedded below. Reviewing the FDD directly is the best way to verify the mandated technology stack, examine the franchisor’s Item 1 executive roster, and assess any updates to procurement or renewal terms that may not be summarized here. For software vendors building a ranked target list of franchise systems, FranCloud can help you identify which brands match your integration capabilities and ideal customer profile.

Questions vendors ask

USA Insulation, answered from the filing

The FDD lists Jordan Lajoie (Chairman), Patrick Pitrone, Stephen Rice, Caroline Quoyeser, and Ryan Farris as managers. No dedicated CIO is named, but these executives collectively control technology mandates.
The 2026 FDD mandates a Customer Record Management (CRM) software platform, field service or point-of-sale software, QuickBooks Online by Intuit Inc., and the USA Insulation Web Portal.
There are 97 total units: 96 franchised and 1 company-owned. The operator footprint is concentrated in Wisconsin, with only 1 mapped operator.
The FDD does not disclose a designated or approved supplier list in Item 8. Vendors should assume an open procurement model unless further clarified by the franchisor.
The FDD does not include renewal or contract-term details in Item 17, and the initial term is not disclosed. Vendors should engage HQ directly to understand timing.
The 2026 FDD is filed with state franchise regulators. You can review it using the embedded PDF viewer below for full technology, procurement, and executive details.
Source

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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

WI1

Related Home services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.