Housecall ProHousecall Pro
Mandatory37.56 on direct marketing, contributing the additional monies spent from our working capital. Computer Systems We require you to purchase computer systems and software as follows: Housecall Pro Softwa
From the filings
HQ-led decisions
We Clean Heat Pumps
Home servicesSoftware purchasing at We Clean Heat Pumps is controlled at the headquarters level by its three Managing Members: Marion Bolognesi, Tracy Dowd, and Gabriel Matthew Erde-Cohen. The franchise currently mandates Housecall Pro Software and QuickBooks by Intuit Inc. across its system. With only 5 total units (2 franchised, 3 company-owned), the addressable market is small, but the mandated tech stack signals a top-down procurement model.
For software vendors selling into US franchise brands.
Live signals
Total units
5
2 franchised
Unit growth YoY
—
vs prior filing
AUV
$572K
Item 19, 2025
Royalty
7%
of gross sales
Ad fund
2%
national + local
Initial fee
$30K
per unit
Investment range
$85K–$268K
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.
9%of gross sales (FY2025)
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.
QuickBooksIntuit
call Pro Software Laptop Computer Smart Phone The system will include our currently required POS/CRM system, credit card processing system, and the integrated accounting platform, QuickBooks. These sy
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 6 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?
YesItem 11
We require you to purchase computer systems and software as follows: Housecall Pro Software Laptop Computer Smart Phone The system will include our currently required POS/CRM system, credit card processing system, and the integrated accounting platform, QuickBooks.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
You must give us independent access to the information that will be generated or stored in these systems.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall provide such periodic financial reports as We Clean Heat Pumps Franchising CO may require in the Manual or otherwise in writing, including: (i) a monthly profit and loss statement and balance sheet for the Business within 30 days after the end of each calendar month; (ii) an annual financial…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Our affiliate, BODOERCO, LLC, is currently a supplier of goods or services that you must purchase, and we reserve the right to be a supplier (or the sole supplier) of a good or service in the future.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
We Clean Heat Pumps Franchising CO may change any such requirement or change the status of any vendor.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
Our affiliate, BODOERCO, LLC, did not yet earn revenues from required franchisee purchases and leases in our prior fiscal year ending December 31, 2024.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
We Clean Heat Pumps Franchising CO may receive rebates, payments, or other consideration from vendors in connection with purchases 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?
50Item 8
We estimate that the required purchases and leases of goods and services to operate your business are 50% to 80% of your total purchases and leases of goods and services to operate your business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We permit you to contract with alternative suppliers who meet our criteria only if you request our approval in writing, and we grant approval.
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee must at all times comply with payment card industry data security standards (PCI-DSS).
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
Franchisee shall participate at its own expense in programs required from time to time by We Clean Heat Pumps Franchising CO for obtaining customer evaluations, reviewing Franchisee’s compliance with the System, and/or managing customer complaints, which may include (but are not limited to) a customer feedback…
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
We Clean Heat Pumps Franchising CO may accompany Franchisee or its personnel on any services performed for a customer to conduct an evaluation.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
We Clean Heat Pumps Franchising CO may supplement, revise, or modify the Manual, and We Clean Heat Pumps Franchising CO may change, add or delete System Standards at any time in its discretion.
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 conduct any marketing, advertising or public relations activities (including websites, online advertising, social media marketing or presence, and sponsorships) that have not been approved by We Clean Heat Pumps Franchising CO.
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 $2,000 each month per our guidelines on local marketing campaigns and you would normally pay the vendors directly.
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
At its own expense, Franchisee shall sell or otherwise issue gift cards, certificates, or other pre-paid systems, and participate in any customer loyalty programs, membership/subscription programs, or customer incentive programs, designated by We Clean Heat Pumps Franchising CO, in the manner specified by We Clean…
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase required items from our affiliate, including but not limited to the following; filter stock, coil cleaner, coil jets and bib kits, towels/rags.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase other required items from our approved vendors.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
Franchisee shall purchase or lease all equipment and enter into all business relationships necessary to accept payments as required by We Clean Heat Pumps Franchising CO.
Must the franchisee participate in a gift card program?
YesFranchise agreement
At its own expense, Franchisee shall sell or otherwise issue gift cards, certificates, or other pre-paid systems, and participate in any customer loyalty programs, membership/subscription programs, or customer incentive programs, designated by We Clean Heat Pumps Franchising CO, in the manner specified by We Clean…
People
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
Franchisee shall cause its personnel to comply with any dress attire, uniform, personal appearance and hygiene standards set forth in the Manual.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
Franchisee shall acquire and use all software and related systems required by We Clean Heat Pumps Franchising CO.
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
You must give us independent access to the information that will be generated or stored in these systems.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
The system will include our currently required POS/CRM system, credit card processing system, and the integrated accounting platform, QuickBooks.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We do not currently require additional training programs or refresher courses, but we have the right to do so.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
The Principal Executive shall use reasonable efforts to attend all in-person meetings and remote meetings (such as telephone conference calls) that We Clean Heat Pumps Franchising CO requires, including any national or regional brand conventions.
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 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?Item 6
- Does the franchisor require minimum staffing levels or specific roles?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 franchisee/operator personally, or a small franchisor still owner-run. Wears every hat.
OwnerCEOPresidentPrincipal
- 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.
- 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.
- With median unit growth of only 2.62% YoY across 323 disclosed brands, you need to find the outliers poised for expansion before they hit the market.Using growth signals to identify high-velocity brands lets you engage them during expansion phases, capturing deals 2x faster than reactive competitors who wait for public announcements.
The vendor opportunity at We Clean Heat Pumps
We Clean Heat Pumps is a home-services franchise based in Vermont with a total footprint of 5 units—2 franchised and 3 company-owned. The system is operated by a single mapped operator with no multi-unit owners, and the unit-band split shows all locations fall into the 1-unit category. No year-over-year unit growth rate is disclosed in the 2025 FDD. For software vendors, the immediate addressable market is just 2 franchised locations, though the company-owned units may also fall under the same tech mandates. The royalty rate is 7.0%, and the initial franchise term runs 10 years.
Average unit volume (AUV) is not disclosed, so vendors cannot benchmark potential wallet size per location. The absence of a parent company suggests independent ownership, meaning all purchasing decisions flow through the three Managing Members listed in Item 1. This is a small, tightly controlled system where a single conversation at HQ can cover the entire network.
Who controls software purchasing
Software purchasing authority at We Clean Heat Pumps rests with its three Managing Members: Marion Bolognesi, Tracy Dowd, and Gabriel Matthew Erde-Cohen. The FDD does not list a separate Chief Information Officer, Chief Technology Officer, or procurement lead. Vendors pitching software should expect to engage directly with one or more of these individuals. Because the system has only one franchise operator and three company-owned units, the buying center is essentially the same small group for both franchised and corporate locations.
There is no indication of a franchisee advisory council or technology committee that might influence software decisions. The decision-maker level is classified as HQ, given the mandated tech stack and the concentration of ownership and control.
Mandated and current tech stack
The 2025 FDD mandates two specific software systems across the franchise network: Housecall Pro Software for field service management and QuickBooks by Intuit Inc. for accounting. Housecall Pro is a widely used platform in home services for scheduling, dispatching, invoicing, and customer communication. QuickBooks handles core accounting functions. No other mandated systems—such as CRM, payroll, inventory, or marketing platforms—are disclosed in the FDD.
For vendors selling adjacent or replacement software, the mandated stack represents both a constraint and an opportunity. Any new tool must integrate with or displace Housecall Pro and QuickBooks, and the pitch must address why the franchisor should mandate an additional system or switch from an incumbent. Since the system is small, a vendor could potentially demonstrate value through a pilot at one or two locations before a system-wide rollout.
Procurement, renewals, and timing
Item 8 of the FDD, which typically describes procurement obligations and designated suppliers, contains no extract in the available data. This means the franchisor’s formal procurement model—whether it requires purchases from designated suppliers, maintains an approved supplier list, or allows open purchasing—is not disclosed in the most recent filing. Vendors should clarify this directly in initial conversations.
Item 17 outlines renewal conditions. Franchisees have the right to renew for additional 10-year terms by entering into the then-current franchise agreement, which may contain materially different terms and conditions than the original. To renew, franchisees must give advance notice, be in compliance with all contractual obligations, conform their business to then-current standards for new franchisees, sign the then-current form of franchise agreement and related documents (including a personal guaranty), and sign a general release unless prohibited by applicable law.
These renewal requirements create natural windows for technology re-evaluation. When a franchisee approaches the end of a 10-year term, the franchisor can impose updated standards—including new software mandates—as a condition of renewal. With the initial term set at 10 years and the most recent FDD filed in 2025, vendors should monitor the system’s growth and renewal cycles to time their outreach.
How to read the We Clean Heat Pumps FDD
The full 2025 Franchise Disclosure Document is available in the embedded viewer below. Key sections for software vendors include Item 11 (Franchisor’s Obligations), which details mandated technology and support; Item 8 (Restrictions on Sources of Products and Services), which defines procurement rules; and Item 17 (Renewal, Termination, Transfer, and Dispute Resolution), which governs when and how franchise agreements can be updated. Item 1 lists the executives who control purchasing. Reviewing these sections will give you the factual basis to build a targeted pitch. For a ranked list of franchise systems that match your software, reach out to FranCloud.
Questions vendors ask
We Clean Heat Pumps, answered from the filing
The three Managing Members—Marion Bolognesi, Tracy Dowd, and Gabriel Matthew Erde-Cohen—control purchasing decisions. There is no separate IT or procurement executive disclosed in the 2025 FDD.
The 2025 FDD mandates Housecall Pro Software for field service management and QuickBooks by Intuit Inc. for accounting. No other mandated systems are disclosed.
There are 5 total units: 2 franchised and 3 company-owned. Only 1 operator is mapped, with no multi-unit owners, making this a very small, concentrated system.
The FDD does not include an Item 8 procurement extract, so whether the franchisor designates, approves, or leaves supplier selection open is not disclosed in the most recent filing.
Franchisees can renew for additional 10-year terms under the then-current agreement, which may differ materially. Renewal requires advance notice and compliance, creating potential re-evaluation points.
The 2025 FDD was filed with state franchise regulators. You can view the full document in the embedded PDF viewer below to analyze Item 11 tech mandates and Item 17 renewal conditions directly.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment We Clean Heat Pumps 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
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.