e VetFran discount, will apply. Software System Enrollment Fees You must pay to us, or our designee (ZorWare), an enrollment fee for use of our required Software System (currently BPro, Qvinci, Custom
Window Genie
Home servicesSoftware purchasing at Window Genie is controlled at the franchisor level, with a mandated technology platform (ProTradeNet) and a required software user agreement governing all 103 franchised locations. The brand operates entirely through franchised units, generating an average unit volume of $475,663, and is led by a defined executive team including a VP of Operations and VP of Finance. For vendors, this means a single point of influence at the Texas headquarters rather than a fragmented, multi-operator sales process.
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.
9%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
7 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.
er Engagement Office365 Exchange, E1, the earlier of the Platform, Neighborly and E3 email accounts are month when you Franchise Portal, available at an additional begin operating FranConnect, and one
me specify and pay the monthly charges applicable to such software usage. Currently, we require that you also license QuickBooks Online either directly from our designated vendor, Intuit Limited, or t
18 TYPE OF FEE AMOUNT DUE DATE REMARKS If you obtain QuickBooks be included in the Software Online through ZorWare, System (as defined in Note you will pay an additional 4). Other QuickBooks add- fee
ion is set up. account) and other software Additional Franchise we specify. Portal User Accounts are available at $20 - $40/month. If you obtain QuickBooks Online through ZorWare, QuickBooks Online wi
you will pay an additional 4). Other QuickBooks add- fee of $30-$220 per ons may be available (that month depending on the are not required), such as license tier that you select. QuickBooks Payroll,
ran discount, will apply. Software System Enrollment Fees You must pay to us, or our designee (ZorWare), an enrollment fee for use of our required Software System (currently BPro, Qvinci, Customer Eng
GENIE – 2026 FDD 21 TYPE OF FEE AMOUNT DUE DATE REMARKS attorneys’ fees (which may include outside counsel fees and in-house
enter Licensing, LLC in Los Angeles, CA. From April 2021 till July 2022, he was self-employed as a consultant in Los Angeles, CA. From May 2017 until April 2021, he was the CEO of Valpak Direct Market
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.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
- 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 Window Genie
Window Genie operates 103 franchised locations, all under a centralized technology mandate from its Texas headquarters. With an average unit volume of $475,663 and a 7% royalty, the system generates meaningful per-location revenue, but the real vendor opportunity lies in the franchisor’s tight control over the tech stack. There are no company-owned units disclosed in the 2026 FDD, meaning every location is a franchisee bound by the same software requirements. For a software vendor, this is a single-threaded sale: win the HQ relationship, and you win the system.
The brand’s 10-year initial term creates long cycles between major technology refreshes, but the renewal process—requiring franchisees to sign the then-current franchise agreement—gives the franchisor leverage to push new software mandates at predictable intervals. Vendors who map these renewal cohorts can time their outreach precisely.
Who controls software purchasing
The buying center at Window Genie sits with the executive leadership team. Christine Bruno, President, and Michael Anthony Davis, Chief Executive Officer, hold ultimate authority, but the operational and financial evaluation of software will likely run through Bradley Vance, Vice President of Operations, and Heather Shipley, VP of Finance. Malia Gelfo, SVP of Corporate Controller, may also weigh in on vendor financials and contract terms. No multi-unit operators were mapped in our corpus, reinforcing that purchasing power is not dispersed among large franchisee groups—it is concentrated at HQ.
Mandated and current tech stack
Window Genie’s 2026 FDD explicitly mandates ProTradeNet, a platform commonly used in home services franchising for procurement and operational management. Additionally, all franchisees must sign a Software System User & Maintenance Agreement, which likely governs access, updates, and data ownership across the system. These two items signal a franchisor that views technology as a compliance lever, not an optional tool. Any vendor pitching a replacement or complementary system must address how it integrates with or supersedes ProTradeNet, and be prepared for a formal, agreement-driven onboarding process.
Procurement, renewals, and timing
Specific Item 8 procurement restrictions were not extracted in our corpus, so the exact supplier qualification process remains unclear from this data. However, the renewal terms in Item 17 offer a clear timing signal. Franchisees must give written notice 180 to 240 days before their 10-year term expires, pay a $5,000 renewal fee, complete updated training, and sign the current franchise agreement—which may contain materially different terms, including new technology requirements. This creates a natural window every decade where the franchisor can introduce new mandated systems. Vendors should back-calculate from the system’s founding and growth years to estimate when blocks of franchisees will hit this renewal trigger.
How to read the Window Genie FDD
The embedded PDF below contains the full 2026 Franchise Disclosure Document. For software vendors, the critical sections are Item 11 (mandated tech and fees), Item 8 (procurement restrictions), and Item 17 (renewal and transfer conditions). Cross-reference the executive list in Item 1 with LinkedIn to confirm current titles, as FDDs reflect a point-in-time snapshot. The absence of company-owned units means every location is a potential user of mandated software, but also that franchisee satisfaction with current tools can influence HQ’s willingness to switch. Use this FDD as your primary source, and reach out to FranCloud if you need a ranked target list of franchise systems matched to your software category.
Questions vendors ask
Window Genie, answered from the filing
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FDD alert
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Operator footprint
Who runs the locations
95 operators run 95 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| FL | 15 |
|---|---|
| CA | 9 |
| TX | 8 |
| IN | 6 |
| IL | 5 |
Ownership
The portfolio behind Window Genie
strategic_multibrand of Neighborly.
Sibling brands
Related Home services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.