HQ-led decisions

Window Genie

Home services

Software 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.

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.

ProTradeNet
Mandatory
Industry softwareItem 11

(I) PROTRADENET Agreement

Software System User & Maintenance Agreement
Mandatory
Proprietary systemItem 11

(J) Software System User & Maintenance Agreement

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 LeaderRegional 100 499

HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.

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
103
103 franchised
Unit growth YoY
0%
vs prior filing
AUV
$476K
Item 19, 2026
Royalty
7%
of gross sales
Ad fund
2%
national + local
Initial fee
$40K
per unit
Investment range
$136K–$306K
all-in, Item 7
Procurement
Approved supplier
from the filing

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

The executive team in Texas controls purchasing. Bradley Vance (VP of Operations) and Heather Shipley (VP of Finance) are the likely operational and financial buyers for any software evaluation.
The FDD mandates ProTradeNet and a Software System User & Maintenance Agreement for all franchisees, indicating a locked-down, franchisor-controlled technology environment.
There are 103 total units, all of which are franchised. The number of company-owned locations was not disclosed in the most recent FDD.
Specific Item 8 procurement restrictions were not extracted in our corpus. The mandated tech stack suggests a designated-supplier model, but verify against the full FDD.
With a 10-year initial term and a renewal notice window of 180–240 days before expiration, contract review cycles are infrequent but predictable for franchisees approaching their renewal date.
The 2026 FDD is filed with state franchise regulators. You can read the full document using the embedded PDF viewer below to verify all claims directly from the source.
Source

Read the filing itself

Every number on this page traces back to this document. Read it in full, page by page — buy the original PDF to download, search, and annotate it.

Window Genie2026 FDDView only
Buy the PDF — $149

Loading filing…

View only A one-time purchase — the original filing, yours to keep.

FDD alert

Tell me when this brand refiles.

We’ll email you the moment Window Genie files a new annual FDD — usually the freshest signal of a vendor change.

Sell software to franchises? See the playbook.

Your matched accounts, fit-scored to what you sell, with the contacts and openers built from each filing.

Find my accounts

Related Home services brands

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