Home-services and trade franchises

Royalties, ad-fund fees and the lead-to-royalty roll-up for home-services and trade franchise brands.

For HVAC, plumbing, roofing, electrical and restoration brands. Fintra follows a lead from the first call to the royalty the franchisee owes.
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Lead-to-Royalty Roll-up

Example figures
Unit #204: Dallas HVAC: collected
$9,600
Google LSA lead, then Unit #187: royalty due
$192
Unit #231: Houston roofing: variance
$2,340
Thumbtack lead, then Unit #150: attributed
$2,560
System AUV updated, 1 under-report flagged, lead-to-royalty traced

A home-services franchise is two businesses bolted together, and the lead-to-royalty loop falls through the seam.

  1. Leads leak before they convert

    Brand demand from Thumbtack, Google Local Services, Angi, and storm surges lands in each franchisee’s own CRM, so speed-to-lead, conversion, and the revenue it produced are invisible to the franchisor who paid to generate the lead.

  2. No one gives the franchisor the roll-up

    ServiceTitan, Housecall Pro, and Jobber run the franchisee’s jobs, but none give the FRANCHISOR the finance and royalty roll-up from lead source to territory to conversion to revenue to the royalty owed. That loop is unclaimed.

  3. Royalties leak up

    Royalties, ad-fund contributions, and tech fees are computed off each unit’s reported sales, under-reported, remitted late, or reconciled by hand across dozens of QuickBooks and field-service instances the franchisor can’t see into.

  4. Brand standards aren’t enforced by the money

    Approved vendors, licensing and insurance certs, callback rates, and local-marketing minimums live in a binder and an audit checklist, disconnected from the ledger where non-compliance actually costs money.

What Fintra does for franchise

Fintra runs the money side of a home-services franchise system, for the franchisor and every franchisee running HVAC, plumbing, roofing, electrical, restoration, painting, pest, garage, flooring, insulation, handyman, or furniture repair. Built around the two things a home-services franchise lives or dies on: royalties that collect themselves and a franchisor lead-funnel roll-up, lead source to territory to conversion to revenue to royalty, that no incumbent gives the brand. Let Fintra run the accounting, or connect ServiceTitan, Housecall Pro, FranConnect, or QuickBooks.

  • Franchisor + franchisee, one system
  • Home-services & trade brands
  • Lead-work CRM + Action Plans: live
  • Lead-to-royalty roll-up, in build
  • Consolidated roll-up across units: roadmap

Unit & Franchisee Payouts

Example figures
GM · Unit #204, branch manager, base + 3% of unit profit
$1,236 bonus
Multi-unit operator, franchisee, 5 HVAC & plumbing units
$92,400
Dev broker, franchise sales, $18k/unit commission
clawback held
Payouts and commissions computed from connected job revenue: clawbacks on unopened units and reversed sales, every release sealed as evidence. Illustrative.

Keep ServiceTitan and Housecall Pro, or run franchise accounting on Fintra.

Franchise development, unit records, and the field-service app each side runs stay in place: Fintra reads unit job revenue, the franchise directory, and the marketplace leads through a connector and owns royalties, the lead-funnel roll-up, consolidation, payroll, and the back office on both sides. Or, if every franchisee is duct-taping QuickBooks to spreadsheets, Fintra runs the accounting for the whole system on one chart of accounts.

Stays in your field-service & franchise systems

ServiceTitan, Housecall Pro, FranConnect, QuickBooks

  • Franchise directory & development pipeline
  • Unit jobs, bookings & revenue
  • Marketplace leads (Thumbtack, Google LSA, Angi)

Read through the field-service & lead connector, live for early customers.

Fintra runs

Finance, Trust and People, plus the two franchise jobs below

  • Multi-unit consolidation (roadmap)
  • Royalty & ad-fund automation
  • Lead-funnel roll-up (in build)
  • Brand-standard controls
  • Payroll & bill pay
  • Governance & evidence

Don’t want to keep QuickBooks on the money side? Fintra can run the standardized chart of accounts, per-unit general ledger, AP, payroll, and roll-up reporting for the franchisor and every franchisee, so the whole system reports on one platform instead of dozens of disconnected books. The field-service app stays where the techs live; Fintra owns the money and the royalty.

Royalties collected on schedule, with every lead traced to the royalty it produced.

Every home-services franchise already has bookkeeping and a field-service app somewhere. The royalties that flow up to the brand and the lead-to-royalty loop no incumbent closes for the franchisor are where a system is won or lost, so Fintra builds them in, both sides of the flow.

Royalty and Fee Automation

The money that flows up

Royalties, ad-fund contributions, and tech fees computed from each franchisee’s actual invoices and connected job revenue, invoiced to each franchisee, and reconciled against both the franchisor’s and the franchisee’s records. Under-reporting is flagged against the field-service app’s booked jobs, statements are pushed to every unit, and each inter-entity transfer is guarded. Accrual is a computed sub-ledger today, not yet a posted GL journal.

  • Royalty & fee calc from franchisees’ actual invoices
  • Automated invoicing & ACH-sweep collection across units
  • Under-reporting flagged against booked jobs
  • Every inter-entity transfer Trust-guarded & sealed

Franchisor Lead-Funnel Roll-up

In build

Lead source to territory to royalty

The loop no incumbent closes for the franchisor: a lead from Thumbtack, Google Local Services, a brand campaign, or a storm surge routes to the right franchisee by trade and territory, speed-to-lead is measured, and the booked job, the revenue, and the royalty it produced attribute back to the source that generated it. The marketplace lead integrations (Thumbtack and Google LSA) are in active development; the multi-location roll-up they feed is on the roadmap.

  • Lead source, then territory, then conversion, then revenue, then royalty
  • Speed-to-lead measured per franchisee
  • Thumbtack & Google LSA lead ingestion, in build
  • Multi-location roll-up: roadmap

Lead-Work CRM and Action Plans

Live

The day-in-the-life, past the bid

The loop a franchisee actually lives in: open a lead, work it through the pipeline, and let Action Plans run the follow-up: timed call / text / email sequences with merge fields, operating-hours gating, and auto-halt the instant a human replies. Colored-dot triage (new / due / missed / idle) and Deal Size $ on every bid. Where a franchise sales CRM like ClientTether stops at the bid, Fintra carries the won job straight into commissions, job costing, and payroll: one thread, no re-keying.

  • Action Plans: timed call/text/email sequences, auto-halt on reply
  • Triage dots + Deal Size $ pipeline, franchisor + franchisee logins
  • Governed AI: instant reply, bid draft, royalty explainer
  • Won job, then commission + job cost + payroll, automatically

Unit Financing

Example figures
Approved build-out package
$185,000
approved
soft pull
$4,100/mo
on unit economics
funded to open
$179,200
FDD, then funded, then open, underwritten on connected unit economics, the lenders and rails simulate today, Trust-guarded, every advance sealed. Illustrative.

The same books, approvals and payroll checks, set up for franchise

Finance

Every unit, every lead, and the whole system, on one set of books.

Real accounting for a single franchisee or a multi-unit operator: a standardized chart of accounts, per-unit P&Ls, AUV and average ticket, bill pay and payroll. The wedge that is real today: royalties, ad-fund, and tech fees computed from each franchisee’s actual invoices and connected job revenue, with under-reporting flagged against booked jobs. The franchisor lead-funnel roll-up, lead source to royalty, is in build, and multi-unit consolidation and system-wide roll-up are on the roadmap; today Fintra runs single-company books per entity.

Explore multi-unit finance
  • Per-unit books today; consolidated roll-up on the roadmap
  • Royalty & fee computation from franchisees’ actual invoices
  • Lead-to-royalty attribution, in build
  • AUV, average ticket, close rate & FDD Item 19 benchmarking

Trust

Every royalty run, brand audit, lead-source spend, and inter-entity transfer: decided and sealed.

The places money and trust leak in a home-services franchise (under-reported sales, royalty miscalculations, ad-fund and lead-source misuse, unapproved vendors, expired licensing or insurance certs, transfers between franchisor and franchisee) each get a verdict grounded in the real books and the franchise agreement, and each becomes hash-chained, recomputable evidence. Governance is decide-and-prove; enforcement is staged.

See how actions are checked
  • Royalty & under-reporting fraud checks
  • Brand-standard audits as live controls
  • Licensing & insurance cert attestations
  • One trust score across units, people & AI agents

People

Franchisees, field techs, and AI agents on one org chart.

Recruiting qualified franchisees and staffing every unit with licensed trades (techs, installers, estimators) is the constraint on system growth. The Workforce Graph puts every franchisee, unit manager, field tech, and AI teammate on one chart, priced against the same unit and system P&L, with an AI recruiter and interviewer that are advisory, and a named human who always approves.

See people and payroll
  • Recruit qualified franchisees & trade techs
  • Labor cost & productivity by unit
  • Franchisee onboarding & licensing compliance
  • Humans + AI agents, trust-scored

Where a franchise sales CRM stops at the bid, Fintra runs the whole job.

ClientTether and the field-service CRMs are where a franchisee chases the lead and sets the bid, then the money story hands off to QuickBooks, a payroll app, and a spreadsheet the franchisor can’t see. Fintra keeps one thread from first lead to collected royalty, and lets AI draft the work while deterministic engines keep every number honest: a human always approves before anything sends.

Action Plans

Live

Timed, multi-channel follow-up (call, text, email) with merge fields, operating-hours gating, and auto-halt the instant a human replies, plus colored-dot triage so nothing goes cold. This is ClientTether’s core, rebuilt on top of the ledger: the sequencing, tokens, and gating are live; the outbound send rides on your consent-checked messaging provider.

Instant AI lead reply

Live

A new lead gets a warm, on-brand first response drafted in seconds, and a deterministic gate (messaging consent, operating hours, auto-halt, your auto-send switch) decides whether it sends now or waits for a human. The model writes the words; it never decides the send.

AI bid draft

Live

The estimate is priced by the engine; the AI writes the proposal narrative around those exact numbers, never inventing a price. A bid is money-facing, so a human always approves before it reaches the customer.

Won job, then commission, job cost & payroll

Live

Mark a lead won and Fintra seeds the sales commission for the rep, a construction job costed from the bid, and, on prevailing-wage work, field hours that flow into certified payroll. One won bid, three modules, no re-keying.

Bank-verified royalty

Live

The differentiator no sales CRM has: royalties compute from each unit’s actual invoices and connected job revenue, and under-reporting is flagged when reported sales fall below booked jobs. An AI explainer puts every flag in plain English: the score and drivers stay the engine’s. Bank/POS verification rides on the payments connector; the detection is live today.

Payments & field assets: Payroc & WiseTrack

In build

Payroc powers card and ACH so royalties, ad-fund contributions, and tech fees sweep on schedule, and WiseTrack tracks the tools and assets on every truck. Both are integrated as design-partner seams today and chipped honestly: never shown as a live one-click integration.

The lead-to-royalty loop no incumbent closes for the franchisor.

ServiceTitan, Housecall Pro, and Jobber run the franchisee’s jobs; none give the franchisor the roll-up from lead source to territory to conversion to revenue to the royalty owed. Fintra closes that loop. The marketplace lead integrations are in build and the roll-up they feed is on the roadmap: each chipped honestly, never shown as live.

Thumbtack lead ingestion

In build

Thumbtack’s Pro API is our build-first integration, so a Thumbtack lead ingests, routes to the franchisee by trade and territory, and attributes to the booked job and the royalty it produces. In active development with design partners, not live, and we say so plainly rather than show a fake feed.

Google Local Services Ads (LSA)

In build

Google LSA is the dominant home-services lead channel, and we ingest it through the official Google Ads API: adding a new lead source, google_lsa, to the lead-funnel model. Build-first alongside Thumbtack, and design-partner today, so it is chipped in build, never live.

Angi & generic webhooks

On the roadmap

Angi has no public lead API, so we ingest it, and any other channel, through generic webhook ingestion, on the roadmap. The named integrations (Thumbtack and google_lsa) come first; broad webhook ingestion follows.

Speed-to-lead & territory routing

In build

Every lead is timestamped and routed to the right franchisee by trade and territory, and speed-to-lead is measured per unit, so the brand sees which unit answers fast and converts and which lets demand go cold. The routing and measurement ride on the lead ingestion that is in build.

Lead source to royalty, attributed

In build

The loop closes: lead source, then territory and franchisee, then conversion with speed-to-lead, then revenue, then royalty owed, each step attributed, so the franchisor knows which channel and which unit produced which royalty. The attribution rides on connected job revenue that is real today; the marketplace ingestion on the front of it is in build.

Multi-location consolidation

On the roadmap

System-wide roll-up of leads, revenue, and royalties across every unit is on the roadmap. Today Fintra runs single-company books per entity, so the lead-to-royalty roll-up is per-entity for now, and we chip that honestly rather than imply consolidation ships today.

Every approval and change is recorded, for the franchisor and each franchisee.

Every dollar-moving action in the system (a royalty run, an ad-fund or lead-source transfer, a franchisee distribution) is decided against the real books and the franchise agreement, scored, and sealed as evidence you can hand an auditor, a franchisee, or a regulator. Brand standards stop being a binder and become live controls tied to the ledger.

Frameworks & controls, mapped once

PCI-DSS for card data across every unit, SOC 2, and the licensing, insurance, EPA, and OSHA controls that apply to the trades, alongside franchise-specific obligations. 84 frameworks and 111 controls mapped a single time, so one governed action satisfies many at once. Adding a framework or a new unit points at the same evidence instead of starting the mapping over.

Brand-standard audits as controls

Franchise-agreement obligations (approved-vendor use, remodel and reimage deadlines, licensing and insurance certs, callback-rate thresholds, local-marketing minimums) become live controls scored against real activity, not a once-a-quarter checklist. A missed cert or an unapproved vendor opens a control finding tied to the unit’s ledger, with the whole trail sealed.

Franchise-agreement attestations

Versioned policies and the FDD and franchise-agreement obligations each unit signed, with full change history, plus franchisee and technician licensing and certification tracking, who acknowledged which standard, whose trade license or insurance cert is expiring, and when. The attestation trail is part of the same evidence graph, not a separate spreadsheet per unit.

AI Action Governance on royalties, leads & transfers

Every royalty calculation, ad-fund or lead-source draw, inter-entity transfer between franchisor and franchisee, franchisee distribution, or access change gets a verdict and an Action Trust Score before it lands. Fintra Trust decides, records, and can gate the action; broader automatic enforcement across every workflow is staged, so today it always decides and proves, and gates where it is wired in. Each action is hash-chained and mapped to the real controls it satisfies, so verify_chain() re-derives the whole chain from your data: tamper-evident, reproducible, and never a black box.

Franchisee recruiting, leads for every unit and the people who run both, on the same books.

Security keeps the royalties you already earned; growth adds units and fills their schedules. Fintra runs franchisee recruitment, local lead-gen, and the commissions on both, on the same books and the same governance, so a lead becomes a signed unit and a booked home-services job without leaving the platform.

Franchisee recruitment funnel

Run development the way you run finance: a candidate pipeline from lead to qualified applicant to signed FDD to funded, opened unit (scored on unit-economics fit, not gut feel) so the franchisor grows the system with operators who actually perform, all attributed to the units and royalties they produce.

Local lead-gen & marketplace spend

Each franchisee runs Thumbtack, Google Local Services, Angi, and local campaigns and spends its ad-fund and co-op dollars off real unit job data, targeted by trade area and job value, with spend attributed to the jobs it drove, so both sides see which channel actually fills the schedule. The marketplace lead ingestion is in build.

Commissions & distributions, guarded

Development-broker commissions on new units, branch-manager and tech bonuses on unit profit, and multi-unit operator distributions computed straight from connected job revenue, with clawbacks on unopened units, closed locations, and reversed sales. Every run scored and sealed as evidence like any other pay run.

Lead to unit to collected royalty

A development lead becomes a signed franchisee, a funded build-out, and an open unit remitting reconciled royalties, and a marketplace lead becomes a booked job and a sealed sale attributed back to its source. One system from first contact to the sealed dollar, on both sides, with no hand-off to a separate CRM.

Continuous controls for multi-unit franchises.

Fintra tests every transaction, not a sample; only the items that fail open an exception; each exception carries a sealed record of what was checked; the record is mapped to the SOX 404 control it tests; an auditor reviews it through time-limited access.

ControlHow it is checkedFrameworkStatus
Multi-location segregation of dutiesTested continuously by the segregation-of-duties handler: initiation and approval stay split across every location.SOX-CE-03 · SoDTested today
Royalty accuracyTested continuously by the shipped franchise royalty-accuracy detector.Franchise detector · liveTested today
Payment routing-leakageTested continuously by the shipped franchise routing-leakage detector.Franchise detector · liveTested today

Only the controls marked tested today run against your real transactions now. It works beside your GRC tool and your external audit, not instead of them.

How continuous testing works

Fintra for franchise today

The Money · Trust · People engines are the shipped Fintra platform. What is real today: royalty and fee computation from each franchisee’s actual invoices and connected job revenue, under-reporting and royalty-integrity detection against booked jobs, and AUV, average-ticket, and FDD Item 19 benchmarking on connected results. The lead-work CRM is live: the pipeline, colored-dot triage, and Deal Size $, plus the Action Plans engine (timed multi-channel sequences, merge-field rendering, operating-hours gating, and auto-halt-on-reply), with the outbound send riding on a consent-checked messaging provider seam. The governed AI assists are live and draft-first: an instant lead reply behind a deterministic consent/hours/auto-halt gate, an AI bid narrative wrapped around an engine-priced estimate, and a plain-English royalty-anomaly explainer, in every one the deterministic engine owns the numbers and flags, the model only phrases language, and a human approves before anything sends. When a lead is won, Fintra seeds the sales commission, a construction job costed from the bid, and (on prevailing-wage work) the field hours that feed certified payroll: all as reviewable drafts, nothing auto-posted. Payroc (card/ACH) and WiseTrack (tool/asset tracking) are design-partner connector seams, fail-soft and chipped in build, not one-click live integrations. The franchisor lead-funnel roll-up is in active development, and the marketplace lead integrations underneath it are NOT built yet: Thumbtack (whose Pro API is our build-first target) and Google Local Services Ads (LSA, via the official Google Ads API, extending the lead-source model to include a google_lsa source) are in build / design-partner, and Angi (which has no public lead API) is roadmap via generic webhook ingestion. The field-service, franchise-management, and accounting connectors (ServiceTitan, Housecall Pro, FranConnect, QuickBooks), the ACH royalty-sweep rail, and the unit-financing lender are a pluggable provider seam: live for design partners and on the near-term roadmap, not a one-click integration for every franchise system yet. Multi-unit consolidation and roll-up are roadmap: today Fintra runs single-company books per entity, so the lead-to-royalty roll-up is per-entity for now. Royalty and fee accrual is a computed sub-ledger and does not yet post a GL journal, and new-franchisee chart-of-accounts seeding is a stub. Fintra Trust maps SOC 2 and the licensing, insurance, EPA, and OSHA controls that apply to the trades to real evidence; that is alignment, not a fabricated certificate. Childcare, restaurant, and retail brands run on the same two-sided engine: home-services is simply where we lead. We will always tell you what is production-ready versus what we are building with you. In demos, no real money moves.

Pages by role

One set of books runs the whole back office. These pages start from the job you do.

See Fintra run your whole franchise system’s money.

Bring one unit, a multi-unit group, or the franchisor above them. We’ll show royalty roll-up, the lead-to-royalty funnel, brand-standard controls, unit financing, and the evidence trail on your system, and we’ll be honest about what is live versus what we build with you.

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