Franchise Ops

Complete franchise business management. Anywhere. Anytime.

Grow your franchise business faster. Automate and streamline head office operations while providing a powerful business system to your trade and mobile services franchisees.

Bi-directional integration with Xero keeps your accounts and debtors up-to-date with your business operations.


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Why connect Franchise Ops to Xero

Franchise Ops works better when connected with Xero:

Save time and money

Generate quotes and invoices based on your work plan. Automatically populate Xero with invoices from Franchise Ops.

Know your debtors

Track payments and outstanding debtors in Xero, while ensuring it is visible when you’re quoting your next job.

Manage your business and your finances

Manage your customers and business using franchise-specific tools. Manage your finances with an industry-standard accounting system.

No double handling

Never enter data twice. Enter information once and have it automatically and seamlessly replicated from Franchise Ops to Xero and back again.

What Franchise Ops does

Provides a single system-of-record for franchisors and franchisees alike.

Franchise Relationship Management

Get line of sight visibility on all aspects of franchisee performance and track all interactions with each franchisee. Empower your head office staff with the ability to make real data-based decisions.

Process Automation

Automate key head office processes. Take the time and human error out of contract renewals, disclosures, job allocation and invoice runs. Empower field managers to identify opportunities and take action.

Franchisee Business Management

Provide your trade and mobile services franchisees with a complete business management solution accessible from desktop, tablet and mobile anywhere, anytime. Manage schedules, quotes, invoices, payments, purchasing all in a single system.

What Xero does

Xero is online accounting software that lets you run your business easily and efficiently.

See your up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

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Franchise Ops Features

Influence the factors that most contribute to sustained franchise growth

Equip Field Managers to Accelerate Franchisee Performance

Franchisee on-boarding

  • Streamline franchisee onboarding and training
  • Record each activity, knowing who performed it and when

Information transparency

  • Simplify audits and business review meetings
  • Record and store all key communications between franchisor and franchisee
  • Shared, up-to-date information provides 360 degree view of each franchisee’s business
  • Log all evaluations, advice, actions and plans for each franchisee in a single location
  • Record additional advertising, marketing and other expenses for inclusion on franchisee invoices
  • Keep your fingers on the pulse with comprehensive, ready-to-use business indicators, reports and dashboards
  • Financial health monitoring and oversight of franchisees +

+ When used in conjunction with Franchise Business Management

Platform-based Mobile Communication using SMS Messaging

  • Distribute Customer Inquiries to franchisees via SMS
  • Accept responses from franchisees while on-the-go
  • Communicate with franchisees and their employees instantly via SMS

Drastically reduce the amount of labour required to generate invoices while eliminating embarrassing errors, omissions and restatements

Save Time and Effort using Automated Invoice Runs

  • Automatic Invoicing of Fees based on Franchise Agreement
  • Capture all Non-Fee Expenses
  • Save Labour and Eliminate Errors through Automated Invoices Runs
  • Synchronise with External Accounting Software

Automate Your Finance Department

Automate Invoice Runs, Financial Management and Account Integration

Invoice Runs

  • Generate an invoice run at the touch of a button
  • Invoice run reads all franchise fees based on the franchisee agreement
  • Calculate fixed fees and royalties (based on job or point of sale data) in invoices
  • Automate inclusion of expenses into invoice runs
  • Generate PDF invoices to be sent to franchisees
  • Mass email of PDF invoices

Financial Management

  • Track and manage payment of invoices, fees and expenses
  • Issue and allocate credit notes

Financial Integration

  • Seamless integration with leading online accounting system Xero

Save labour and improve customer service using rule-based distribution of customer inquiries

Franchisor Job Allocation Engine

  • Automatically allocate customer inquiries based on geography and other rules-based criteria
  • Exercise fine-grained control over how inquiries are distributed across the franchisee network, including
    • Offer jobs to franchisees based on type of inquiry
    • Franchisee owned and unowned territory rules
    • In-hours vs. out of hours inquiry processing
    • Franchisee preferences regarding availability and travel distance
    • Manage offer volume to customer inquiry targets
    • Offer jobs to franchisees sequentially or in parallel
    • Optionally offer jobs to franchisees one-at-a-time
  • Implement custom rules that balance between sales targets, work loading, availability, location and travel
  • Seamless exception handling
  • Save time and energy with duplicate matching rules
  • Distribute work using multiple channels (web, email, mobile or optionally SMS)

The Ultimate System of Record for your Mobile Services Business

How Business Management works

  • Empower Franchisees with a Complete end-to-end Business Management application
  • Automate Distribution of Customer Inquiries between Territories using Fine-tuned Configurable Business Rules
  • Retain Complete Oversight of all Franchisee Performance, Metrics & Customer Relationships
  • Automate Regular Processes, Reminders & Insurances

Empower Franchisees

All the tools franchisees need to delight customers and streamline business management

  • Personal CRM functionality
  • Job management from start to finish
  • Accept work on-the-go using web, email or SMS +
  • Detailed quoting, scheduling and invoicing
  • Integration to leading online accounting system Xero
  • Establish a single view of each customer including all jobs, invoicing and payments
  • Match customer inquiries against existing customer profiles or create new ones at the click of a button
  • Plan and quote work using detailed job quotes based on labour and material estimates
  • Make and keep customer promises using a multi-resource job scheduling and planning calendar
  • Generate invoices at a touch of a button issuing full or part payment for work performed
  • Enable detailed financial analysis of jobs based on cost inputs to track financial performance
  • Probe all aspects of your business with detailed franchisee reports
  • Seamless two-way synchronisation of financial data with franchisee’s own Xero account

+ SMS is optional

What customers say

Dom Gallucio

Lock & Roll are extremely happy with Franchise Cloud Solutions. The product scope excites us, and the Support team is first class. Nothing is too much trouble.

We are now beginning to further develop and configure to suit our business even more.

Dom Gallucio, Lock & Roll, Sydney

Stacey Fall

The support has been top notch and very efficient so thank you.

Stacey Fall, Weeding Women, Perth

Want to find out more about Franchise Cloud Solutions?

Request a meeting