Requirements checklist
What to ask for when choosing software for franchise businesses.
A checklist built from how franchise businesses work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Candidate pipeline
- Territories and outlets
- Franchise agreements
- Royalty and fund billing
- Field audits and brand standards
- Opening checklist and training
- Franchisee support and supply orders
Roles that need their own access
Who logs in, and what each person may see or change.
- For the franchise development team
- For field consultants
- For finance
- For franchisees
- For the franchisor’s owner
Reports to ask for
Ask to see each one with your own sample data.
- Candidate pipeline by stage and source
- Territories sold, reserved and open
- Reported sales by outlet and period
- Royalty and marketing fund invoiced against received
- Audit scores and open corrective actions by outlet
- Agreements due for renewal or transfer
- Late sales reports by franchisee
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- Point of sale sales feeds
- Accounting export
- Document signing
Questions for any vendor
Put these to every supplier you are comparing.
- Can each franchisee have different royalty terms?
- Can royalties be calculated from point of sale data instead of a typed report?
- How are territories protected from overlap?
- Do franchisees see each other’s figures?
- Are outlets the franchisor itself runs held alongside franchised ones?
- How are renewals and transfers handled?
- Can existing outlets and agreements be loaded?
- What does it cost and can we see a demo?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Candidates sit in several lists
- Territories overlap on paper
- Royalties wait for sales reports
- Audit findings are not followed up
- Renewals arrive unnoticed
Prefer to talk it through? See the franchise businesses page.