Franexis
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    Built franchise-first · Restoration-deep

    Run every franchise location on one platform

    Franexis gives franchisors a single pane of glass and gives every location the tools to run the day — CRM and lead intake, dispatch and field service, inventory and equipment, royalties, compliance, and a technician app — with each franchisee's data isolated at the database level.

    Migrating from PSA? There's a wizard for that.

    Open leads

    Jobs in progress

    Royalties accrued

    Work orders

    En route
    On site
    Done

    Technician app

    Mark on site
    1 platform
    sales through invoicing
    6 built-in roles
    franchisor to field tech
    100+ tables
    under row-level security
    ~60 endpoints
    documented REST API

    How it works

    Three altitudes, one system of record

    Franchise software fails when the franchisor's view and the crew's tools are different products. Franexis is one platform seen from three altitudes.

    Franchisors set the standard

    Curate the catalog and price book, define royalty rules and compliance requirements, watch the Network board — across every location at once.

    Franchisees run the day

    Leads and guided intake, quotes, dispatch, inventory and equipment, invoicing — everything a location needs, scoped to that location.

    Technicians execute

    A mobile app that opens to the day's jobs, drives the status journey one tap at a time, and documents work with timers and timestamped photos.

    The platform

    Every module a franchise operation runs on

    Not a suite of acquisitions duct-taped together — one data model, from the first phone call to the royalty statement.

    CRM & Lead Intake

    A pipeline built for franchise work: guided lead intake, contacts, activities, sequences, and a clean handoff to quotes — with full insurance-claim capture for the trades that need it.

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    Quotes & Price Lists

    Professional quotes with service lines, tenant-managed price lists with CSV import, status tracking, and PDF generation.

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    Field Service Management

    Jobs, work orders, dispatch, scheduling, a validated technician journey, labor timers, photos, and invoice handoff.

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    Drying Logs & Job Documentation

    Rooms and areas with structured moisture readings, per-room photos and notes — restoration documentation built into the job.

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    Inventory & Equipment

    Product catalog, stock, purchase orders, barcode scanning, plus an equipment registry with QR labels and a full custody ledger.

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    Royalties & Finance

    Configurable royalty rules, automatic accrual on collected revenue, statements, invoices, disputes, referral commissions, and QuickBooks sync.

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    Compliance Management

    Contracts, document requirements with review queues, audit templates and execution, and corrective actions across the network.

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    Reporting & Dashboards

    Role-aware KPI dashboards, a forecast view, and five fullscreen TV boards that auto-refresh for the office wall.

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    Technician Mobile App

    A field-first iOS/Android app: grouped My Jobs, one-tap status journey, labor timers, photos with EXIF, notes, and offline read cache.

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    Integrations & API

    QuickBooks Online sync, PSA onboarding import, automated email + SMS, a documented REST API, and signed webhooks in and out.

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    Industries

    Franchise systems that run on field work

    Deepest in restoration — where Franexis was shaped by a working franchise — and built for field-service networks broadly.

    Isolation enforced in the database

    Every business table carries a tenant ID under PostgreSQL row-level security. Franchisees can't see each other; technicians see only assigned work; the server — not the browser — is the source of truth. TOTP MFA with per-tenant policy included.

    Read the security model

    Connected to the stack you already run

    QuickBooks Online sync at franchisor and franchisee levels, automated client email + SMS, a documented REST API, HMAC-signed webhooks, and a guided PSA import for migrating locations.

    See integrations

    Operations, not demos

    Details that only show up after real jobs

    Franexis has been shaped by live franchise operations — the features below exist because a real network needed them.

    • Royalty accrual with double-collection guards and database-level idempotency
    • Photos keep EXIF taken-at timestamps for the adjuster file
    • Completion checklists warn without blocking a crew that must proceed
    • Client notifications fire from a database trigger — mobile and API status changes notify too
    • Equipment received on a PO becomes tracked assets automatically
    • Nightly reorder turns low stock into draft purchase orders

    A job's paper trail, automated

    1. Lead captured

      source, territory, and — for insurance work — full claim detail

    2. Quote accepted

      client created, work order spun up with quoted lines

    3. Tech en route

      client texted automatically

    4. Work documented

      timers, rooms & readings, EXIF photos

    5. Invoice handed off

      service lines intact, QuickBooks synced

    6. Royalty accrued

      onto the month's statement, idempotently

    FAQ

    Common questions

    What is Franexis?

    Franexis is a multi-tenant operations platform for franchise systems: CRM and guided lead intake, quoting, field service, inventory and equipment, royalties, compliance, and a technician mobile app — with a franchisor-level view across every location.

    Is Franexis built for restoration?

    Franexis was shaped alongside a working property-restoration franchise, so restoration depth — FNOL, drying logs, equipment custody — is native. The platform serves field-service franchise systems generally.

    How is franchisee data kept separate?

    PostgreSQL row-level security enforces tenant and franchisee isolation on every business table — in the database itself, not just the interface.

    Can we migrate from PSA?

    Yes — a built-in wizard imports a location's clients, contacts, equipment, and jobs from PSA by Canam Systems, previewing every row before commit.

    See Franexis on your own franchise data

    Book a walkthrough with the team — we'll map your current process to Franexis and, if you're on PSA, show the onboarding import against your own location.