Franexis
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    Product

    One platform, seen from three altitudes

    Most franchise stacks are a franchisor reporting tool bolted onto whatever each location bought. Franexis is the opposite: one data model, one login per person, with each role seeing exactly the slice they run.

    Franchisor admins & users

    The single pane of glass

    • Network dashboard and franchisor-only Network TV board across every location
    • Royalty rules, statements, disputes, and automatic accrual
    • Compliance program: requirements, audits, corrective actions
    • Brand-standard catalog, price lists, and branding across the network
    • User management, roles, tenant MFA policy, and audit log

    Franchisee owners & managers

    Everything the location runs on

    • Leads with guided intake, pipeline, contacts, activities, and sequences
    • Quotes from the brand price book with PDF output
    • Dispatch board, schedule, teams, and technician roster
    • Inventory, purchasing with approvals, equipment custody
    • Invoicing handoff, payments, and their side of royalty statements

    Field technicians

    The day, one tap at a time

    • My Jobs grouped by overdue, today, tomorrow — web and mobile app
    • En route → On site → Working → Done journey with one sticky action
    • Labor timers, manual time entry, and completion checklists
    • Photos with EXIF timestamps, notes, and drying-log capture
    • Assignment-scoped access enforced by row-level security

    Modules

    Explore the platform module by module

    Each module is deep enough to replace a point tool — and they all share one record of the work.

    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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    Architecture

    Multi-tenant where it counts: the database

    A tenant is a franchise brand; franchisees are locations within it. Every business table carries the tenant ID, and PostgreSQL row-level security enforces who sees what — franchisors across the network, franchisees within their location, technicians within their assignments.

    Read the full security model

    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.