Franchise guides for property restoration companies.
Restoration groups run branches handling water, fire, mold, and rebuild work, each with its own reporting rhythm. Keep recurring program units apart from project work so urgent jobs do not skip the normal review.
Records that can help
Use any of these that help explain the work. They are not extra steps.
- Branch list with services offered and status
- Program or service-unit counts by reporting period
- Project exceptions and document requests
Gaps to watch for
- Using project milestones as recurring service counts
- Letting an urgent job skip period ownership and review
- Leaving a temporary branch override in place after the project ends
Guides for every task
The steps are the same in every franchise network. Each guide has a review checklist, troubleshooting and a worksheet.
Sales reporting
Collect each franchise’s sales report for the right period, check it, and submit it without losing track of what is still missing.
Reporting deadline review
Keep every franchise’s report due dates in view.
Sales report issue review
When a sales report has warnings or needs review, check the affected numbers before they reach an invoice.
Annual sales trend analysis
Compare sales across years, franchises, services and classes from the reports you already have.
Franchise record review
Use the franchise record as the starting point for everything about one location: its profile, reports, invoices, billing, documents, services and team.
Franchise team access
Keep each person’s access in line with the work they do.
Document compliance review
Find missing, expired, due-soon and needs-review documents across every franchise.
Document requirement setup
Set up each required document once: what it is, what franchisees should upload, when it is due, how often it renews and who is reminded.
Required document upload
Help a franchise complete a required document: open it, check whether it is due or expired, upload the current version and confirm it was accepted.
Sales-based billing rule setup
Set up a royalty or fee from sales: the amounts, effective dates, which sales it applies to, which franchises it covers and where the money goes.
Unit-based billing rule setup
Set up a charge per unit, such as calls, leads or seats: the price, the cycle, how counts are collected, which franchises it covers and where the money goes.
Franchise quantity entry
Enter each franchise’s unit counts for the period, fix anything flagged, and submit them so they reach the next invoice.
Invoice balance review
Check a franchise invoice before you act on it: its lines, balance, due date, payments and the reporting period it bills.
Invoice payment
Give franchisees a clear way to pay: open the invoice, check the amount, pay by card on Stripe’s checkout and see the payment recorded on the invoice.
Payment destination setup
Decide which Stripe account each fee is paid into.
Billing readiness review
Find what would stop invoices going out before you run billing: missing payment destinations, rules without franchises, reports that need review.
Billing run preview
Preview a billing run before any invoice is created.
Running billing
Run billing from a reviewed preview, once, and follow the invoices and emails it produces.
Billing notification recovery
Track payment requests and billing notices that did not arrive.
Billing audit review
Trace a billing change back to who made it and when.