Discuss your projectFranchisees open on the same checklist, report sales from whichever point of sale or field service system they run, and find standards, requests, and leads in one portal. The franchisor sees royalties, audits, and openings across the system from shared records, with franchise management software, POS, and accounting connected.
Illustration of a franchisee portal built by Baybloom for a franchise system: weekly sales pulled from a location’s point of sale system, a royalty statement reviewed by finance, and new locations moving through their opening checklists.
Franchisor executives, including the COO, the VP of operations, franchise development, and the franchise business consultants who support each location, along with large multi-unit franchisees. Franchisees run independent businesses, often on different point of sale or field service systems, while the franchisor needs consistent sales, royalties, and standards across all of them. Franchise management software holds part of the picture, and the rest travels by email, spreadsheets, and calls with consultants.
The workflow
The steps we see most often in this kind of operation.
What we build
Opening checklists for each new franchisee, with tasks for site selection, training, build-out, and launch assigned to the franchisee and the support team.
Procedures kept in one place and audits run on a phone by franchise business consultants, with findings assigned and tracked to closure.
Sales pulled from each location’s point of sale or field service system, royalties calculated under each agreement, and a system-wide view for the franchisor.
One place for franchisees to see sales and statements, submit requests, find the operations manual, and follow up on audits, limited to their locations.
Requests to use marketing fund money or approve local materials submitted in the portal, reviewed against brand standards, with the decision recorded.
Leads from the brand website and calls routed to the franchisee holding the territory, with response and outcome recorded for the franchise team.
Your first release
How the work runs
We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.
We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.
Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.
Scope and price
Every project is priced from a written scope. These are the factors that move it most.
Each system in the network needs a separate connector or import format, so a network on one system is simpler to connect than one on several.
Different royalty rates, minimums, and fund contributions across agreement versions add calculation rules and testing before finance relies on them.
More franchisees, multi-unit groups, consultants, and support roles add permissions, training, and rollout planning across the system.
Cloud franchise management systems usually offer an API, while older setups may offer exports only, which decides how much data syncs automatically.
Franchisor with franchisees on several POS systems
In a growing franchise system, franchisees often run different point of sale systems, and the finance team rebuilds royalty reports from emailed exports before invoicing. A first release pulls sales from each location’s system by API or file import, maps them to one set of definitions, and calculates royalty and marketing fund amounts under each agreement’s terms for finance to review. Franchisees see their reported sales and statements in a portal limited to their locations. Field audits for consultants and lead distribution by territory are natural next phases.
Questions
What leaders in this industry ask us first.
The franchise management system stays the record of franchisees, agreements, and territories where it already does that well. We build the reporting, portal, audit, and lead workflows around it and connect through its API or exports, so the franchise team keeps working in the tools it knows.
Each point of sale or field service system is connected by API where one is available, or by a scheduled file import where it is not. Sales are mapped to one set of definitions, such as gross sales, discounts, and taxes, and a location that has not reported shows up for follow-up instead of being missed.
Yes. Royalty and marketing fund amounts are calculated from reported sales under the terms of each franchise agreement, including older agreement versions with different rates or minimums. Finance reviews the amounts before invoicing, and the accounting system remains the record for invoices and payments.
Each franchisee sees only the locations under their agreements: reported sales, statements, opening tasks, audit findings, requests, and leads. A multi-unit franchisee sees all of their units together. Permissions are enforced on the server, and access is logged.
Consultants run the brand’s audit checklist on a phone at the location, with photos and notes, even where the signal is weak. Findings are assigned to the franchisee with a due date, tracked to closure, and kept on the location’s record so the next consultant sees the history.
Leads from the brand website, calls, and campaigns are matched to a territory by address or postal code and sent to the franchisee who holds it. Leads outside any territory go to a review queue, and follow-up is recorded so the franchisor can see what happened to each one.
Often, yes. Multi-unit franchisees commonly need one view of sales, labor, and audits across their units, drawn from the brand’s systems and their back office tools. That work is scoped around what the franchise agreement and the franchisor’s systems allow.