About Poolwerx Franchise
Poolwerx is a franchise system specializing in pool maintenance services, pool cleaning, installation and remodel services, and retail pool supplies and services.
Franchisees operate under the POOLWERX brand through Mobile Units (service vehicles) and/or Retail Hubs (retail stores).
Day-to-day operations include servicing residential and commercial pools, spas, and water features, performing water testing, chemical balancing, equipment repair and installation, pool cleaning, and selling pool supplies and chemicals.
Poolwerx Franchise Cost & Fees
| Fee Type | Amount | Notes |
|---|---|---|
| Initial Franchise Fee | $49,000 | One-time payment upon signing |
| Royalty Fee | Up to 7% of Gross Revenue of gross sales | Ongoing; paid monthly |
| Marketing/Ad Fund | Up to 3% of Gross Revenue | National brand fund |
| Total Investment Range | $131,630 – $973,910 | Includes build-out, inventory, working capital |
The investment range of $132K–$974K reflects variability in build-out costs, store size, lease terms, and market. The combined royalty (Up to 7% of Gross Revenue) and marketing fee (Up to 3% of Gross Revenue) are ongoing costs paid as a percentage of gross sales.
Investment Breakdown (Item 7)
| Item | Low | High |
|---|---|---|
| Initial Franchise Fee (Start-Up) | $49,000 | $49,000 |
| Leasehold Improvements (Mobile Unit Start-Up) | $0 | $5,000 |
| Lease and Utility Security Deposits (Mobile Unit Start-Up) | $0 | $3,000 |
| Signage (Mobile Unit) | $1,200 | $4,000 |
| Furniture & Fixtures (Mobile Unit) | $0 | $1,500 |
| Office Equipment & Supplies (Mobile Unit) | $1,500 | $3,000 |
| POS & Software (Mobile Unit) | $2,500 | $6,000 |
| Business Licenses & Permits (Mobile Unit) | $500 | $2,000 |
| Professional Fees (Mobile Unit) | $4,000 | $7,000 |
| Opening Inventory (Mobile Unit) | $10,000 | $15,000 |
| Business Insurance (Mobile Unit) | $4,000 | $6,000 |
| Training Expenses (Mobile Unit) | $9,000 | $12,000 |
| Grand Opening Advertising (Mobile Unit) | $8,000 | $8,000 |
| Convention Fee | $3,120 | $3,120 |
| Equipment Used in Business Operations (Mobile Unit) | $2,000 | $5,000 |
| Uniforms (Mobile Unit) | $500 | $1,000 |
| Vehicle Cost (Mobile Unit) | $15,000 | $45,000 |
| Additional Funds / Working Capital (Mobile Unit) | $25,000 | $50,000 |
| Total for Start-Up Mobile Unit | $135,320 | $225,620 |
| Leasehold Improvements (Retail Hub Start-Up) | $50,000 | $120,000 |
| Lease and Utility Security Deposits (Retail Hub) | $3,000 | $10,000 |
| Signage (Retail Hub) | $6,000 | $18,000 |
| Furniture & Office Fixtures (Retail Hub) | $500 | $2,500 |
| Office Equipment & Supplies (Retail Hub) | $3,000 | $8,000 |
| POS & Software (Retail Hub) | $3,000 | $10,000 |
| Business Licenses & Permits (Retail Hub) | $1,500 | $2,500 |
| Professional Fees (Retail Hub) | $4,000 | $7,000 |
| Opening Inventory (Retail Hub) | $30,000 | $50,000 |
| Business Insurance (Retail Hub) | $6,000 | $10,000 |
| Training Expenses (Retail Hub) | $9,000 | $12,000 |
| Grand Opening Advertising (Retail Hub) | $15,000 | $25,000 |
| Convention Fee (Retail Hub) | $3,120 | $3,120 |
| Equipment Used in Business Operations (Retail Hub) | $2,500 | $6,000 |
| Vehicle Cost (Retail Hub) | $15,000 | $45,000 |
| Working Capital (Retail Hub) | $30,000 | $80,000 |
| Total for Start-Up Retail Hub | $230,620 | $458,120 |
| Existing Pool Route/Contracts Asset Purchase Price (Refranchised) | $10,000 | $600,000 |
| Total for Start-Up Mobile Unit Refranchised Business | $131,630 | $973,910 |
Additional Fees (Item 6)
| Fee Type | Amount |
|---|---|
| Transfer Fee | $26,000 ($5,000 if transferee is already a Poolwerx franchisee) |
| Renewal Fee | $9,500 plus associated costs |
| Technology Fee | 0.6% of Gross Revenue (min $2,000/year, max $27,000/year) |
| Audit Fee | Costs and expenses if audit shows understatement of 2% or more |
| Convention Fee | $3,120 per franchisee per year |
| Additional Consulting Services | $800 per employee per day plus costs and expenses |
| Inspection and Evaluation of Products | Reasonable cost of inspection and testing |
| Regional Area Marketing Fee | $1,500 per quarter |
| Local Market Advertising | Minimum 1% of Gross Revenue annually |
| Grand Opening Advertising | $8,000 minimum for Mobile Unit; $15,000 minimum for Retail Hub |
| Late Fee | Prime rate plus 4% or maximum allowed by law |
| Insufficient Funds Fee | $60 |
| Legal Costs | Approximately $2,000 per transaction |
Training Program (Item 11)
| Detail | Information |
|---|---|
| Total Duration | Approximately 185.5 total hours (89.5 classroom + 96 on-the-job) |
| Classroom Training | 89.5 hours |
| On-the-Job Training | 96 hours |
| Training Location | Poolwerx headquarters in Farmers Branch, Texas, or such other place within the United States as Poolwerx may designate |
| Additional Training | Advanced training programs may be periodically conducted at Poolwerx offices or other designated locations, in person, via recorded media, teleconference, Internet, or webinar. Training classes held every three months. |
Territory Rights (Item 12)
| Detail | Information |
|---|---|
| Territory Type | Protected Marketing Area |
| Exclusive Territory | No |
| Description | You will not receive an exclusive territory. Poolwerx will not grant marketing rights to any other person or Entity with respect to your Marketing Area. However, Poolwerx reserves the right to establish franchises and company-owned stores under the Marks or other names, sell through alternative distribution channels including e-commerce, and acquire existing stores anywhere. You have no right to use the Marks outside your Marketing Area. |
Renewal, Termination & Transfer (Item 17)
| Detail | Information |
|---|---|
| Initial Term | 5 years |
| Renewal Term | Two additional 5-year terms (up to 15 years total) |
| Renewal Fee | $9,500 plus all associated costs incurred by Poolwerx, subject to annual CPI adjustment |
| Renewal Conditions | Must satisfy applicable Transition Event Conditions, be compliant with Franchise Agreement, have installed required software, maintained occupancy rights, completed required tier transition if applicable. May be required to sign a new contract with materially different terms. |
| Transfer Fee | $26,000 ($5,000 if transferee is already a Poolwerx franchisee) plus associated costs |
| Transfer Conditions | Proposed transferee must have financial resources, be reputable and experienced, meet selection criteria. Franchisee must pay transfer fee, not be in default, sell essential assets to transferee, and complete Transition Event Conditions. Franchisor has 30-day right of first refusal. |
| Termination for Cause | Franchisor can terminate for failure to pay within 10 days of notice (or 30 days after due date), failure to cure breach within 30 days of notice, health/safety violations not cured within 24 hours, and various non-curable defaults including insolvency, felony conviction, misuse of trademarks, disclosure of proprietary information, and repeated defaults. |
| Non-Compete Period | 3 years |
| Non-Compete Details | After termination or expiration, franchisee and affiliates cannot engage in any Competitive Business for 3 years within 30 miles of the perimeter of the Relevant Area, within 15 miles of the Relevant Area, within 5 miles of the Relevant Area, within 5 miles of any other Poolwerx franchisee's marketing area, within 15 miles of any other franchisee's marketing area, and within 30 miles of any other franchisee's marketing area or loan area. During the term, cannot compete anywhere in the world. |
Operations & Supply (Items 8 & 15)
| Detail | Information |
|---|---|
| Owner-Operator Required | Yes |
| Participation Details | At all times, the franchise business must be under the personal, on-premises supervision of either the franchisee or their Manager. The principal equity owner must have authority over all business decisions. The franchisee or Manager must successfully complete the initial training program. |
| Required Suppliers | Franchisees must obtain products and services from approved suppliers unless granted written approval for an alternate supplier. Required to purchase from Poolwerx or designated suppliers including Carecraft purchasing cooperative. |
| Supply Restrictions | 80% or more (95% for Refranchised Business) of total cost to purchase and lease equipment, inventory, and other items must come from franchisor, affiliates, or designated suppliers. |
| Franchisor Revenue from Suppliers | During fiscal year 2021, Poolwerx collected and retained rebates and allowances totaling $733,555 from vendors. Total revenues of $4,315,884, of which $1,367,750 (32%) from direct sale of required purchases to franchisees. |
Financing (Item 10)
| Detail | Information |
|---|---|
| Financing Available | No |
| Description | Poolwerx and its affiliates do not offer direct or indirect financing arrangements for any purpose in establishing or operating a franchise. |
Poolwerx Franchise Earnings — Item 19
Past financial performance does not guarantee future results. Individual results will vary.
Poolwerx Litigation & Risk Flags
Litigation and bankruptcy data is sourced from Items 3 and 4 of the FDD. Always verify current status directly from the most recent FDD.
Poolwerx System Growth
Poolwerx currently operates 59 franchised locations and 2 company-owned units. Unit count data is sourced from Item 20 of the FDD.
Unit History (Item 20)
| Year | Opened | Closed | Total |
|---|---|---|---|
| 2019 | 32 | 15 | 69 |
| 2020 | 7 | 13 | 63 |
| 2021 | 4 | 4 | 61 |
Transfers: 0 | Closures: 4
State Registrations
Registered in 10 states: AZ, CA, FL, GA, NV, NC, OK, SC, TN, TX
Franchisor Financials (Item 21)
Poolwerx Franchise — FAQ
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