TradeOS

Business card

on quotes & invoices

Trading name: CoastWarm Insulation Pty Ltd
ABN: 29 155 902 334
Phone: 07 5443 1200
Email: office@coastwarm.com.au
Address: 2 Plaza Pde, Maroochydore QLD 4558
Website: coastwarm.com.au

Subscription

active

Plan: franchise
Seats: 8
Monthly fee: $250/mo
Renews: 1 Sept 2026

For a franchisee there is no separate software fee — the platform cost is recovered inside the royalty + the $500 minimum (legal finding 2026-06-24). See the Fee schedule tab. Any $/mo above is a legacy SaaS plan line, not a charge on top of the royalty.

One-off onboarding

Deposit paid

The set-up payable once at the start. The deposit is the gate: the Franchising Code’s 14-day disclosure period must elapse and the agreement be signed before this non-refundable money is taken, then the deposit unlocks training / on-site.

Franchise deposit (the gate)$5,000.00 + GST
When: After the 14-day disclosure period + on signing — the gate before training / on-siteRefundable: Refundable until signing; then applied against the onboarding fee
Onboarding / training fee$10,000.00 + GST
When: On the contract date — covers onboarding + initial training; the deposit applies against itRefundable: Non-refundable (deposit applied)

Net payable on signing$5,000.00 + GST

The $5,000.00 deposit applies against the $10,000.00 onboarding fee, so only $5,000.00 extra is due on signing. Exact figures/clauses come from Peter’s franchise docs — the onboarding fee is a placeholder pending the lawyer.

Franchise Service Fee

Permanent

5%of the gross retail (incl GST) job value · on every job, for the life of the franchise

Charged on the retail value of every job — cellulose, polyester, or product bought elsewhere — so a job earns its royalty no matter where the product came from. This is the ongoing royalty, not the Deferred Franchise Purchase below.

2.0%AM commission = 40% of the royalty

Paid to the Area Manager. ≈ $0.77 per m² at the $35/m² ex-GST floor ($38.50 incl GST) — checkable in the field.

3%net to HQ after the AM share

The royalty splits between HQ and the Area Manager; both are paid on retail.

Worked on 168 m² @ $35/m² — $5,880.00 ex-GST → $6,468.00 incl GST (the fee base)

Royalty (5%): $323.40
AM commission (2.0%): $129.36
Net to HQ: $194.04
Deferred Purchase (5%): $323.40

Total up the line$646.80 (10% of retail)

Minimum monthly royalty5% or $500.00/mo · CPI-indexed

The royalty for a month is the greater of 5% of that month’s gross or $500.00, indexed to inflation. It’s a monthly floor, not a per-job charge — payable whether or not they trade, so a quiet month still keeps the territory locked. The floor only bites below $10,000.00 of gross a month; above that the 5% royalty already exceeds it.

Basis = gross retail INCL GST (the customer-paid total). A size/cash discount is a pre-GST line that lowers the paid total, never a GST exemption. Source: 04-Schedules-and-Fee-Annexures-FINAL §A (lawyer-gated, unsigned).

Deferred Franchise Purchase

On track

The deferred capital for the mature territory they bought — not a fee. Charged at 5% of gross retail (incl GST) while they pay it off, up to 5 years; full balance due at the date if not sooner. Once the entry price is recovered it ceases.

Bought
Paying down
Paid — stops

$88,200.00of $100,000.00 capital · 88%

Still to pay: $11,800.00
Full balance due by: Sept 2028
Entry tier: Mature · $100,000.00
Tracking at: $240.00/wk
Deposit paid: Yes · $5,000.00
Rate: 5% of gross retail (incl GST)

Pay out the balance earlysave $1,180.00

A 10% discount applies to the remaining balance only. Clear $11,800.00 now for $10,620.00. The deposit applied to training on signing is separate.

Basis: a % of gross retail (incl GST), so every job — cellulose, poly or third-party — keeps paying down the entry price until it’s cleared.

Mock — this just shows what their owe and what a payment would do. Nothing moves money.

Additional fees & schedule

12 items

Every fee beyond the royalty and the Deferred Purchase — set once, straight from Schedule §A. Each shows the amount, when it’s due, whether it’s mandatory, and whether it’s refundable.

One-off to HQ

Paid once, at the start.

Franchise deposit (the gate)pending$5,000 (excl GST)
Mandatory§A item 6 / DD 14.2, 14.5
When: Secures your right to negotiate; held until you sign — the gate before training / on-siteRefundable: Repaid in full if you don't proceed; if you sign, it's applied against the onboarding/training fee
What it does: holds the territory while you do your due diligence (and the Franchising Code's 14-day disclosure period elapses). Held in HQ's account; applied to the onboarding/training fee on signing, or repaid in full if you decide not to proceed. The $ is a working figure — the docs set the mechanism, not a fixed amount (lawyer to set).
Documentation fee$3,500 + GST
Mandatory§A item 16 / DD 14.5
When: When you instruct HQ to prepare the agreement in the form to be executedRefundable: Non-refundable (a Retainable Reasonable Expense)
What it covers: HQ's cost of preparing, negotiating and executing the franchise documents (the franchisor's lawyers drafting the agreement) — capped at this fixed amount. It is NOT your own legal advice: you should engage your own solicitor to review the documents before you sign.
Onboarding / training feepending≈ $10,000 + GST
Mandatory§A item 6 / DD 14.5
When: On the contract date (cohorts 4+). The deposit applies against this.Refundable: Non-refundable (deposit applied)
What it covers: onboarding + your initial training (≈ 1 day on-site + 2 days theory/practical at the Tiaro factory — to confirm against the Ops Manual). EXCLUDES franchisor travel/accommodation, which is charged separately (see Initial-training travel below). Founder cohort may be waived/included — to confirm. Exact figure pending the lawyer.
Security retention amount$10,000 (excl GST)
Mandatory§A item 20 / DD 14.5
When: At HQ discretion on the contract date or at the end of the agreementRefundable: Held, then refunded ≤12 months after the business ends/transfers

Ongoing

Recurring while you trade.

Local marketing expenditure$1,000/mo (excl GST)
Mandatory§A item 21 / DD 14.5
When: Monthly — spent by the franchisee on its OWN local marketingRefundable: Not a fee to HQ — own spend
Paid to the marketing provider, NOT to HQ. There is no pooled marketing fund.

Only if it happens

Charged only when triggered.

Additional / extra training$750 + GST per day
Optional§A item 17 / DD 14.5
When: Prior to the provision of additional/re-training, on requestRefundable: Non-refundable
Plus estimated travel/accommodation. Elect the days below.
Initial-training travel costspendingEstimate — TBC
ConditionalDD 14.5
When: Only if the franchisor must travel to the franchisee; before initial trainingRefundable: Non-refundable
Transfer fee (on sale)Greater of $25,000 + GST or 10% of the sale price
Conditional§A item 18 / DD 14.5
When: On the settlement date of a sale of the franchised businessRefundable: Non-refundable
The outstanding Deferred-Purchase balance is INHERITED by the approved buyer, not accelerated.
Lost-bag replacement$5 per bag not returned
Conditional§A item 10 / DD 14.5
When: When a returnable bag is not returned to HQ for re-useRefundable: n/a
Default interest + dishonour feeRBA cash rate + 2% p.a. + $7 dishonour
Conditional§A item 22 (cl 9, cl 71/72)
When: Interest on overdue amounts (calculated daily); $7 each time a direct-debit failsRefundable: n/a
The Default Rate of Interest = the RBA cash rate target + 2% per annum, calculated daily on overdue amounts — the conventional, non-penalty commercial form (a modest margin confined to amounts that are due but unpaid). Only applies if you fall behind.
Renewal feeNil
Optional§A item 19 / DD 14.5
When: On renewal of the agreementRefundable: n/a
Renewal costs nothing.

For context

Not a fee to HQ.

Platform (TradeOS) — included in the royaltyNo separate fee
MandatoryLegal finding 2026-06-24 · franchise-legal-deploy-research.json
When: Always available while the franchise is on footRefundable: n/a — not a separate charge
Use of TradeOS is an operations-manual quality standard, NOT a cancellable subscription. Its cost is recovered inside the 10% royalty + the $500 minimum royalty — so a missed payment is royalty arrears (handled the Code way: notice → cure period), never an automatic lights-out. Removes the de-facto-termination trap.

Elect extra training$750 + GST per day · §A item 17

0 days

pick days to see the cost

Plus estimated travel/accommodation if the trainer must come to you. Mock — books a charge intent.

Make an extra deposittoward the Deferred Purchase

$

$11,800.00 remaining

Pays down the capital without clearing it in full. To clear the lot at the 10% discount, use the early-payout button above. Or pay the entry price up front for a 5% early-payment discount (§A item 5). Mock.

Items marked pending are awaiting the lawyer/volume figure — no final number is implied. There is no periodic site-inspection or audit fee. Renewal is nil. Nothing here is a revenue or income promise.

Run a monitoring visit

18 checks

Audit CoastWarm's Truck 1 against the required list — tools, the weekly vehicle check, and the office/paperwork standards. Missing or worn items auto-raise flags and the score updates this region's coverage.

Compliance standing

Watch

attentionQuarterly monitoring visit9 days overdueAudit
goodPublic liabilityCurrent to NovInsurance
goodCrew ticketsAll currentCertification

A red item auto-suspends new bookings in this territory until cleared (e.g. expired asbestos tickets block removal jobs). Standing ties to the Area Manager scorecard.

Stock on hand

Stocked

1,500 m²

cellulose can cover

5,250 kg · 300 bags · @ R3.0

live

from chain of custody

updates on every scan

Cellulose by the kg (net bag 17.5 kg), poly per pack. kg → m² translated automatically.

Their bags — held & installed

4 bags traced

A-GU-310Cellulose · 17.5 kgOn hand
At CoastWarm — Store · company-owned until installed
A-GU-311Cellulose · 17.8 kgOn a truck
At CoastWarm — Truck
A-GT-260Cellulose · 17.4 kgInstalled
Installed at Buderim QLD 4556· 22 JuneView job →Scan record →
A-GT-261Cellulose · 17.6 kgInstalled
Installed at Buderim QLD 4556· 22 JuneView job →Scan record →

Cellulose carries its catch-weight kg; poly is per pack. Installed bags link to the job/site they went into and to the public scan. Site shows suburb only — the customer’s name stays on their own record.

Leads → quotes → wins

18

Leads

14

Quotes

12

Wins

Sold revenue populates once booking-confirm writes the accepted flag — exact figures stay on their own money screen.

National-account participation

1 open

Stockland6-lot estate · Caboolture — spans CoastWarm + Kings territories (centrally tendered)View →

Manage this franchisee

Edit their business card (shows on their quotes & invoices) without logging in as them, adjust their subscription, or flag their standing. Nothing here is a revenue promise.

ℹ Owner: Megan Doyle (megan@coastwarm.com.au). Invite more staff from Settings → Team & roles — owner, office, operations, sales, installer crew, factory.