May 2025 Release Updates[Latest Release]

Frannie AI Mobile App: The Power of FranConnect's AI On-the-Go

Access Frannie's AI-powered agents anytime, anywhere with the new Frannie AI Mobile App—bringing data insights, sales coaching, and operational help straight to your fingertips.

• Data Analyst Agent – Instantly analyze Development and Foundation dashboards and access key trends in real time.

• Sales Coach Agent – Create tailored sales playbooks, call scripts, personas, and case studies to support outreach.

• Franchisee Support Agent – Resolve operational issues instantly with answers sourced from your Ops Manuals.

• FranConnect Support Agent – Access FranConnect’s knowledge base for fast, reliable platform guidance.

To Get Started:

1. Download the Frannie AI Mobile App from the App Store or Google Play.

2. Log in with your FranConnect credentials.

3. Select a chat agent based on your role and permissions.

4. Ask questions, request insights, or get support—anytime, anywhere.

New Franchise Lead Management User Experience

A redesigned Lead Management experience brings greater visibility, control, and efficiency to franchise lead tracking and engagement.

• Refreshed Summary Table – Access leads by status with tabs for All, New, Closed, Dead, and Custom, with counts displayed.

• Enhanced Filters – Switch between Mine and All views; selections auto-save to personalize your experience.

• Configurable Columns – Add, remove, or reorder columns. Admins define available options.

• New Visibility Columns – View associated Units, Lead Owners, and Owner Units directly in the grid.

• Streamlined Add/Edit Flow – Updated forms deliver a more intuitive experience for creating and modifying leads.

To Get Started:

1. Navigate to Sales > Lead Management (New).

2. Use the tabs and filters to segment leads.

3. Click Configure Columns to personalize your grid.

4. Use Add/Modify Lead to access the new form layout.

New Inline Editing for Faster Location Data Updates

Update location details directly from summary tables with inline editing—reducing clicks and improving efficiency.

• Inline Editing – Modify unit details, contact fields, or custom fields directly in the table view.

• Real-Time Save and Sync – Changes are saved immediately to the backend system.

• Permissions-Based Access – Only fields users are allowed to edit will be editable.

• Validation & Alerts – Real-time feedback ensures clean data entry and alerts users to errors.

To Get Started:

1. Navigate to Info Manager > Unit Summary > Custom Views.

2. Hover over a field to display the edit icon.

3. Click the icon, update the value, and click the tick icon to save.

Notes:

• Inline editing is disabled when an entire row is selected.

• Updates may take up to 5 minutes to reflect in the system.

Attachment Indicator for Emails in Contact History

Quickly identify emails with attachments to improve productivity and follow-up.

• Paperclip Icon – Displays next to emails with attachments.
• Hover Tooltip – Reveals "Contains Attachment" for clarity.
• Mobile and Web Support – Available across platforms.

To Get Started:

1. Navigate to Info Manager > Store Summary > Contact History Tab
2. Info Manager > People > Contact History Tab

Improved User Deletion Validation for Multi-Location Employees

New confirmation steps prevent accidental user deletions across multiple locations.

What’s New and Why It Matters:

• Delete Confirmation – Prompts users when deleting someone tied to multiple locations.

• Safeguard for Shared Accounts – Helps avoid unintended data loss.

To Get Started:

1. Navigate to Info Manager > Store Summary or Admin > Manage Franchise Locations > Users.

2. Attempt to delete a user and review the system confirmation prompt.

 

Remove Completed or Not Applicable Checklists from Locations

Franchise development teams can now manage checklists more independently, keeping views clean and focused on what matters.

What’s New and Why It Matters:

• Self-Service Checklist Cleanup – Remove checklists marked as Complete or Not Applicable directly from the location view.

• Faster Issue Resolution – Eliminate unnecessary support tickets by enabling teams to take direct action.

• Simplified Views – Reduce clutter by showing only checklists that still require attention.

To Get Started:

1. Navigate to the Opener > Store Summary or Checklist Admin view.

2. Locate a checklist with a Complete or Not Applicable status.

3. Use the Delete option to remove it from the location.

New Logic for Associating Checklists with Locations

Checklist association is now more flexible and does not require a task to be added before linking to locations.

• Checklist Availability – Newly created checklists appear in the checklist menu for all locations, even without tasks.

• Flexible Activation – Choose whether to auto-activate or keep inactive at creation; activate later as needed.

• Automatic Task Visibility – Tasks populate automatically based on store type when checklists are associated.

To Get Started:

1. Create a checklist in the Opener > Task/Checklist Admin view.

2. Add at least one task to the checklist.

3. When prompted, choose Yes to associate it with all current locations or No to leave it inactive.

4. Activate the checklist later from the location settings if needed.

Automated Appointment Email to Broker from Candidate Portal

Ensure seamless communication by notifying brokers automatically when appointments are scheduled.

• Broker Notification Option – A new toggle has been added to enable broker email notifications for appointments.
• Email Includes Appointment Details – The email contains the appointment date and time using a dedicated keyword.
• Default Settings Off – Admins can enable this option as needed to suit their workflow.

To Get Started:

1. Navigate to Admin > Sales > Manage Candidate Portal > Configure Appointment Email
2. Look for the new option to send appointment emails to brokers.
3. Once enabled, brokers will automatically receive emails when appointments are scheduled through the Candidate Portal.

 

Add Teams as Participants to The Hub Calendar

Make scheduling easier and improve visibility by inviting entire teams to meetings and events in The Hub.

What’s New and Why It Matters:

• Teams in Participant List – Select one or more teams as invitees when creating calendar events.

• Events Card on Team Pages – View upcoming team-specific meetings and events in a scrollable widget.

• Improved Collaboration – Ensure everyone on the team is aware of and aligned on scheduled activities.

To Get Started:

1. Navigate to The Hub > Calendar > Create.

2. Select Meeting or Event.

3. Choose Teams from the Participants dropdown.

4. Visit a Team Page to view the Events card with scheduled items.

New Location Insights Analytics

The Location Insights Dashboard provides a powerful, map-driven view of your locations to help teams monitor lifecycle stages, development timelines, and operational readiness.

• Map-Based Visualization – See all locations plotted by lifecycle stage, with filters for region, franchise type, and store type.

• Operational Detail at a Glance – Access Unit ID, Lifecycle Stage, Owner Contact, Address, Store Type, Key Dates, and assigned roles like FBC or Project Manager.

• Advanced Filtering – Refine views using multiple filters to focus on specific segments of your location network.

• Development Status Tracking – Monitor key lifecycle milestones including permitting, construction, remodels, site selection, and closures.

• Decision Support – Make faster decisions using centralized, real-time data and simplified navigation.

To Get Started:

1. Navigate to Analytics > Foundation > Location Insights Dashboard.

2. Explore the Map View and apply filters by Franchise Type, Store Type, Region, or Lifecycle Stage.

3. Click a location pin or table entry to view full operational and profile details.

New Development Executive Watchboard Analytics

The Development Executive Watchboard offers centralized visibility into project milestones, site progress, and opening timelines—helping leaders proactively manage pipeline execution.

• Milestone Tracking – Monitor key events such as FA Signing, Site Selection, Kick-Off, Construction Start, POS Installation, and Grand Opening.

• Projected vs. Actual Openings – Compare targets to actuals across awarded deals, expected openings, and real openings to drive accountability.

• Date-Based Filtering – Analyze progress using Franchise Awarded Date, Opening Date, or Reference Date ranges.

• Blockage Identification – Surface delays and blockers across lifecycle stages to intervene early.

• Executive Summary View – See readiness and progress across real estate, construction, setup, and staffing—all in one place.

To Get Started:

1. Navigate to Analytics > Develop > Development Executive Watchboard.

2. Filter by Awarded Date, Opening Date, Reference Date, or Lifecycle Stage.

3. Review milestone timelines and use the snapshot view to monitor opening project health.

New Development Actuals vs Budget Analytics

The Development Actual vs Budget Dashboard gives teams clear visibility into performance against targets—enabling smarter planning, faster course correction, and improved execution.

• Target vs. Actual Tracking – Compare actual performance against targets for Leads Added, Leads Closed, and Store Openings.

• Variance Analysis – Quickly identify gaps between expectations and outcomes for timely adjustments.

• Period-Based Insights – Track progress by reporting periods (e.g., P1–P4) to monitor trends and pacing.

• Breakdown by Deal Type – View performance across New, Growth, and ADA Transactions to refine strategies.

• Flexible Views and Filters – Toggle between graph and grid views; filter by Year, Brand, Deal Type, and Category.

To Get Started:

1. Navigate to Analytics > Develop > Actuals vs Budget Dashboard.

2. Apply filters for Year, Brand, Deal Type, or Category.

3. Switch between Grid View and Graph View to explore trends.

4. Use variance insights to prioritize sales and development actions.

 

New Site Visit Response Analysis Dashboard

The Site Visit Response Analysis Dashboard offers granular insight into how locations perform on field visits—empowering teams to improve compliance, spot gaps, and coach effectively.

• Response-Level Insights – Drill into answers across visit forms like Health & Safety, Hospitality, and Cleaning Audits.
• Self-Assessment vs Consultant Comparison – Compare franchisee self-evaluations to consultant-led visits to identify discrepancies and training needs.
• Unit-Level Scoring – View performance scores at the unit level and benchmark across locations.
• Visit Outcome Breakdown – Analyze visit status distribution: Completed, In Progress, Non-Compliance, Follow-Up, and Failed.
• Advanced Filtering – Segment results by Unit, Form, Region, Consultant, Owner, Response Type, or Question for precise analysis.

To Get Started:

1. Access Analytics > Operations > Site Visit Response Analysis Dashboard.
2. Apply filters by Visit Form, Region, Unit, Consultant, or Owner.
3. Use Response Detail and Visit Trends views to explore patterns.
4. Compare self-assessments to consultant responses and identify low-performing units using the Score (%) column.

Note: Users who currently have access to the Site Visits dashboard will be granted access to this new dashboard by default

New Site Visit Task Analysis Dashboard

The Site Visit Task Analysis Dashboard enables deeper visibility into tasks assigned during field visits—empowering teams to ensure accountability, track follow-through, and maintain operational standards across locations.

• Visit Activity Overview – Monitor the number of visits conducted over time with filters by Visit Status, Consultant, and Visit Form.
• Task Status Tracking – Analyze tasks generated from visits by their current status, including Open, In Progress, Completed, and Overdue.
• Task Type & Category Breakdown – Gain insight into the nature of tasks assigned by reviewing distribution across Task Types and Task Categories.
• Operational Follow-Up Visibility – Equip FBCs and field teams to monitor task completion rates and address outstanding issues more effectively.

To Get Started:

1. Access Analytics > Operations > Site Visit Task Analysis Dashboard.
2. Apply filters by Visit Form, Consultant, Region, or Visit Status.
3. Use Visit Trends and Task Analysis views to assess field execution and task management.

Note: Users with existing access to the Site Visits dashboard will automatically be granted access to this new dashboard. As part of this update, the Task Summary view has been removed from the Site Visits dashboard.

 

Leads Killed Trend Analysis in Franchise Sales Optimization Dashboard

The Leads Killed Trend Analysis helps sales teams understand why leads are marked as closed or lost—so they can refine outreach, improve qualification, and reduce fall-off.

What’s New and Why It Matters:

• Killed Reason Trends – Track the most common reasons leads are lost, such as Financing Not Available, Deferred Decision, or No Response.

• Month-over-Month Analysis – Identify when and why drop-offs peak by comparing trends across time periods.

• Graph and Grid Views – Toggle between visual trendlines and detailed tables for flexible exploration.

• Root Cause Insights – Surface consistent blockers to inform process changes, messaging updates, or nurturing adjustments.

To Get Started:

1. Navigate to Analytics > Develop > Franchise Sales Optimization > Leads Killed Reason view.

2. Use the dropdown to filter by specific Killed Lead Reason.

3. Review trends in Graph View or Grid View to analyze patterns.

4. Use insights to adjust sales engagement and lead handling strategies.

 

Support for Negative Line Item Adjustments on Invoices

This enhancement allows for more flexible credit handling by supporting negative values on individual invoice line items—while maintaining financial integrity.

What’s New and Why It Matters:

• Negative Line Items – Apply credits directly to specific line items (e.g., Advertising Fee) without affecting total invoice logic.

• Auto-Adjustment of Totals – If the credit exceeds the line item value, the system automatically applies the remaining credit to the invoice total.

• Consistent Payment Handling – Negative items are treated as $0 across payment modes (e.g., Logging, EFT, FlyWire).

• Safeguards in Place – Paid components are locked from adjustment, and negative totals cannot exceed the untaxed invoice value.

To Get Started:

1. Contact your Customer Success Manager to enable the feature.

2. Navigate to Royalty Manager > Invoices.

3. Expand Invoice Items Details on a selected invoice.

4. Enter a negative value (e.g., -50) in the relevant line item and save.

New scoring options for Field Ops Visits

Previously released for the Field Ops web experience, now available on the FranConnect Field Ops Mobile App. See our April 2025 release notes for a complete overview.

• Additive and Deductive scoring: Calculate the total score for the visit starting from the base value of zero and count upward as questions are answered (Additive) or starting at the max value of the visit and subtract points as questions are answered (Deductive).
• Negative point assignment: Assign a negative value to answer choices in response definitions resulting in reduced points when selected. This also allows negative overall visit scores.
• Force Fail: Define question choices that automatically cause the visit to fail. This will trigger a notification to the auditor when answering and update the visit status to “Failed” upon completion.
• Failed audit status: When an audit has been forced to fail based on a question choice the visit status will be updated to “failed”. You will be able to see this status in the Visits dashboard.  

To Get Started:

1. To allow negative scoring on a form navigate to the “Additional Settings” section of the form setup screen and check the “Allow Negative Score” checkbox.
2. To assign negative points to a question choice place a “-” (minus) in front of the score value up to –999.00 for a desired question choice.
3. To force a visit to fail based on a question response select the “Force Fail” check box next to the desired answer choice. This option works for the following question types:
   1. Single select radio button
   2. Single select dropdown
   3. Multi select check box
4. To decide if the form score should count upward from zero or down from the form max value, navigate to the “Additional Settings” section of the form setup screen and select the “Additive” or “Deductive” Score Progression Configuration.

Data synchronization improvements for Field Ops mobile app

We have made important improvements to how data is synchronized from your mobile device through the Field Ops app to FranConnect. These improvements aim to reduce instances of data loss and increase usability while data is being synchronized.

• Use while synchronizing: Users will now be able to continue using the app while data is being synchronized. You will not be able to make changes to visits that are in the process of being synchronized.
• Option to re-sync: If an error occurs while data is being synchronized, users will be presented with an option to re-synch the data, preventing data loss.
• Increased data limit: The data synchronization limit has been increased to 2 GB and the time out period has increased to reduce instances of failed synchronization.

To Get Started:

1. Download the Field Ops application from the app store of your choice.
2. Log in to the Fields Ops application with your FranConnect credentials.
3. Conduct a visit and upload your completed visit.

Introducing Operations 2.0

FranConnect is excited to introduce a major user experience update for the Operations Module. This update will provide significant improvements to the overall user experience and introduce new functionality. Your organization can try this new experience early by reaching out to our customer success team starting in May 2025.

• UX Redesign: Comprehensive redesign of the UI including a new navigation menu, filters, column options, and reports.
• Quick action cards: Action cards to highlight upcoming tasks and visits.
• New visit types: Inspections, and Business Reviews.
• Self-Assessments: Ability for a franchisee to conduct a self-assessment of their unit or performance.
• Templates: New templates for visit forms available through the library.
• Playbook tracker: New tracker to manage Playbook progress, notifications, tasks and information feed.

To Get Started:

1. Notify our customer success team that you would like early access to this new functionality.
2. You will be able to use the new Operations 2.0 module alongside the existing Operations module while you and your users test drive the new functionality offered through Operations 2.0.
3. The Operations 2.0 module will be enabled for all customers in August of 2025

 

New User Interface for RizePoint Mobile Auditor

RizePoint is excited to be part of the FranConnect family and is committed to delivering the best-in-class experience for your auditors. Part of this commitment is upgrading the user interface for Mobile Auditor. In this update you will see enhanced ease of use and alignment with the look and feel of the FranConnect family of products. 

• Updated UI: The user interface of Mobile Auditor has been updated from end to end with new colors, typeface, and styling.
• Complete feature set: All existing Mobile Auditor features have been retained making it easy to adopt the new look and feel, and get your job done just as fast and efficient as before.
• Enhanced usability: We have focused on making Mobile Auditor easier to use on small format devices like smartphones.
• UI Toggle: Users may switch between the new UI and classic UI through an option in settings.

To Get Started:

1. Download RizePoint Mobile Auditor from the app store of your choice.
2. Log in to RizePoint Mobile Auditor using the credentials from your RizePoint site.
3. To toggle between the new UI and Classic UI navigate to settings and select “Classic” under the UI choices.

RizePoint 360 Mobile Auditor End of Life

The RizePoint 360 mobile auditing application has been retired. The official end of life for this application will be May 12, 2025. After this date users will no longer be able to conduct or submit audits through the 360 mobile auditor app. Users may continue auditing with existing forms using the enhanced RizePoint Mobile Auditor application.

Important information:

• The legacy version of RizePoint’s mobile auditing application was called Steton 360 mobile auditor, also known as the RizePoint 360 Mobile Auditor or simply 360 mobile auditor has been discontinued.
• 360 mobile auditor was sunset on Dec 31, 2019.
• Extended support for 360 mobile auditor concludes May 12, 2025.
• Users are encouraged to switch to the latest version of RizePoint Mobile Auditor to continue auditing operations.

To Get Started:

1. Download RizePoint Mobile Auditor from the app store of your choice.
2. Log in to RizePoint Mobile Auditor using the credentials from your RizePoint site.
3. Conduct audits using our latest technology and user interface.

Transition to New Store Summary

A centralized Store Summary provides a unified view of franchisee, corporate, and development locations for easier tracking.

• Unified Location Management – View all location types in one place.

• Lifecycle Stage Tracking – Monitor progress across stages like In Development, Active, and Terminated.

• Improved Reporting Structure – Cleaner data and simplified navigation.

To Get Started:

1. Navigate to Information Manager > Store Summary.

2. Use lifecycle tabs to review and filter location data.

Reminder:

• Migrate to the new Store Summary by October 2025 for uninterrupted access.