Level Up Automation Franchise FDD, Costs & Fees (2026)
Level Up Automation is a smart home and commercial automation franchise offering design, installation, and support for connected-technology systems, serving homeowners, builders, and businesses, and known for consultative design, multi-brand integration, and positioning franchisees as trusted local technology advisors.
KEY FRANCHISE STATS
Franchisees
?
5
+
n.a.
n.a.
Franchise fee
?
$35,000
Investment
?
$52,000 - $68,000
Revenue (AUV)
?
Undisclosed
$0
+
n.a.
n.a.
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Level Up Automation is a U.S.-based smart-home and commercial automation franchise offering technology integration for both residential and business environments. The company was founded in 2016 and originated in Northborough, Massachusetts. It remains headquartered there as it continues to expand through franchising.
The franchise delivers a wide range of automation services, including smart safety and security systems, home theaters, audio and video installations, automated lighting and shades, thermostats, WiFi networks, and full-scale smart-home or intelligent building automation solutions.
Franchisees provide customized technology design and installation tailored to each client’s needs.
Level Up Automation began franchising in 2021. The brand offers a relatively accessible initial investment range, making it appealing for entrepreneurs entering the smart-technology sector. Its model supports flexible operations, including home-based or mobile units.
What sets Level Up Automation apart is its emphasis on cutting-edge solutions combined with a consultative, education-focused customer experience.
Initial investment
The initial investment required for a Level Up Automation franchise is
$52,000 - $68,000.
That is the total cost you would need to finance if you were to start this franchise.
These costs are provided by the franchisor in the Franchise Disclosure Document.
Type of Expenditure
Amount
Initial Franchise Fee
$35,000
Training Expenses
$500 - $3,000
Equipment
$4,000 - $6,300
Licenses and Permits
$500 - $1,500
POS/Office Computer Systems
$1,500 - $2,500
Professional Fees
$3,600 - $5,600
Grand Opening Advertising
$2,500
Insurance
$1,200 - $3,000
Rent Deposits
$0 - $800
Office Supplies and Equipment
$1,000 - $3,000
Additional Funds / Working Capital
$2,000 - $5,000
TOTAL
$51,800 - $68,200
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Type of Expenditure
Amount
Initial Franchise Fee
$35,000
Training Expenses
$500 - $3,000
Equipment
$4,000 - $6,300
Licenses and Permits
$500 - $1,500
POS/Office Computer Systems
$1,500 - $2,500
Professional Fees
$3,600 - $5,600
Grand Opening Advertising
$2,500
Insurance
$1,200 - $3,000
Rent Deposits
$0 - $800
Office Supplies and Equipment
$1,000 - $3,000
Additional Funds / Working Capital
$2,000 - $5,000
TOTAL
$51,800 - $68,200
Franchise Disclosure Document
Below is Level Up Automation's 2023 Franchise Disclosure Document. Upgrade to Pro or purchase the FDD to view and download the document.
Number of units
Level Up Automation had 6 total units in 2023, of which 5 were franchised-owned and 1 company-owned.
Level Up Automation® provides a detailed and structured training system aimed at preparing franchisees and their teams for effective business operations. Below are the primary training programs offered by the Franchisor:
Initial Management Training Program This mandatory program includes both classroom and hands-on training conducted at the Franchisor’s headquarters or designated locations. It is required for the franchisee, their principals, and the General Manager, and must be completed prior to opening. Up to four individuals may attend at no additional fee, though travel and lodging expenses are the franchisee’s responsibility.
Satisfactory Completion Requirement The Franchisor evaluates whether participants successfully complete the training. Failure to meet expectations can result in termination of the franchise agreement.
Opening Assistance During the store’s opening, Level Up Automation® provides up to three days of on-site training and assistance from a trained representative, helping with setup and early operations at no cost to the franchisee.
Territory Protection
Level Up Automation® grants its franchisees a defined territory, generally consisting of a population base of around 200,000 people and delineated by zip codes or mapped boundaries.
This territory is attached to the Franchise Agreement and includes rights to operate from one approved office location. While the Franchisor agrees not to open another Level Up Automation® franchise within that territory during the agreement term (provided the franchisee is not in default), the protection is limited.
The franchise territory is not exclusive and comes with significant exceptions. The Franchisor reserves the right to sell products and services within the territory through alternate channels like the internet, direct marketing, or retail stores, and may also service “Key Accounts” that span multiple territories.
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