Catering operations software
Inbox, proposals, e-signature and payment, production sheets, driver routes and QuickBooks, in one system. The order carries itself from step to step, so nobody types it twice.
How it works
Harbor & Pine Studios wants lunch for 40 on Thursday. Here is that order at every step, on the screens your team and your client would see. The studio and the order are made up.
Jordan at Harbor & Pine emails about lunch for 40 next Thursday. PrepFlow pulls it in from Gmail, links it to the client and suggests three replies written the way you write.
Pick a package, add the extras, and PrepFlow does the math: per-person price, delivery, service and tax. It goes out as a PDF and a link.
Jordan opens the link on a phone, reads the terms, signs with a finger and pays the deposit by card. Or picks check, ACH or cash and pays later.
The signed order shows up on Thursday's production sheet in pans and pieces, with the time it has to be ready to make the delivery window.
The driver sees the leave-by time, the items to load and the notes for the door. At the studio they take a photo and get a signature.
The signed invoice went to QuickBooks Online with the customer, every line, the tax and the deposit. Nobody types it in.
Clients order packages on their own, choose a delivery window or pickup, and pay at checkout. The order lands on the same production sheet.
Daily meals for clinics and other sites. Each site sends its counts from its own link, and late changes are flagged to the kitchen.
Operations software for catering. The inbox, proposals, e-signature and payment, production sheets, driver routes and QuickBooks live in one system, so one order carries from the first email to the paid invoice.
Caterers who deliver: corporate drop-offs, events with staff on site, holiday orders and daily meal programs.
Yes, with QuickBooks Online. When a client signs, the invoice goes to QuickBooks with the customer, the lines and the income account for each line. Online store orders go there too.
They get one Sign & Pay link. It shows the proposal, takes their signature, and takes a card payment for the deposit or the whole balance. Clients can also choose to pay by check, ACH or cash.
No. The driver app opens in the phone's browser, and drivers sign in with their phone number and a PIN. They can add it to the home screen if they like.
Your manager invites you from the Team tab. Then sign in with the email the invite went to. Drivers use the driver app instead.
Sign in for today's orders, production sheets and deliveries.