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Automations · Catering Companies

Catering Companies Automations

5 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

Sales Coordinator

Event Inquiry-to-Proposal Automation

When an inquiry comes in with a guest count, date, and event type, this automation automatically generates a starter proposal with menu package options and pricing based on those details. The prospect gets something concrete within minutes instead of waiting for a callback to even find out a ballpark price.

Tools Required
A catering CRM (Total Party Planner or Caterease)Zapier or Make.comEmail
Event Coordinator

Headcount & Dietary Restriction Finalization Reminder

As an event date approaches, this automation automatically reminds the client of the deadline to finalize their guest count and any dietary restrictions, and locks in the kitchen's prep order the moment that information is confirmed. The kitchen stops prepping off a stale headcount from three weeks earlier.

Tools Required
Total Party Planner or CatereaseTwilio or emailZapier or Make.com
Kitchen Manager

Ingredient Ordering by Event Calendar

Based on the confirmed menus and headcounts for all upcoming events in a given week, this automation automatically compiles the combined ingredient order needed and generates a purchase list for the kitchen manager. Manual math done event-by-event, which is where ordering mistakes creep in during a busy week, gets replaced by one consolidated list.

Tools Required
Total Party Planner or CatereaseGoogle SheetsZapier or Make.com
Staffing Coordinator

Event Crew Staffing Assignment

Based on each event's size and service style, this automation automatically calculates the number of staff needed, checks availability among the on-call team, and sends shift confirmation requests, flagging the event manager if a shift goes unfilled close to the date. An unfilled shift gets caught with enough lead time to actually solve it.

Tools Required
A staffing/scheduling tool (When I Work)Twilio or emailZapier or Make.com
Billing Coordinator

Final Invoice & Gratuity Reconciliation

After an event, this automation automatically reconciles the final headcount and any day-of add-ons against the original contract, generates the final invoice reflecting the true totals, and processes it. A manual reconciliation that often happens days after the event, when details are half-forgotten, becomes immediate and accurate.

Tools Required
Total Party Planner or CatereaseQuickBooks OnlineZapier or Make.com

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