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 CoordinatorEvent Inquiry-to-Proposal Automation
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
Event CoordinatorHeadcount & Dietary Restriction Finalization Reminder
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
Kitchen ManagerIngredient Ordering by Event Calendar
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
Staffing CoordinatorEvent Crew Staffing Assignment
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
Billing CoordinatorFinal Invoice & Gratuity Reconciliation
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 RequiredA Clear Quote, Not a Price List
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