Powerful Features for Modern Catering
Everything you need to manage events, inventory, staff, finances, and clients—all in one intuitive platform.
Event Management
Complete Event Lifecycle
Track events from initial quote through planning, execution, and completion. Manage status, dates, locations, and guest counts all in one place.
Recurring Events
Create repeating events with daily, weekly, monthly, or yearly frequencies. Automatically generate event instances and link them together.
Calendar Views
Visual monthly and weekly calendar views to see your event schedule at a glance. Filter by status, client, or date range.
Event Comparison
Compare similar events side-by-side to identify patterns, optimize pricing, and improve planning accuracy.
Event Financials
Real-time cost tracking including inventory costs, labor costs, total expenses, revenue, profit, and profit margins per event.
Quote & Sales Management
Smart Quote Builder
Build professional quotes quickly with drag-and-drop interface. Add menu items, custom items, and apply markups automatically.
Menu Database
Centralized menu and pricing database. Link menu items to inventory, track costs, and maintain consistent pricing across all quotes.
Quote Templates
Save time with customizable quote templates. Pre-configure common items, pricing structures, and terms for different event types.
Quote to Event Conversion
Convert approved quotes directly into events with one click. All items, pricing, and client information transfers automatically.
PDF Export
Generate professional PDF quotes and invoices with your branding. Send directly to clients or download for offline use.
Inventory Management
Real-Time Inventory Tracking
Track quantities, locations, costs, and selling prices for all inventory items. Get instant visibility into stock levels.
Auto-Reorder Points
Set minimum stock levels and reorder points. Receive alerts when inventory falls below thresholds for upcoming events.
Purchase Locations
Track multiple purchase locations per item with different costs. Set active suppliers and compare pricing options.
Stock Adjustments
Record stock adjustments with reasons and timestamps. Maintain complete audit trail of all inventory changes.
Insufficient Stock Alerts
Automatic alerts when inventory quantities are below what's needed for upcoming events. Create purchase orders directly from alerts.
Inventory Usage Tracking
Track which events use which inventory items. Analyze usage patterns and optimize purchasing decisions.
Cost & Profit Tracking
Set both cost per unit and selling price (charge per unit) for accurate profit margin calculations on every item.
CSV Import/Export
Bulk import inventory items from CSV files or export your inventory data for external analysis and backup.
Staff & Scheduling
Staff Scheduling
Assign staff to events with roles, start times, and end times. Track labor costs and hours automatically.
Smart Staff Recommendations
AI-powered recommendations suggest the best staff for each event based on availability, roles, and past performance.
Availability Management
Set weekly availability schedules for each staff member. System automatically checks conflicts when assigning events.
Position & Roles
Define primary and additional positions for staff. Match staff skills to event requirements automatically.
Labor Cost Tracking
Calculate labor costs per event based on hourly rates and hours worked. Include in event financial summaries.
Staff Profiles
Complete staff profiles with contact information, rates, positions, availability, and emergency contacts.
Financial Management
Financial Dashboard
Comprehensive financial overview with revenue, costs, profit margins, and key metrics. Track performance over time.
Digital Invoices
Create and send professional digital invoices. Track payment status, record payments, and manage outstanding balances.
Payment Tracking
Record payments with multiple methods (check, credit card, bank transfer). Track partial payments and payment history.
Cost Tracking
Track inventory costs, labor costs, and other expenses per event. Calculate total costs and profit margins automatically.
Profit Analysis
View profit margins, per-guest metrics, and revenue breakdowns. Identify most profitable events and clients.
Advanced Analytics
Deep dive into financial data with custom reports, trend analysis, and forecasting tools for data-driven decisions.
Operations & Logistics
Logistics Board
Visual board view of all upcoming events with status indicators. Quickly see what needs attention and prioritize tasks.
Prep Sheet Generator
Automatically generate prep sheets based on event menu items and inventory. Print or export for kitchen staff.
Delivery Checklists
Create comprehensive delivery checklists for each event. Ensure nothing is forgotten on event day.
Kitchen Batching
Group similar menu items across multiple events for efficient batch preparation. Optimize kitchen workflow.
Order Management
Create purchase orders, track order status, and mark orders as filled. Adjust quantities and update inventory automatically.
Label Generator
Generate labels for food items, containers, and event materials. Print directly from the system for event prep.
Client Management
Client Database
Comprehensive client profiles with contact information, event history, preferences, and notes. Never lose track of client details.
Event History
Complete event history per client. See past orders, preferences, and feedback to provide better service.
CSV Import/Export
Bulk import clients from CSV files or export client data for external CRM systems and marketing campaigns.
Space & Venue Management
Venue Database
Maintain detailed information about venues including capacity, amenities, setup fees, hourly rates, and requirements.
Load-In/Out Tracking
Track load-in and load-out times for each venue. Ensure compliance with venue scheduling requirements.
Kitchen Access Info
Document kitchen access details, equipment availability, and facility specifications for each venue.
Venue Contacts
Store expanded contact information for venue managers, coordinators, and key personnel. Quick access when needed.
Event Type Compatibility
Match venues to compatible event types. Ensure the right space is selected for each event automatically.
Compliance Tracking
Structured compliance notes and requirements per venue. Track permits, insurance, and regulatory requirements.
Reporting & Analytics
CSV/Excel Export
Export events, orders, inventory, and clients to CSV or Excel format. Analyze data in your preferred tools.
Data Import
Import events, clients, and inventory from CSV files. Migrate data from other systems quickly and easily.
Financial Reports
Generate detailed financial reports with revenue, costs, profit margins, and trends. Export for accounting.
Performance Metrics
Track key performance indicators including event completion rates, average revenue per event, and client retention.
Custom Reports
Create custom reports with filters and date ranges. Save report templates for recurring analysis.
Customization & Branding
Custom Branding
Upload your logo and customize company information. All quotes, invoices, and documents display your branding.
Advanced Permissions
Granular permission controls for team members. Control access to features, data, and functions by role.
Ready to get started?
Start your free trial and see how CaterOne can streamline your catering operations.