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Fiverr Pro
English
$
USD
I will catering finances caterease caterzen honeybook better cater catercamp foodstorm
About this Gig
Running a catering or event business becomes difficult when leads, proposals, menus, contracts, deposits, BEOs, staffing, and client details are scattered across different systems.
I will set up and optimize your catering software so your team can manage every booking from inquiry to final payment with a clear workflow.
I work with Caterease, CaterZen, HoneyBook, Better Cater, CaterCamp, FoodStorm, Tripleseat, Total Party Planner, Curate, Planning Pod, Event Temple, Gather, Flex Catering, Reserve Interactive, Priava, and Booqable.
What I will set up:
- Catering CRM and lead pipeline
- Inquiry and booking workflows
- Menus, packages, and pricing
- Proposals and quotations
- Contracts and eSignatures
- BEO setup and event templates
- Invoices, deposits, and payment schedules
- Automated payment and follow-up reminders
- Event calendars and client portals
- Staffing and task workflows
- Kitchen production and prep lists
- Rental and inventory tracking
- Sales, revenue, and profitability reports
- Client data import and account cleanup
- Supported integrations and workflow automation
- Complete inquiry to booking to payment system
Message me with your platform and workflow before ordering.
Software:
HubSpot
Industry:
Data analytics
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Marketing & advertising
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Software
FAQ
Which catering and event software do you work with?
I work with Caterease, CaterZen, HoneyBook, Better Cater, CaterCamp, FoodStorm, Tripleseat, Total Party Planner, Curate, Planning Pod, Event Temple, Gather, Flex Catering, Reserve Interactive, Priava and Booqable.
Can you set up my complete catering CRM and lead pipeline?
Yes. My catering CRM setup can include inquiry stages, lead tracking, client records, follow-up stages, booking statuses, event pipelines, reminders and reporting.
Can you create menus, packages, proposals and contracts?
Yes. I can organize catering menus, event packages, service pricing, rental items, proposal templates, contracts, questionnaires, invoices and client documents. This can be included in Caterease setup, CaterZen setup, Better Cater setup, Tripleseat setup, Curate setup and other supported platforms.
Can you configure BEOs and event documents?
Yes. I can help structure Banquet Event Orders, event templates, kitchen sheets, production documents, packing information, event notes and internal team documents where your catering software supports these features.
Can you set up catering payments and finances?
Yes. I can configure invoices, deposits, payment schedules, payment reminders, event charges, pricing structures and catering finances reporting where supported. Your catering finances setup can also include sales and profitability reporting based on your software capabilities.
Can you set up kitchen production and catering operations?
Yes. Your catering software setup can include kitchen production lists, prep workflows, event menus, packing lists, equipment information, delivery details and operational reports where supported. FoodStorm, CaterZen, Total Party Planner, Better Cater and Flex Catering all support operational.
Can you set up staffing, rentals and inventory?
Yes. I can configure staffing roles, schedules, rental items, equipment, inventory availability and event requirements where supported. Curate setup, Booqable setup, Flex Catering setup and Total Party Planner setup can be structured around the operational features available in your account.
Can you set up automated catering workflows and follow-ups?
Yes. I can configure supported confirmation messages, inquiry follow-ups, proposal reminders, payment reminders, event preparation reminders, internal tasks and client communication workflows. HoneyBook catering setup, Event Temple setup and other supported platforms.
Can you clean up an existing Caterease, CaterZen or Tripleseat account?
Yes. You do not need to start from scratch. I can review and reorganize an existing Caterease setup, CaterZen setup, Tripleseat setup, FoodStorm setup, Total Party Planner setup, Curate setup, Planning Pod setup or Event Temple setup and improve the workflow you already have.
What do you need before starting?
Send me the name of your catering software, business type, services, menus or packages, current booking process, payment process, forms, event types and the problems you want fixed. Appropriate platform access will also be required. Features depend on the subscription and permissions available.
