The operating system for
serious catering businesses

Your entire sales pipeline and event lifecycle, in one record

From first inquiry to signed contract, every touchpoint lives in a single record. Kanban pipeline, proposal builder, data-driven BEO generation, and a client portal with native e-signatures — all connected to the same event.

• CRM with kanban pipeline & lead tracking
• Unified event lifecycle — inquiry through archive
• Proposal builder & data-driven BEO generation
• Client portal with native e-signature
• Calendar, tasks, messaging & client request intake

Every event. One record. Seven stages.

The moment a lead converts, a single event record tracks everything from proposal to archive. Menu, pricing, payments, staffing, and the client portal — all tabs, all live, all connected to the same data.

• Stage-based lifecycle with forward & backward movement
• Menu, pricing, payments, staffing & portal in one record
• Native e-signature — share portal link to collect
• Cross-module flags to notify kitchen, FOH & staff
• Print BEO directly from the event record

Your kitchen runs on data, not memory

Build your recipe library once. Your kitchen dashboard tracks every prep task in real time — what’s done, what’s in progress, and what’s due next. No whiteboards, no guessing.

• Kitchen dashboard with live task tracking
• Recipe library with costing & scaling
• Auto-generated prep sheets from event menus
• Pull lists with production buffer math built in
• Food cost reporting per event and per menu item

Every venue, every setup, documented and ready

Venue database with load-in details, parking, and ops notes. Visual buffet layout and floor plan designer with real-world dimensions. Pull lists and checklists that update as the event evolves.

• Venue database with detailed load-in specs
• Visual buffet layout & floor plan designer
• Pull lists tied to event equipment needs
• Event checklists — setup, during, breakdown
• Section layouts & staffing ratios

Schedule, clock in, and pay your team without leaving the platform

Drag-and-drop scheduling tied to your event calendar. GPS time clock with tablet kiosk mode for on-site clock-in. Overtime tracking, Gusto-compatible payroll export, and a staff portal your team can actually use.

• Team roster with departments & HR documents
• Drag-and-drop scheduling with draft & post workflow
• GPS time clock & tablet kiosk mode
• OT tracking & Gusto-compatible payroll export
• Staff portal — schedule, hours, availability & time off

Your financials, without the accountant overhead

Drop a vendor invoice, a bank statement, or a scanned receipt — the AI reads it, classifies it, and routes it to the right place. Merchant learning means it gets smarter with every document.

• AI Magic Reader (Beta) — drop any document, it knows what it is
• Transaction categorization with merchant learning
• Invoice & vendor bill management
• P&L, food cost, cash flow & tax reports
• QuickBooks CSV export & compliance document storage