G GATHER P PREP S SERVE ST STAFF B BOOKS
G SALES & CRM

GATHER

Where every event begins

From the first phone call to the signed contract, GATHER handles your entire sales pipeline. Track leads, manage client relationships, build custom menus, generate professional BEOs, and never let an opportunity slip through the cracks again.

This isn't just a contact list. It's a complete CRM designed specifically for catering - with fields that make sense for events, not generic "deals" and "opportunities."

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Client Management

Complete client profiles with contact history, past events, preferences, and notes. Know that Mrs. Johnson always wants extra vegetarian options before she even asks.

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Event Lifecycle

Track events from lead β†’ tentative β†’ confirmed β†’ completed β†’ paid. See your pipeline at a glance. Know exactly where every event stands.

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Menu Building

Build menus with items, categories, modifiers, and dietary badges. "Chicken - choose 2 sides - GF available" becomes simple, not spreadsheet gymnastics.

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BEO Generation

Professional Banquet Event Orders with one click. Timeline, menu, guest count, special requests, kitchen notes - all formatted and ready to print or email.

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Proposals & Contracts

Generate branded proposals from event details. E-signature ready. No more "I'll send you a Word doc" - clients sign digitally and you're locked in.

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Visual Calendar

See all your events at a glance with color-coded status. Drag and drop to reschedule. Conflict detection warns you before double-booking your team.

πŸ’‘ Why This Is Different

  • Built-in modifier system that actually works (Required pick 1, Optional pick up to X)
  • Dietary restrictions flow from menu items to BEOs to prep sheets automatically
  • Custom fields let you track what matters to YOUR business without code changes
  • BEOs update in real-time as you change event details - no regenerating documents

Connects to PREP: Menu items link to recipes. When you finalize a BEO, the kitchen knows exactly what to make and how much.

P KITCHEN OPERATIONS

PREP

The kitchen's command center

PREP is where the rubber meets the road. Recipes with automatic costing. Ingredients with yields and purchase prices. Prep sheets generated from your BEOs. This is the module that makes sure you actually make money on the food you cook.

Designed by a chef who's done inventory at 6am and knows that "par level" isn't just a buzzword - it's the difference between a smooth service and a 911 call to your vendor.

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Recipe Management

Enter recipes with ingredients, quantities, and instructions. See your food cost percentage instantly. Scale recipes up or down and watch the math do itself.

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Ingredients Database

Every ingredient with purchase unit, price, yield percentage, and allergens. Know that your 50lb case of carrots gives you 42lbs of usable product after trimming.

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AI Recipe Scanner

Photograph handwritten recipes - from index cards, notebooks, or that sticky note on the walk-in. AI reads the handwriting and creates structured, editable recipes.

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Prep Sheets

Auto-generated from your BEOs. The event needs 150 Caesar salads? The prep sheet shows exactly how much romaine, dressing, croutons, and parm to prep.

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Inventory Tracking

Track what's in stock, set par levels, get reorder alerts. Walk your storage with a printable sheet, scan it back in, done. No more guessing what you have.

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Production Buffers

The 20% rule built in. Passed apps get 25% buffer. Plated gets 10%. Beverages get 30%. Never run short, never waste a ton. Science, not guesswork.

πŸ’‘ Why This Is Different

  • Yield percentages are real - we know a head of lettuce isn't 100% usable
  • Recipe costing updates automatically when vendor prices change
  • AI-powered recipe scanner reads even your worst handwriting
  • Production buffers are configurable by service style, not one-size-fits-all

Connects to BOOKS: When you upload a vendor invoice, AI parses it and updates your ingredient prices automatically. Your recipe costs stay accurate without manual data entry.

S FRONT OF HOUSE

SERVE

Flawless execution, every time

The kitchen crushed it. Now make sure service does too. SERVE handles floor plans, equipment pull lists, server sections, and day-of checklists. It's the difference between a smooth event and "who forgot the chafers?"

Visual designers let you drag tables, plan buffet layouts, and design table settings. Your venue database remembers that the freight elevator at The Grand is always broken on weekends.

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Floor Plan Designer

Drag-and-drop table placement. Standard sizes built in (60" round = 8 guests, 72" = 10). See guest counts update in real-time as you design.

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Buffet Setup Designer

Plan your buffet layout visually. Chafers, platters, signage, flow direction. Print it out and your team sets up exactly as designed.

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Table Setting Designer

Design place settings for plated events. Chargers, flatware, glassware, napkin folds. Visual reference for your team to match exactly.

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Pull Lists

Auto-generated equipment lists from your event. 15 tables, 120 chairs, 8 chafers, 200 plates. Check them off as they load on the truck.

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Venue Database

Every venue you've worked with notes on load-in, parking, kitchen access, power outlets, and "issues to remember." Learn once, never forget.

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Day-Of Checklists

Setup, during-service, and breakdown checklists. Assign to staff, track completion. Nothing falls through the cracks.

πŸ’‘ Why This Is Different

  • Visual designers - not text descriptions of where tables go
  • Standard table sizes and seating capacities built in
  • Venue database captures institutional knowledge that usually lives in people's heads
  • Pull lists generate from event details, not created from scratch each time

Connects to STAFF: Server sections link to scheduled staff. Checklists assign to specific team members. Everyone knows their role.

ST TEAM MANAGEMENT

STAFF

Your team, organized

Scheduling, time tracking, team communication, and post-event feedback - all in one place. This isn't just a schedule board. It's a communication hub built for hospitality teams who don't sit at desks.

Your servers check it on their phones. Your chefs see their assignments for the week. Everyone gets the announcement about tomorrow's event change. No more group text chaos.

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Smart Scheduling

Schedule staff to events with availability tracking and conflict detection. See who's free, who's requested off, and who's already booked.

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Time Clock

Clock in, clock out, track breaks. GPS verification optional. Works on phones for on-site events. Data flows directly to payroll.

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Kiosk Mode

Set up a tablet at events for staff to clock in. PIN-based authentication. No phones required. Professional and simple.

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Team Chat

Channels for different purposes - all staff, kitchen only, event-specific. Announcements that everyone sees. Direct messages when needed.

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Post-Event Feedback

Capture what went well, what didn't, kudos for great work, and "for next time" notes. Issues automatically link to venue notes for future events.

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HR Dashboard

Manage time-off requests, schedule changes, and approvals. Onboarding flow for new hires. All the HR basics without a separate system.

πŸ’‘ Why This Is Different

  • Built for hospitality - staff who work events, not office hours
  • Event-based scheduling, not just "shifts"
  • Post-event feedback captures institutional knowledge automatically
  • Communication hub replaces group texts and WhatsApp chaos

Connects to BOOKS: Time clock data feeds payroll calculations. Hours worked, overtime, event assignments - all tracked and ready for processing.

B FINANCE & COMPLIANCE

BOOKS

The money side, simplified

"Doing the books" - everyone knows what that means. Client invoices, vendor bills, expense tracking, P&L reports, and compliance documents. All the stuff that keeps the lights on and the health department happy.

The AI-powered invoice parser is a game-changer. Upload a Sysco PDF, and it reads every line item, matches to your ingredients, and updates your costs. No more manual data entry from vendor invoices.

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Client Invoicing

Generate invoices from confirmed events. Track deposits, balances, payment status. Send reminders for overdue payments. Get paid.

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AI Invoice Parser

Upload vendor PDFs (Sysco, US Foods, local suppliers). AI extracts line items, prices, and updates your ingredient costs automatically.

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Vendor Management

Track all your vendors with contacts, payment terms, and account numbers. Know who to call when you need a rush delivery.

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P&L Reports

See profitability by event, by month, by client. Know which events make money and which ones you should price differently next time.

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Document Management

Store licenses, insurance certificates, contracts, and tax documents. Get alerts when things expire. Never scramble for paperwork again.

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Compliance Dashboard

Red/yellow/green status for all your licenses and certifications. Health permit expiring in 30 days? You'll know before the inspector does.

πŸ’‘ Why This Is Different

  • AI invoice parser eliminates manual data entry from vendor bills
  • Ingredient prices auto-update, keeping recipe costs accurate
  • Compliance tracking prevents expensive surprises
  • Event profitability shows you where your money actually goes

Connects to Everything: Invoices pull from GATHER events. Costs pull from PREP ingredients. Payroll pulls from STAFF time clock. This is where it all comes together financially.

Ready to See It in Action?

Start your free trial today. No credit card required. Import your existing data. Be running events in GATHEROUND by this weekend.

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