The diary, the crew, and the money.
Every feature below exists in the app today. Diary and crew come first because that is what mobile caterers open it for. Quotes, leads and the rest follow.
Diary
Confirmed, provisional, and a warning before you double-book.
- Month, week and day views, colour-coded by status
- Confirmed, provisional, completed or cancelled on every booking
- Clash warning when a date already has something on it
- Venue, postcode, start and end time on each booking
- Days off, holidays and blocked weeks
- Google Calendar sync
- Filter the calendar by status, event type or staff member
- Seven-day weather on the dashboard and the day view
Crew
Names on every gig, hours approved, certificates in date.
- Staff logins as owner, manager or crew
- Assign staff to each booking, several per event
- Team calendar with holidays marked
- Holiday requests, approvals and a balance against the allowance
- Clock in and out on the phone, with breaks
- Weekly timesheets you approve, query or edit with a reason
- Hours and pay from your rates, with payroll runs
- Certificates per person with expiry reminders at 30, 14, 7 and 1 days
- Event chat with the assigned crew
- Staff log their own expenses for you to approve
Deposits and balances
Know who has paid and who has not.
- Deposit and balance per booking with due dates
- Red, amber, green status and overdue flags
- Reminder emails before a balance is due and at 3, 7 and 14 days overdue
- One-tap manual reminder
- Receipt email to the customer when a payment is recorded
- Full payment history per customer
- CSV export of payments
Profit and reports
Busy is not the same as profitable.
- Costs logged per event: fuel, stock, pitch fees, equipment and more
- Mileage expenses with receipt photos
- Profit per event with staff cost from approved timesheets
- Revenue by month, week, event type and source
- Pipeline value and quote-to-booking conversion
- CSV exports for your accountant
Quotes
Price it right every time.
- Line items priced per head, per package, hourly or custom
- Saved menu items and terms templates
- Package templates in the phone app
- Travel at your rate per mile
- PDF quote with your business details and the deposit you are asking for
- Duplicate a quote for a repeat customer
Enquiries
Website enquiries in, follow-ups out.
- Enquiries from your website via the WordPress plugin, an embed or a plain form
- Type in phone calls, DMs and walk-ups
- Lead source on every enquiry
- Pipeline from enquiry to booked to completed
- Follow-up dates with reminder emails
- Notes and an activity timeline on every enquiry
- Signed webhooks to Zapier, Make or your own code when a website enquiry arrives
Checklists
So the generator comes home.
- Pre-event and post-event checklists per booking
- Templates by event type, created when a booking is confirmed
- A booking cannot be completed until the post-event list is done (the owner can override)
- Daily food safety checks for food traders in the app; the full records and the organiser pack live in CaterPad
Certificates and documents
Everything in date, and a reminder when it is about to lapse.
- Insurance, certificates and licences with expiry dates
- Staff certificates linked to each person
- Renewal history
- Email reminders at 30, 14, 7 and 1 days before expiry
On your phone
Built for one free hand.
- Web app on any phone or desktop
- iPhone and Android app, with the app stores now
- The app keeps working with no signal and syncs when you are back in range
- Google Calendar sync and CSV export
What we will not budge on
Four rules every screen was built to.
Event date is king
Everything hangs off when the event is and who is working it
Mobile first, genuinely
Built for checking between serves, not at a desk
Dead simple
If it needs training, we got it wrong
UK focused
Pounds, VAT, bank transfer, UK certificates