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Events, quotes and deliveries — operating within the Restaurant operational architecture, with capabilities, data fields, and workflows configured for how a catering actually manages its day-to-day operations.
A catering business sells execution at scale — the ability to deliver a flawless dining experience for 80 or 800 guests at a venue that may change every week. Every event is a fresh operational puzzle: menu confirmation, ingredient sourcing, kitchen production, equipment logistics, staff briefing and on-site service. The margin for error is zero, because the date cannot be rescheduled.
The catering manager is finalising the menu with the client, confirming headcount, ordering ingredients, briefing the team, arranging equipment hire and managing the day-of logistics — all for multiple events in the same week. Quotes are built in spreadsheets and emailed as PDFs. When the client changes the headcount three days out, the ingredient order has to be manually recalculated. Post-event, cost reconciliation against the quote takes time that's rarely available.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a catering actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Deploy from the Restaurant operational baseline—shared capabilities, field structures, and workflow logic—then extend it with the data models, process steps, and reporting formats specific to a catering operation. The architecture configures around your internal processes and scales as your business grows.
The core numbers that determine profitability and operational efficiency for catering operations.
Prime Cost %
< 60% of revenueCombined Cost of Goods Sold (COGS) plus total payroll expenses.
Table Turn Rate
45 - 75 minsAverage duration a guest party occupies a table during peak hours.
Food Waste %
< 3% of COGSUnsold, expired, or spoiled inventory measured against weekly purchasing.
RevPASH
Industry benchmarkDeploy your workspace without interrupting day-to-day operations or retraining your team.
Upload existing customer data, product catalogs, or asset lists in under an hour.
Set job card stages, approval rules, and terminology to reflect how your team actually works.
Give technicians, advisors, or desk staff simple mobile and web views with minimal training.
Review weekly numbers, refine automation rules, and add custom fields as your operation expands.
Most catering operations complete workspace setup, custom field mapping, and baseline data import within 1 to 2 business days without needing IT consultants.
Yes. You can import CSV or Excel spreadsheets containing client lists, product catalogs, service rates, and active job histories directly into your pre-configured data fields.
Yes. Every module allows you to add custom fields, rename terminology, set status stages, and configure approval rules without writing code.
One workspace, your way
Starts from the Restaurant core — shared capabilities, terminology and workflows — then configures precisely for catering: specific data fields, approval steps and operational reports. You define your actual workflows and the system structures itself around your catering operation, evolving as the business grows.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Keep orders and revenue moving through the business.
Run day-to-day work without things slipping.
Revenue per Available Seat Hour during peak dining shifts.
Yes. ConfigBiz is fully responsive and runs in any web browser on iOS, Android, or desktop, allowing technicians, advisors, and field staff to update work orders on the go.
You can define role-based access controls so desk staff, field technicians, managers, and accountants see only the tools and data relevant to their role.
Yes. Add each branch under Company settings → Branches and assign orders, invoices, expenses, payments and stock movements to it. Reports break sales and spend down per branch next to workspace totals, and you can rename “branch” to store, office or site to match your business.
You can configure trigger rules that automatically dispatch email or SMS updates to clients when a job status changes, a quote requires sign-off, or an invoice is issued.
Yes. All dashboard metrics, custom data tables, and financial ledgers can be exported to CSV or Excel for seamless accounting reconciliation or external audits.
ConfigBiz is modular. You can enable additional capabilities, create custom data fields, and expand your team seat count at any time as your business grows.
Yes. ConfigBiz provides structured setup templates, video walkthroughs, and responsive support to ensure your team transitions smoothly without operational downtime.
