No training required

From inquiry to paid booking in eight steps

CaterCaddy handles the paperwork so you can focus on the food. Here's exactly what your workflow looks like from day one.

30-day trial
No credit card required
< 10 min
To send your first quote
No commitment
Cancel any time
The workflow
1
One-time setup

Your brand is live in minutes

Sign up, add your restaurant name and logo, and connect Stripe so payouts go directly to your bank account. CaterCaddy puts your branding on every quote, email, and document your clients see — you look professional from the very first interaction.

Your logo appears on every client-facing quote and email
Stripe payouts go directly to your bank — CaterCaddy never holds your funds
2
One-time setup

Build your catering menu once, quote from it forever

Set up your catering packages — each with a name, per-person price, and guest minimum. Once they're in, building any quote takes seconds: just select a package and CaterCaddy does the math. Add custom line items like travel or equipment rental on a per-quote basis.

Packages can be updated any time without affecting existing quotes
Custom line items (travel, equipment, venue minimums) added per quote
3
One-time setup

One link — and you're open for business

Every CaterCaddy account gets a unique public inquiry page. Put it on your website, in your email signature, or share it directly with prospects. When a potential client fills out the form, their request lands in your dashboard instantly — no back-and-forth needed to capture the basics.

No login or account required for your clients
You get an email notification the moment a new inquiry arrives
4
Recurring

Review inquiries and decide in seconds

New inquiries appear in your dashboard with everything you need: event date, headcount, venue, and any notes the client left. Quote the ones that fit, decline the rest — CaterCaddy sends a professional decline email on your behalf so you never leave a prospect without a response.

All inquiry details are captured upfront — no follow-up emails to collect basics
Decline emails are sent automatically — no awkward manual replies
5
Recurring

Professional quotes — built and sent in under two minutes

Select the right package, set your deposit percentage, add any extra fees, and choose an expiry date. CaterCaddy generates a branded PDF quote and emails it to the client. If anything changes, you can edit and resend without starting over.

Quote PDF is generated and emailed automatically
Expired quotes notify the client automatically — no manual follow-up
Toggle between deposit split or charge-in-full depending on the client
6
Client pays — you do nothing

Client pays the deposit online — booking confirmed automatically

Your client clicks the payment link in their quote email, pays via Stripe, and the booking is confirmed instantly — no phone call, no invoice chasing, no manual status update. You see the booking appear in your dashboard and receive a notification.

What your client experiences
A clean, mobile-friendly payment page with your branding. They enter card details, pay, and receive a confirmation email — all in under a minute. No account creation, no redirects to a generic payment processor page.
7
Recurring

Your team has everything they need on the day

Share a secure kitchen link with your team — no login, no app, just a mobile-friendly page with every event detail they need. Generate a printable BEO (Banquet Event Order) PDF for on-site reference. Every detail is where it should be before the first van leaves the lot.

Kitchen view works on any phone — no download required for staff
BEO PDF is printable for drivers and on-site team leads
8
You get paid

Request the balance — funds are in your account within days

After the event, hit one button to request the remaining balance. CaterCaddy emails the client a payment link and, once paid, the funds are on their way to your bank account on Stripe's standard payout schedule. The whole job is closed — in the system and in your pocket.

One click sends the balance request email with a payment link
Stripe payouts typically arrive within 2 business days

Ready to run a tighter
catering operation?

Replace scattered spreadsheets, email threads, and Square invoices with one clean workflow. Your first 30 days are free — no credit card required.

Start your free trial

30-day free trial  ·  No credit card required  ·  Cancel any time