CaterTrax is a web-based business management platform for North American caterers and foodservice providers across a range of industries, which is designed to help streamline operations, manage inventory, and reduce costs. The solution suite allows users to manage catering, take-out, and floor stock, in addition to their company’s web presence.
CaterTrax’s catering solution offers a variety of front and back of house features for taking and managing customer orders. Online ordering allows customers to place their orders through the business’ websites, with users able to control operating hours, lead times, and delivery times. Custom menus can be uploaded, with support for menus with multiple categories, and standardized menus across multiple sites. Related items are displayed to customers automatically, providing opportunities for upselling. Payment gateway integrations allow customers to pay for their orders online. Once orders are placed, customers can request changes and track their order, and kitchen and pack sheets are generated automatically. Users can track orders through the multiple calendar views, with configurable status pins to give an at-a-glance view of order statuses.
In addition to desktop and mobile online ordering, CaterTrax’s take-out solution provides users with lead time management tools and customizable cut-off times. Prepaid orders also enable quick pickups and deliveries. The floor stock out solution allows users to select which stock items are offered, their pricing, and par levels. Self-regulated business rules ensure that operating hours, delivery and pick-up times, and locations are enforced. Sales projections provide users with forecasts of required stock, and reporting can be carried out across multiple locations. CaterTrax also offers a website builder and content management system which allows companies to manage their web presence and communicate with their customers.
We use CaterTrax to keep track of all floor supplies in addition to using it for tracking all of our caterings. Catering orders are easy to do, and payments are easy to process, with a variety of payment options, to include secure credit card processing. We've been a customer since 2012, and it has been a very valuable piece of our food service package. I'm sure I don't utilize the reporting aspect of the software as much as I probably could, but I am able to run several different types of reports that help us keep track of product movement, sales, etc.
I like that CaterTrax keeps track of what was ordered, when it was ordered, when we're expected to deliver, and allows for multiple admins to manage the site-we use Catering and Floorstock modules, and I can assign floorstock orders to each nursing manager's account as an admin, and send them notifications OR opt to allow each of them to check their own account periodically. Most of my customers like ordering their supplies or caterings for meetings/events using the site.
The only thing I don't like is the inability to add multiple payees-some departments in our hospital share resources like coffee dispensers, and it would be handy to be able to split their billing three ways without having to do the math or account selection myself every time. It isn't difficult, just a little inconvenient. There are other things to do with customization of menus that are a little annoying, but it's beyond my or CaterTrax's control-they've been instructed by our management company to retain control over most menu development aspects of the software, so I am no longer able to customize to the degree I'd like to. We can still do custom orders, though, so there is that opportunity to manage fulfilling what our customers request beyond the regular menu.
My experience is above average. The soft ware is easy to manage and user friendly.
The ability to look at a whole month and see all the caterings. Also, I like how I can click on an individual weeks or days.
The ability to have recurring caterings without having to put each one in individually.
I like the kitchen function. It creates a list of items that are needed for each catering.
I don't like how we are now required to change our password every 90 days. I work in healthcare and we only have to change our master password once a year.
In regards to changing our master password, a couple of weeks ago I got an email saying I had to change my password. I watched all the videos and still was not successfully in changing my password. When I called customer service for help I was number 12 in line.
However, once I got a customer rep they were very nice and helpful. I am a little concern that this problem will occur every time I have to change my password.
As far as a con for the software. I do not have the ability to split charges to two separate parties for one catering.
Overall it has been ok. Again, several situations of unnecessary issues that could have been avoided with a phone call or asking more thorough questions.
Customers are able to place their own orders, request changes, etc. via the software and us time in doing so. Allows for multiple individuals to acquire the information in real time. Web based program allows for customers and users to access software from anywhere.
Challenging to make menu adjustments as you have to submit a support ticket every time. As an admin, I should have some freedom to make adjustments as I need. It takes me more time to complete a support ticket than it would take to make the adjustment in the program. Getting the proper assistance from the tech team can be challenging. They often make modifications that have ripple affects to the system and don't communicate what those affects are. If the company hired a few techs who have actually worked in catering, I think they would have a better understanding of what the end user needs and what we as customers are trying to accomplish.
My overall experience with CaterTrax has been beyond exceptional. Not only does it help to keep me organized, but it is extremely easy for my clients to use and the invoicing process helps to keep clients organized as well.
One of my favorite parts about the system is that we were able to put a deadline on catering orders, meaning after a certain time, clients cannot submit catering orders. For example, a client can not submit an order at 6:00 pm the day before their requested catering. While I try to accommodate all requests, even last minute ones, if special items were not ordered, I simply cannot be prepared. The system will notify the client that they need to call me directly to ensure their request can be met.
The system in whole helps me be prepared and organized each and every day!
The best thing about the CaterTrax system is how helpful it is on a daily basis. It ensures organization on busy catering days. The functionality of the system, along with the ease of use helps each day to run smoothly.
The only real fault that I have found with the CaterTrax system is that when processing payments, credit cards may be declined the first time around, especially if I try to run one payment right after another; however, providing there isn't an issue with the credit card on file, the payment process will be accepted the second time around.
It has streamlined our entire process from the beginning till the end. It doesn't matter the size of your catering business because it can be personalized for all areas. We use several of the Catertrax components that helps us maintain Floorstock, Catering, and Off site ordering. The reports feature is to share with clients so they can see on a daily basis what is being ordered to help with their budgets. I have worked with several different software systems for Catering is this is by far the most advanced and adjustable to our business needs than any other.
The online ability to place orders, add or delete items, and duplicate on both the client side and admin side are time savers for all. The ability to build reports needed for your specific unit are vital in sharing information with clients about inventory control and past catering events.
Need to allow admins to add new items as needed without submitting a support ticket. A "super user" should be allowed to perform this function.
Contact CaterTrax for pricing information.
Below are some frequently asked questions for CaterTrax.
CaterTrax offers the following pricing plans:
Starting from: US$150.00
Pricing model: Subscription
Free Trial: Not Available
Contact CaterTrax for pricing information.
CaterTrax offers the following features:
CaterTrax has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
CaterTrax supports the following languages:
CaterTrax has the following pricing plans:
We do not have any information about what devices CaterTrax supports
We do not have any information about what integrations CaterTrax has
CaterTrax offers the following support options:
FAQs, Online Support, Phone Support, Video Tutorials