Discuss your site-specific needs, schedule demonstration, get price quote, etc
2)Information Gathering Click here to see the details
Your Menus
Don't skimp on this step! This is a great time to clean up your catering menu. Take the time to review your product offerings and pricing. Remember, your customers will be depending on the information on your website to make their ordering decisions. Give complete descriptions so that they can make informed decisions. Better descriptions = fewer phone calls!
RESOURCES
TIME
FORMAT
NOTES:
This really depends on the unit. If you have an approved menu that you are happy with, this won't take you any time at all. If you are starting from scratch or need to update your menu, then it will take you a little more time.
It Varies
Word / Excel / PDF
Important Note: Once your site has been approved, billing will begin.
Your Catering Policy
RESOURCES
TIME
FORMAT
NOTES:
Demo Catering Policy
15 min
Word / PDF
Your Clients Logo
RESOURCES
TIME
FORMAT
NOTES:
15 min
High quality
.jpg / png / .gif
Check with your client – do they want their logo on the site? Make sure the logo is high quality. Your client won't be happy with a fuzzy logo.
Site Launch Pre-Plan
RESOURCES
TIME
FORMAT
NOTES:
See our TRAX Learning Center
It Varies
N/A
Take a look at our TRAX Learning Center to start planning on how you will get your employees and customers up to speed on all the fantastic aspects of the CaterTrax system. Find details about training, tools, and launch materials.
3) Online Credit Card Processing Click here to see the details
(For Credit Card Gateway Users) Processing CC on your CaterTrax site
RESOURCES
TIME
FORMAT
NOTES:
CaterTrax Sales or Operation Specialist
10-40 min
N/A
Depending on your gateway, there are different levels of paperwork to complete.
RESOURCES
TIME
FORMAT
NOTES:
Mercury Sales Supprt Team
2-3 days
To get the process started for TRAX Payment Solutions powered by Mercury, you need to complete a Business Profile Form. Learn more about Mercury's Enrollment process
4)Integration Interview Click here to see the details
Schedule Your Integration Interview
RESOURCES
TIME
FORMAT
NOTES:
Contact:
5 min
N/A
CaterTrax will contact you to schedule the interview once you have completed the Information Gathering phase
Attend Your Integration Interview
RESOURCES
TIME
FORMAT
NOTES:
CaterTrax Operations Specialist
Contact:
60-90 min
N/A
No formal preparation is required. We would recommend you or somone in attendance be prepared to discuss the following items: Hours of Operation, Order Cut-Off Timelines, Forms of Payment, Approval Process, Special Charges, etc.
5)Site Construction Click here to see the details
The CaterTrax Team will Construct Your Site
RESOURCES
TIME
FORMAT
NOTES:
CaterTrax Construction Specialist
About a Week
N / A
Your site construction will be assigned to one of our CaterTrax Teams. The Team Leader will contact you when the site is ready for review.
Note, CaterTrax may contact you during this process for clarification or additional question.
Please be responsive in order to keep your project on track.
CaterTrax Performs an Internal Quality Control Review
RESOURCES
TIME
FORMAT
NOTES:
CaterTrax Construction Specialist
N/A
N/A
Ensures your site is functioning as desired. Note, CaterTrax may contact you during this process for clarification or additional question.
Note, CaterTrax may contact you during this process for clarification or additional question.
Please be responsive in order to keep your project on track.
Please review the client ordering process to ensure it meets your initial requirements. Provide feedback to your CaterTrax Operations Specialist via email or phone.
Please be responsive in order to keep your project on track.
Complete Self-Guided Orientation
RESOURCES
TIME
FORMAT
NOTES:
Your team will email you a link to the Orientation Workbook.
30-60 min
Online
Provide feedback to your CaterTrax Operations Specialist via the online workbook.
Please take note of the areas you will want to review with our operations specialist
Attend Online Administrator Training
RESOURCES
TIME
FORMAT
NOTES:
CaterTrax Operations Specialist
45-60 min
Online Meeting
A CaterTrax representative will review, demonstrate, and discuss all key aspects of the system and answer any outstanding questions.
Discuss roll-out strategy, tactics, and marketing materials.
Internal Staff Launch
RESOURCES
TIME
FORMAT
NOTES:
Your Operations Staff
3-5 days
Online
We suggest you launch your site internally PRIOR to launching it publicly. Continue to accept orders, but enter and track them using CaterTrax. Your staff will quickly become comfortable with the CaterTrax system.
Public Launch
RESOURCES
TIME
FORMAT
NOTES:
Launch Materials
1-2 days
Kick-Off Meeting
Demonstrate and Review the new online ordering process with your key client users. Hand out the Quick Reference Guide provided by CaterTrax.
Planning Calendar
CaterTrax Implementation Planning Calendar
Based on a six-week implementation schedule, here are the milestones that need to be met.
Monday
Tuesday
Wednesday
Thursday
Friday
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Support
At your service
CaterTrax is a software company built on over a century of experience in the hospitality industry. That’s why our approach to technology is focused on service. From site build to on-going training and support, you’ll work with our Client Services department. Our goal is to provide you with the best service and care throughout the course of our relationship.
We care about our clients and want them to have a strong grasp on every CaterTrax feature. While your site is under construction, we’ll schedule convenient live training sessions focusing on the customer experience and administration experience as well as Site Launch training when your site is complete. Additionally, we offer complimentary customer webinar training to educate your customers on the online ordering system.
We won’t disappear after you complete your free webinar training, we promise! Unlike other catering software companies, we won’t abandon you as soon as we get you on board. With CaterTrax you will have dedicated client services and application support teams. You can submit a support ticket through your administrative login to your site, email support@catertrax.com, or give us a call at: 585-935-7105.
Training doesn’t end with site launch. We understand that training needs will arise from time to time. We offer continued education training sessions to get new staff using the system or refresh existing staff on the platform’s capabilities.
Even the most seasoned user will have questions from time to time. We maintain a robust library of easy-to-use training resources in the TRAX Learning Center. The learning center offers dozens of well-organized step-by-step videos and quick start guides as well as live training webinars. The answers site administrators need are right at their fingertips!
Technology
Technology
Our clients trust us to build, host, and support their CaterTrax websites. That’s why we’ve allocated significant resources to ensure that we’re providing the highest levels of security, reliability, and availability.
From enterprise-level contract foodservice providers to the entrepreneurial-minded caterer, customer perception is paramount to your success. When you choose to do business with us, you get the support and resources of our world-class organization.
As part of our strategy to provide reliable and secure web hosting for all of our customers, we have partnered with Rackspace to provide the managed hosting services for all of our systems. This means that Rackspace is responsible and accountable for making sure that all servers, related hardware, and the physical plant for the data center are up and running 24x7x365. For more information on Rackspace, click here: www.rackspace.com
Data Handling Procedures and Security Specifications
CaterTrax data is backed up as follows:
Unmetered Managed Backup
Weekly Full, Daily Differential
Week On-Site Retention
Asynchronous real time data backup to secondary hosting facility in Dallas
Dedicated Resources
Our skilled and talented technology professionals are dedicated to specific tasks to ensure that we maintain the highest quality of support and service. We have separate teams for client projects, maintenance, and product development, allowing our staff to focus on their core tasks.
Support
Our standard business hours are 8:00 am through 5 pm (EST) Monday through Friday. Support is available 24 hours a day, seven days a week.
Support Tickets can be placed 24 hours a day, seven days per week.
Standard Phone Support is available from 8:00 am to 8:00 pm Eastern Time Monday through Friday by calling 585-935-7105.
Emergency Phone Support after business hours and on the weekends and holidays by calling 585-935-7105.
Standard Remote Web-Cast Orientation is available on a pre-scheduled basis from 9:00 am to 3:00 pm Eastern Time, Monday through Friday.
Non-Standard Remote Web-Cast Training is available on a pre-scheduled basis from 9:00 am to 3:00 pm Eastern Time, Monday through Friday.
Certifications
SAS70
Service Level Agreement
For more information about our security policies and procedures, our Service Level Agreement is available in the downloadable PDF below. This document will provide you with more details on third parties we work with and the process in which we handle data, web hosting, and security measures in regards to the hospitality businesses we support.
Our clients trust us to build, host, and support their CaterTrax websites. That’s why we’ve allocated significant resources to ensure that we’re providing the highest levels of security, reliability, and availability.
From enterprise-level contract foodservice providers to the entrepreneurial-minded caterer, customer perception is paramount to your success. When you choose to do business with us, you get the support and resources of our world-class organization.
The Service Level Agreement in the downloadable PDF below will provide you with more details on third parties we work with and the process in which we handle data, web hosting, and security measures in regards to the hospitality businesses we support.
ROI Estimator
CaterTrax Return on Investment (ROI) Estimator
To use the ROI estimator simply fill out the form with estimated times and costs associated with your catering operation and click the calculate button. Your Results will be calculated. You can try different scenarios - just change any field in the form and click the recalculate button.
Note: All Fields Are Required
On average, how many minutes are required to take a phone order for catering?
In minutes
On average, how many minutes do you spend on follow-up?:
In minutes
On average, how many minutes do you spend creating kitchen documentation
for each catering order?
In Minutes
What percentage of your customers are likely to order on-line if available:
% Users who would book online
%
What is the all inclusive hourly cost of the employee taking catering order?