Welcome to CaterTrax
Welcome! CaterTrax is the industry-leading online solution developed by hospitality professionals who understand the everyday demands of the foodservice industry. By leveraging our learned best practices to implement scalable solutions, we enable you to elevate your unique brand of hospitality. Review the sections below to understand the process of getting started and learn more about the solutions that will help you seamlessly manage and grow your business.
Easy to Get Started
Our commitment to your success starts from day one. Our services and training teams have helped thousands of TRAXERS implement and learn to use CaterTrax. New clients benefit from a Site Launch program that includes setup and configuration assistance, consulting, technology guidance, and virtual training.
What You Can Expect From Us
What We Need From You
Sign Your Quote to Get Started
Once you sign your quote, you will meet your dedicated Site Launch Coordinator who will guide you every step of the way. Providing your menu, logo, and identifying site administrators who will be managing your new CaterTrax solution are integral to getting started.
DAY 1
Complete Your Site Info Questionnaire
Once you send your signed quote to your sales executive, we can kickoff building your CaterTrax Solution. Here is a list of resources we need to get you started with CaterTrax.
1. Provide your menu.
We need an electronic version of your full menu. .PDF and .DOC formats are preferred.
2. Submit your logo.
Submit a high quality, high resolution image file of your logo. .GIF, .PNG, .JPEG, or .JPG formats are preferred.
3. Identify your users.
Decide who should have administrative access to your CaterTrax account.
4. Payment gateway.
If your site has been quoted for a credit card gateway you will receive instructions upon receipt of the signed quote.
Prepare for Your New CaterTrax Solution
The information we request provides us guidance to help properly configure the TRAX Platform to ensure your success. If you aren’t sure which solutions you have purchased or have specific questions about the forms, you can ask our Site Launch Coordinator.
DAY 2
Provide Your Foodservice Operation Details
Before we can start building CaterTrax Solution, there is information we need from your catering operation. By providing us with the following comprehensive forms designed for new CaterTrax clients, we can get your solution launched quickly and easily. Complete the following forms so we can get started creating your site.
Complete the Forms for the Solutions and Add-Ons You Have Purchased
*Please note some solutions and add-ons are not available for certain divisions.
Solutions
Catering Solution
Take-Out Solution
Floor Stock Solution
Add-Ons
Budget Management
Catering Rooms Manager
Kitchen Printer
Information Gathering Call with Site Launch
Meet your Site Launch Coordinator who is your dedicated point person through the entire site build process. They manage all the moving parts of the site build process to make sure you have everything you need for a successful launch without the stress.
DAY 3
Personalized Integration Interview
Your Site Launch Coordinator schedules a personalized integration interview with the Site Build Specialist.
Configuration and Integration Call with Site Build
During this time, you will have the opportunity to ask questions and discuss your goals and expectations with your dedicated Site Build Specialist. You will learn about the options for building a site that addresses all your business needs and receive consultation on the best set up to employ.
Menu Creation Made Simple with Menu Services
While your site is being configured, your menu is being built at the same time. The Menu Services team will transform your menu into a convenient user-friendly online menu that is powered by the TRAX Platform. Specialists can also program automatic upselling, seasonal offerings, and promotions to create an amazing menu that aligns with your brand and business goals. If needed, a Menu Support Specialist will contact you with questions or suggestions
DAY 4-15
Tell Us about Your Business Goals
Come prepared to define and discuss your business goals and processes. Our team will optimize your site based on the information we gather and you provide.
Learn from our Training Team
Our Education Services team will prep you for launch with a complimentary interactive training session exclusive to your site. A training specialist will break down the basics so you and your staff can get started, engage, and reduce the learning curve to full productivity.
Perfect Your CaterTrax Site
Our Quality Control team will review every single detail we gathered and you provided to ensure we have accurately represented your operation and its business rules.
DAY 16-21
Become a CaterTrax Expert
Come one, come all. This training is suited for every individual you expect to administer your CaterTrax site.
Perfect Your CaterTrax Site
You will have the opportunity to evaluate your site to confirm we met your needs and wants.
Launch Your CaterTrax Site
As launch day approaches, your dedicated Site Launch Coordinator will provide you with additional information and resources.
Get Your Customers Placing Orders
Invite your customers to Customer Roll-Out training so they can learn how easy it is to place orders using your new site.
Access Support
Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365.
DAY 28-30
It’s Time to Celebrate
Congratulations! We did it. Your CaterTrax site has launched and will start bringing your catering operation more clients.
Note: The 30 day timeline defined above is a sample. We are committed to your success from day one and our goal is to have you up and running within 30 days. In order to launch your site, we require information from your foodservice operation. Need to get up and running even faster? Expedited services are available upon request.
Ready to Convert Your Current CaterTrax Site?
Click here to be directed to step-by-step instructions on how to request the conversion and review the guidelines to get your operation ready.
TRAXERS
Affectionately referred to as TRAXERS, we are fortunate to have thousands of clients of all sizes and many of which are willing to share their passion for CaterTrax. Take a look at our TRAXER profiles to see what they’re saying about our platform, our team, and the affect our technology has had on their business.
Become a TRAXERTraxers
“Improves Morale”
CaterTrax software improves morale, saves money and cuts down on waste.
Client Since: 2012
“A Great Asset”
The entire CaterTrax experience has always been positive for me. The training (live and online), the support, the sites—the software and the service have all been great assets for me and my team.
Client Since: 2007
“Great Program”
Overall, CaterTrax is a great program! It is easy to use for guest and helps me with management reporting. I couldn’t think of a better tool.
Client Since: 2011
“Very Pleased with Support”
I am very pleased with the support team. When I had an issue over a holiday weekend, the on-call support team worked so hard and kept me informed of the progress. I could not have resolved the issue without their help.
Client Since: 2012
“Keeps Excellent Records”
At Marshall University, we have many repeat customers that have annual events. CaterTrax allows us to review past orders and with one click, we can duplicate and revise it. With high-volume catering, it’s imperative to be organized. CaterTrax helps us do just that! From the Chef, to the Baker, the Cold Prep Crew, and Banquet Servers, with CaterTrax everyone can look at the kitchen sheet and know the customer’s expectations. Customers like it too because all of their orders go into their account and they can print receipts and refer to previous orders. CaterTrax makes my job so much easier and allows us to be more efficient and professional.
Client Since: 2014
“Our Customers are Empowered”
Since implementing CaterTrax, I have several customers who are independently ordering caterings without constantly having to create custom jobs. We still do a LOT of custom catering orders, but for normal day to day stuff, most of our customers are comfortable using CaterTrax. Gone are the days of double checking calendars for missing requests, misunderstood handwritten orders, and missed calls.
Client Since: 2012
“CaterTrax revolutionized my career!!!”
Before CaterTrax, I met or spoke with every client that booked with us personally and then I manually entered their contract into our old operating system. I was at the point where nothing else was getting accomplished. Customers were waiting to hear from me but I was drowning and couldn’t keep up! Then I heard about CaterTrax and how convenient it was for both the office and the client. Nothing could be truer! It has cut the time spent on contracts down so much that I am able to focus more on the operating procedures of the business instead of typing all day. I also now have the time to personally touch each event to make sure all is going well and show the client that their important to us. CaterTrax has given our busy business new life! It is suitable for what we do on a daily basis, is user-friendly, and simplifies the process of catering operationally and for the customer.
Client Since: 2014
“A Complete Catering Solution for All Aspects of your Business”
Our old system required us to view requests via an email set up and then enter the information into their system, plus we would need to send them a copy of their invoice. There was a whole different system needed to process credit cards too! CaterTrax has streamlined all ordering, billing, and processing into one complete system. Our clients ask us for specific reports regarding their catering expenses. With the implementation of CaterTrax, we are able to provide our clients with that information instantly because CaterTrax technology and support teams helped create those reports. We have added multiple buildings and locationsas our network grew and the CaterTrax team was always there to help us work through these changes every step of the way. We currently use 3 different CaterTrax solutions. The Catering, Floor Stock, and the Take-out Solutions have had a huge impact on our labor costs, supply costs. They’ve also helped increase sales, expand our business service area, and meet our clients’ needs for specific reports. I cannot even begin to explain how valuable the CaterTrax program is to our facility. The support is fantastic and they keep on making improvements too.
Client Since: 2011
“Multi-Functional Platform Supports Successful Launch”
Great system that allows us to operate multiple platforms for ordering (Catering, Individual Units, Pizza Operation). We can make seasonal changes, update items easily and continue to expand our offerings. It also provides excellent data like analysis of product movement and waste and production versus actual sales. We would not have been able to successfully launch our operation and exceed our targets so quickly without CaterTrax. It has been an integral part of our success.
TRAX Starter: Take-Out
Learn more about our Take-Out solution, a suite of functions that can help you add revenue streams and take your operation to the next level with pick-up and delivery support. Take-Out includes To-Go, Meal Replacement, Limited Catering, Cafe Services, and Grocery. Mix and match functions to find the best fit for your business.
TRAX Starter: Catering
Whether you’re a new team member or need a refresher, this introductory session is designed to ensure you’re comfortable with the day-to-day functions of our Catering solution.
RegisterEducation Services
Visit our Education Services page for access to all of our educational resources including advanced training and Back to Basics.
Book A Demo
CaterTrax can help you take control of your foodservice operation with software and services to ensure your catering operation reaches its full potential. CaterTrax’s all-in-one catering management software, the TRAX platform, includes powerful modules geared to help you promote, grow, manage and sustain your business.
Contact CaterTrax
Address
The Lofts at Village Gate
274 North Goodman Street
Suite 500
Rochester, NY 14607
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