Welcome to CaterTrax
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.
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. Set-up your payment gateway.
Learn about the enrollment process for TRAX Payment Solutions powered by Worldpay.
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
Solutions
Catering Solution
Take-Out Solution
Floor Stock Solution
Add-Ons
Budget Management
Catering Rooms Manager
Kitchen Printer
Back of the House Integration
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.
Your Site Launch Coordinator schedules a personalized integration interview with the Site Build Specialist.
DAY 3
Website Native Theme
CaterTrax provides a customizable theme to reflect your brand and get you online quickly. Our Website Theme allows you to customize the look and feel of your CaterTrax Solution by adding your logo, brand colors, and images.
Learn moreConfiguration 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.
Do you need help with marketing materials? Click here to see our complimentary files you can edit to fit your business.
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.
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*NEW* Personal Meals Ordering Training
Did you know we offer a full suite of take-out management solutions? Register for this webinar now to learn more about our To-Go, Grocery, Meal Replacement, Cafe Services, and Limited Catering Solutions.
Starting Out: New Administrator Training
Are you a new catering team member who needs training? Register for one of our monthly standing webinar sessions for new CaterTrax Administrators today.
RegisterEducation Services
Visit our Education Services page for access to all of our educational resources including advanced training and Back to Basics webinars.