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.
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 Vantiv.
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.
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
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.
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 more
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
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.
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.
Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365.
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.
We know you are short on time, so that is why we created marketing materials to help you launch your new solution!
Your customers will need to create accounts for your CaterTrax solution and you’ll want to make it easy for them so they can start ordering online as soon as possible. Click the button below to review the complimentary marketing materials. The files are editable PDF’s that you can change the copy and the images if you would like. Make sure to read our suggested roll-out plan leveraging these marketing materials.
There is also a handout you can email or print for helping your customers learn your new solution. Do you want something customized just for your account with your customer’s brand and yours? We offer a variety of custom education bundles that can increase the likelihood your customers will adopt your new CaterTrax solution even faster. Click here to learn more about custom education bundles!
Back to Basics Webinars
The CaterTrax Back to Basics Webinar series gives you the knowledge you need to leverage the tools built into the platform so you can grow and manage your business. Register for our upcoming sessions using the links below.
Session 1: Managing Daily
In this session, you will learn about managing live orders, accessing reports and graphs, using calendar hard blocks and more.Watch Video
Session 2: Managing
From creating custom orders to managing change requests, this comprehensive session will make you an order management expert.Watch Video
Session 3: Staying in Touch with Customers
Learn how to use the mass email tool, send tracking messages and the best practices for interacting with customers.Register
Session 4: Exploring Customer Management
In the fourth and final session, you will learn everything you need to successfully manage your customer accounts and information.Register
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.Register
Business Optimizer: Advanced Training
Looking to go to the next level? In this 30 minute session, offered once a quarter, you’ll explore the approval system, order blocks, delivery methods, and options in custom fees so you can learn how truly customizable your solution is.Register
CaterTrax Observed Office Holidays
New Years Eve (close at 12pm EST)
New Years Day
Christmas Eve (close at 12pm EST)