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Everything You Need to Know

We’re proud to call you a PARTNER. This site will give you the knowledge and resources you need to promote our web-based solutions. Now you can offer your customers best-in-class foodservice management software from CaterTrax. 

CaterTrax web-based solutions help foodservice operators streamline processes, reduce costs, and increase profits – with proven results. Find out what CaterTrax can do for your customers.  

Easy to Get Started

Once we receive a signed quote from your referred customers, we can have their site up and running within six weeks. From the very first contact through the launch of your site, the CaterTrax Sales and Support teams are there every step of the way to design and implement a solution that is right for each client. A brief overview of the site-build process is below.

  • Once you’ve completed the Referral Form, a dedicated Sales Executive will contact your prospect to discuss their business and walk them through the platform functionality that can address their challenges. Next, the Sales Executive will produce a quote for a custom CaterTrax solution based on their needs.

  • After we receive a signed quote, our Site Launch Coordinator will contact the new client to ensure we have the critical information necessary to get their website(s) built. New clients are asked to provide:

    • Logo (.jpg, .gif, .bmp, or .png. Up to 240 pixels wide and up to 160 pixels high)
    • Skin Requirements
    • Business Rules (e.g. hours of operation and order lead time requirements)
    • Menu, including:
      • Prices
      • Descriptions for each item
      • Descriptions for features

    This information is critical in determining a launch date. Once received, most sites are built and launched within 30 business days.

  • The Site Launch Coordinator is the point of contact if there are any questions along the way and will also introduce new clients to other members of the Client Services team who will be implementing their solution. To prepare clients for launch, a team of dedicated trainers will provide live training sessions covering all of the simple features of the platform. 

Collaterals

Visit Demo Site

The best way for your customers to learn more about our solution is with a personalized demo. Create a referral below or visit our demo site to highlight some of our ‘front of the house’ features.

 

Visit Demo Site

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Create a Referral

Please complete and submit this form. Once we have this information, a CaterTrax Sales Executive will be in touch with the prospect within 48 hours to provide a comprehensive product overview and to begin designing a customer solution to meet their business needs.  

Contact CaterTrax


location
Address

The Lofts at Village Gate
274 North Goodman Street
Suite 500
Rochester, NY 14607

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Contact Support

support@catertrax.com
Toll Free US: 1 (800) 975-8729

mail
Contact Billing

accounting@catertrax.com

 

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Application Status

https://trust.catertrax.com/

CaterTrax Observed Office Holidays

New Years Eve (close at 12pm EST)
New Years Day
Memorial Day
Independence Day
Labor Day
Thanksgiving Day
Christmas Eve (close at 12pm EST)
Christmas Day

Copyright © 2016, Hospitality 101, Inc. All rights reserved. Privacy Policy

CaterTrax New Site Information Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download

  • Submit a high quality, high resolution image file of your logo. .GIF, .PNG, .JPEG, OR .JPG formats are preferred.
  • User Information

  • Please provide names of anyone who should have an administrative user account along with their desired passwords and access level.
    • User name will be First Name.Last Name.
    • Passwords
      • Are case sensitive and must contain at least six characters.
      • Each user must have their own unique password and passwords should not be overly generic, such as "catering", password, etc.
      • Please inform your team members what their user name and case sensitive password will be.
    • Administrative accounts can be created with two different access levels.
      • Full Access:
        • Have the ability to edit orders, edit pricing, apply discounts and fees, run reports, and make other site changes. In general, full access accounts will be useful for your primary catering team members.
        • We will also need to know the email address, job title, and primary phone number.
      • Restricted Access:
        • Basically equivalent to read-only access, and may be useful for kitchen managers, bookkeepers, or anyone who might need to know order status and information without the ability to make any changes to orders or site settings.
  • ADDITIONAL SITE ADMINISTRATORS

    Administrator #1

  • Administrator #2

  • Administrator #3

  • Administrator #4

  • Administrator #5

 

 

 

 

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Catering Integration Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download

Welcome to CaterTrax. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the information and questions below, and have the information available to us. 

During our call we’ll discuss some additional options based on your business needs, as well as your expectations for the timing of your site launch. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

Information that can be provided to us prior to your call:

  • This will appear on your home page along with address and catering contact telephone information, and also on your invoices. Examples - XYZ Catering, XYZ Catering at _____
  • We recommend listing addresses for more than one person, considering vacations, etc. An alternative may be to use a general group email address that may be accessed by multiple persons. You will be made aware of orders from the CaterTrax system whether you receive email notification, or not.
  • These are the earliest and latest service times available for your customers to select, such as 6:00 am – 7:00 pm, etc.
  • These are the earliest and latest service times available for your customers to select, such as 6:00 am – 7:00 pm, etc.
  • Please provide a detailed description of the payment types that you wish to offer. For each payment type also list any additional information needed. For example: If you allow a customer to pay by Cost Center, then you would need to have a field for Cost Center Number. We will discuss optional functionality during the integration meeting.
  • Name, Phone Number, Password, and Email are all required. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. Some commonly used examples are Address, Department, and Mobile Phone.
  • This should be submitted in an image file. Logos may be displayed on your home page and on invoices generated by your CaterTrax system.
  • If possible, we prefer your logo in a .jpg format. Logos can be displayed on your home page and on invoices generated by your TRAX Platform.
  • Such as Outlook, Lotus Notes, etc.
  • Site Information

The telephone meeting, is intended to allow you and our Site Build specialist to discuss available options, implications of options, and to respond to specific needs or questions that you may have, as well as addressing your expectations regarding timing of the launch and functionality of the module.

Some other factors with varied options to discuss on your telephone meeting, as well as any other questions you may have:

  1. Options to be offered for order delivery or pick‐up
  2. Lead time requirements for order fulfillment
  3. Specific information required for billing (e.g. Cost Center number, Department Name, etc.)
  4. Any additional / special requirements for your location

 

 

 

 

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Take-Out Integration Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download

Thank you for selecting the Take-Out solution. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the questions and have the information we need handy.

During our call we’ll discuss some additional options based on your business, as well as expectations for the timing of your site launch with this Take-Out Solution. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

  • Site Information

 

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Floor Stock Pre-Integration Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the forms,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download Form Download Worksheet

Floor Stock Worksheet

This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stock menu.

Complete the Worksheet

Download Worksheet

Select the display method:

Product Name: Enter the name of the item being sold and/or requested.

Product Title:

Issuing Unit: Enter the pack size of the unit (i.e., how it will be delivered).

Count per Issuing Unit: Enter the number of items in the issuing unit.

Par: Enter the build-to level for this item

Selling Price: Enter the amount that is charged for the item, in dollars and cents (0.00).

Add Floor Name:

The number will automatically be replaced by a green checkmark.

Submit the Worksheet

Submit your completed excel worksheet via below or email to menus@catertrax.com.

Thank you for selecting the Floor Stock Module. Soon you’ll be able to take the guesswork out of supply management. Our Floor Stock Module will make replenishing stock for hospital, office, or campus hospitality stations easier and more convenient than ever. Please fill out the form below in advance of a brief telephone meeting in which you will discuss specific set up requirements, and your various options regarding site settings so we can customize your Floor Stock module options to best meet your needs.

  • The telephone meeting, is intended to allow you and our Site Build specialist to discuss available options, implications of options, and to respond to specific needs or questions that you may have, as well as addressing your expectations regarding timing of the launch and functionality of the module. Some other factors with varied options to discuss on your telephone meeting, as well as any other questions you may have: 1. Options to be offered for order delivery or pick‐up 2. Lead time requirements for order fulfillment 3. Specific information required for billing (e.g. Cost Center number, Department Name,etc.) 4. Any additional / special requirements for your location
  • Site Information:

 

 

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Budget Management Worksheet

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download Worksheet

Follow these instructions to complete the Budget Management Worksheet. This information will help the CaterTrax team set up the budgets and associate them with customers.

Complete the Worksheet

Download Worksheet

Account Name: List your account/site name.

Site URL: Enter the URL for your TRAX Platform site.

Person Submitting: Enter your name, email, and phone number.

Payment Method: Enter the payment method to be used for budgets (e.g., Cost Center, Budget Center, etc.).

Budget Name/Number: List the name/number to appear for this budget in the dropdown after the budget payment method is selected in Step 4 of the checkout process (e.g., A35291, 1051010/ICU, etc.).

Budget Description (optional): Enter a description of this budget or what it is used for.

Budget Amount: Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter “2000”).

Allow Overage:

Overage Percent: 

Start Date: If applicable, enter the date on which the budget is first available (optional).

End Date: If applicable, enter the date after which the budget is no longer available.

Applicable Ordering Module: Use the dropdown to select the CaterTrax solution for which this budget should be available (i.e., Catering, Floor Stock, Take-Out, or Store).

Authorized Customer(s): List the first and last name of any customer who is authorized to use the budget at checkout (An account on the site must already exist in order for budget to be assigned).

Submit the Worksheet

Return the completed worksheet below or via email to your Sales Executive/Client Success Manager.

  • Site Information

 

 

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Catering Rooms Manager Pre-Integration Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download Form Download Worksheet

 Thank you for selecting the Catering Rooms Manager solution.  On the site build call, we will discuss your options for using this solution, as well as answering any questions that you may have regarding set up and ongoing usage of this functionality.  

Download Worksheet

Please answer the questions below regarding general settings.  We can discuss your specific requirements on the Catering Rooms Manager build call with your Site Build specialist.

  • Site Information

 

 

 

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Kitchen Printer
Kitchen printing enables you to configure printing based on your kitchen’s need and coordinate timing and order fulfillment. Please download the documents below to get started installing, configuring, launching and using your kitchen printer.
 

Instructions for IT Professional Installing and Configuring Your Kitchen Printer

The installation and set up of your kitchen printer may require advanced technical knowledge and it is recommended that these steps be performed by an IT professional who has software driver, hardware and networking experience. Please download this document and provide it the IT professional who will assist you.
 
Download IT Professional Installation Guide
 

Instructions for CaterTrax Site Administrators Launching and Using Your Kitchen Printer

Once an IT professional completes installation and configuration of your kitchen printer, you are ready to start printing. Please download this document to guide to review instructions on how to launch and use your kitchen printer and find answers frequently asked questions. 
 
Download Site Administrators Installation Guide

 

 

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Custom skin

Templates are just a starting point, the sky is the limit. Need to replicate the look and feel of your corporate site or just have something else in mind?

If looking for a more “outside of the box” solution to design a custom skin, a scoping call to obtain your requirements, with one of our Solution Consultants would be the next step.

We would create a Statement of Work detailing the costs and time involved and present that to you after we have completed our research with our Graphic and Web Designers based on your requirements.

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Website Native Theme

Our software provides your customers a simplified ordering process and easy-to-use navigation, and is customizable with a theme that reflects your unique brand of hospitality.

Imagery is an important part of your custom online ordering solution so we provided a wide selection of images for you to choose from. Use the documents below to review and select the images that fit your businesses brand best.

Do you already have a designer or collection of images you’d prefer to use on your site? No problem! Share our Design Guide (below) with them so they can send our Site Build Team correctly-sized images and your customized brand colors.

As you work with our Site Build Team, start with the Design Guide below to help customize your CaterTrax solution.

Design Guide Hero Image Gallery Slider Image Gallery Carousel Image Gallery

 

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Back of the House Integration Form

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing site.launch@catertrax.com.

Download

 

Welcome to CaterTrax. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the information and questions and have the information we need handy.

During our call we’ll discuss some additional options based on your business, as well as expectations for the timing of your site launch. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

  • This will appear on your home page along with address and telephone information, and also on your invoices. Examples -­‐ XYZ Catering, XYZ Catering at
  • These are the earliest and latest service times available for your customers to select, such as 6:00 am – 7:00 pm, etc.
  • These are the earliest and latest service times available for your customers to select, such as 6:00 am – 7:00 pm, etc.
  • The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. These times can be labeled as you wish, but commonly used examples are, Food Delivery Time, Event Start Time, Event End Time, Food Clean up Time. We can further explain your options and system requirements during our call.
  • Name, Phone Number, Password, and Email are all required. Please specify any additional fields that you feel should be required or requested for a one-­‐time customer registration. Some commonly used examples are Address, Department, and Mobile Phone.
  • This should be submitted in an image file. Logos may be displayed on your home page and on invoices generated by your CaterTrax system.
  • Site Information

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