A lead comes in
The moment a potential client reaches out, you create their record in Catertoo. Name, email, phone, business type - everything in one place before you send a single email back. No more hunting through your inbox to remember who this person is.
What's happening: Client record created, contacts captured, inquiry status set.
Lock in the event
Turn the inquiry into a real booking. Set the date, the venue, the guest count, and any service notes. The event status moves from inquiry to confirmed, and the whole team sees the same record - no version drift, no lost sticky notes.
What's happening: Event linked to client, date and headcount locked, status → confirmed.
Price it from your menu
Your menu catalog is already in Catertoo. Pull the items you need, set quantities for the headcount, and the totals calculate automatically. No retyping prices, no spreadsheet math - just the items you know and the numbers that make sense.
What's happening: Menu items selected, quantities set, pricing pulled from your catalog.
Send a proposal they can say yes to
The proposal goes out as a clean, itemized link - line items, fees, discounts, and tax all broken out. The client opens it on their phone, reviews the details, and accepts. The numbers lock the moment they do, so there's no ambiguity about what was agreed.
What's happening: Proposal sent, client accepts online, totals locked on acceptance.
Get paid
Once the proposal is accepted, you turn it into an invoice and collect payment online. Funds go directly to your connected bank account. No chasing checks, no emailed invoices sitting unread - the event closes with payment recorded.
What's happening: Invoice issued from accepted proposal, payment collected online.
It's all connected
Every step feeds the next. No re-keying, no lost details, no switching apps - one timeline from first contact to final payment.
Ready to run catering the modern way?
Sign up free and send your first proposal this afternoon. No card, no setup, no contract.