Features

Caterease Software is comprehensive event management.  Both the desktop and web-based options of our program offer state-of-the-art tools to simplify your busy workday, and both are available in three different versions.  No matter what the size of your company, Caterease has a solution for you!

Express Version

Express Version

The Express version, as with all versions of Caterease, offers comprehensive event and client management.  User-friendly data-entry tools make entering client and event data a snap, and the unique design of Caterease lets you redesign your screen displays and event prints.  Some highlighted features of this version include:

Event Scheduler

This cutting-edge tool is deliberately designed to mirror the Microsoft Outlook Calendar showing a graphic calendar of all of your company’s events, displayed in a month-at-a-glance, week-at-a-glance, day-at-a-glance or custom work-week-at-a-glance format.

New Event Wizard

The New Event Wizard makes booking an event effortless. Click one button and a wizard appears walking you through the simple process of entering information. In an instant, your new event and all its pertinent details are added to the program.

Data Entry Tools

Many helpful tools are offered to assist you in the data-entry process: customizable drop-down quickpick lists let you pick common terms instead of constantly retyping them; drop-down calendars and calculators make entering dates and number accurate and easy; a time wizard gives you a visual display of the various times related to an event.

Custom Prints

The remarkable Caterease Print Designer gives you complete control over the appearance of your various event prints. Create as many custom prints (contracts, invoices, back-of-house prints) as you want, deciding what information you want to appear and even formatting fonts in certain areas such as notes and menu item descriptions.

Query Tools & Reports

Build dynamic, custom queries to track your customers or events based on any detail, and then customize the results to show just the information you need to see.

Standard Version

Standard Version

The Standard version contains all the features listed under the Express version, and many more.  Some highlighted features include:

Multiple/Batch Prints

Generate one print (contract, invoice, kitchen prints, etc.) for several events or clients at a time, or generate multiple prints for several events or clients at a time – all with one single mouse click.  Imagine – five (or ten, or twenty) different event prints, two (or three, or five) weeks worth of parties, one single mouse click.  What will you do with the rest of your day?

Menu Item Ingredients & Required Items

Get more advanced with your various menu items by including detailed ingredients and required items (packing) lists.  Then simply book your events, and Caterease will calculate exactly how much of each ingredient you need to prepare the food, and exactly what quantity of items (napkins, silverware sets, sternos, chafing dishes) you need to prepare or pack.

Staffing/Shift Management

Manage general shift requirements for each event (how many waiters, bartenders, etc.) or identify individual employees to work the party.  Use a powerful wizard to setup shift requirement rules – for example, stating that any party with a certain theme requires one bartender per 20 guests.  Caterease will automatically identify parties that are understaffed, as well as track employee schedules and warn against any conflicts.  Additionally, Caterease will also include employee wages in the overall cost of an event and optionally charge the customer for each shift scheduled, so you can more accurately track your company’s profits.

Copy Events and Event Menus

The Caterease Standard version lets you copy an entire event with just a mouse click – making it monthly, weekly, daily, etc., or selecting specific dates on which your new copied events should occur. What’s more, you can copy menu items from one event to another, so your most popular dishes and packages can be used over and over with no repetitive typing.

Advanced Data Management

Building on the querying tools available in the Express version, the Caterease Standard version offers advanced tools to help you manage and manipulate your data.  “Snap Filtering” tools allow you to zero in on just the data you want to see, filtering out all other records with just a mouse click.  Grouping features allow you separate all data into groups based on any detail – so you can see, for example, your finances grouped by sales representative, or by month, or by event theme, etc.  Furthermore, you can save these custom filters, grid views and query conditions so that any information in any format is available in an instant!

Professional Version

Professional Version

The Professional version includes all of the features listed above, plus a host of tools designed to save your company time on common daily tasks.  The most popular features of this version include:

Batch Emailing

Imagine emailing the contracts for every event taking place this week with one single mouse click!  Or finding those customers who still owe you money and emailing their invoices to them instantly!  Find any group of customers or events, and generate a batch of emails – complete with prints or other files attached!  Combine this with the Marketing Tools add-on to imbed a dynamic merge letter as the body of the outgoing emails, and it will look like you have typed a unique, detailed letter for each recipient – with your fingers never touching the keyboard!

Modifying Ingredients/Required Items On-The-Fly

While the Standard version allows you to include ingredients and required items (a “packing list” of items necessary for each individual menu item), only the Professional version lets you modify these lists on-the-fly from within an event. If a customer requests extra wet-naps for his lobster party, or asks for no garlic on a particular dish, adjustments are just a mouse click away.

Dynamic Shift Management

Manage shift requirements for multiple events from one single window.  View all available shifts for any number of events, and email specific details directly to employees.  Schedule and confirm employees dynamically from one window, without having to pull up each individual event in Event Manager.

Time-Saving Tools

A myriad of powerful tools make many common, time-consuming tasks a snap.  Combine all details of duplicate accounts in an instant; post multiple payments to multiple events for the same client from one window; process event changes to an entire group of events with one mouse click.  These amazing features can simplify your day in ways you never dreamed possible!

Advanced Querying Tools

In addition to the powerful querying tools available in the Express and Standard versions, the Caterease Professional version offers more advanced options to dynamically track menu item activity, staffing activity, ingredients activity, payment activity and more!   Find answers to literally any questions you could possibly have in an instant!

FAQs

Q: If I choose to start with the Express version, can I upgrade later?

A: Absolutely.  The upgrade process is seamless.  You will not lose or have to re-enter any data.

Q: How much does it cost to upgrade from one version to another?

A: When upgrading from one version to another, your only cost would be the difference between the price of the two versions – period.

Q: Is the Express version specifically for smaller operations, and the Professional version for large businesses?

A: Not necessarily.  More specifically, the Express version is PRICED to appeal to smaller operations.  However, the versions are really all about functionality. The chart located on the Version Comparison page should help you to determine which version is most applicable for your company. And remember – you can upgrade any time you are ready.