Versions

Caterease software offers something for everybody. Both our desktop and hosted solutions come in three different versions – Express, Standard and Professional – to offer the perfect package for any sized budget! Choose the program that you feel most comfortable with today, and then feel free to upgrade to a different version whenever you are ready! A software program that grows with your company. That’s flexibility. That’s Caterease!

Express

Perfect for smaller operations (on and off premise) just getting started with automation, this powerful program offers handy data-entry tools to make event booking a snap, and also allows you to design custom event prints, create custom screen displays and track information through flexible calendars, reports and query tools.




Top 10 Reasons to Choose Caterease

Standard

Perfect for banquet facilities and caterers with advanced menu management needs, this version includes all the features of Express with the added ability to schedule staff for events, create detailed and scalable ingredients lists and equipment packing lists, generate additional reports and more.






Top 10 Reasons to Upgrade to Standard

Professional

Perfect for large event venues and other busy operations, the Professional version of Caterease offers all the features of Standard – with many enhanced tools to save your company time. The handy Batch Emailing tool allows users to reach out to multiple customers with a single mouse click; the powerful Shift Manager feature lets users schedule staff for multiple parties from one window; the advanced querying tools put the answers to virtually any question right at your fingertips.

Top 10 Reasons to Upgrade to Professional

Desktop or Hosted Solution?

Caterease is available in two product types – Desktop or Hosted. The desktop product is a software program that you install on your computers at your company; the hosted product (Caterease Connect™) is the same exact program, with the added benefit of access from anywhere via the web. Compare the two product types below.

Desktop
Hosted
Functionality
Attractive, customizable screen displays; user-friendly wizards; powerful, advanced tools
Attractive, customizable screen displays; user-friendly wizards; powerful, advanced tools
Attractive, customizable screen displays; user-friendly wizards; powerful, advanced tools
Attractive, customizable screen displays; user-friendly wizards; powerful, advanced tools
Access
Single user or network access; remote access via Terminal Services, Remote Desktop, Citrix XenApp or third-party options like GoToMyPC; you are responsible for remote connectivity, if desired.
Single user or network access; remote access via Terminal Services, Remote Desktop, Citrix XenApp or third-party options like GoToMyPC; you are responsible for remote connectivity, if desired.
Accessible from any computer with an internet connection; no additional connectivity setup on your part.
Accessible from any computer with an internet connection; no additional connectivity setup on your part.
Administration
Manual program updates and manual (or scheduled) backups done by you, using simple wizard tools.
Manual program updates and manual (or scheduled) backups done by you, using simple wizard tools.
Backups and program updates handled automatically by our team, without any need of involvement by you.
Backups and program updates handled automatically by our team, without any need of involvement by you.
Maintenance
Additional annual fee.
Additional annual fee.
Included in subscription cost.
Included in subscription cost.
Pricing
One-time purchase price for software and add-ins.
One-time purchase price for software and add-ins.
Annual (or month-to-month) subscription.
Annual (or month-to-month) subscription.
Installation
Program installed on your computer and/or network.
Program installed on your computer and/or network.
No installation necessary; Program accessible from any computer (including Mac systems) with an internet connection.
No installation necessary; Program accessible from any computer (including Mac systems) with an internet connection.
Requirements
Click here for standalone or network hardware requirements.
Click here for standalone or network hardware requirements.
Click here for hardware requirements for our hosted solution.
Click here for hardware requirements for our hosted solution.

Version Comparison

Both the desktop and web-based options of Caterease are available in three basic versions – Express, Standard and Professional. All three offer robust client and event management. The Express version is specially priced to appeal to smaller operations, while the Professional version includes advanced tools designed specifically to save your company additional time.

Feature
Express
Standard
Professional
Enjoy the core features of Caterease, which include comprehensive client and event management, as well as state-of-the-art data-entry tools to make the process of entering information easy and fun.


Express
Lipsum

Standard
Lipsum

Profesional
Lipsum

Enhance the basic functionality of the program with several powerful, popular add-in modules – such as Banquet Room conflict checking, Marketing Tools merge documents, Contact Manager reminders and history notes and more.


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Choose from several optional robust interfaces with other software applications, including accounting, menu management and room diagramming programs.


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Create your own contracts, proposals, invoices, back-of-house prints, etc. using a simple print designer tool – including the option to modify font styles, font sizes, field selection and logos.


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Book events easily with a powerful wizard tool that walks you through the entire process in just a couple of simple steps – from choosing a client to adding general event details to selecting menu items!


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Have the format of all date and currency details throughout the program automatically conform to the regional settings of the user’s computer. Therefore, users outside of the U.S. will see date and currency formats appropriate for their country.


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Send email directly from a variety of areas in the program, optionally including attachments of general files or Caterease prints.


Express
Lipsum

Standard
Lipsum

Professional
Lipsum

Manage events easily in this user-friendly tool designed to mirror the popular Microsoft Outlook calendar – with day-, week-, workweek-, month- and even year-at-a-glance displays. Also offers the ability to include standard calendar holidays, as well as create your own.


Express
Lipsum
Same as Express, plus the ability to add an event directly from the Calendar, as well as to put custom notes on the calendar on any day or date range.
Same as Standard.



Same as Express, plus the ability to add an event directly from the Calendar, as well as to put custom notes on the calendar on any day or date range.


Same as Standard.
Generate detailed reports based on custom parameters, to track all important aspects of your business.


Express
Lipsum
Includes additional reports for enhanced tracking.
Same as Standard.



Includes additional reports for enhanced tracking.


Same as Standard.
Make up your own custom fields throughout the program to keep track of important information concerning events, sub-events (meals), clients, contact people, menu items, employees and a host of other areas.

Offers five custom fields for events, sub-events, clients and guestrooms (along with custom fields for other areas).
Offers fifteen custom fields for events and clients, and ten for sub-events and guestrooms (along with custom fields for other areas).
Same as Standard.



Offers five custom fields for events, sub-events, clients and guestrooms (along with custom fields for other areas).


Offers fifteen custom fields for events and clients, and ten for sub-events and guestrooms (along with custom fields for other areas).


Same as Standard.
Assign cost to a menu item as a whole item, or (in Standard and Professional) have item cost automatically calculated based on the costs of all ingredients for that item.

A single line-item cost can be assigned to each menu item, and can be modified on-the-fly within a particular event.
Cost can either be handled the same as in Express, or automatically calculated based on the costs of all ingredients for that item.
Same as Standard.



A single line-item cost can be assigned to each menu item, and can be modified on-the-fly within a particular event.


Cost can either be handled the same as in Express, or automatically calculated based on the costs of all ingredients for that item.


Same as Standard.
For events with multiple meals or “sub-events”, quickly choose which specific sub-events to include on your various event prints.

Sub-Events can be un-included manually and then re-included after the print is created.
Specific sub-events can be selected on-the-fly to be included in the prints.
Same as Standard.



Sub-Events can be un-included manually and then re-included after the print is created.


Specific sub-events can be selected on-the-fly to be included in the prints.


Same as Standard.
Completely customize screen displays by adding, rearranging and renaming existing fields, making up custom fields, redesigning layouts and more! Then optionally save your custom layout as the new default for that screen on your computer only or for every user on your team.


Express
Same as Express, plus the ability save multiple custom layouts of each screen for you alone to switch between.
Same as Standard, plus the ability to share your list of multiple custom layouts with other users on your team.





Same as Express, plus the ability save multiple custom layouts of each screen for you alone to switch between.


Same as Standard, plus the ability to share your list of multiple custom layouts with other users on your team.
Create and modify any number of custom menu items organized into custom menus or even “sub-menus”, including such details as a limitless rich text description of each item, a line item price and cost, custom item categories for tracking, etc.


Express
lipsum
Same as Express, plus ability to make changes to multiple menu items at one time, as well as to change items within an event and copy those changes back to the default menus.
Same as Standard, plus the ability to copy entire menus to make minor changes (e.g., “adult” pricing versus “children” pricing,).





Same as Express, plus ability to make changes to multiple menu items at one time, as well as to change items within an event and copy those changes back to the default menus.


Same as Standard, plus the ability to copy entire menus to make minor changes (e.g., “adult” pricing versus “children” pricing,).
Retrieve any number of menu items into an event dynamically and easily, including the ability to drag and drop multiple items from your pre-defined menus into the party and add custom items on-the-fly in the event. You can even rearrange the order of an event’s menu by simply dragging and dropping items into new positions.


Express
lipsum
Same as Express, plus ability to link quantities of menu items to the event’s guest count, create a default quantity or minimum quantity for menu items and have the program automatically select related items in a “package”. Also includes ability to insert items anywhere in an event’s menu upon selection.
Same as Standard, plus the ability to incrementally search for menu items across all default menus as you type an item name.





Same as Express, plus ability to link quantities of menu items to the event’s guest count, create a default quantity or minimum quantity for menu items and have the program automatically select related items in a “package”. Also includes ability to insert items anywhere in an event’s menu upon selection.


Same as Standard, plus the ability to incrementally search for menu items across all default menus as you type an item name.
Instantly find answers to virtually any questions you have about your business using robust, state-of-the-art custom querying tools. Customize results in a detail grid by choosing which columns of information to display, sorting or grouping the data and printing or exporting the data.


Express
lipsum
Includes enhanced ability to filter data on-the-fly, as well as to save custom queries, filters and grid displays for future use.
Includes additional querying tools to specifically track menu item usage, staffing, payments, etc. that show results in flexible detail grids rather than reports. Also offers ability to share custom queries, filters and grid displays with other users on your team.





Includes enhanced ability to filter data on-the-fly, as well as to save custom queries, filters and grid displays for future use.


Includes additional querying tools to specifically track menu item usage, staffing, payments, etc. that show results in flexible detail grids rather than reports. Also offers ability to share custom queries, filters and grid displays with other users on your team.
Instantly copy an entire event – including its menu, venue, times and all other details – and even optionally assign the new party to another client if desired.

Events can be copied to up to two new dates instantly.
Events can be copied to up to ten separate dates at once, can be automatically scheduled to recur daily, weekly, monthly, etc., or can be scheduled to occur on certain weekdays during a particular date range.
New clients can be selected as events are copied (as opposed to having to having to change the client after the copy is created).



Events can be copied to up to two new dates instantly.


Events can be copied to up to ten separate dates at once, can be automatically scheduled to recur daily, weekly, monthly, etc., or can be scheduled to occur on certain weekdays during a particular date range.


New clients can be selected as events are copied (as opposed to having to having to change the client after the copy is created).
Establish specific permissions for each user or even for entire groups of users, allowing or prohibiting access to various program features and tools.

Users can be allowed read-only or read/write access, prevented from accessing all setup features (as a group) and prohibited from various basic operations such as deleting or cancelling events, double booking rooms, posting payments and many more.
Includes all Express version features PLUS the ability to lock specific menu item details within events, prevent users from editing past events, and more.
Includes all Standard version features PLUS the ability to prohibit access to specific setup features individually, and to prohibit access to specific reports and query tools.



Users can be allowed read-only or read/write access, prevented from accessing all setup features (as a group) and prohibited from various basic operations such as deleting or cancelling events, double booking rooms, posting payments and many more.


Includes all Express version features PLUS the ability to lock specific menu item details within events, prevent users from editing past events, and more..


Includes all Standard version features PLUS the ability to prohibit access to specific setup features individually, and to prohibit access to specific reports and query tools.
Create a default schedule of event deposits, including dates and amounts due. Due dates can be set in relation to the date an event is booked or held, and amounts can be fixed or set as a percentage of total or remaining balance. Due dates and amounts will automatically adjust to reflect changes made to the party.

Not Offered.
(Future deposits due can be added manually to any event, but due date and amount will not automatically calculate or adjust.)

Standard
Lipsum

Professional
Lipsum.



Not Offered.
(Future deposits due can be added manually to any event, but due date and amount will not automatically calculate or adjust.)




Establish various fields as required information, even basing requirements on certain conditions such as the Theme of an event, the Category of a client, etc.

Not Offered.

Standard
Includes all Express version features PLUS the ability to lock specific menu item details within events, prevent users from editing past events, and more.

Profesional
Includes all Standard version features PLUS the ability to prohibit access to specific setup features individually, and to prohibit access to specific reports and query tools.



Not Offered.




Determine default values for various fields throughout the program – a default city for all new clients, a default reference for new events, etc. These defaults can be overridden on-the-fly if desired.

Not Offered.

Standard
Lipsum



Not Offered.




Place any event with a room conflict on a wait list, and the program will automatically prompt you if that space becomes available.

Not Offered.

Standard
Lipsum

Profesional
Lipsum



Not Offered.




Generate an event print – Contract, Invoice, back-of-house print, etc. – or a selection of multiple prints for an entire group of events with a single mouse click.

Not Offered.

Standard
Lipsum

Profesional
Lipsum



Not Offered.




Track various changes made to events, including the date the change was made and by whom.

Not offered.

Standard
Lipsum

Profesional
Lipsum



Not offered.




Create detailed, scalable ingredients lists to be automatically included with each individual menu item. Includes the ability to modify ingredients on-the-fly within an event, as well as the ability to edit multiple items in the master list simultaneously.

Not Offered.

Standard
Lipsum



Not Offered.




Create detailed, custom packing lists (number of plates, napkins, chafing dishes, etc.) to be automatically included with each individual menu item. Includes the ability to modify required items on-the-fly within an event, as well as the ability to edit multiple items in the master list simultaneously.

Not Offered.

Standard
Lipsum

Profesional
Lipsum



Not Offered.




Attach any external file – PDF, Word DOC, spreadsheet, image – to an event for easy access and reference. Store a scanned copy of a signed contract, an image file of the room layout, or a host of other options.

Not Offered.

Standard
Lipsum

Profesional
Lipsum



Not Offered.




Create default lists of conditional “to do” items for your events, or build a custom list for each party – and optionally have program warn you of actions that are overdue.

Not Offered.

Standard
Lipsum

Profesional
Lipsum



Not Offered.




Set sales commission percentages for the various revenue from each party, and track commissions for all reps either within individual events or across a day or date range.

Not Offered.

Standard
Lipsum
Same as Standard plus ability to optionally split commission for one event between multiple reps.



Not Offered.




Same as Standard plus ability to optionally split commission for one event between multiple reps.
Designate how many shifts (bartenders, waiters, etc.) are necessary for each event, and assign individual employees to work those shifts. Includes a Shift Wizard to establish rules for each shift based on event details (for example, 1 bartender per 10 guests if the event theme is “Wedding”, etc.).

Not Offered.

Standard
Lipsum
Includes dynamic Shift Manager, where all shifts and employees for any group of parties can be managed from one window.



Not Offered.




Includes dynamic Shift Manager, where all shifts and employees for any group of parties can be managed from one window.
Limit the number of events that can be scheduled each day based on such things as Theme, Sales Rep, Operation, Business Type, Category or even overall number of events.

Not Offered.

Standard
Lipsum
Includes option to close individual days or dates (prohibit any events from being scheduled.)



Not Offered.




Includes option to close individual days or dates (prohibit any events from being scheduled.)
Instantly choose older events (based on dates and other criteria) to be removed from your everyday database and placed in a separate archive. Events can then be restored from the archive at a future date if desired.

Not Offered.

Standard
Includes all Express version features PLUS the ability to lock specific menu item details within events, prevent users from editing past events, and more.
Adds the ability to restore more than one event from the archive simultaneously.



Not Offered.




Adds the ability to restore more than one event from the archive simultaneously.
Send emails to an entire group of recipients simultaneously, complete with attachments. Send unique contracts to all customers with events next week; send informational flyers to any new customer added today; or a limitless number of other options!

Not Offered.
Not Offered.

Profesional
Lipsum



Not Offered.


Not Offered.


In the case of duplicate accounts, have the program move all events, contact people and other information from one account to the other and then remove the duplicate. (Express and Standard versions require you to manually move each record individually.)

Not Offered.
Not Offered.

Profesional
Lipsum



Not Offered.


Not Offered.


Simultaneously post payments to multiple events held by a single client, rather than having to pull each event up separately to post the payment.

Not Offered.
Not Offered.

Professional
Lipsum



Not Offered.


Not Offered.


Establish specific permissions for each user or even for entire groups of users, allowing or prohibiting access to various program features and tools.

Not Offered.
Not Offered.

Profesional
Lipsum



Not Offered.


Not Offered.


Review a list of all events for any day or date range that are related to each other in any of several ways – all have the same sales rep; all have the same client; all have the same “Category”; etc. Instantly navigate from one event on the list to another.

Not Offered.
Not Offered.

Profesional
Lipsum



Not Offered.


Not Offered.


Use a dynamic query tool to track any employees booked for an entire day or date range, or for an individual event. Results are listed in a grid, which allows data to be grouped, filtered, printed, exported, etc.

Not Offered.
Not Offered (Employees can be tracked using a printed report.)

Professional
Lipsum



Not Offered.


Not Offered (Employees can be tracked using a printed report.)


Take advantage of additional tools to review a list of all menu items ordered for any date range, or a list of events using a specific item or group of items. Lists are displayed as dynamic grids, allowing grouping of data, filtering of data, printing, exporting, etc.

Not Offered
(Menu item usage can be tracked using a printed report.)
Not Offered
(Menu item usage can be tracked using a printed report.)

Profesional



Not Offered (Menu item usage can be tracked using a printed report.)


Not Offered (Menu item usage can be tracked using a printed report.)