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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.

The chart below provides a quick glance at some of the main feature differences between the versions.  Click any of the features to get more information on that particular tool or module.

Feature

Express

Standard

Professional

Standard Functionality
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.
Included Included Included
Optional Program Add-Ins
Enhance the basic functionality of the program with several powerful, popular add-in modules – such as Marketing Tools merge letters, Contact Manager reminders and history notes and more.
Included Included Included
Various Software Interfaces
Choose from several optional robust interfaces with other software applications, including accounting, menu management and room diagramming programs.
Included Included Included
Customizable Event Prints
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 custom logos.
Included Included Included
Dynamic Event Wizard
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!
Included Included Included
Localization of Date/Currency Formats
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.
Included Included Included
Direct Emailing
Send email directly from a variety of areas in the program, optionally including attachments of general files or Caterease prints.
Included Included Includes Batch Emailing, whereby any number of emails can be sent to any number of recipients with a single mouse click.
Event Calendar
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 includes the ability to include standard calendar holidays, as well as create your own.
Included Same as Express, plus the ability to put custom notes on the calendar on any day or date range. Same as Standard, plus Includes added ability to add an event directly from the Calendar.
Customizable Screen Displays
Add, rename, rearrange or remove fields to suit your particular business needs.
Included Same as Express, plus the ability to customize tabs on the screen. Same as Standard.
Customizable Food/Service Menus
Create and modify any number of custom menus and menu items, including a limitless rich text description of each item.
Included Same as Express, plus ability to break menus down into "Sub-Menus" for easier organization.Also includes ability to make changes to multiple menu items at one time. Same as Standard, plus the ability to copy new menu items and changes to existing ones from an event into your default menus.
Menu Item Retrieval
Retrieve limitless 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.
Included Same as Express, plus ability to group menu items into custom packages, link quantities of menu items to the event's guest count and create a default quantity for menu items. Also includes ability to insert items anywhere in an event's menu upon selection. Same as Standard.
Querying Tools
Instantly find answers to virtually any questions you have about your business using robust, state-of-the-art custom querying and reporting tools.
Included Includes enhanced ability to filter and group data on-the-fly. Includes additional querying tools to specifically track menu item usage, staffing, payments, etc.
Menu Item Costing
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.
Event Copying
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. Same as Standard
Automatic Wait Listing
Place any event with a room conflict on a wait list, and the program will be automatically prompt you if that space becomes available.
Not Offered Included Included
Multiple/Batch Printing
Generate a single 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 Included Included
Audit Trail
Track various changes made to events, including the date the change was made and by whom.
Not Offered Included Included
Menu Item Ingredients
Create detailed, custom ingredients lists to be automatically included with each individual menu item. Includes the ability to make one-time modifications of ingredients on-the-fly within an event, as well as the ability to change multiple items in the master list simultaneously.
Not Offered Included Included
Menu Items Required Items (Packing List)
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 make on-time modifications of required items on-the-fly within an event, as well as the ability to change multiple items in the master list simultaneously.
Not Offered Included Included
Staffing/Shift Management
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 Included Includes dynamic Shift Manager, where all shifts and employees for any group of parties can be managed from one window.
Data Archiving
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 restored from the archive at a future date if desired.
Not Offered Included Adds the ability to restore more than one event from the archive at one time.
Attached Event Files
Attach any file to an event, such as a scanned copy of a signed contract, an image file of the room layout, or a host of other options.
Not Offered Not Offered Included
Table, Van, Lane or Other Item Management
Build a custom list of items such as vans, tables, bowling lanes, etc. and schedule them for an event – complete with warnings of any scheduling conflicts. Includes the ability to see a bar graph of the usage of your items, as well as the ability to include images of tables, lanes, etc.
Not Offered Not Offered Included
Enhanced Event Navigation
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 Included
Employee Tracking
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.) Included
Enhanced Menu Item Management
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.) Included

 

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 above should help you to determine which version is most applicable for your company.  And remember – you can upgrade any time you are ready.