The Catering pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Catering page.

Catering — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Event date, venue and service timeHeadcount and menu tier (per-head rate)Dietary and allergen requestsSite-visit appointmentOrganiser name, company and mobileProvisional or confirmed

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Catering.

Inquiry→Provisional hold and site visit→Visit and written quote→Contract and confirmation→Event and invoice
PipelinePipelineInquiry4Provision3Visit and2Contract 1Event and1

What it will not do

Not a setting you switch on and off. These are blocked when the Catering answering is built; anything that touches them goes to a person instead of being answered.

  • It never takes a date the calendar already has.One team cannot serve two sites on the same day. It holds only dates the event calendar shows open, and a hold becomes a booking only through the site visit and a contract.
  • It never moves the price.Per-head rates are read from the course sheet the owner loaded. Any adjustment comes after the site visit, in the owner’s written quote.
  • It never confirms dietary or allergen handling.Vegetarian, halal and allergy requests are recorded with the headcount and answered by the kitchen.
  • It never assumes the site will work.Parking, lifts, power and water are checked on the visit. It does not say “that should be fine” down the phone.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.