Quote it, book it, run the event.

For caterers, coordinators and function halls. Start with Events and Invoice. Add Inventory, Tasks and HR as the calendar fills up.

Products in this solution

A common starting set. Add or remove products to fit your business.

The workflow

Quote → Book → Prepare → Staff → Run and collect

01
Quote
The quotation is made in Invoice; the event is pencilled in Events as a Draft or Planning event.
02
Book
The quote is accepted and becomes an invoice, and the deposit is recorded as a partial payment on it. The event is confirmed in Events.
03
Prepare
Setup is assigned as tasks linked to the event, and the preparation checklist is kept in Events. Stock of supplies is kept in Inventory.
04
Staff
A coordinator from your HR employee list is set on the event, and crew tasks are assigned to employees. Time in and out is recorded in HR.
05
Run and collect
Event day checklist in Tasks and the agenda in Events; the balance is invoiced and payments are recorded in Invoice.

How it fits together

The event is entered once. Each product adds its own activity to it, so the team never re-types names, addresses or items.

Who this is for

FAQ

We will walk through the workflow with your own items, customers and team, then start your 14-day guided trial.