The menu is only part of the scope
Delivery, setup, serving equipment and cleanup can change the work substantially. Specify which services you provide rather than letting the food description imply a complete event package.
Software for catering business owners
Keep the menu agreement attached to the catering order.
The food can be agreed while the service responsibilities are still unclear. Resolve delivery, equipment, venue access and clearing before accepting the catering order. Microtra holds the buyer agreement, estimate and invoice while your production and event procedures manage the meal and the people serving it.
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The everyday details
You know the work.
The admin adds up.
The final brief needs an agreed handoff
Attendance, venue access and service choices may change during planning. Confirm how the client will settle the final order details so your production team is not working from an old conversation.
Equipment returns need attention
Trays, stands and other supplied pieces may leave with the order. Agree who handles their return through your own equipment process and keep the commercial responsibility clear at handover.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Keep the buyer and order connected
Save customer details, billing preferences and order notes for the approved menu and service context. Keep the venue contact distinct in your notes when someone other than the buyer handles access on the day.
Explore this featureShow food and service separately
Create estimate items for menu quantities, delivery and the agreed service work. Explain exclusions such as venue cleanup or equipment collection, then prepare invoices against the scope the customer has accepted.
Explore this featureManage the items you choose to track
Bakery & food starts with stock and locations enabled. Record supplies, purchasing and relevant wastage, while using your separate professional procedures for recipes, food information, storage and production planning.
Explore this featureSee the full cost of the order
Record ingredient purchases, packaging, rentals and outside business costs with receipt photos. Review expenses with outstanding invoices so a busy event schedule does not conceal money still owed to the business.
Explore this featureKeep a changed brief visible in the price
An added service station or a different delivery arrangement may change more than the menu quantity. Review the customer request against the estimate and discuss the effect before accepting the extra work. Update the approved commercial document so the invoice follows the final agreement, while your event and production process separately checks whether the change is practical for the food, staff and venue.
Explore this featureA day in the life
From the first quote to paid.
Build the service brief
Ask about the requested food and how it will be served. Confirm venue access, delivery responsibility and the buyer?s contact before deciding what your business will offer.
Agree the order
Prepare an estimate that distinguishes food from service and equipment. Discuss changes directly, then keep the final approved commercial scope with the customer record.
Prepare the handover
Use your food and event procedures to organize production and delivery. Review the order notes for the agreed address, access and service boundaries before sending the team.
Review and invoice
Check approved additions and the work delivered. Share the invoice PDF from your device, record payment received elsewhere and follow your equipment-return process for any supplied pieces.
Your words
Find your way around.
Choose Bakery & food when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Order
- Your customer
- Customer
Room to get started
Plans from $5.99/month.
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Questions from catering business owners.
Does Microtra plan menus or calculate food safety information?
Microtra does not calculate recipes, allergen declarations or safe handling plans. Use qualified procedures and suitable specialist tools for food decisions, then enter the agreed order and business costs.
What terms does the catering setup use?
Bakery & food begins with Order and Customer, with stock and locations enabled. Schedule and linked records start off; enable required modules in Modules & terms before using them.
Can I schedule a venue meeting?
Switch schedule on in Modules & terms first because it starts off for this setup. Arrange the meeting directly with the customer or venue and record the planned appointment.
Does Microtra generate a catering contract?
Microtra does not make contracts. The related catering contract template is a download-only sample, not legal advice; have a qualified attorney in your state review any contract before you use it.
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Templates
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Unleash your potential.
You do the work. Microtra gives you the software to run the business. Start your 14-day free trial. No card needed.
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