What makes Planfix better for catering than a generic task tool?

Traditional task tools do not know about sites, service windows, approval steps, or client visibility. Planfix gives you Planner with conditional lists, status sets with transition rules, directories for sites and menus, and the Client Dashboard for external visibility. You run catering the way your contracts require, not the way a generic tool dictates.

Can we collect orders from several channels without retyping?

Yes. Incoming messages from email and integrated messengers can be converted into tasks automatically. You can apply rules to route them to the right site or service window. This way your operators no longer copy data from inboxes to a separate system and no order is lost during peak hours.

How do we prove service quality to clients?

Planfix lets you require photo proof, temperature logs, or hygiene checks before closing a task. These checks are stored as data tags with timestamps. You can share only the relevant tasks with the client through the Client Dashboard and send reports directly from Planfix, which helps during audits.

How do we start using this setup?

Start by turning orders into tasks and building one Planner board grouped by site and service window. Next, add status sets to enforce approvals. Then connect Client Dashboard for the key accounts. Most of this can be done by operations staff without developers because Planfix is a configurable, no-code system.

B2B catering & corporate cafeterias - orders, shifts, quality

Keep Catering Predictable from Order to Service

Capture headcounts, diet notes, and preorders in the same flow. Keep production aligned with shifts. Log service quality and incidents where they happen. Planner, status sets, and Client Dashboard keep operators and clients in sync.

Automate catering tasks

Collect Daily Orders

Turn email, messenger, and web requests into tasks and get a single list for the day.

Tie Shifts to Demand

Build and publish shifts only after orders are validated so kitchens stay aligned.

Prove Delivery to Clients

Share tasks, photos, and reports through the Client Dashboard so clients see only their data.

Start with Orders in One Place

Turn inbound orders into tasks from email, chats, and web forms. Use Planner where lists are built by rules such as date, site, or service window. When an order meets the rule, it appears automatically without copying.

Use Planner for orders

Planner for the Day

Group orders by site and service window so operators see the whole day on one screen.

Demand Captured

Every order and headcount lands in Planfix. No message sits in inboxes.

Shifts Built on Data

Kitchens and lines are staffed based on actual orders, not assumptions or outdated sheets.

Quality Logged On-site

Incidents, hygiene checks, and photos are saved to tasks with timestamps for audits.

Reconciliation Ready

Delivered versus ordered, substitutions, and overages are ready for client reporting.

If This Sounds Familiar

Orders come from everywhere

You rewrite email, chat, and phone orders into another system every morning.

Reactive, not controlled

You respond to issues instead of seeing demand and shifts in advance.

No proof from sites

You cannot prove hygiene, temperature, or portions for client auditors easily.

Quality escalations

You have to calm the client after service issues instead of showing logged tasks.

Finance mismatch

You explain to finance why cafeteria counts differ from contract orders.

1. Collect and Validate Daily Orders

2. Build and Publish Shifts

3. Run Service and Capture Quality

4. Reconcile and Report

1. Collect and Validate Daily Orders

Capture all incoming orders as tasks from email or chat.

Apply status sets and transition rules to approve before production.

Use directories for sites, menus, and cost centers to avoid wrong entries.

Add AI Dataminer to extract portions, diets, and dates from messages.

Configure order process

2. Build and Publish Shifts

Create shift tasks per site and service window.

Respect work calendars so absent staff are not assigned.

Use Planner to balance workloads across several sites.

Notify employees and supervisors in Planfix and by email.

Set up work schedules

3. Run Service and Capture Quality

Give staff tasks with menu, time, and checks.

Log temperature, hygiene, and photos into data tags.

Turn client complaints into incidents linked to orders.

Close incidents only after corrective action via status transitions.

Log quality data

4. Reconcile and Report

Compare delivered items with orders in reports.

Use project totals for counts, incidents, and overdue tasks.

Share outcomes to the client through Client Dashboard.

Keep an audit trail for every change.

Build reports

You Feel in Control

Daily work becomes predictable because orders, shifts, and service live together.

Confident in Audits

Every incident has photos, time, and exact performers for client review.

Calm with Changes

Staff changes or order changes do not break the day because Planner updates itself.

Typical Obstacles and How We Remove Them

Too many channels? We turn email, messengers, and calls into tasks with rules in Planner. Staff skip quality? We use short tasks, mobile access, and status rules. Clients demand proof? We give them Client Dashboard with documents and photos.

Why Planfix Instead of Other Tools

Spreadsheets and inboxes become Planner boards and self-updating task templates. Generic task tools become status sets, directories, and project totals tailored to operations. Client portals become Planfix Client Dashboard that follows your fields and access rules.

Create your solution

Connect Planfix To Your Catering Stack

Bring orders, chats, storage, and telephony into one workspace for your catering teams.

See all integrations

FAQ

B2B Catering & Corporate Cafeterias - Orders, Shifts, Quality

Keep Catering Predictable from Order to Service

Collect Daily Orders

Tie Shifts to Demand

Prove Delivery to Clients