Software for service and event businesses
Run your entire service business from one place.
From the first inquiry to the final payment, PickupDock gives you one place to manage customers, quotes, bookings, payments, menus, pickup windows, events, and reporting.
Add forms, menus, and pickup ordering to your existing website.
For mobile and event-based businesses.
Coffee carts Caterers Mobile bars Food trucks Event vendors
One workflow. One customer record.
From inquiry to paid.
Without the busywork.
Turn an inquiry into a paid booking without entering the same information twice. Customer details, accepted pricing, and payment history stay with the booking.
- 01
Inquiry
Capture the details
- 02
Quote
Agree on the scope
- 03
Contract
Get it in writing
- 04
Payment
Collect the deposit
- 05
Booking
Plan the service
- 06
Fulfillment
Prepare and serve
- 07
Reporting
Review sales and balances
Review the quote, collect a signature and the required payment, then prepare for service using the agreed details.
01Inquiries & leads
Capture inquiries directly from your website.
Build an inquiry form with the details you need to quote. Each submission creates a lead with the customer, event date, service, and notes attached.
- Ask the questions your service needs.
- Event details, guest count, duration, location, service selections, add-ons, contact information, and customer notes.
- Track where inquiries come from.
- Capture lead sources and campaign attribution alongside the submission. Configure date and time fields for requested pickup details; checkout manages actual pickup availability.
New catering inquiry
Catering inquiry · Studio Eight
- Location
- Studio Eight courtyard
- Service time
- 9:00 am–12:00 pm
- Customer note
- Oat milk options, please.
Customer and event details stay together.
Source: embedded website form02Quotes
Send quotes customers can review and accept online.
Build a quote from the inquiry, your services, and your packages. Calculate guest counts, quantities, hours, and add-ons before sending the price to the customer.
- Price the work, including the details.
- Use add-ons, travel distance or mileage rules, minimum spend, taxes, discounts, deposit requirements, and custom line items. Describe products and menu selections in the agreed scope.
- Track each quote after you send it.
- Track sent, viewed, and accepted quotes. Keep previous versions when you revise a sent quote.
Extra service can be scoped with custom line items. Automatic post-event overage billing is not available yet.
Explore quotingQuote Q-1042
Studio Eight · 75 guests · 3 hours
- Classic coffee cart package
- $850.00
- Tax
- $70.13
- Total
- $920.13
- Sent
- Viewed
- Accepted
03Contracts & payments
Collect a signature, deposit, and remaining balance.
Move from an accepted quote to a digital contract, electronic signature, and deposit. Keep the signed version and payment history with the booking.
- Clear payment requirements.
- Set a flat or percentage deposit, or require full payment. Track the remaining balance and its due date, with a customer balance-payment page.
- Payments through your connected Stripe account.
- Customers pay through Stripe Connect. PickupDock records the payment and updates its status after Stripe confirms the result.
The current payment schedule supports deposits and balances. Standalone invoice management and custom installment schedules are not available yet.
See how payments connectAgreed. Signed. Deposit paid.
Studio Eight · Booking B-1042
- 01Quote accepted
Published version 1 · $920.13
- 02Contract signed
Signed version retained with the booking
- 03Deposit received
$230.03 · Verified payment success
The payment history stays with the booking.
04Bookings & calendar
Know what is booked, paid, and waiting on you.
Bring confirmed work into a central booking calendar. See the event date, service window, customer, location, and booking status without piecing together a conversation.
- Keep the service details with the booking.
- Keep staff assignments, equipment, internal notes, and customer details with the event. Document setup and breakdown instructions in the event brief and checklist.
- Keep pickup scheduling structured.
- Let customers choose an available pickup time. Set how many orders you can handle during each pickup window.
Studio Eight · Team coffee morning
June 18 · 9:00–12:00 · 75 guests
- Quote accepted
- Contract signed
- Deposit received
- Service
- Classic coffee cart package
- Team
- 2 baristas assigned
- Resources
- Cart 01 · Espresso machine
- Booking total
- $920.13
- Deposit paid
- $230.03
- Balance due
- $690.10
06Website embeds
Take inquiries and pickup orders on your website.
Add a form or menu with PickupDock’s embed code. Submissions appear in Leads; paid orders appear in Orders with the customer’s selections and pickup time.
- Choose what customers can do.
- Capture inquiries, quote requests, and booking details through configurable forms. Display a menu or enable pickup ordering with a secure cart.
- Copy the code. Place it on your site.
- Get an embed snippet in settings for Squarespace, Wix, WordPress, Webflow, Framer, or custom HTML sites that permit embeds. Configure the presentation to fit your brand.
Booking forms collect a request; they do not promise an instantly confirmed event. Confirmation follows your configured agreement and payment requirements.
See embed optionsTell us about your event.
A form configured for your services.
- Event date
- June 18
- Guest count
- 75
- Service
- Coffee cart
- Duration
- 3 hours
- Venue
- Studio Eight
- Submission mode
- Inquiry only
07Customer relationships
See the customer’s bookings, orders, and payments.
Use the same customer record for orders and event bookings. Review purchases, payments, and notes on the customer profile, and event details in Bookings.
- Review history before you reply.
- Contact details, past and upcoming events, quotes, payment history, notes, tags, lead activity, and lifetime value stay within your business workspace.
- Keep notes and communication records.
- Capture company details in configured forms and notes. Review communication delivery records where a provider is configured; a separate company CRM and unified inbox are not yet available.
Catering booking history is not shown on the customer profile yet. Review that work in Bookings.
Explore customer managementAlex Morgan
Customer history and payments
- Upcoming event
- Studio Eight · June 18
- Past event
- Spring team breakfast · April 23
- Latest quote
- Q-1042 · Accepted
- Latest payment
- $230.03 deposit
Courtyard service. Ask reception for loading access.
08Day-of operations
Give your team the plan for today.
Move from planning the event to running it. Give your team the schedule, preparation requirements, and service instructions they need—including on a phone at the venue.
- A practical brief for the day.
- See today’s events, staff and equipment assignments, customer notes, venue instructions, and internal checklists.
- Keep the service line moving.
- Review menu selections, modifiers, and quantities in orders. Use pickup windows, prep summaries, and the kitchen workflow to move orders from confirmed to ready.
Riverside private reception
June 20 · 120 guests · Host-paid service
- Setup
- 14:00 · East entrance
- Service
- 15:00–18:00
- Staff
- Alex · Jordan
- Resources
- Service cart · Tent
Before service
Complete Confirm venue access
Complete Check equipment allocation
To do Review the event menu
09Reporting
See sales, collected payments, and unpaid balances.
Review revenue and upcoming booked work. Compare periods in your business timezone, with collected payments kept separate from booking value.
- Separate performance from cash flow.
- Review revenue, refunds, booked revenue, and quote conversion. Use booking and balance reports to review upcoming booked value and outstanding payments.
- Compare products and lead sources.
- Explore top-selling products, gross product sales, sales by menu and channel, lead-source performance, and period-over-period growth.
Average booking value and revenue-by-service breakdowns are not dedicated dashboard metrics yet. Financial reports do not confuse booking value with collected revenue.
Explore reportingKnow what is actually collected.
Cash reporting, separate from future booking value.
+9.8% vs. the previous equal-length period
- Collected payments
- $19,062.30
- Less verified refunds
- −$420.00
- Net revenue
- $18,642.30
- Quote conversion
- 60% · 12 of 20 sent quotes
Period boundaries follow the business timezone. Booked value is not treated as money already received.
Your business, in plain language
Ask PickupDock.
Ask about sales, unpaid balances, or upcoming events. Ask AI retrieves reports from your business and only shows records you have permission to view.
How much revenue did we generate in January?
January revenue was $18,642.30: $19,062.30 in collected payments, less $420.00 in refunds.
Revenue report · January 1–31, 2026 · Example business timezone: America/Chicago
Fictional examples, not a live AI session. Nothing is sent or changed.
Business types
For businesses that take orders and serve events.
Manage private bookings, public ordering, or both. Use the services, menus, and scheduling rules your business needs.
Businesses PickupDock serves
Quote coffee service and assign carts and baristas.
Scope the menu. Coordinate the service.
Keep packages, agreements, and events together.
Connect event bookings and pickup orders.
Organize seasonal menus and scheduled pickups.
Share schedules, staff assignments, and checklists.
Before you get started
Questions, answered.
Do I need to replace my website?
No. Keep your existing website and add a PickupDock form or menu using the embed code from settings. Your website builder must allow the required iframe or script embed.
Is PickupDock only for pickup orders?
No. PickupDock connects inquiries, quotes, contracts, deposits, bookings, event operations, menus, customer history, and reporting. Pickup ordering is one part of the platform.
How are customer payments handled?
Connect your business’s Stripe account through Stripe Connect. Deposits, balances, and storefront payments are linked to the relevant records. Payment processing fees and any configured platform fees are separate from account creation.
Is the information shown on this page live?
No. Every product preview uses fictional sample data to explain a workflow. Preview controls do not submit forms, place orders, charge customers, or call an AI provider.
Start with your business
Manage your next inquiry through to payment.
Create your account and add your business details.