Manage the work from inquiry to payment.

One customer record for inquiries, bookings, and orders.

Connect each customer to their inquiries, quotes, bookings, orders, and payments. Stop rebuilding the same history every time someone gets in touch.

• Customer records kept separate for each business, with duplicate checks.
• Tags and notes to keep relationship context searchable.
• Lead and customer activity timelines linked to business events.
• Connected commerce and catering history in the same workspace.

Company details can be captured in forms and notes; a separate company-account CRM is not available yet.

Agree on the details before you commit.

Build an itemized quote using the customer’s inquiry and your pricing rules. Send a link so the customer can review and accept it online.

• Select services, packages, add-ons, and custom line items.
• Calculate guest, quantity, duration, travel, tax, and deposit amounts.
• Apply discounts, service fees, and tax-exempt treatment where appropriate.
• Track sent, viewed, accepted, declined, and expired quotes.
• Keep previous versions when you revise a sent quote.

Custom line items can scope additional work; automatic post-event overage billing is not available yet.

In development

For now, track what is owed through booking balances.

Standalone invoice creation and management are still in development. Today, the quote and booking payment record show the agreed total, deposit received, and remaining balance.

• Available today: an itemized, versioned customer quote.
• Available today: deposit and balance obligations linked to a booking.
• Available today: a customer balance-payment page and payment history.

Booking balances are not invoices. Invoice numbering, sending, and a standalone invoice list are not available yet.

Keep the schedule, service details, and balance together.

Keep the customer, agreed service, schedule, payment obligations, and status together. The team should not need the sales conversation open to understand the booking.

• Create a booking after the configured reservation condition is met.
• Keep customer, venue, service window, and internal notes together.
• Review deposit received, balance due, and payment history.
• Attach staff, resources, and event checklists to the booking.

Offer pickup times your team can actually fulfill.

Let customers choose an available pickup time directly from your website. Set how many orders you can handle during each pickup window.

• Customer selection of pickup location, date, and available time.
• Operating hours, disabled weekdays, and blocked dates.
• Date-specific overrides and configurable slot spacing.
• A limit on orders per pickup window, including temporary checkout holds.
• Location-specific lead time and maximum advance booking windows.
• Pickup details carried into order operations and preparation summaries.

Know who is available and who is assigned.

Coordinate the people delivering the service and give signed-in team members the access their role permits. Replace informal staffing notes with assignments.

• Team profiles and staff availability records.
• Staff assignments associated with a booking.
• Scheduling conflict checks for overlapping assignments.
• Owner, admin, manager, and staff permissions enforced on the server.

Full team-invitation management is not available yet. Equipment and resource assignments have their own conflict checks.

Price a repeatable service without starting over.

Save the items, hours, and quantities included in each package. Use your guest-count, duration, and travel rules when you build the next quote.

• Services with reusable packages and included features.
• Configurable add-ons and quantity-based pricing.
• Rules for guest count, hours, distance, dates, and minimum spend.
• Tax, service-fee, and deposit configuration.
• Server-calculated pricing with a calculation explanation.

Add forms, menus, and ordering to your website.

Place a PickupDock form or menu into your existing website using generated embed code. Submissions and orders flow into the same workspace as your operations.

• Copyable code for secure, isolated form and menu widgets.
• Display-only menus or order-enabled menus with an integrated cart.
• Brand color, presentation, and content display settings.
• Forms and menus that fit desktop and mobile screens.
• Website source and embed attribution captured where supported.

Works with website builders that permit the required iframe or script, including Squarespace, Wix, WordPress, Webflow, Framer, and custom sites.

Find the person—and the history—before you reply.

Find a customer and review their orders, payments, and notes before you reply. Catering bookings use the same customer record and are reviewed in Bookings.

• Searchable customer list with tags, spend, orders, and last activity.
• Profile views for orders, payments, loyalty, activity, and notes.
• Contact details and addresses kept within your business.
• Lifetime spend and purchase history calculated from recorded transactions.
• Marketing consent and customer source retained for responsible follow-up.

Understand what is selling and where demand comes from.

Compare performance across periods and channels. Make decisions using measured activity instead of guessing from the busiest day you remember.

• Today, 7-day, 30-day, month, year, and custom date ranges.
• Equal-length prior-period comparisons.
• Top products, sales by menu and channel, drop performance, and pickup volume.
• Inquiries, quote conversion, booked revenue, and lead-source attribution.
• New and returning customers, repeat purchase rate, and loyalty participation.

Campaign metrics are shown where provider data exists. Booked revenue is not collected cash; product sales are not profit after costs.

Configuration required

Set up the follow-up once. Keep the conditions visible.

Schedule follow-ups after an inquiry, quote, booking, or order. Add a delay and conditions so the next step runs only when it still applies.

• Triggers for supported lead, quote, booking, order, and reward events.
• Conditions based on supported business state.
• Delays in minutes, hours, or days, including relative event dates.
• Email, SMS, customer tags, internal tasks, and lead-status actions.
• Retryable runs and step history with consent checks for marketing sends.

Email and SMS require provider setup and a running delivery service. Check delivery status to confirm whether a message was sent.