Catering CRM & Operations Dashboard

The problem. Bookings arrive in the CRM, but a CRM doesn't plan kitchen production, check payments or produce financial reports. With several branches, the business needed one view of what each kitchen cooks each day, a way to match deposits and balances against receipts and bank statements, and profit per cut-off period, while ordering, sales and kitchen work depended on manual handoffs between admin and kitchen staff.

What I built. Customers plan an order on the website's meal builder: they choose a service such as party trays, packed meals or a catering package, set the number of guests, pick their dishes and see the total. In GoHighLevel, every order is an opportunity in the Spandis Ordering System pipeline, moving from New Inquiry and Quotation Sent to Confirmed, Preparing and Completed/Delivered, with Cancelled and Rescheduled stages, and the forecast shows expected and won revenue by stage.

I also built the operations dashboard on top of it. It reads opportunities and appointments from GoHighLevel through its API and turns them into each team's view: a daily production board and per-order sheets for the kitchens, packing checklists for event crews, a payment chain from ordered to confirmed in the bank, and profit, branch and break-even reports for the owners. Kitchen updates such as stage changes are written back to GoHighLevel, and each account opens only the pages and branches it's allowed to.

Why it helps. Everyone works from the same orders, from the website and the pipeline to the kitchen sheets and the owner's profit report, with fewer manual handoffs between admin and kitchen.