Catering and food services


Pipefy´s Catering and food services template is great for managing your catering requests by date, necessary equipment, service required and payment. Organized and practical, this template will be highly helpful to improving your process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Customer
  2. Phone
  3. Email
  4. Catering location
  5. Catering date
  6. Number of guests

Catering request details

  1. Catering service
    • Plated menu
    • Self serve buffet
    • Cocktail service
  2. Menu
  3. Will the client need cleaning service?
    • Yes
    • No
  4. Will the client need catering equipment?
    • Yes
    • No
  5. Which catering equipment is needed?
    • Silverware
    • Plates
    • Glasses
    • Towels
    • Cups
    • Others
  6. How many catering equipment items will be needed?
  7. Number of caterers
  8. Total equipment value
  9. Catering revenue

Lessons learned

  1. Event highlights
  2. Improvement checklist
    • Punctuality
    • Food quality
    • Food temperature
    • Staff
    • Other
  3. Detail the checked improvement points.


  1. Payment method
  2. Scheduled payment date
  3. Has payment been made?
    • Yes
    • No


Canceled catering

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