CaterSquadOrder desk

Stop copying orders.
Run everything from one screen.

One order desk that replaces the copy and paste between Chiirp, Trello and RDS Logic, built around how your team already works.

00Contents

What's inside

01Overview

Proposal overview

What we'll build and how soon your team can use it.

Replaces6 tools

Chiirp, Trello, RDS Logic, RSign, the group chat and inbox juggling

Live in5 weeks

With Package 1, hosted on AWS

Support5 AM to 6 PM PT

Monday to Friday, on every plan

02The problem

Every order gets typed four times

Your team is good at this. The process slows them down.

ChiirpOrder arrives
Copy
TrelloCard created
Copy
RDS LogicOrder entered
Copy
InvoiceTyped again
46min

Average reply time in Chiirp last month

From the Chiirp dashboard
15min

Of admin on every single order

Tinh's estimate, before any menu work
9 to 12hrs

Of team time every day, spent copying

More than a full workday, every day
03What we'll build

One order desk. Typed once, checked automatically.

AI does the busywork. Your team makes the calls.

CaterSquad
Home
Orders board
Inbox
Dispatcher
Billing
Reports
Orders board
New3
Urology AssociatesFri, 15 guests
Assigned to Rose
Hologic, DenverMon, 25 guests
Quote sent2
Daiichi SankyoThu, 12 guests
Waiting on rep
Placed4
Novartis, TampaToday, 11:30 AM
Card on file
AmgenToday, 12:00 PM
Replies in seconds

"Order received" goes out the moment a text lands.

Nothing typed twice

Details flow from the text to the quote to the invoice.

Mistakes caught early

Confirmations and invoices are checked before anything goes out.

The numbers, live

Sales, profit and workload, without asking anyone.

04Workflow

How an order moves through the system

Who does what at each step. The order desk handles the automatic steps, and your team approves the rest.

Rep Order desk Agent Restaurant Admin Rep texts or emails an order Sends "Order received" and asks what's missing Reads the order and assigns an agent Builds the menu and the quote Approves the quote? Card on file? Signs the card authorization form Order placed on ezCater or by phone Pastes the final confirmation The one manual step AI check matches? Agent fixes it with the restaurant Charges the card on the delivery morning Tracks the delivery to the door Sends the receipt and posts rewards Yes No No Yes No Yes
05Users

Who uses the system

Everyone signs in as themselves and sees only what they need.

Owner

Revenue, profit, daily sales and escalations.

Operations manager

Every order, the team, dispatch and reports.

Intake and marketing

New orders, marketing replies and assignment.

Admin

Charges, receipts, rewards and inboxes.

Order processors

Their orders and the next step on each.

Reps

Text, approve quotes, sign once. No login.

06Scope

What's included in every package

Twelve modules your team uses every day. Packages only differ in what they replace on top.

Inbox

Texts and emails in one place, read by AI.

Orders board

Assigned by time zone, shift and load.

Order workspace

Menus, live pricing, tax by ZIP and quotes.

Restaurant ordering

Paste the ezCater confirmation in. The one manual step.

Dispatcher

Today's deliveries, with orders and sales totals.

Billing

Morning charges and one-click receipts.

Rewards

Points and gift cards, posted for you.

Customers and restaurants

Profiles, notes, cards and history.

Reports

Correct fee labels, any date range, export.

Owner view

Revenue, profit and live operations.

Team and access

Own sign-ins, roles and shifts.

AI throughout

Reads, drafts and checks. Starts on a lower-cost model.

Not included: ezCater integration, and promotional or discount codes.

07Architecture

System architecture

The system runs on Amazon Web Services. Every account is set up in CaterSquad's name, and the numbers on each part show which packages use it.

Applications Amazon Web Services Connected services Order desk appYour team, in the browser 1 2 3 Owner viewRevenue, profit and loss 1 2 3 Card form linkCustomers sign, add a card 1 2 3 Mobile appAlerts in 2, full app in 3 1 2 3 SMS order lineYour own number 1 2 3 ChiirpOrder line and marketing 1 2 3 SMS providerSuch as Twilio 1 2 3 RSignCard authorization 1 2 3 StripePayments and card vault 1 2 3 Google Workspaceorders@, hello@, J Chase 1 2 3 AI providerReads, drafts, checks 1 2 3 Sales tax lookupRate by ZIP code 1 2 3 App storesPush alerts, app releases 1 2 3 Certificate ManagerSSL certificates Secrets ManagerKeys and credentials AWS AmplifyWeb app hosting API serversNode.js, auto-scaled Amazon RDSPostgreSQL Amazon S3Files and forms Amazon SESOutgoing email Staging and production run the same setup HTTPS HTTPS API Integrations Code repository and deployment pipelineBuilds, tests and deploys every change, in CaterSquad's name
123Packages that use each part
08Pricing

Three packages

All three include the full order desk. The difference is which outside tools you keep paying for.

Package 1

Connected

The full order desk, connected to Chiirp and RSign.

$7,000one-time
5 weeksWeb

  • The complete order desk
  • Chiirp connected for texts
  • RSign connected for card forms
  • Cards copied into Stripe once, per new customer
Good fit ifYou want the fastest start and are happy keeping Chiirp and RSign.
Package 2

Custom payments

Replaces RSign with your own card form. Adds mobile notifications.

$10,000one-time
8 weeksWeb and mobile

Everything in Package 1, plus
  • Your own card authorization form, powered by Stripe
  • Same terms, no card copy and paste
  • No RSign subscription
  • Mobile app for notifications
Good fit ifYou want to stop handling card details by hand.
Package 3

Fully custom

Also replaces Chiirp with your own SMS line. Adds a full mobile app.

$15,000one-time
14 weeksWeb and mobile

Everything in Package 2, plus
  • Your own SMS order line and marketing tools
  • No Chiirp subscription
  • Full mobile app: approvals, inbox, orders, dispatch, owner view
Good fit ifYou want to own every part of the system.
Package 1Package 2Package 3
Full order deskIncludedIncludedIncluded
Text order lineChiirpChiirpYour own
Card authorizationRSignYour own formYour own form
Card copy and pasteOnce per new cardNeverNever
Mobile appNoneNotificationsFull app
Approve orders from a phoneNoNo, alerts onlyYes
Subscriptions no longer neededNoneRSignRSign and Chiirp
Timeline5 weeks8 weeks14 weeks
Investment$7,000$10,000$15,000
Full work breakdown (WBS)Every module, feature and estimate behind these prices. Open sheet
09Timeline

Timeline: 5, 8 or 14 weeks

Design first, then the build in two halves, testing with your team, and launch.

Documentation and designBuild, first halfBuild, second halfTesting with your teamLaunch
Package 15 weeks
Package 28 weeks
Package 314 weeks
Week 02468101214
Need it sooner? We can add engineers to bring these dates in.
10Support

Monthly support plans

Every plan covers 5 AM to 6 PM Pacific, Monday to Friday. Plans differ in how fast we respond and how much we build each month. Response time is how quickly we start on an issue, not how long the fix takes.

Care

Keep everything running smoothly.

$1,250a month
Critical response2 hours
Normal response1 business day
  • Response time: within 2 hours for critical issues, 1 business day for other requests
  • Bug fixes and monitoring
  • Security and integration updates
  • 25 hours a month for small changes

Priority

Faster answers and steady improvements.

$3,000a month
Critical response30 minutes
High priority response2 hours
Everything in Care, plus
  • Faster response time: within 30 minutes for critical issues, 2 hours for high priority
  • 50 hours a month for improvements
  • A dedicated project manager
  • Shared chat and a monthly review

Partner

An extension of your team.

$5,000a month
Critical response15 minutes
High priority response1 hour
Everything in Priority, plus
  • Fastest response time: within 15 minutes for critical issues, 1 hour for high priority
  • 60 hours a month for improvements
  • Quarterly roadmap planning
  • Priority releases
11Payment

Payment schedule and running costs

The build is paid in five milestones. Running costs are paid directly by CaterSquad.

40%Kickoff
20%Documentation and design
15%Build, first half
15%Build, second half
10%Launch
MilestonePkg 1Pkg 2Pkg 3
Kickoff$2,800$4,000$6,000
Documentation and design$1,400$2,000$3,000
Build, first half$1,050$1,500$2,250
Build, second half$1,050$1,500$2,250
Launch$700$1,000$1,500
Total$7,000$10,000$15,000
Running costs, in your nameEstimate
AI usage
Starting model. $80 to $250 if upgraded.
$21 to $75 a month
AWS hosting$50 to $150 a month
Stripe card processinge.g. 2.9% + 30¢
Chiirp (Pkg 1, 2) and RSign (Pkg 1)Your account
SMS provider (Pkg 3)Usage based
App store accounts (Pkg 2, 3)$99 a year, $25 once

Running costs are estimates at today's volume of 35 to 50 orders a day. AI starts on a lower-cost model (OpenAI GPT-5.4 mini with the Decisions API). After launch we review the output and move to a more capable model only if needed. Maintenance is billed monthly from launch.

12Team

Team and process

A small senior team. The project managers handle requirements, updates and documentation.

Project ManagerYour main contact
Secondary Project ManagerDocumentation and backup
UI/UX DesignerScreens that are easy to learn
Senior Lead Full Stack EngineerArchitecture and integrations
Mid-level Full Stack EngineerBuilds alongside the lead
QA EngineerTests every release
1
Plan and designScreens approved by you before we build
2
BuildWeekly demos so you see progress
3
TestTinh's team runs real orders through it
4
LaunchGo live and hand over everything
13Ownership

You own the software

Code, data and accounts belong to CaterSquad. Any qualified team can maintain it.

Your accounts from day one

AWS, Stripe, the AI provider, app stores and your domain are all in CaterSquad's name.

Your code at handover

The repository, including the mobile app, is transferred with documentation and credentials.

Your data, protected

Cards stay in Stripe's vault, and everyone has their own sign-in with access limited to their role.

14Next steps

Three steps to get started

What we'll need from you
  • An example receipt, to confirm the Software Tip calculation
  • Chiirp and RSign API access and costs (Packages 1 and 2)
  • Whether to move your current order line number (Package 3)
  • Your choice of package and support plan
Prepared forGavin William, CaterSquad
DateNovember 2026
Prepared by