Settings
Stop chasing confirmations manually
Set the rules once. Quote not signed after 5 days? Reminder. Headcount missing a week before? Reminder. You stop remembering, the system never forgets.
You send a quote on Monday. By Friday you're trying to remember which clients still owe you an answer. A week before the wedding you're wondering if the bride ever confirmed the final headcount. Set the rules once — quote unsigned after N days, headcount unconfirmed M days before — and Catermonkey creates the reminder task at exactly the right moment.
- Set rules once: quote sent → nudge after N days, event in M days → confirm headcount, event done → ask for review
- Tasks appear in your team's to-do list at exactly the trigger moment, not before
- If the customer has already done the thing (signed, confirmed), no reminder fires — no duplicate nagging
- Filter by order type so wedding rules don't run on Tuesday lunch deliveries
- Toggle a rule on or off as your workflow evolves; change the offset without rebuilding anything
The rules you'd already be running in your head
Define the trigger: three days after a quote is sent, seven days before delivery, two weeks before a multi-day festival, the morning after the event. Catermonkey adds the task to your team's list at exactly that moment. "Follow up on Sarah's wedding quote — sent 5 days ago, still unsigned." "Confirm Friday's headcount with the Vermeulens — event in 7 days." Tasks appear when they're due, not before, not after.
The system knows what's already done
If the customer already signed the quote, no follow-up reminder fires. If the headcount is already in, no headcount-check task appears. You see only the work that still needs doing — no duplicate nagging, no manual scanning through your order list to figure out who still owes you what.
Scope by order type, so the right rule runs at the right time
A Tuesday lunch delivery doesn't need a wedding-style headcount check. A wedding doesn't need a takeaway-style same-day prep reminder. Filter each rule by order type so it runs only where it makes sense. Your task list stays clean; your team focuses on what actually moves the next booking forward.
Who benefits
Business owner
You stop being the calendar. The system prompts your team at exactly the right moment — and stays quiet when the work is already done.
Sales / account manager
Quotes don't fall through the cracks. The reminder appears in your task list automatically when a client hasn't signed after a week. You follow up while it's still warm, not after they've booked someone else.
Kitchen manager
You know days in advance when a headcount is still missing — so you can chase the answer before production starts, not the morning of.