Stop manually chasing confirmations

Set the rules once. Quote still not signed after 5 days? Reminder. Guest count missing a week before the event? Reminder. You don't have to keep track any more: the system never forgets.

You send a quote on Monday. By Friday you're trying to remember which customers still owe you an answer. A week before the wedding, you're wondering whether the bride has confirmed the final guest count yet. Set the rules once, quote not signed after N days, guest count not confirmed M days ahead, and Catermonkey creates the reminder task at exactly the right moment.

In short

Set rules once: quote sent → reminder after N days, event in M days → confirm guest count, event over → ask for a review
Tasks appear on your team's to-do list at exactly the trigger moment, not before
If the customer has already taken action (signed, confirmed), no reminder appears, no unnecessary notifications
Filter by order type, so wedding rules don't apply to Tuesday lunch deliveries
Switch a rule on or off when the way you work changes, and adjust the timing without rebuilding anything

The rules you already keep in your head anyway

Set 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: Sarah's wedding quote, sent 5 days ago, not yet signed." "Confirm the guest count for Friday with the Vermeulens, event in 7 days." Tasks appear when they're relevant, not before and not after.

The system knows what's already done

If the customer has already signed the quote, no follow-up reminder appears. If the guest count is already filled in, no check task appears. You only see the work that still needs doing: no unnecessary notifications, no scrolling through your orders list by hand to work out who still owes you what.

Link rules to order types, so the right rule applies at the right moment

A Tuesday lunch delivery doesn't need a wedding-style guest count. A wedding doesn't need a same-day prep reminder for a takeaway order. Filter each rule by order type, so it only applies where it makes sense. Your task list stays manageable, and your team focuses on what actually moves the next booking forward.

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