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Tools for Reliability

Reliable operations are key to your success on ezCater. This article outlines the tools in the Partner Portal that help you stay reliable, prevent last‑minute issues, and protect your Operational Metrics

Updated over 3 weeks ago

Capacity limits

What it is

Capacity limits let you control how many ezCater orders you take in a day so you never take on more than your kitchen and staff can handle

Why it helps reliability

  • Prevents overbooking on peak days

  • Reduces last‑minute rejections and cancellations

  • Helps you plan labor and production more confidently

Best practices

  • Set a realistic daily order limit based on your busiest days and staffing

  • Review and adjust limits regularly for

    • Holidays and catering “season”

    • Days with known big events or large orders

  • If you routinely hit your limit early in the day, either

    • Raise capacity only if you can truly support more orders reliably

    • Or leave it as‑is and know you’re protecting reliability

Where to manage it

  • In the Partner Portal, go to Settings → Store Settings

  • Look for Daily capacity limit and update your limit

Temporary closures

What they are

Temporary closures let you pause new orders for specific dates or times without removing your store from ezCater entirely

Examples

  • Kitchen maintenance

  • Private events that use your full capacity

  • Short‑term staffing shortages or unexpected emergencies

Why they help reliability

  • Prevent day‑of rejections and cancellations when you already know you cannot take more orders

  • Protect your staff from last‑minute overload

Best practices

  • Use temporary closures as soon as you know

    • A date or time is fully committed

    • You cannot support additional catering that day

  • Close only the time window you cannot support rather than the full day when possible

Where to manage it

  • In the Partner Portal, go to Settings → Store Settings

  • Use the Temporary Closures section to block specific dates and times

Holiday closures

What they are

Holiday closures block orders on recurring holidays, so you don’t receive orders when your store is closed

Why they help reliability

  • Prevent orders from slipping in on days when you are not open or staffed for catering

  • Reduce holiday‑time rejections and last‑minute calls to cancel

Best practices

  • At least once a year, review your

    • Major holidays

    • Brand‑specific closures such as annual shutdowns

  • Set holiday closures well before the season so customers never see availability on days you are closed

Where to manage it

  • In the Partner Portal, go to Settings → Store Settings

  • Use the Holiday Closures section to add recurring closures like

    • New Year’s Day

    • Thanksgiving

    • Other brand‑defined holidays

Auto‑accept

What it is

Auto‑accept is a setting that allows certain orders to be accepted automatically when they meet criteria you define, such as lead time or order size

Why it helps reliability

  • Reduces the chance that a new order waits too long for manual acceptance

  • Keeps your on‑time acceptance rate strong

  • Gives customers faster confirmation that their event is covered

Best practices

  • Use auto‑accept only when

    • Your hours, lead times, and capacity are already set conservatively

    • Your team has reliable processes for production and delivery

  • Start with auto‑accept for

    • Smaller, simpler orders

    • Times of day you know you can handle easily

  • Continue to monitor Operational Metrics and adjust if you see acceptance‑related issues

Where to manage it

  • In the Partner Portal, go to Settings → Store Settings

  • Go to Daily Capacity Limit and you'll see the auto-accept setting at the top of the page

  • Click to toggle on and then choose your auto-accept limit

Requesting Dispatch

What it is

Dispatch is ezCater’s delivery solution that connects you with professional catering drivers when you do not have enough in‑house delivery capacity

Why it helps reliability

  • Lets you say yes to orders even when you are short on drivers

  • Reduces late deliveries caused by last‑minute driver problems

  • Keeps your on‑time delivery and food‑ready performance stronger

Best practices

  • Use Dispatch when

    • You do not have enough in‑house drivers for a busy day

    • A delivery is outside your typical radius or especially complex

  • Have food ready at the pickup time on the order printout so Dispatch drivers can leave on time

  • Combine Dispatch with

    • Realistic lead times

    • Appropriate capacity limits

    • Clear pickup instructions in the Partner Portal

Where to request it

  • From an individual order in the Partner Portal

    • Open the order

    • In the delivery section, choose Request Dispatch

  • You can also configure how and when Dispatch is available in the Delivery tab under Dispatch

Contacting Customer Service and Partner Success

Sometimes the most important reliability tool is asking for help early

Customer Service

Use Customer Service when

  • There is a live order with an urgent issue

  • You need help coordinating with the customer on timing, changes, or access

  • You need support for an issue that might otherwise lead to a rejection or cancellation

Customer Service can often help you

  • Adjust delivery windows

  • Coordinate with the customer on substitutions

  • Problem‑solve to avoid canceling an order

Contact

Partner Success

Use Partner Success when you need help with

  • Settings such as lead times, capacity, closures, delivery options

  • Understanding Operational Metrics or Reliability Rockstar progress

  • Longer‑term reliability improvements across locations

Contact

Reaching out early can often prevent small issues from becoming order issues, pauses, or long‑term performance problems


Putting it all together: best practices for staying reliable

To make the most of these tools

  • Align your settings with reality

    • Set realistic lead times

    • Turn on capacity limits

    • Use holiday and temporary closures proactively

  • Use Dispatch as a safety net

    • Request Dispatch when in‑house drivers are tight or routes are complex

  • Automate carefully

    • Consider auto‑accept only when your operational settings and staffing are stable

  • Watch your metrics and reviews

    • Use Operational Metrics and Reviews tabs to spot early warning signs

  • Ask for help early

    • Call Customer Service for live order issues

    • Work with Partner Success to fine‑tune settings for long‑term reliability

When you combine these reliability tools with strong day‑to‑day habits, you give your team the best chance to deliver orders on time, in full, and exactly as expected on every ezCater order

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