The restaurant software field guide

See what it does.
Know why it matters.

From the first guest inquiry to the next investor meeting. Explore the tools, see the screens, and find the plan that fits the work you need to do.

Explore Control features

Choose the job you need done

Useful at every stage.
Clear at every tier.

Marketing helps you build guest relationships. Control helps you manage the operation behind them. They are separate subscriptions, so you can choose either or both.

Marketing / Standard

Build your guest foundation

Capture a catering inquiry, keep the conversation with the contact, schedule the follow-up, and ask for a review after the visit.

  • Guest CRM, conversations, and opportunities
  • Email, social planner, websites, and forms
  • Booking, reviews, and everyday reporting
Compare Standard

Marketing / Professional

Add AI and deeper follow-up

Add voice and conversation AI to your configured guest workflows, then use attribution and advertising reports to understand where inquiries come from.

  • Everything in Standard
  • Voice, Conversation, Content, and Reviews AI
  • Campaigns, advanced reports, and contracts
Compare Professional

Marketing / Premium

Build a connected guest experience

Extend your marketing workspace with customer portals, communities, courses, and private integrations for the programs your restaurant wants to build.

  • Everything in Professional
  • Client portal, communities, and courses
  • Mobile app access and private integrations
Compare Premium

Control / Operations + optional modules

From a busy service to a better plan.

Review sales and cash, understand labor, follow up on exceptions, manage purchasing, and turn QuickBooks figures into a budget and investor outlook.

Explore the complete feature guide

Inside DineTraction / QuickBooks

Your numbers.
Your next move.

See the tools you’ll use to plan the month, understand the differences, and explain the outlook.

Actual product screens and exported reports with illustrative sample data. Examples are independent demonstrations, not customer results.

DineTraction ControlSample data

01 / Plan each account

Build the monthly budget

Plan by Income, Cost of Goods Sold, and Expenses. Compare prior-month activity, set account budgets, and review Intelligent Forecast estimates before saving your month-end outlook.

Make the plan specific enough to act on.

QuickBooks add-on $49/month per restaurant

Added to Control Reporting, from $197/month per restaurant. Your QuickBooks subscription is separate.

See it with your restaurant in mind Open the sample investor report (PDF)

Plans and assumptions are saved in DineTraction. Actuals are read from QuickBooks when you open or refresh the plan. Projections are management estimates of accounting profit, not cash balances or guaranteed results.

Build the monthly budget · Sample data
DineTraction Budget and forecast screen with sample account budgets, actuals, and favorable or unfavorable variances

The Control feature guide

Find the tool.
Understand the benefit.

Start with the reporting foundation. Add financial planning, inventory, or SMS where you need them. Provider connections and workspace permissions determine the data you can access.

39 features shown

Control Reporting

Daily operations

6 features

Know where your attention is needed before the next service.

Today live & sales pace
Compare connected restaurant sales and the current trading pace; inspect when the source was last updated.
Order lookup & ticket detail
Find the transaction behind a question, including discounts, comps, voids, and refunds.
Cash reconciliation
Compare recorded cash with expected cash, review differences, and preserve the closeout record.
Sales & invoicing
Review sales and invoice activity alongside your operating records.
Reservations
Review connected reservation and cover information when your provider is configured.
Location comparisons
Switch between authorized restaurants and compare performance without mixing their records.
Control Reporting

People & accountability

7 features

Give every exception a record, an explanation, and a next step.

Team hub & availability
Keep employee profiles, availability, and team access in one place.
Scheduling & shift intelligence
Plan shifts and compare scheduled hours with recorded work.
Time-entry audit
Review observed changes and imported audit evidence. Source time-entry editing remains planned.
Explanation hub & review cards
Request context, review employee responses, and record manager follow-up.
Employee Pay & payroll closeout
Review pay-related source records and closeout information before your payroll process.
Employee cash balances
See saved cash owed or credits and payroll settlement context; unavailable records remain unknown.
Employee activity reports
Connect attendance and transaction activity to a specific shift or employee.
Control Reporting

Reports & decisions

4 features

Bring a useful explanation to the meeting, not just a total.

End-of-day & management reports
Review daily results and the operating details behind them.
Investor overview
Present operating performance in a visual summary for ownership discussions.
Tips & pooling
Review tip distribution and pooling records as part of closeout.
Report exports
Use the export or PDF options supported by each report to share a consistent snapshot.
Inventory & purchasing add-on

Food, purchasing & vendors

6 features

Understand what you bought, what you counted, and what a recipe costs.

Purchase inbox & invoice intake
Capture and review supplier invoices and purchased items.
Inventory & physical counts
Maintain stock records, count sheets, and inventory activity.
Recipes & costing
Save recipes and inspect ingredient costs as purchasing prices change.
Food intelligence
Use available product and cost information to investigate food performance.
Vendor Vault & price trends
Organize supplier records and review ingredient purchase-price history.
Accounts payable tracking
Review invoice and payment-status records without treating missing provider information as a confirmed payment.
QuickBooks add-on · $49/mo

QuickBooks & financial planning

8 features

Turn the books into a monthly plan and a clear conversation about what comes next.

Financial statements
Read connected profit and loss, balance sheet, and cash-flow reports. Choose the restaurant, period, and supported accounting basis.
Account-by-account budgets
Enter monthly income and expense targets, use the prior month for blank values, or copy a saved plan.
Budget versus actual
Refresh posted QuickBooks figures and see dollar and percentage differences, with favorable or unfavorable indicators.
Month-end forecast
Update your expected month-end amount for each account and explain changes with notes.
3, 6, 9, or 12-month projections
Compare pessimistic, moderate, and optimistic scenarios using your own assumptions.
Account-level assumptions
Hold fixed expenses steady or adjust starting amounts and growth for individual accounts.
Investor report, PDF & print
Share visual budgets, actuals, variance drivers, forecast margins, assumptions, and account appendices.
Saved plans & CSV
Return to monthly plans scoped to the restaurant and accounting connection; export the account detail.
SMS Control add-on

Notifications & follow-through

3 features

Bring selected exceptions to the people who can respond.

Operational text alerts
Configure supported cash, transaction, open-check, and overtime signals by restaurant.
Employee reminders
Send supported closeout and explanation reminders with a link to respond.
Delivery & review status
Distinguish message delivery, an employee reply, and manager review.
Confirmed during onboarding

Connections & administration

5 features

Give the right people access to the right restaurant information.

Toast, 7shifts & OpenTable connections
Connect supported sales, scheduling, and reservation sources; available fields depend on provider access.
Google Ads analytics & reputation
Review connected advertising performance and reputation workflows where enabled.
Ratatui AI assistant
Ask questions within the access and connected context available to your workspace.
Locations, invitations & roles
Manage restaurant access and invite team members into their authorized workspace.
Activity audit & recovery tools
Use available administrative history and recovery tools to support oversight.

What is separate? Source time-entry editing is planned. Bookkeeping, managed advertising, message usage, and provider subscriptions are separately scoped. Control and its QuickBooks add-on are not included in a Marketing tier.

Build your Control estimate

Marketing + Hospitality Control

Your next guest.
Your next move.

Start a Marketing plan online with a seven-day trial. For Hospitality Control, choose your modules, see your monthly estimate, then schedule with Martin.

Already a customer? Sign in to Marketing

Build your marketing foundation

Standard

Your everyday guest marketing, in one place.

$197/month

After 7 days free. Billed monthly.

Start Standard trial

$0 due today · Payment method required

  • Guest CRM, smart lists & custom objects
  • Email, social scheduling & affiliate tools
  • Reviews, testimonials & GBP optimization
  • Websites, stores, blogs & booking calendar
  • Funnels, forms, QR codes & webinars
  • Workflows, phone & appointment reports
See all 40 included features
  • Funnels AI
  • Workflows
  • Calendar
  • Contacts & Conversations
  • Custom Objects
  • Email System
  • Opportunities
  • Phone
  • Smartlists
  • Tags
  • Dashboard
  • Launchpad
  • Affiliate Manager
  • Brand Boards
  • Countdown Timers
  • Email Marketing
  • Snippets
  • Social Planner
  • Trigger Links
  • Media Storage
  • Invoices
  • Payments Core
  • Appointment Report
  • Call Report
  • GBP Optimization
  • Review Widgets
  • Reviews & Requests
  • Video Testimonials
  • Analytics
  • Blogs
  • Chat Widget
  • Domains and URL Redirects
  • Forms
  • Funnels
  • QR Codes
  • Quizzes
  • Stores
  • Surveys
  • Webinars
  • Websites

Connect your complete guest experience

Premium

Your marketing, member experiences, and integrations.

$497/month

After 7 days free. Billed monthly.

Start Premium trial

$0 due today · Payment method required

  • Everything in Professional, plus:
  • Client portal for your customers
  • Communities & GoKollab
  • Courses & certificates
  • Mobile app access
  • Private integrations
See all 65 included features
  • Agent Studio
  • AI Studio
  • Ask AI
  • Content AI
  • Conversation AI
  • Funnels AI
  • Reviews AI
  • Voice AI
  • Campaigns
  • Triggers
  • Workflows
  • Calendar
  • Contacts & Conversations
  • Custom Objects
  • Email System
  • Opportunities
  • Phone
  • Smartlists
  • Tags
  • Labs
  • Dashboard
  • Launchpad
  • Affiliate Manager
  • Brand Boards
  • Countdown Timers
  • Email Marketing
  • Snippets
  • Social Planner
  • Trigger Links
  • Media Storage
  • Certificates
  • Client Portal
  • Communities
  • Courses
  • GoKollab
  • Mobile App
  • Documents & Contracts
  • Invoices
  • Payment Links
  • Payments Core
  • Private Integrations
  • Agent Report
  • Appointment Report
  • Attribution Report
  • Call Report
  • Custom Reports
  • FB Ads Report
  • Google Ads Report
  • Local Marketing Audit
  • GBP Optimization
  • Review Widgets
  • Reviews & Requests
  • Video Testimonials
  • Analytics
  • Blogs
  • Chat Widget
  • Domains and URL Redirects
  • Forms
  • Funnels
  • QR Codes
  • Quizzes
  • Stores
  • Surveys
  • Webinars
  • Websites

Run the restaurant behind the growth

Hospitality Control

Operations, team, inventory, and financial visibility.

$197/month

Per restaurant · Control Reporting
Four users included. Reports, schedule comparisons, time-entry audits, and cash activity.

Choose your optional modules
Estimated monthly total$197/mo

$197 per restaurant × 1

Monthly estimate in USD. Taxes, SMS usage, and separately quoted services are extra. The same selections apply to each restaurant. Planned modules require an availability review.

Contact Account Manager

Schedule a consultation to confirm your plan.

Explore all Control features

Daily operations

  • Live multi-location dashboard
  • Order & ticket lookup
  • Sales & invoicing
  • Cash reconciliation
  • Discount, comp, void & refund review
  • Reservations

Team & labor

  • Team hub & employee availability
  • Scheduling
  • Shift intelligence
  • Employee Pay visibility
  • Payroll closeout
  • Employee activity reports
  • Time-entry audit
  • Explanation hub
  • Employee review cards

Food & inventory

  • Inventory control
  • Physical counts
  • Recipes & costing
  • Food intelligence

Purchasing & vendors

  • Purchase inbox & invoice intake
  • Ingredient price trends
  • Vendor Vault
  • Accounts payable tracking

Reports & financial visibility

  • End-of-day reports
  • Management overview
  • Investor overview
  • Tips & pooling
  • Financial statements
  • QuickBooks connection & financial view
  • Monthly account budgets & actual comparisons
  • 3 / 6 / 9 / 12-month scenario forecasts
  • Investor PDF sharing & printing

Connected tools

  • Toast connections
  • 7shifts connection
  • OpenTable connection
  • Google Ads connection & analytics
  • Reputation workspace
  • Ratatui AI assistant
  • Operational notifications & SMS alerts

Administration

  • Location management
  • Team accounts & access
  • Activity audit
  • Backups & recovery tools

Bookkeeping services and source time-entry management are scoped separately; source time-entry management is planned. Final modules, integrations, availability, and service fees are confirmed in your proposal. QuickBooks includes budgets and scenario planning saved in DineTraction. It reads your books without changing them; bookkeeping is separate.

Marketing prices in USD. Marketing subscriptions renew automatically after the trial until canceled. Phone, SMS, email, AI usage, and payment processing may incur additional charges. Ad spend and hands-on campaign management are separate. Access to a tool does not include its setup or a managed service. Hospitality Control starts at $197/month per restaurant with optional modules; final scope, onboarding, integrations, and usage charges are confirmed with Martin. The Marketing trial and annual savings do not apply to Control.

01Choose your planSelect monthly or annual billing.

02Start your trial onlineEnter your details in secure Stripe checkout.

03Set up your workspaceFollow your welcome email to sign in and connect your channels.

See exactly what each Marketing tier includes.

Standard covers the foundation. Professional includes Standard and adds AI and reporting tools. Premium includes Professional and adds portals, community, learning, and integration tools.

Open the complete 65-feature comparison
Software access by plan. Setup, usage, and managed services are separate.
FeatureStandard$197/moProfessional$297/moPremium$497/mo
Funnels AIIncludedIncludedIncluded
WorkflowsIncludedIncludedIncluded
CalendarIncludedIncludedIncluded
Contacts & ConversationsIncludedIncludedIncluded
Custom ObjectsIncludedIncludedIncluded
Email SystemIncludedIncludedIncluded
OpportunitiesIncludedIncludedIncluded
PhoneIncludedIncludedIncluded
SmartlistsIncludedIncludedIncluded
TagsIncludedIncludedIncluded
DashboardIncludedIncludedIncluded
LaunchpadIncludedIncludedIncluded
Affiliate ManagerIncludedIncludedIncluded
Brand BoardsIncludedIncludedIncluded
Countdown TimersIncludedIncludedIncluded
Email MarketingIncludedIncludedIncluded
SnippetsIncludedIncludedIncluded
Social PlannerIncludedIncludedIncluded
Trigger LinksIncludedIncludedIncluded
Media StorageIncludedIncludedIncluded
InvoicesIncludedIncludedIncluded
Payments CoreIncludedIncludedIncluded
Appointment ReportIncludedIncludedIncluded
Call ReportIncludedIncludedIncluded
GBP OptimizationIncludedIncludedIncluded
Review WidgetsIncludedIncludedIncluded
Reviews & RequestsIncludedIncludedIncluded
Video TestimonialsIncludedIncludedIncluded
AnalyticsIncludedIncludedIncluded
BlogsIncludedIncludedIncluded
Chat WidgetIncludedIncludedIncluded
Domains and URL RedirectsIncludedIncludedIncluded
FormsIncludedIncludedIncluded
FunnelsIncludedIncludedIncluded
QR CodesIncludedIncludedIncluded
QuizzesIncludedIncludedIncluded
StoresIncludedIncludedIncluded
SurveysIncludedIncludedIncluded
WebinarsIncludedIncludedIncluded
WebsitesIncludedIncludedIncluded
Agent Studio—IncludedIncluded
AI Studio—IncludedIncluded
Ask AI—IncludedIncluded
Content AI—IncludedIncluded
Conversation AI—IncludedIncluded
Reviews AI—IncludedIncluded
Voice AI—IncludedIncluded
Campaigns—IncludedIncluded
Triggers—IncludedIncluded
Labs—IncludedIncluded
Documents & Contracts—IncludedIncluded
Payment Links—IncludedIncluded
Agent Report—IncludedIncluded
Attribution Report—IncludedIncluded
Custom Reports—IncludedIncluded
FB Ads Report—IncludedIncluded
Google Ads Report—IncludedIncluded
Local Marketing Audit—IncludedIncluded
Certificates——Included
Client Portal——Included
Communities——Included
Courses——Included
GoKollab——Included
Mobile App——Included
Private Integrations——Included

QuickBooks budgets and forecasts belong to the separate Control subscription. Explore the $49/month QuickBooks add-on

A few things to know before you start.

Do I need to speak with someone to buy Marketing?

No. Choose a plan and complete checkout online. An appointment is not required for your Marketing subscription.

Will you run my advertising for me?

These plans provide access to marketing software. Managed advertising, campaign creation, ad budgets, and other hands-on services are quoted separately. Professional and Premium include Google Ads and Facebook Ads reporting; these plans do not include ad spend.

Is Control or accounting included in Marketing?

No. Hospitality Control is a separate subscription starting at $197/month per restaurant. Select optional modules in the calculator above to see your estimate. Book an appointment with Martin to discuss what your restaurant needs.

What happens after the seven-day trial?

Your selected monthly or annual subscription starts automatically after the trial and renews until canceled. Review the recurring amount in Stripe checkout before subscribing. Usage charges are separate from the platform subscription.

Is my marketing already set up when I subscribe?

Your plan gives you the tools. You will still need to connect your channels, add your business information, and configure your campaigns and automations. Your welcome email provides your next steps.