Skip to content
Cleverlio

13 resources · 4 steps

Free resources for Food & Hospitality

Cafés, restaurants, bars, caterers, bakeries and food trucks.

Hospitality margins depend on what you pay suppliers, what the team costs each shift and how many covers it takes to break even. Reviews then decide who walks in next.

This selection covers costs and prices, suppliers and deliveries, the team and its routines, and guests and cash.

These are general small-business resources chosen because they fit this kind of work. Unless its name says otherwise, none is made only for one industry — adapt the wording and figures to your business.

Step 1: Costs and prices

  1. 1. Pricing & ProfitProfit Margin CalculatorCheck the margin on a dish or drink from its cost and price.CalculatorOpen calculator
  2. 2. Pricing & ProfitBreak-Even CalculatorWork out the sales or covers needed to cover fixed costs.CalculatorOpen calculator

Step 2: Suppliers and deliveries

  1. 3. Running Your BusinessSupplier Quote Comparison SheetCompare suppliers on the same basis over the same period.SpreadsheetDownload spreadsheet
  2. 4. Running Your BusinessPurchase Order GeneratorOrder from suppliers with a clear purchase order.Document builderYou get: PDFOpen PO generator
  3. 5. Running Your BusinessDelivery Note & Receiving ChecklistCheck deliveries against the order. It is not a temperature or food-safety record.TemplateYou get: Word · PDFDownload templates
  4. 6. Running Your BusinessInventory & Reorder SpreadsheetTrack dry stock and supplies and see what to reorder.SpreadsheetDownload spreadsheet

Step 3: Team and routines

  1. 7. Running Your BusinessWeekly Employee SchedulePlan shifts and see planned hours per person and day.SpreadsheetDownload spreadsheet
  2. 8. Running Your BusinessTime Card CalculatorAdd up hours worked from start and end times and breaks.CalculatorYou get: Spreadsheet · Copyable textOpen calculator
  3. 9. Running Your BusinessStaff Training & Competency MatrixRecord who is trained and signed off for each task.SpreadsheetDownload spreadsheet
  4. 10. Running Your BusinessSOP & Checklist PackWrite opening, closing and cleaning routines as a procedure and checklist. It is not a food-safety plan.TemplateYou get: Word · PDFDownload templates

Step 4: Guests and cash

  1. 11. Customers & ReviewsReview Request KitA QR review card for tables or the counter, linked to your own review page.Document builderYou get: PDF · Image · Copyable textMake review requests
  2. 12. Customers & ReviewsCustomer Complaint & Resolution LogRecord a guest complaint and how it was resolved.SpreadsheetDownload spreadsheet
  3. 13. Money & Cash Flow13-Week Cash-Flow ForecastSee your cash balance week by week through quiet and busy seasons.SpreadsheetDownload spreadsheet

Not covered yet

There is no recipe or menu costing tool, and no food-safety, allergen or temperature record. Tell us what would help.

Find more

This is a starting selection. Browse by task for everything else in the library:

Other types of business

Search all 85 resources