The Cafe Owner's Complete Business Kit: Tracker, Menu Costing, Catering & AI

Busy every day but the money doesn't add up? It's usually food cost creeping up, a roster that's too heavy, menu items that don't pay their way and catering enquiries that never get a reply.

The Cafe Owner's Complete Business Kit is the money, admin and marketing side of a cafe, in one download. It's for independent cafes, coffee shops, bakery cafes and food trucks, with editions for Australia, New Zealand, the UK, the US and Canada.

What you get

• Cafe & Money Tracker (Excel or Google Sheets, one per country).
• Tabs: daily takings, staff and wages (weekend, public holiday and casual rates built in), menu profit, recipes, ingredients, waste log, catering and functions, invoices, a Quote & Invoice Maker, expenses and a cash forecast.
• The Dashboard works out your food & drink cost, wages and prime cost for the last 4 full weeks, and colours them against your targets.
• Menu Profit sorts every item into Stars, Plowhorses, Puzzles and Dogs, and shows the price that hits your food cost target.
• The top row is today's to-do list: catering enquiries to reply to, quotes to follow up and invoices to chase.
• 9 templates made for your country (Word or Google Docs):
• Catering quote and two invoices, one for when you charge tax and one for when you don't.
• Catering and function terms covering deposits, final numbers, cancellations and dietary needs.
• A 2-page food safety daily log (fridges, deliveries, hot holding and cooling) using your country's temperatures.
• Opening, closing and cleaning checklist, plus a supplier order sheet and stocktake.
• An allergen chart listing your country's allergens.
• 30 ready-to-send messages: catering replies and follow-ups, review replies, holiday hours and price changes.
• 3 web tools (no login, work offline):
• Recipe Cost & Menu Price Calculator: what one dish really costs, your food cost %, and a price ladder showing what each small rise is worth a year.
• Break-Even & Prime Cost Calculator: the sales you need each week and day, and what a price rise or lighter roster changes.
• Catering Quote Builder: put a "catering price in 30 seconds" calculator on your website. Customers send the booking request in one tap.
• The Cafe Owner's AI Toolkit: 45+ fill-in-the-blank prompts for free ChatGPT, Claude or Gemini: menus, specials, reviews, rosters, functions and training.
• The AI Business Engine (global edition): a free website, Google Business Profile, local search, email follow-up and a 90-day plan.
• 13-page Start Here guide: the one-hour setup, menu engineering, pricing moves customers barely notice, a catering system, delivery apps, regulars and reviews, and the rules for your country (tax, food safety, pay, allergens).

Why it's different

• Restaurant software without the monthly bill. Recipe costing and back-office apps cost US$19 to US$249 a month, every month. This is a one-off price.
• Built for your country: GST, VAT, GST/HST or sales tax. Your food safety temperatures and allergen list. Your pay rules. Not a US template with "VAT" typed over it.
• It shows the numbers that matter. Food cost, wages and prime cost from the last 4 full weeks, so one odd day doesn't throw them.
• It turns catering into a system. Enquiry, quote, deposit, final numbers and a review request, with the messages written for you.

Good to know

• Software: works with Microsoft Word and Excel, or free Google Docs and Google Sheets. The web tools open in Chrome, Edge or Safari.
• The AI Toolkit was written in Australia. It works anywhere: the country companion gives you full US and Canada Master Prompts, swap tables, 6 country-ready prompts and a list of official sites to check with.
• Advice: templates and guides are general information, not legal, tax, food safety or financial advice. Rules were checked against official sources in October 2026.
• Delivery: instant digital download (zip, 57 files). Nothing is posted.

FAQ

Which country files do I use?

Open the folder for your country in Templates, and the tracker ending in AU, NZ, UK, US or CA. Ignore the others.

I'm not registered for GST, VAT or sales tax.

Use the "not registered" invoice, and set the tracker's Settings to "No".

Does it replace my POS?

No. Keep your till. Type its end-of-day totals into the tracker in 2 minutes and it does the rest.

Can I use it on my phone?

Yes. Save the tracker as a Google Sheet and it works in the Google Sheets app. The web tools work on phones too.

Refunds

Because it's an instant download, all sales are final unless a file is faulty. If anything won't open, email hello@pageandplanstudio.com and we'll fix it. This doesn't affect your rights under consumer law.