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Upserve Review

POS Systems

Upserve (originally Swipely) is the company that acquired the Breadcrumb POS system in 2016, allowing it to offer a more robust integrated payment option along with its restaurant software.

Upserve Payments is the official payment division of the company, and if you’re looking to take credit cards with Upserve or Breadcrumb, you’ll need to go through that division.

What sets Upserve apart from other POS solutions is its focus on analytics. It bills itself as a restaurant management assistant, providing you with the data and insights you need to run your business effectively. Let’s take a look at what you can expect in this Upserve review and profile.

What You’ll Need

In order to use Upserve to take credit cards at your restaurant, you’ll need the software and a merchant account with Upserve Payments (Upserve is a product of Swipely; Swipely is a registered ISO of Wells Fargo) or a compatible credit card processing company.

You’ll also need compatible hardware, but you’re not required to use a specific system - it integrates with a number of POS systems already on the market, including Breadcrumb, Aloha, and Micros. The company also offers a mobile app, which works with both iPads and Android devices.

Upserve Features

Since it is specifically designed for restaurants and hospitality, Upserve’s features focus on what restaurants need to know. Features include a customer database and loyalty program, a shift prep function, menu analytics, server performance measurement, reputation evaluation, and voided transaction or comp tracking.

Customer Database and Loyalty Program

The more you know about your customers, the better you can serve them. Upserve’s Guest Book stores profiles of diners’ favorite dishes, allergies, visit history, and upcoming reservations. Additionally, you can reward your customers for coming to your restaurant. With Upserve, you can customize a loyalty program and link it to guests’ credit cards, making it incredibly easy to earn points and perks.

Shift Prep

Failing to plan is planning to fail. Upserve’s shift prep function shows you which guests have reservations, what their favorite dishes are, when to schedule pre-shift meetings, and predictions about how many customers you’ll have.

Menu Analytics

What are your most popular dishes? Upserver’s menu intelligence shows what your customers love (and what they don’t). The POS solution also reads online reviews to give you insight on the top menu items and tells you which servers sold the most of any menu item.

Server Performance Measurement

Is one of your staff not selling enough drinks? Upserve’s server performance feature measures which members of your waitstaff is outstanding and which aren’t, so you can make better staffing decisions.

Reputation Evaluation

People are talking about your restaurant online - are you listening? Upserve gathers online reviews of your restaurant. It also keeps tabs on the competition, so you can up your game and retain customers.

Voided Transaction and Comp Tracking

Do you know how many comps or voided transactions are cutting into your revenue? Upserve summarizes that information and tells you which servers were responsible for comps and voided transactions.

Reporting

Upserve offers a daily digest that shows you everything that happened during yesterday’s shifts. You can see sales numbers, voids and comps, and server performance. Your waitstaff can even add their comments in a logbook.

The sales analytics feature lets you track, gross, net, or credit card sales by day, month, week, or year. You can look at a single location or multiple locations. Upserve even shows you how tomorrow’s weather report might affect staffing and customers.

Upserve Pricing for Credit Card Processing

Upserve processes credit card payments, claiming that it will charge the costs of interchange, assessments, and an additional 10 cents per transaction for eligible restaurants. It does not provide any information on eligibility.

If you prefer to use a different processor, that’s an option, too. In that case, your pricing will be set by the processor you choose to work with, not by Upserve. Use this free quote request tool to see what pricing you qualify for from leading processors.

Upserve Pricing

Upserve has three pricing plans: Core, Pro, and Pro Plus.

Core Pricing

Core is $119 per month per location for the first station, and an additional $60/month for additional stations. It provides a basic package to restaurants. It includes the mobile app, a basic customer database, server performance measurement, daily digest reporting, and reputation evaluation. The plan is designed for up to five users with phone and email support for US customers. Core includes remote installation.

Optional add-ons are availalbe at an additional monthly fee to increase the functionality. Add-ons include inventory (at $99/month) and online ordering (at $59/month.)

Pro Pricing

Pro is $249 per month per location, for the first station. It will cost $50/month for each additional station. Pro includes every Core feature. In addition, you’ll be able to use the shift prep function, sales analytics, a customizable guest database, table management integration, void and comp tracking, menu optimization, and a loyalty program. The Pro plan offers 24/7/365 customer support, and an unlimited number of users can utilize it.

Inventory and online ordering are both included with the Pro plan. They are not add-ons like they are with Core.

Pro Plus

Pro Plus costs $399 per month per location for the first register. Additional registers cost $40/month. It includes every Pro feature, custom reporting and a dedicated account manager, called success manager.

 

The cost of the software is in addition to the costs of purchasing hardware (if needed) and your credit card processing fees. Pricing is accurate at the time of publication, but is subject to change.

Product Features

Universal

POS Systems

  • Mobile device management
  • Tableside Ordering
  • Tableside Payment Processing
  • Patron Online Food Ordering
  • Gift cards and customer loyalty tracking
  • Marketing metrics
  • Inventory management
  • Sales reports
  • Employee tracking & management
  • Payroll metrics
  • Quickbooks data export
  • PayPal acceptance
  • Integrated CRM (customer relationship management)
  • Windows-based system

  • iPad-Based System
  • Android-Based System
  • Bar Code Scanners
  • Card Readers
  • Cash Drawers
  • Receipt Printers
  • Customer Displays
  • Kitchen Printers & Monitors
  • Checkout Scales
  • Portable Receipt Printers

Upserve Q&A


Upserve Reviews (20)

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from Marc Grika, on Apr 14, 2019

The 24 hour support team is great. They're fast, smart, & even funny. They have solved all of my on-the-fly issues. If you are taking over an existing business & therefore inheriting Upserve, beware...it's all on you to figure it out & plan a month ahead of time with the Upserve transition team. My "last minute" switch, did not work out well.

from Anh Tran, on Apr 05, 2019

We have been using Upserve for the last 4 years and have been very happy with it. The daily digest is a great tool that we look forward to every morning. It gives us data on what was sold, what was voided, who sold the most, etc...

from Pizza Gal, on Apr 04, 2019

I have used many POS systems over the years and this one is by far the most intuitive. Easy to set up, edit, and track. Detailed reports, with even more details available on the app.

from Anna Toth, on Apr 03, 2019

We've used Upserve (formerly Breadcrumb) since we first opened our business 2.5 years ago. We've always found it's interface intuitive, and their customer service is flawless. You can do everything through this point of sale; payroll, inventory, analytics, etc. Since upserve acquired breadcrumb, there have been little to no disruptive connectivity issues. We are very pleased with Upserve all around.

from Alex Mills, on Mar 29, 2019

I love how easy it is to use Upserve. I also love how much info it gives us. It is easy to stay on top of your labor cost with the real time labor tracker.

from Robbie Melton, on Mar 26, 2019

I love all the backend reporting features of Upserve. It's really robust and helps me manage our restaurant by staying in touch with labor, best selling items, etc. Additionally, the customer service is great. I had a question and used their chat feature and my question was answered within 5 minutes. I'd highly recommend this product.

from Garrett Prysi, on Mar 22, 2019

Fantastic service. Very streamlined!

from Kyung il Lee, on Mar 22, 2019

I love using upserve because of their friendly customer service and efficient system.

from Devon Moore, on Mar 16, 2019

The POS is very intuitive and only takes a few minutes to learn. Support staff are always very helpful and friendly.

from Robert , on Mar 08, 2019

Easy to use.

from dave, on Mar 05, 2019

New convert to Upserve. Have found it to be super easy to learn and I love being able to monitor and manage so much remotely. Huge step up.

from ERIN A. TUCKER, on Feb 25, 2019

The UPSERVE Point of sale system has been excellent, their support team and customer service is always available and happy to help with a great deal of patience ... their growth over the years has been very impressive ....it is a great easy system to learn and operate both the back office and for employees.

from Daniel Ju, on Feb 23, 2019

Upserve has been a vital part of my analytics for my business. This software helps me schedule staff based on how my business performs and also keeps let me track customers ordering sales history and more. Totally recommend it!

from Nathan Melvin, on Feb 21, 2019

Incredible tools and systems backed by world class support. I can't say enough good things about Upserve and how much easier they've made it to run our restaurants.

from Manny Navar, on Jan 25, 2019

Upserve is great. Their customer service is second to none.

from Silas, on Jan 24, 2019

Breadcrumb possesses most of the features we have come to expect from a restaurant POS in a sleek, modern package. It is not overstuffed with unnecessary bells and whistles that get in your way. My favorite quality is that I can follow the progress of the restaurant and individual checks through the app no matter where I am.

from Eric , on Jan 24, 2019

Upserve is an amazing product and has been the opposite of a POS as we all know what that stands for. In offline mode upserve collects all transactions no matter what, so no restaurant ever loses money!

from Marty Enslein, on Jan 24, 2019

Great product! Much improved over our previous POS system and processing.

from Breana, on Jan 24, 2019

Whenever there is a computer system issue they are just a phone call away and they promptly answer to help find a corrective action for your problem.

from CardFellow, on Jan 21, 2017

Since Upserve was designed specifically for restaurants, it has helpful features like void/comp tracking and menu analytics.

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