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Upserve

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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 Apple 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 four pricing plans: Core, Pro, Executive, and Enterprise.

Core is $99 per month per location and 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.

Pro is $249 per month per location, and 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.

Executive is $499 per month per location. It includes every Pro feature, plus guest geography and economic profiling, email marketing integration, fraud alerts, custom loyalty programs, and on-site tech support.

Enterprise is designed for large restaurant groups with 50 to over 500 locations. This pricing plan includes every Executive feature. In addition, there’s a single sign-on, multi-factor authentication, and customized integrations.

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 as of summer 2016, but is subject to change.

Helpful Links

Manufacturer’s Website
Upserve app at iTunes store

Product Features
Status Universal
Product Category POS Systems
Features Gift cards and customer loyalty tracking, Marketing metrics, Inventory management, Sales reports, Employee tracking & management, Payroll metrics, Integrated CRM (customer relationship management), iPad-Based System, Bar Code Scanners, Card Readers, Cash Drawers, Receipt Printers, Kitchen Printers & Monitors

Submit your review for Upserve

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Review posted: 01/21/17 new
Name: CardFellow
Title: Designed for restaurants

Comment:

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