My business
Set up the brands, trucks, menus and paperwork everything else in CurbsideOps builds on.
The My business pages describe what you run: the brands customers know you by, the trucks that serve them, what you sell, and the paperwork that keeps you legal. Everything else in CurbsideOps reads from here. The morning briefing uses your trucks' warehouses and spots, proposals quote your menu packages, emails go out under the right brand, and permit reminders reach you before something lapses.
Where to start
If you are new, set things up in this order:
- Brands. Every truck, menu, email and calendar event belongs to a brand, so create yours first. One brand is enough for most operators.
- Trucks. Add each truck, pick its brand and give it a warehouse address so drive times and GPS alerts are right.
- Menus. Build a menu per brand, or pull it in from Square. Add packages if you sell catering.
- Permits. Log the permits and inspections you hold so CurbsideOps can remind you before they expire.
The rest (permit documents, prep checklists, checks and the W-9) can wait until you need them.
Owners and managers
Managers can see these pages but, by default, only owners change setup. You decide what each manager may do on their access page. See Managers and permissions.
In this section
Brands
Each brand's details, email, pricing, AI voice and territories.
Trucks
Vehicles, home spots, weekly hours, GPS and billing per truck.
Menus
Items, sizes, add-ons, packages, Square sync and the public menu.
Permits
Permits, inspections, expiry alerts and territories.
Permit documents
The encrypted vault for health-permit paperwork.
Prep checklists
Task lists and packing lists every booking picks up.
Checks
Write checks your payees print and deposit.
Form W-9
Sign the official W-9 once and send it when customers ask.
Still stuck? Email support@curbsideops.com or use Report an Issue in the portal. Checked against CurbsideOps 1.105.4.