Is It Right for Your Business?

Upserve POS logo

Upserve by Lightspeed is an iPad POS (point-of-sale) system designed by former restaurant staff. This method is a wonderful software for full-service and nice eating eating places and craft cocktail bars. As an all-in-one resolution, Upserve has built-in fee processing with a contactless choice. It additionally combines dynamic reporting with streamlined on-line ordering choices in a sublime, easy-to-navigate package deal. Upserve contains advertising and marketing and popularity administration instruments in its baseline subscription, making it a superb selection for small eating places targeted on buyer relationship administration.

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What We Advocate Upserve For

Upserve was, initially, a buyer relationship administration (CRM) system designed to help regionally put in legacy POS methods like Micros and Aloha. So, it follows that Upserve’s buyer engagement capabilities are among the most strong out there in a cloud POS. This method additionally contains some distinctive reporting options that different POS methods lack. This well-liked restaurant POS persistently finds its means onto our listing of best restaurant POS systems.

Specifically, we advocate Upserve for:

  • Eating places wanting an iPad POS: Upserve is our best choice for an iPad POS system for eating places. In our analysis, it earned a 4.38 out of 5 with high marks for its feature-rich software program.
  • Upscale bars: The darkish mode show and recipe show options make Upserve a superb bar POS for craft cocktail bars with intensive menus of esoteric drinks and low gentle.
  • Eating places and cafes specializing in CRM: Advertising and marketing and buyer monitoring capabilities are included in Upserve’s baseline POS, together with restaurant options that work effectively for managing espresso outlets. Upserve is one in every of our high suggestions for cafe POS systems.
  • Eating places/bars needing reporting capabilities: Upserve’s Server Perception, Menu Perception, Popularity Administration, and Marketing campaign experiences supply an in depth take a look at efficiency metrics that many different POS methods lack.

When Upserve Would Not Be a Good Match

  • Companies on a price range: Upserve will not be a low-cost POS. In case your price range is tight, try our favourite low-cost POS systems.
  • Single unit meals vehicles: Upserve possible has extra bells and whistles than a micro-enterprise like a single meals truck will use. See our really helpful food truck POS systems for the perfect choices.
  • Pizzerias: Upserve helps supply and menu modifications, however not robustly sufficient for many pizza outlets. For pizzeria-specific capabilities, try our high suggestions for pizza POS systems.

On the lookout for one thing totally different? See our suggestions for the best restaurant POS systems to discover a software program that’s proper for your enterprise.

Upserve POS Overview

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Upserve Pricing

Upserve’s pricing construction is exclusive. There’s a single month-to-month subscription price based mostly on which useful tier you select, plus a per-terminal price. The baseline subscription (Upserve’s “Core” degree) begins at $59 per 30 days plus $60 per terminal for the software program. It’s straightforward to see how your prices might add up. Nonetheless, a part of the rationale it’s straightforward to see is that Upserve lists extra of its pricing publicly than rivals like Toast.

Nonetheless, like Toast, Upserve is priced to compete with conventional legacy POS methods like Micros, Aloha, and Positouch, and in comparison with these, Upserve’s pricing is aggressive. Amongst cloud POS, nevertheless, Upserve is on the excessive finish.

Upserve Pricing Plans

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Upserve Funds

  • Constructed-In: Utilizing Upserve Funds is a required a part of the Upserve POS.
  • Customized Quoted: Charges range by restaurant sort and gross sales quantity.
  • Flat Fee: Customized quotes are a flat charge per transaction, which makes figuring your prices straightforward.
  • Troubleshoot Anytime: Upserve’s 24/7/ year-round US-based buyer help is a part of the funds package deal.
  • PCI-1 and EMV Compliant: Swiped, tapped, dipped, NFC, and card-not-present funds are all safe, lowering chargeback legal responsibility.

Upserve is an all-in-one restaurant POS resolution. Eating places that use Upserve must use Upserve’s in-house fee processing for credit score, debit, and cellular pockets transactions. Upserve Funds gives a single flat charge for processing funds. Your quoted charge will range, often based mostly in your card combine and gross sales quantity.

When your POS supplier is your fee processor, it means you could’t store round for the perfect charge. Nevertheless it additionally signifies that you get 24/7 year-round US-based buyer help for any fee associated points. Earlier than signing a service contract with Upserve, getting a couple of quotes from different service provider service suppliers is a good suggestion. For those who discover a decrease charge elsewhere, Upserve will possible attempt to match or beat it.

Upserve {Hardware}

  • Android or iPad terminals: Select the tools you like.
  • Handheld tablets: Enable for tableside ordering and funds.
  • Kitchen Show System (KDS): Choices for touch-screen tablets or screens with bump bars.
  • Contactless readers: EMV-compliant readers settle for tapped credit score, debit, and cellular pockets funds.
  • Wi-fi networking: Networking routers lengthen Wi-Fi alerts throughout your complete location, growing POS pace and offline performance.

Upserve POS operates on Android tablets or iPads. For finest performance, these tablets needs to be bought by way of Upserve. Nonetheless, it’s potential to carry your personal iPads and use Upserve’s complete on-line Information Heart to information you thru setup.

Upserve is cloud-based, however you’ve the choice to hardwire your Upserve terminals much like a legacy POS setup. This will increase offline performance significantly—you’ll by no means lose kitchen communications when your web goes down—however it could actually include an set up price of $1,700 or extra. You even have the choice so as to add handheld tablets geared up with contactless card readers.

Some Upserve customers criticize the hand held tablets for being functionally restricted. I discover all handheld tablets undergo from this affliction. They’re nice for line-busting and fast order entry in quick-service environments and busy bars. Nonetheless, the tiny display screen on a handheld pill won’t ever act precisely like a bigger POS terminal that concurrently shows each desk and a number of other checks. Intensive menus with a number of programs and menu modifiers will all the time really feel the consequences of a handheld pill’s smaller buttons and crunched display screen.

Upserve POS Options

  • Desk Administration: Create customized zones and flooring plans which might be tied to your varied income facilities.
  • Test Administration: Switch bar tabs to tables and tables between servers. Break up checks by seat quantity, break up particular person gadgets throughout a number of checks, break up funds and settle for a number of fee varieties on the identical test.
  • Digital Ordering: In-house on-line ordering capabilities are included within the Professional and Professional Plus plans. Core plans can depend on third-party integrations or add in-house digital ordering.
  • Contactless Choices: Upserve tablets come geared up with EMV-compliant contactless readers. QR codes on printed receipts enable clients to scan and pay on private smartphones.
  • Accessible Integrations: Upserve performs properly with supply platforms, in addition to accounting (together with QuickBooks), payroll, and scheduling apps.

Functionally, Upserve is similar to Toast. Each methods pitch themselves primarily as alternate options to mainline, regionally put in POS methods like Micros. The main distinction between Upserve and Toast is within the extra nuanced options and what modules every system gives of their baseline memberships. Upserve, for instance, contains its Workforce and Advertising and marketing instruments in its Core membership. Unlocking the system’s strong stock options, nevertheless, requires upgrading to Professional or Professional Plus. Small eating places which might be extra involved with advertising and marketing than stock will possible want Upserve.

Upserve is an all-in-one resolution. Funds processing with contactless choices is in-built. Add-on modules to handle in-house supply, stock administration, and detailed reporting can be found. Upserve additionally gives a number of distinctive experiences for monitoring on-line evaluations instantly from the POS. For those who use a third-party system that you just love, chances are high Upserve integrates. The system works with well-liked accounting, human sources, and supply aggregators like QuickBooks, Gusto, and Chowly.

  • Recipe costing: Coming into recipes and ingredient info allows full-scale recipe costing experiences to point out every menu merchandise’s profitability.
  • Vendor administration: The seller log permits you to course of buy orders and invoices from a central dashboard.
  • Low stock alerts: Automated alerts let when provides are low.
  • One-click buying: Streamlined system permits you to place provide orders with a single click on.
  • Bar code scanning app: Rely bodily stock and log new product because it arrives through a bar code scanning smartphone app.
Screenshot of Upserve bar code scanning app

Upserve’s barcode scanning app quickens bodily stock counts.
(Supply: Upserve)

Upserve’s stock is easy to navigate. You may bulk add distributors and menu gadgets through Excel, CSV, or ODS file. A fast obtain turns any smartphone right into a barcode scanner to test in vendor deliveries or pace up bodily stock counts. You may set par and warning ranges on your uncooked elements, and Upserve will provide you with a warning to put an order.

Like the remainder of the Upserve ecosystem, the stock module makes use of colours and different visible cues for instance info for at-a-glance evaluation. Crimson, yellow, or inexperienced circles point out inventory ranges; crimson is low, and inexperienced is nice to go. The system additionally has a single “Prime Up All” button that, when pressed, drafts orders for all elements beneath the par degree. You may evaluate the orders by vendor, then place them by clicking a single button. An integration with QuickBooks makes it straightforward to course of vendor funds.

  • Know your company: Buyer profiles log contact info to make use of in advertising and marketing campaigns. In addition they observe spending habits, widespread orders, and the variety of visits.
  • Establish regulars: Every day, weekly, and month-to-month digest emails provide you with a warning to Notable Visitors.
  • Streamlined loyalty: Professional and Professional Plus subscribers can mechanically observe Loyalty members by credit score/debit. card quantity. A number of playing cards could be linked to a single Loyalty account.
  • Customise standards: Resolve in case your company will earn a % low cost or cashback on future visits.
  • Set minimums and maximums: Set minimal spend quantities to earn rewards and most reward limits that can be utilized per go to.
Screenshotof Upserve Guest Book Dashboard

Upserve’s “Finest Visitor” report provides you insights into your high 100 clients.
(Supply: Upserve)

Core-level Upserve subscriptions embrace the power to create visitor logs and observe the effectiveness of promotional campaigns. Upserve’s Visitor Guide characteristic mechanically builds buyer profiles each time a visitor makes use of a bank card to pay at your restaurant. If the identical buyer makes use of a distinct card to pay, the Upserve system will match the brand new card to the present buyer. The system tracks your high 100 clients mechanically. It’s also possible to create a customized listing based mostly on ordering preferences or test averages to construct focused advertising and marketing campaigns.

Working a Loyalty and Rewards program on Upserve requires a Professional or Professional Plus subscription. With these options unlocked, nevertheless, working a loyalty program is a snap. Clients be part of through an internet site widget, a textual content, or a customized URL in an e-mail or receipt footer. You may add a reward for signing up, in addition to select how you can apply earned factors. You may choose whether or not clients are provided a share low cost or a preset greenback quantity on future visits. Minimal spending and most reward parameters are additionally customizable.

  • Streamlined tip pooling: Tip swimming pools could be personalized by income heart and worker position and based mostly on gross sales or whole ideas.
  • Labor value controls: Actual-time alerts observe what number of labor {dollars} you schedule.
  • Customise communications: Ship schedules through textual content or e-mail.
  • Management clock-ins: Lock your terminals to forestall early clock-ins.
with daily and weekly views gif

Handle your workers’s schedule with every day and weekly views.
(Supply: Upserve)

Upserve contains worker administration capabilities, like scheduling and clock-in controls, within the baseline Core membership. You may enter extremely detailed worker roles and tip monitoring info to automate tip distributions within the POS instantly. Break and time beyond regulation monitoring are effectively geared up that can assist you adjust to California meal break and time beyond regulation legal guidelines. Upserve doesn’t but have an alert designed to satisfy New York Metropolis’s “Unfold of Hours” regulation to flag workers which might be scheduled to return to work lower than 10 hours after their final shift.

Upserve’s Workforce capabilities permit you to create schedules from scratch or create templates on your most-used scheduling patterns. You may share accomplished schedules with workers through e-mail or textual content and create lists to ship sure schedules solely to related workers members. Upserve additionally has the choice of controlling clock-in occasions so that you just don’t overpay workers who clock in early. The scheduler reveals you precisely what number of labor {dollars} your schedule will value, so in case your plans align along with your labor price range.

  • Complete: Primary gross sales, labor, product combine, revenue and loss, and every day logs are included in any respect subscription tiers.
  • Know what’s working: Campaigns reporting tracks particular person promotions so you may simply see the place your promoting {dollars} are working.
  • All of your evaluations in a single place: Popularity Administration experiences observe on-line evaluations throughout websites so you may monitor your popularity from a central location.
  • At-a-glance evaluation: Callout containers, vivid colours, and automatic charts in experiences enable your managers to evaluate the well being of your restaurant rapidly.
  • A number of reporting tiers: Increased degree experiences like Server Insights, Menu Insights, and recipe costing can be found at greater tiers.

Upserve’s reporting module is known as HQ, which is part of all three subscription tiers, although the reporting performance varies. Core memberships embrace fundamental reporting like every day gross sales, server shut out, close-of-shift, and close-of-day experiences. The Professional and Professional Plus tiers add extra in-depth experiences, lots of that are distinctive to Upserve. This construction ensures that small operations don’t pay for analytics that they don’t use. Alternatively, it could actually create confusion about what experiences are included at every tier.

Upserve Primary Reporting

  • Gross sales, Product and Labor Reviews: Sufficient experiences to help every day operations are included. Since worker scheduling is a part of the entry-level plan, labor value experiences are included too.
  • Popularity Administration: All Upserve clients can entry the popularity administration options.
  • Advertising and marketing Reviews: Since advertising and marketing is included within the baseline subscription, so are all of the related advertising and marketing experiences.
  • Stay Cell App: All HQ experiences can be found wherever you might be through a cellular app.
Screenshot of Upserve reports synthesize data

Upserve’s experiences synthesize information and current it visually for at-a-glance studying.
(Supply: Upserve)

Upserve’s Marketing campaign report tracks occasions and promotions from theme nights to promo codes that can assist you decide if a promotion or promoting marketing campaign was definitely worth the funding. You may examine the dates you ran a marketing campaign to related dates up to now to check the gross sales and visitors information, together with new buyer acquisitions. Popularity administration logs all your evaluations on social media websites and peek at your rivals.

Probably the most helpful facet of all Upserve’s experiences is how straightforward they’re to learn. Upserve’s HQ synthesizes information into charts, graphs, and callout containers, drawing your (and your crew’s) consideration to crucial info at a look. Upserve’s experiences are an actual pleasure to learn and analyze.

Professional and Professional Plus Reporting

  • Customized Reviews: Professional Plus clients can construct customized experiences with the help of the Upserve crew.
  • Menu Insights: Upserve’s Magic Quadrant report permits you to see your menu merchandise efficiency at a look, much like Toast’s menu administration experiences.
  • Server Insights: This report itemizes server and bartender gross sales patterns that can assist you establish high performers and coaching alternatives.
  • Stock Associated Reviews: Recipe costing and real-versus-actual meals costing experiences are a part of the stock module that’s included.
Screenshot of Upserve Menu Insights

Upserve’s Menu Insights report reveals you precisely which gadgets ought to fall off your menu.
(Supply: Upserve)

On the Professional and Professional Plus ranges, Upserve gives extra in-depth reporting. These experiences cowl workers productiveness and menu merchandise efficiency and permit you to create customized experiences. Like Upserve’s baseline experiences, the Professional and Professional Plus degree experiences pre-analyze a whole lot of your information. As a substitute of combing by way of product combine experiences and evaluating every dish to its particular person meals value, you may pull a Menu Perception report that compares all that information and presents it on a scannable grid.

Eating places with massive staffs will notably benefit from the Server Insights report that illustrates front-of-house workers productiveness. This report makes use of a dynamic color-coded theme to point out how effectively particular person workers promote varied menu classes like entrees, desserts, wine, and beer. This lets you simply establish coaching alternatives and even pair workers who want enchancment with a coach who excels within the exact space they should strengthen.

Upserve Ease of Use

  • Coaching Mode: Upserve customers love the absolutely useful coaching mode that permits new workers to drill into Upserve’s capabilities with out messing up the day’s gross sales.
  • Visible Ecosystem: Varied colours and symbols on experiences and order screens talk tons of data at a look.
  • Intuitive Format: Buttons and menus appear to fall naturally the place you anticipate them. Screens are extremely responsive and satisfying to make use of.
  • Streamlined Screens: Screens characteristic a minimal structure with further tabs on the right-hand aspect to hurry navigation.

Upserve is, hands-down, some of the snug restaurant POS methods to make use of. Upserve clients regularly point out how rapidly their workers can be taught the system. The streamlined screens with intuitive layouts make this a POS you may sail by way of. Within the again workplace, vivid colours and navigation bars maintain you oriented. Within the vendor dashboard, distributors are listed by their firm logos, so you may rapidly choose the fitting one from the lineup.

Eating places that depend on a KDS will discover Upserve’s providing a bit antiquated. Reasonably than utilizing the dynamic touch-screen design of different Upserve shows, the KDS depends on stripped-down Epson screens. These are hardier in scorching kitchen environments, however they don’t have the broad performance and productiveness insights that rivals like Toast present. Upserve’s current buy by Lightspeed (which has one in every of our favourite KDSes) might change this, nevertheless.

Upserve Restaurant Software program Alternate options

Upserve is a wonderful system, nevertheless it may not be the perfect match for each restaurant sort. An all-in-one POS with locked-in fee processing and a specific concentrate on advertising and marketing instruments isn’t going to be for everybody.

Nonetheless not hitting the mark? Take a look at our full rating of the Best POS Systems for Small Businesses.

What Customers Consider Upserve POS

Upserve customers present a whole lot of love for this restaurant POS system. Many evaluations describe Upserve as the best to make use of restaurant POS system the reviewer has encountered. Consultants additionally give Upserve excessive marks for ease of use and dynamic, streamlined reporting. The KDS module is perhaps an acquired style, although; customers both love or hate its simplicity. In the meantime, some detrimental evaluations additionally point out signing up for Upserve throughout a promotion and discovering that the system was too dear once they reverted to paying full-freight.

  • G2: Lists Upserve as a summer time 2021 Chief, rated 4.1 out of 5 based mostly on greater than 85 user reviews.
  • Capterra: Upserve is listed within the Prime 20 Restaurant Software program of 2021 and earns a star score of 4.4 out of 5 based mostly on some 270 user reviews.

Backside Line

Upserve is without doubt one of the best restaurant POS methods to make use of. Insightful use of colour and visible cues make the again workplace, specifically, extremely fast to be taught. Upserve is a good match for small eating places which might be extra involved with advertising and marketing and buyer acquisition than stock monitoring. Nonetheless, medium- to high-volume eating places that may afford the upper subscription tiers will discover probably the most streamlined stock system out there in a cloud POS. To see if it’s a match on your restaurant, contact Upserve for a full walk-through.

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