Takeout and Delivery Service Checklist
Order Intake and Ticket Routing
Mark the ticket with an allergy slip and call it out to the line before fire. Allergen tickets require dedicated tools, hand-changed gloves, and a clean station — same cutting board or fryer oil as a non-allergen item is a cross-contamination citation and an anaphylaxis risk.
DoorDash, UberEats, and Grubhub each surface a different prep-time window. Adjust the quote in the tablet if the line is in the weeds; a missed quote drives a chargeback faster than a missing item.
Allergen Protocol
The allergen-aware manager on shift (PCFP or AllerTrain certified in MA, IL, MI, NY, RI) calls out the allergy verbally to every station the ticket touches before fire.
Pull a sanitized cutting board, dedicated tongs, and a clean sauté pan. For fried allergen items, use a dedicated fryer or coordinate with the kitchen on a clean-oil window — shared fry oil cross-contaminates.
Hand-change gloves before plating. Seal and label the container with the allergen name (e.g., "NO GLUTEN") and the guest name so the runner and driver cannot mix it up with the rest of the order.
Packaging and Hold Temperature
Use vented lids for fried items so steam escapes and crust holds; sealed lids for soups, sauces, and braises. Pack sauces on the side for any item that travels more than 15 minutes.
Hot TCS items leave the line at 140°F or above. Probe the protein with a calibrated thermometer; food held in the danger zone (41–140°F) for over 4 hours must be discarded, not bagged.
Salads, raw bar, and desserts hold at 41°F or below. Bag separately from hot items, and add a gel pack for any delivery quoted over 20 minutes.
Write the dish name, modifications ("no onion", "sub fries"), and any allergen flag on the container lid. Drivers and guests cannot see inside a sealed bag — labels prevent the wrong-item refund.
Order Verification and Bag Seal
Expo reads each line item aloud and physically touches the matching container. Catch missing sides, wrong proteins, and absent modifiers here — refund rates above 5% on third-party platforms throttle your store ranking.
Default packout: utensils, napkins, condiment packets matched to the dish (soy + chili oil for noodles; ranch + hot sauce for wings). Skip plasticware only if the guest opted out — many municipalities now require opt-in by ordinance.
Fire the corrected item with priority and notify the guest of the revised time. Do not seal the bag until the remake is in.
Tamper seals are required by DoorDash, UberEats, and Grubhub on every order. Place across the bag opening so the seal tears on first open. Several states (NY, NJ, RI) require tamper-evident packaging on all third-party delivery.
Driver Handoff
Confirm the last 3 digits of the order ID or the driver's confirmation code on the aggregator app. Mis-handoffs are the top-cited reason for missing-order chargebacks on Toast Delivery Services and DoorDash Drive.
Hot bag for hot orders, separate cold tote for cold. Driver-supplied bags are often filthy or unzipped — visually inspect before transferring food.
Tap "picked up" or "out for delivery" in Toast, Square, or your aggregator tablet. This stops the prep-time clock and triggers the customer notification downstream.
Customer Follow-Up and Logging
For first-party orders (Toast Online Ordering, ChowNow, Square Online), the SMS or email fires automatically when status flips. For phone-in orders, the host calls the guest with the actual ETA, not the original quote.
Note any voided items, comps, or platform refunds in the manager log with reason code (missing item, wrong item, late, quality). Weekly review of this log is how the GM catches a station that's running 8% error vs the line average.
Use this template in Manifestly
- Restaurant Hiring Checklist
- Restaurant Security Checklist
- Weekly Staff Scheduling Checklist
- Restaurant Closing Checklist
- Manager Daily Walkthrough
- Restaurant Opening Checklist
- Restaurant Employee Termination Checklist
- Restaurant Maintenance Checklist
- Food Safety Checklist
- Server Side Work Checklist
- Restaurant Closing Cleaning Checklist
- Weekly Inventory Management Checklist
- Daily Kitchen Cleaning Checklist
- Pre-Shift Meeting Checklist
- Staff Training Checklist
- Restaurant Opening Checklist
- Restaurant Inventory Count Checklist
- Restaurant Closing Checklist
- Restaurant Equipment Maintenance Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Onboarding Checklist
- Front-of-House Operations Checklist
- Restaurant Cleaning Checklist
- Bar Opening and Closing Checklist
- Food Prep Checklist
- Table Setting and Presentation Checklist
- Food Waste Log Checklist
- Workplace Safety and Ergonomics Checklist
- Restaurant Bathroom Cleaning Checklist
- Cash Handling and Management Checklist
- Customer Service Excellence Checklist
- Food Ordering and Receiving Checklist
- Employee Termination Checklist
- Morning Prep Checklist
- Perishables Stocking Checklist
- Restaurant Opening Checklist
- Food Allergy and Special Diets Checklist
- Kitchen Closing & Cleanup Checklist
- Restaurant Cross-Training Checklist
- Recipe Consistency Checklist
- Guest Experience Checklist
- Kitchen Deep-Clean Checklist
- Restaurant Safety Training Checklist
- Food Storage Checklist
- Staff Uniform Checklist
- Work Schedule and Shift Swap Checklist
- Table Setting Checklist
- Promotion and Discount Checklist
- Menu Knowledge Checklist
- Restaurant Tax Preparation Checklist
- Staff Training Program Checklist
- Food Presentation and Plating Standards Checklist
- Restaurant Closing Checklist
- Security System Check Checklist
- Beverage Quality Checklist
- Restaurant Insurance Review Checklist
- Restaurant Quality Control Checklist
- Wine and Beverage Inventory Checklist
- Annual Business Goals Review Checklist
- Employee Scheduling and Labor Management Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Restaurant Partnership and Collaboration Checklist
- Supplier and Vendor Evaluation Checklist
- Daily Specials and Menu Update Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Daily Cleaning Checklist
- Prep Station Setup Checklist
- Vendor Order Checklist
- Monthly Maintenance Checklist
- Order Accuracy Checklist
- Restaurant Payroll Processing Checklist
- Restaurant Technology Backup Checklist
- Private Event & Buyout Planning Checklist
- Restroom Refresh and Inspection Checklist
- Reservation Management Checklist
- Guest Complaint Resolution Checklist
- Service Timing Checklist
- Pre-Shift Employee Health Screening Checklist
- Health and Safety Compliance Checklist
- Health Inspection Readiness Checklist
- New Menu Item Development Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Reservation Management Checklist
- Restaurant Emergency Procedures Checklist
- Point of Sale System Management Checklist
- Customer Feedback and Resolution Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Restaurant Event Planning Checklist
- Inventory Reconciliation Checklist
- Restaurant Technology Systems Checklist
- Restaurant Remodeling and Maintenance Checklist
- Kitchen Equipment Start-Up Checklist
- Restaurant Sustainability Practices Checklist
- Menu Engineering and Profitability Checklist
- Front-of-House Opening Checklist
- Front-of-House Shutdown Checklist
- Non-Perishables Restocking Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Restaurant Policy Update Checklist
- POS System Update Checklist
- Supply Quality Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant New Hire Checklist
- Uniform and Appearance Standards Checklist
- Restroom Cleaning Checklist
- Restaurant Employee Training Checklist
- Equipment Safety Checklist
- Daily Inventory Checklist
- Daily Prep Task Checklist
- Food Storage and Rotation Checklist
- Server Customer Service Training Checklist
- Guest Feedback Collection Checklist
- Digital Menu Update Checklist
- Taste Testing Checklist
- Employee Performance Review Checklist
- Restaurant Licensing Renewal Checklist
- Restaurant Marketing Plan Checklist
- Monthly Restaurant Inspection
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