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 New Hire Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant Sustainability Practices Checklist
- Restaurant Policy Update Checklist
- Restaurant Remodeling and Maintenance Checklist
- POS System Update Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Restaurant Technology Systems Checklist
- Supply Quality Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Restaurant Marketing Plan Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Inventory Reconciliation Checklist
- Front-of-House Shutdown Checklist
- Menu Engineering and Profitability Checklist
- Non-Perishables Restocking Checklist
- Restaurant Event Planning Checklist
- Kitchen Equipment Start-Up Checklist
- Front-of-House Opening Checklist
- Restaurant Reservation Management Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Private Event & Buyout Planning Checklist
- Restaurant Marketing and Promotion Checklist
- Point of Sale System Management Checklist
- Restroom Refresh and Inspection Checklist
- Customer Feedback and Resolution Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Training Checklist
- Restaurant Inventory Count Checklist
- Monthly Restaurant Inspection
- Security System Check Checklist
- Service Timing Checklist
- Staff Training Checklist
- Restaurant Closing Checklist
- Restaurant Emergency Procedures Checklist
- New Menu Item Development Checklist
- Vendor Order Checklist
- Prep Station Setup Checklist
- Health Inspection Readiness Checklist
- Health and Safety Compliance Checklist
- Pre-Shift Employee Health Screening Checklist
- Monthly Maintenance Checklist
- Restaurant Payroll Processing Checklist
- Daily Specials and Menu Update Checklist
- Order Accuracy Checklist
- Employee Scheduling and Labor Management Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Annual Business Goals Review Checklist
- Supplier and Vendor Evaluation Checklist
- Restaurant Licensing Renewal Checklist
- Wine and Beverage Inventory Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Employee Performance Review Checklist
- Taste Testing Checklist
- Pre-Shift Meeting Checklist
- Restaurant Opening Checklist
- Daily Inventory Checklist
- Restaurant Partnership and Collaboration Checklist
- Restaurant Security Checklist
- Manager Daily Walkthrough
- Employee Termination Checklist
- Restaurant Hiring Checklist
- Restaurant Insurance Review Checklist
- Recipe Consistency Checklist
- Restaurant Bathroom Cleaning Checklist
- Equipment Safety Checklist
- Food Prep Checklist
- Food Waste Log Checklist
- Restaurant Quality Control Checklist
- Workplace Safety and Ergonomics Checklist
- Bar Opening and Closing Checklist
- Restaurant Cleaning Checklist
- Restaurant Employee Onboarding Checklist
- Table Setting and Presentation Checklist
- Guest Complaint Resolution Checklist
- Weekly Inventory Management Checklist
- Reservation Management Checklist
- Menu Knowledge Checklist
- Restaurant Safety Training Checklist
- Daily Cleaning Checklist
- Digital Menu Update Checklist
- Work Schedule and Shift Swap Checklist
- Kitchen Closing & Cleanup Checklist
- Beverage Quality Checklist
- Promotion and Discount Checklist
- Food Allergy and Special Diets Checklist
- Restaurant Closing Cleaning Checklist
- Daily Prep Task Checklist
- Staff Training Program Checklist
- Table Setting Checklist
- Staff Uniform Checklist
- Food Presentation and Plating Standards Checklist
- Server Customer Service Training Checklist
- Restaurant Closing Checklist
- Food Storage and Rotation Checklist
- Guest Experience Checklist
- Guest Feedback Collection Checklist
- Perishables Stocking Checklist
- Restaurant Closing Checklist
- Kitchen Deep-Clean Checklist
- Food Storage Checklist
- Food Safety Checklist
- Front-of-House Operations Checklist
- Restaurant Equipment Maintenance Checklist
- Restaurant Maintenance Checklist
- Restaurant Employee Termination Checklist
- Weekly Staff Scheduling Checklist
- Restroom Cleaning Checklist
- Restaurant Opening Checklist
- Server Side Work Checklist
- Restaurant Technology Backup Checklist
- Restaurant Tax Preparation Checklist
- Daily Kitchen Cleaning Checklist
- Morning Prep Checklist
- Food Ordering and Receiving Checklist
- Restaurant Cross-Training Checklist
- Uniform and Appearance Standards Checklist
- Customer Service Excellence Checklist
- Restaurant Opening Checklist
- Cash Handling and Management Checklist
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