Running an office coffee and pantry service business isn’t getting easier — clients expect fast service, clean execution, and visibility. But most operators still rely on spreadsheets, phone calls, and handwritten delivery logs.
Here are 7 proven strategies that top-performing OCS operators are using to streamline operations, reduce errors, and scale their business in 2024.
1. Track Every Client Site in One System
Ditch the static spreadsheets. Leading operators use a digital CRM to store:
- Contact info
- Site-specific order preferences
- Delivery and service history
This ensures your staff has the info they need — every time they show up.
2. Digitize Your Delivery Workflow
Paper checklists and verbal confirmations lead to missed items. With digital delivery logs, you can:
- Confirm what was delivered
- Assign restocking tasks
- Track proof of delivery by driver
3. Know What Equipment Is Installed – and Where
Most OCS businesses lose track of machines over time. Smart operators track:
- Make/model, serial number, install date
- Service history and warranty status
- Location mapping per asset
4. Give Clients Their Own Portal
Clients want control. A client portal lets them:
- Submit service requests
- Place restock orders
- See past delivery logs
- View equipment details
Operators using portals report fewer phone calls, happier customers, and better retention.
5. Assign Service Tickets with Built-In Accountability
No more “Did we fix that yet?” Service ticketing tools let you:
- Log, assign, and track issues by site
- Attach photos and notes
- Notify clients when it’s resolved
6. Use a Tablet App in the Field
Drivers and service techs should have tools — not paperwork. A field app allows them to:
- View delivery tasks
- Log completions
- Flag equipment issues
- Capture signatures or photos
7. Stop Piecing It Together – Use a Unified Platform
Instead of using 5 different tools, many operators are switching to platforms like AveriGo. With CRM, delivery tracking, equipment visibility, ticketing, and a client portal in one place — operators save hours every week and grow with confidence.
Want to See It in Action?
AveriGo is helping OCS providers manage hundreds of locations without hiring more coordinators, chasing paper, or losing track of equipment.
We offer a free 60-day pilot for up to 3 client sites. No commitment.