Help Center

Everything you need to know about using DoughOps

🚀 Getting Started

New to DoughOps? Here's everything you need to get up and running.

Setting Up Your Account

  1. Sign up for a free trial at app.doughops.com/register
  2. Enter your business details - shop name, address, and timezone
  3. Set your business hours - so we know which days you're open
  4. Complete the setup wizard - it takes about 5 minutes

Adding Your Products

You can add products in three ways:

  • Import from Square: If you use Square POS, connect your account and we'll import your product catalog automatically.
  • Import from spreadsheet: Upload an Excel or CSV file with your products. Go to Settings > Import.
  • Add manually: Go to Products > Add Product and enter details for each item.
Tip: Make sure to categorize products by type (donuts, beverages, etc.) and set the correct shape for accurate dough calculations.

Inviting Your Team

Add your bakers and managers so they can access production plans:

  1. Go to Settings > Team
  2. Click Invite Team Member
  3. Enter their email and select a role:
    • Owner: Full access including billing
    • Manager: Can approve plans and manage products
    • Baker: Can view plans and log waste
    • Viewer: Read-only access (Pro plan only)
  4. They'll receive an email invitation to join

📊 Production Planning

Learn how to use daily production plans to make smarter decisions.

Understanding Your Production Plan

Each day, DoughOps generates a recommended production plan showing:

  • Recommended quantity: How many of each product to make
  • Confidence level: How certain we are about the prediction
  • Weather impact: How weather is affecting the recommendation
  • Events: Any local events that might impact sales

Approving & Adjusting Plans

  1. Go to Production from the main menu
  2. Review the recommended quantities for each product
  3. Adjust numbers if needed by clicking on any quantity
  4. Click Approve Plan when you're ready
Tip: You can approve the plan the night before or early morning. Approved plans are sent to your team via email.

Weekly Planning View

See the big picture with the weekly view:

  • Go to Production > Week View
  • See predictions for the next 7 days
  • Weather forecasts for each day
  • Upcoming holidays and events highlighted
  • Plan ahead for busy periods

Logging Waste

Track waste to improve future predictions:

  1. Go to Waste from the main menu
  2. Select the date (defaults to today)
  3. Enter leftover quantities for each product
  4. Add optional notes (e.g., "rain kept customers away")
  5. Click Save

DoughOps uses waste data to refine predictions over time.

🔗 Square Integration

Connect your Square POS to automatically sync products and sales.

Connecting Square

  1. Go to Settings > Integrations
  2. Click Connect Square
  3. You'll be redirected to Square to authorize the connection
  4. Review the permissions and click Allow
  5. You'll be redirected back to DoughOps
Note: Square integration is available on Standard and Pro plans.

What Gets Synced?

Once connected, DoughOps automatically syncs:

  • Products: Your catalog items from Square
  • Sales: Daily transaction data
  • Locations: If you have multiple Square locations

Sales sync automatically each night, or you can manually sync from Settings > Integrations.

Troubleshooting Square

Products not appearing?
Make sure products are active in Square. Hidden or archived items won't sync.
Sales not updating?
Sales sync overnight. Click "Sync Now" in Settings > Integrations to force a refresh.
Need to reconnect?
Click "Disconnect" then "Connect Square" again to re-authorize.

🧠 How Predictions Work

Understand the AI behind DoughOps production recommendations.

The DoughOps Prediction Engine

Our AI analyzes multiple factors to predict how much you'll sell:

  • Historical sales: What you've sold on similar days in the past
  • Day of week: Saturdays are different from Tuesdays
  • Weather: Rain, snow, and extreme temperatures affect foot traffic
  • Holidays: National Donut Day, Valentine's Day, etc.
  • Local events: Parades, festivals, games that bring crowds
  • Trends: Is a product gaining or losing popularity?

Weather Impact

DoughOps automatically adjusts predictions based on weather:

Condition Typical Impact
Light rain -10% to -15%
Heavy rain -15% to -25%
Snow -15% to -35%
Extreme heat (95°F+) -5% to -10%
Extreme cold -10% to -15%

You can customize these percentages in Settings > Weather Impacts.

Improving Predictions

Help the AI get smarter by:

  • Logging waste daily: This tells the AI when it over-predicted
  • Syncing sales: Connect Square or enter sales data regularly
  • Adding events: Add local events the AI might not know about
  • Being patient: Predictions improve significantly after 2-4 weeks of data
Pro tip: The more consistent you are with logging data, the better your predictions will be.

Confidence Levels

Each prediction shows a confidence level:

  • High (green): We have lots of similar historical data
  • Medium (yellow): Some data available, but limited
  • Low (orange): New product or unusual conditions - use your judgment

💳 Account & Billing

Manage your subscription and account settings.

Changing Your Plan

  1. Go to Settings > Billing
  2. Click Change Plan
  3. Select your new plan
  4. Changes take effect on your next billing date

Upgrading gives immediate access to new features. Downgrading takes effect at the end of your billing period.

Updating Payment Method

  1. Go to Settings > Billing
  2. Click Update Payment Method
  3. Enter your new card details
  4. Click Save

Canceling Your Subscription

  1. Go to Settings > Billing
  2. Click Cancel Subscription
  3. Tell us why you're leaving (optional but helpful)
  4. Confirm cancellation

You'll retain access until the end of your billing period. Your data is kept for 30 days in case you want to come back.

Still need help?

Can't find what you're looking for? Our support team is here to help.