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Does EasyRoutes store customer data?

Yes. EasyRoutes processes order and customer information to plan routes, power tracking/notifications, and provide proof‑of‑delivery records. We protect this data with modern security practices and retain it according to your account activity and legal requirements. We do not sell personal information; limited sharing may occur with subprocessors strictly to operate EasyRoutes, as described in our privacy policy.

For data removal requests, contact support and we’ll guide you through available options.

See: Privacy Policy

How do I draw or create a delivery zone on the map?

Go to Settings > Delivery Zones and click Create zone above the map. Use the polygon tool to click points on the map and trace your area, then click back on your first point to close the shape. Give the zone a title and pick a route colour, then save. Once created, enable the Delivery zones Route Option to limit a route to orders inside that zone. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Zones

How do I switch to EasyRoutes from another delivery app?

Switching is straightforward. On Shopify, install EasyRoutes and your orders sync automatically — no data migration needed. For orders from other systems or platforms, bring them in by CSV/spreadsheet import (an AI assistant maps your columns), Zapier, or the API, then set your route options and add drivers to start routing. Most merchants are live the same day. Works with both EasyRoutes for Shopify and EasyRoutes for Web.

See: Getting Started · Import orders from CSV

Can I combine BigCommerce orders with orders from other platforms?

Yes. BigCommerce orders can be routed alongside orders from Shopify, WooCommerce, Squarespace, or other platforms. You can import or sync all orders into one EasyRoutes account, then generate optimized routes across them. This helps centralize multi-platform delivery operations.

See: BigCommerce Integration

Can I use the Activity Feed for compliance audits?

Yes. The Activity Feed is designed to provide a verifiable sequence of events — who did what, and when — covering route creation, dispatch, status changes, driver assignments, and proof‑of‑delivery uploads. For external reviews or compliance checks, export related routes/stops to CSV to provide structured records and links to PoD. Together, these sources form a complete audit trail.

See: Activity Feed · How do I export routes/stops?

Can I filter Shopify and imported orders in EasyRoutes?

Yes. Use EasyRoutes Order Filters to build the batch you want to route. Common filters include delivery date ranges, order/fulfillment status, tags, and geography (postal/ZIP code, city, country, or your own delivery zones). Filters apply to Shopify orders and any imported/manual stops so a single route can cover precisely the area and schedule you intend.

See: Order Filters

Does EasyRoutes require a contract?

No long‑term contract is required. You can start on a monthly plan, adjust driver seats as your team changes, and upgrade or downgrade tiers at any time. When you change plans mid‑cycle, EasyRoutes automatically prorates the charges so you only pay for what you use.

See: How does prorated billing work?

What events are shown in the Activity Feed?

The feed captures high‑signal delivery events so you can trace what happened and when: route creation, edits, and dispatches; assignments and self‑assign actions; stop status updates (Ready, Out for Delivery, Delivered, Attempted); proof‑of‑delivery photos/signatures/notes; and other key changes. Entries stream in real time for both EasyRoutes for Shopify and EasyRoutes for Web.

See: Activity Feed – event list

What triggers does EasyRoutes provide in Zapier?

EasyRoutes offers webhook-based triggers in Zapier, such as “Route Updated” and “Stop Status Updated.” These let you automatically take action in other apps when a route changes or a driver marks a stop as delivered. For example, you can update a customer record in your CRM or notify your warehouse team when a stop is completed.

See: Zapier Setup Guide

How does route optimization work on EasyRoutes?

EasyRoutes builds efficient routes by combining your inputs (orders/stops and addresses) with constraints and preferences. It accounts for start and end locations, optional time windows, per‑stop service times, speed factors, and limits such as maximum duration, stops, items, or weight. You can create multiple routes at once, balance stops evenly, or optimize for the fewest routes that still meet your limits. After reviewing the map and stop list, drag‑and‑drop stops to make manual adjustments, then re‑optimize to apply changes.

See: Route Options · EasyRoutes 101: Route Optimization & Route Options

How do I enable real-time driver tracking in EasyRoutes?

Enable live tracking from EasyRoutes Settings → Driver settings in either EasyRoutes for Shopify or EasyRoutes for Web. Next, ensure each driver signs in to the EasyRoutes Delivery Driver app (iOS/Android) and grants Always/Allow all the time location access with Precise location enabled. Once routes are started by a driver, location pins appear on the route’s Tracking tab. If privacy is a concern, you can restrict tracking for internal use only, or adjust the route expiry window for driver access.

See: Real-Time Driver Location Tracking

Can I track more than one route simultaneously?

Yes. When you create multiple routes together, EasyRoutes groups them so you can monitor all active drivers in a single view. The Route Group page shows color‑coded pins, per‑route progress, and live stop updates. Use this view to coordinate dispatch, answer customer inquiries, and rebalance work if needed by moving stops between routes.

See: Real-Time Driver Location Tracking · Route Groups

How do I give drivers cold-chain or cooler-handling instructions for temperature-sensitive orders?

Put the handling steps where the driver will see them: add cooler or cold-chain instructions as a stop note or a saved customer note, which appear on the stop in the driver app. For steps you want confirmed, add a Driver Task — for example a required checkbox "Order kept in cooler until hand-off" or a note field — that the driver must complete before marking the stop delivered.

Saved task sets and Address Book stops let you reuse the same instructions across recurring routes. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver Tasks · Driver & Stop Notes

Do I need coding skills to connect WooCommerce with EasyRoutes?

You don’t need to be a developer to connect WooCommerce with EasyRoutes. Zapier provides no-code automation tools that let you push WooCommerce orders directly into EasyRoutes with just a few clicks. For businesses that want more control, the EasyRoutes API is available to build deeper integrations, such as syncing fulfillment statuses or creating custom routing rules. This gives you both no-code and pro-code options.

See: API Getting Started •  Integrate EasyRoutes with Zapier

How do I manage my active drivers?

Invite drivers from the Drivers & Vehicles tab, then assign a driver seat to activate them. Deactivate drivers anytime to free a seat without deleting their profile or history. You can switch which people occupy seats as staffing changes — ideal for seasonal or on-call drivers. These controls are available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Add a driver · Activate/deactivate drivers

Can the API update route status?

Yes. Programmatically modify routes and stops using the Routes API — update stop status (delivered/attempted), change assignments, dispatch routes to drivers, or edit route options, then re‑optimize as needed. When your store uses EasyRoutes notifications, status changes made through the API follow the same rules and can send customer updates and refresh ETAs. This applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: API Getting Started Guide · EasyRoutes Routes API

Can I require ID or signature confirmation for restricted items?

Yes for signature: in Driver settings you can require an e-signature (and/or photo) before a stop can be marked delivered, and customize the signature disclosure text shown to the recipient. For the ID portion, add a required Driver Task — a checkbox or text field confirming the ID check — so the driver can't complete a restricted stop without it.

Together these enforce a consistent, documented hand-off, though the age/ID check itself is performed by the driver rather than verified automatically. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery · Driver Tasks

Does EasyRoutes support Shopify Subscription orders?

Yes. EasyRoutes supports Shopify Subscription orders, so recurring deliveries can be filtered and routed with your daily batch. Many subscription and checkout tools are supported out of the box; you can also combine with imported/manual stops for non‑Shopify channels. Tracking, notifications, and proof of delivery function the same as for one‑time orders.

See: How does EasyRoutes work with subscriptions? · Supported third‑party apps

Can EasyRoutes sync Xero orders automatically?

CSV imports are manual, but Zapier and the EasyRoutes API let you automate the process. With Zapier, new Xero invoices can be sent directly to EasyRoutes as soon as they’re created. With the API, developers can build real-time integrations that sync orders and updates automatically, keeping your delivery pipeline fully up to date.

See: Zapier Integration Guide

How do I change my plan?

You can upgrade or downgrade anytime from EasyRoutes Settings. Plan changes take effect immediately and we’ll prorate charges/credits for the remainder of your current cycle. If you also adjust the number of driver seats, those changes are prorated as well. Billing is handled via Shopify (EasyRoutes for Shopify) or Stripe (EasyRoutes for Web), depending on your product.

See: Change your plan · Prorated plan changes

Can I schedule routes ahead of time and share ETAs?

Yes. Set a scheduled start date and time when creating or editing a route. EasyRoutes will use that schedule — plus stop time intervals and any delivery time windows — to calculate ETAs for every stop. Customers can receive their individual ETAs via branded tracking pages and optional email/SMS notifications. If plans change, simply edit the route's schedule, re‑optimize the route, and ETAs will update automatically.

See: Route Scheduling & ETAs · Tracking & notifications

Can I export activity feed data?

The Activity Feed itself isn’t exported as a single file, but you can export route and stop data that reflect the same underlying events. From the Routes page, export a date range (or open a specific route) to download CSVs containing stop details, completion timestamps, driver info, and links to proof of delivery. Use the feed to identify the timeframe or routes you need, then export those records directly.

See: How do I export routes/stops? · Activity Feed

How accurate are ETAs?

EasyRoutes calculates ETAs from drive times and your configured service time per stop, adjusting for start/end locations, stop priorities, and time windows. As drivers complete stops, ETAs refresh automatically based on actual timing. The best results come from accurate addresses, realistic service times, and consistent driver start times.

Customers see ETAs on tracking pages and (optionally) receive updates via email/SMS.

See: Route Scheduling & ETAs

How does the AI-powered spreadsheet import map my columns?

When you upload a spreadsheet, an AI assistant reads your headers and proposes an initial mapping of each column to the matching EasyRoutes field — address, name, items, and more. Review the import preview, and if anything’s off, click Edit stops to reassign any column by hand (including addresses split across multiple columns). Import the same layout again later and EasyRoutes remembers your previous mapping. Available for CSV import in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Import orders from a spreadsheet

How do I manage my active drivers?

Invite drivers from the Drivers & Vehicles tab, then assign a driver seat to activate them. Deactivate drivers anytime to free a seat without deleting their profile or history. You can switch which people occupy seats as staffing changes — ideal for seasonal or on-call drivers. These controls are available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Add a driver · Activate/deactivate drivers

How do I reschedule or redeliver a failed delivery?

When a delivery can't be completed, the driver marks the stop Attempted and selects a reason (customer unavailable, access denied, refused, and more), capturing proof of the attempt. To redeliver, use Send to another route to move the stop onto a new or later route — as a fresh stop, or as a copy that preserves the original's history.

This keeps failed stops from getting lost and lets you batch redeliveries into the next run. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Mark an order as Attempted · Send orders to another route