Access the Drivers & Vehicles tab from the EasyRoutes navigation menu, click Add driver, and enter the driver’s name and phone number. EasyRoutes sends the invite; the driver installs the Delivery Driver app and signs in with an SMS code. Assign a seat to activate them and dispatch their first route.
Yes. EasyRoutes supports multi‑location operations. You can set unique start/end locations on routes (store, warehouse, driver home base), segment orders by delivery zone or location tags, and dispatch drivers from different hubs on the same day. Route Groups make it easy to manage several routes per location and monitor all drivers together.
This applies across EasyRoutes for Shopify and EasyRoutes for Web.
Yes. With Premium or Enterprise plans, turn on live tracking from EasyRoutes Settings → Driver settings. You’ll see a live GPS pin, breadcrumb path, current/next stop, and real‑time status updates on each route’s Tracking tab. Ensure drivers grant Always/Precise location permissions in the Delivery Driver app. Route Groups let you monitor multiple drivers at once.
Absolutely. EasyRoutes supports mixed sources across both products (Shopify and Web). Bring in non‑Shopify orders by uploading a CSV, sending stops through the Routes API, connecting via webhooks/Zapier, or adding custom stops manually. Once imported, they appear alongside Shopify orders on the Orders page, can be filtered like any other stop, and can be optimized together on the same route.
See: Adding custom stops from outside Shopify · Routes API · Webhooks & Zapier
EasyRoutes maintains a persistent log of account activity so admins have an authoritative record of delivery events over time. The Activity Feed retains entries for the lifetime of your account unless data is explicitly deleted (e.g., via route removal or a data‑deletion request). When you need a file for records or audits, pair the feed with route/stop CSV exports that include timestamps and proof‑of‑delivery links. This applies to both EasyRoutes for Shopify and EasyRoutes for Web.
See: Activity Feed · Export routes/stops
Yes. From Proof of Delivery settings, you can force one or more PoD elements to be collected before drivers can complete a stop. Choose the combinations that fit your workflow — e.g., require a photo for attempted stops, or require e‑signatures for only completed stops. These rules apply in EasyRoutes for Shopify and EasyRoutes for Web, and can include Attempted stops.
See: Make PoD Required
Customer tracking pages can display an anonymized, live driver pin so recipients can see the driver’s progress as delivery approaches. Enable the option in EasyRoutes Settings → Order tracking, and use delivery notifications (email/SMS) to send tracking links automatically. When live location is unavailable (e.g., permissions off), the page still shows status updates and ETAs based on route progress.
See: Real-Time Driver Location Tracking · Customizable Order Tracking Pages
Yes. Upload a CSV to create stops with customer, address, and item details — even if the orders weren’t placed in Shopify. The importer supports line‑item fields such as quantity and weight so you can use vehicle capacity limits accurately. Once imported, these stops can be filtered, optimized into routes, and dispatched to drivers like any other order source.
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.
Yes to colour-coding: each zone has its own route colour, set when you create or edit it, which makes overlapping territories easy to tell apart on the map. Drivers aren’t assigned to a zone directly — instead, plan the zone’s route (or generate a Route Group with one route per zone) and assign a driver when you create or dispatch it. Available in both EasyRoutes for Shopify and EasyRoutes for Web.
See: Delivery Zones
During import, make sure CSV columns from Xero are mapped correctly: ContactName (first name), SAAddressLine1 (address), SARegion (province/state), SAPostalCode (postal code), SACountry (country), InvoiceNumber (order name), Quantity, and Description (item details). Proper mapping ensures invoices are imported as accurate delivery stops.
See: Xero Import Guide
While CSV imports are manual, you can automate order import with Zapier or the EasyRoutes API. For example, you can use a Zap to trigger whenever a new WooCommerce order is placed, automatically sending it to EasyRoutes for routing. With the API, developers can build custom real-time integrations for order imports and updates. This ensures your delivery operations stay in sync without requiring manual exports.
Yes. Enable automatic dispatch so newly created routes with a scheduled start time are assigned and sent to the chosen driver immediately — no extra clicks. Use this for recurring daily runs or integrations that create routes programmatically. You can still edit or un-dispatch a route before start time if plans change.
Yes. Open any template in the Notifications editor and use Preview with Example Data to see how your message will render, including variables. You can also send a real‑world test by creating a draft order or manual stop with your own contact details, and triggering notifications on a sample route. Preview/testing tools are available for both email and SMS on Shopify and Web.
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.
Yes. EasyRoutes features customizable Vehicle Profiles for different vehicle types, as well as route capacities (e.g., item or weight limits) that can be assigned to a route so our route optimizer respects those limits. Route‑level capacity controls — such as Max items per route and Max weight per route — to prevent overloading a vehicle. Pair capacity settings with other constraints (including custom start/end locations, stop time intervals, and delivery time windows) and re‑optimize to reflect changes. For commercial navigation needs, export routes to GPX and load them onto Garmin devices that support truck‑aware routing.
See: Vehicle Profiles · Max items/weight per route · Commercial vehicles & GPX Export
EasyRoutes for Web is best suited for merchants and service providers who do not have an existing Shopify presence. Users may currently be using spreadsheets and manual processes to track orders/stops and plan delivery routes, or may be using an alternate eCommerce platform where orders/stops can be exported into a spreadsheet. We also offer an API.
Spreadsheets containing order data can quickly be imported into EasyRoutes for Web to plan and dispatch optimized delivery routes in a fraction of the time compared to manual planning methods.
See: Import orders from CSV · API: Getting Started · Zapier webhooks
Yes. Upload a CSV to create stops with customer, address, and item details — even if the orders weren’t placed in Shopify. The importer supports line‑item fields such as quantity and weight so you can use vehicle capacity limits accurately. Once imported, these stops can be filtered, optimized into routes, and dispatched to drivers like any other order source.
No technical background is needed if you use Zapier to connect Xero with EasyRoutes. Zapier provides a no-code way to set up automations like sending invoices into EasyRoutes for route creation. For advanced teams, the EasyRoutes API allows for custom integrations, syncing invoice updates, or linking to ERP/CRM systems.
See: API Getting Started
EasyRoutes protects order and customer information with modern security practices. Traffic between your browser, the driver app, and our services is encrypted in transit; stored data is encrypted at rest. Access to accounts and APIs is token‑based and limited to the minimum required to operate features like routing, tracking, and notifications. Payments are handled by Shopify or other PCI‑compliant providers — EasyRoutes does not store card data.
We do not sell personal information. Limited sharing with subprocessors may occur solely to operate EasyRoutes as described in our Privacy Policy. Contact support if you have questions about data retention or deletion requests.
See: Privacy Policy
EasyRoutes doesn't have a setting that hard-locks a stop to one named person, but you can require and document the hand-off. Add a required Driver Task — a text field for the recipient's name, or a checkbox confirming "handed to named recipient" — that must be completed to mark the stop delivered, and note the required recipient in a stop note so the driver knows who to look for.
Pair it with a required e-signature so the signer is captured too. Works in both EasyRoutes for Shopify and EasyRoutes for Web.
See: Driver Tasks · Proof of Delivery
Yes. On Premium/Enterprise plans, you can send SMS notifications for key delivery events (e.g., Ready for Delivery, Out for Delivery, Driver is X stops away, Delivered, Missed Delivery, and optionally Scheduled/Rescheduled). Messages are billed per segment based on the recipient’s country. Customize content and variables in the template editor, and preview with example data before enabling. Pair SMS with email and customer tracking links for full visibility.
Yes. You can add breaks before optimization (by setting the planned break time) or after creating a route (by inserting a break and positioning it between stops). Breaks appear to drivers as a stop in the sequence, and when a break is included in a route, EasyRoutes will recalculate remaining ETAs and the overall route duration. This is useful for lunch windows, mandatory rest periods, or overnight pauses. For multi‑day itineraries, consider splitting different days into separate routes, or using an overnight strategy so customer ETAs align with actual delivery periods.
Yes. Time windows are supported in both EasyRoutes for Shopify and EasyRoutes for Web. Add a window directly to a stop, or pull windows from checkout tools/date pickers (e.g., Zapiet, Buunto, and other supported third‑party apps). This way, our route optimizer sequences stops to respect open/close times while considering start/end locations, stop times, and other limits. If windows create conflicts that exceed constraints (e.g., max duration), split stops into additional routes or relax limits, then re‑optimize. ETAs displayed to drivers and customers reflect these windows so deliveries align with customer preferences as closely as possible.
Admins can monitor each active route from the Tracking tab: view a live GPS pin, the recent breadcrumb path, and which stop the driver is headed to now. Stop tiles update in real time with status changes and completion times, and proof of delivery (photos, signature, notes) appears as soon as it’s captured. You can also open a Route Group to watch multiple routes/drivers concurrently.
See: Real-Time Driver Location Tracking · EasyRoutes Activity Feed
Yes. You can reshape a zone after creating it — open Settings > Delivery Zones, select the zone, adjust its points on the map, then save your changes. You can also rename it or change its route colour at any time. Updated boundaries apply the next time you use that zone to select orders for a route. Works in both EasyRoutes for Shopify and EasyRoutes for Web.
See: Delivery Zones