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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

What actions can I perform in EasyRoutes using Zapier?

Zapier lets you automate actions inside EasyRoutes, such as importing stops from external systems. For example, a Zap could take new orders from WooCommerce or Xero and create delivery stops inside EasyRoutes automatically. This eliminates manual data entry and keeps your routes up-to-date in real time. See: Zapier Integration Guide

Can I auto-dispatch routes?

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.

See: Automatically dispatching a route

Do I need coding skills to connect Squarespace with EasyRoutes?

You don’t need to be technical to connect Squarespace with EasyRoutes. Using Zapier, you can build “if-this-then-that” workflows to automatically send Squarespace orders to EasyRoutes for route planning. For businesses that want more advanced automation, the EasyRoutes API lets developers build custom integrations and connect with other business systems. This gives you both a no-code and pro-code path to integration. See: API Getting Started

Can I print delivery manifests?

Yes. Every route has a driver‑friendly manifest in the EasyRoutes Delivery Driver mobile app, and a printable version from the web. Use any route’s Print menu to generate a compact summary, packing slips/labels, and an optional inventory list. Print for clipboards or Save as PDF for digital sharing. Works the same in EasyRoutes for Shopify and EasyRoutes for Web.

See: Printing Delivery Routes

Can I manage cash-on-delivery orders?

Yes. Mark COD orders and include collection instructions in stop notes. Drivers can record payment received using notes and attach custom notes containing any COD amounts collected. Back at the office, export routes/stops to reconcile COD activity. This workflow is supported across EasyRoutes for Shopify and EasyRoutes for Web.

See: Cash on Delivery

How often is analytics data updated?

Analytics reflects new data shortly after drivers complete or update stops in the EasyRoutes Delivery Driver app. Because updates depend on device connectivity and permissions, you may see a brief delay if a driver is offline; once the device reconnects, metrics catch up automatically. For the most granular timeline, open the route and review the Activity Feed, which lists each delivery event as it occurred.

This live‑update behaviour applies to both EasyRoutes for Shopify and EasyRoutes for Web. If numbers look stale, refresh the page or adjust your date/driver filters and try again.

See: Delivery Analytics · Activity Feed

Can EasyRoutes sync Wix orders automatically?

Yes. While CSV imports are manual, you can connect Wix to EasyRoutes automatically using Zapier or our API. For example, you can create a Zap that triggers whenever a new Wix order is placed, sending it directly to EasyRoutes for route creation. Advanced users can also use the API to sync orders and updates in real time, keeping your delivery workflow fully automated. See: Zapier Integration

How do I authenticate API requests?

API access uses tokens you create in your EasyRoutes account. Follow the Getting Started guide to generate a token, store it securely, and add it to requests from your server or integration platform. Tokens work the same way for both EasyRoutes for Shopify and EasyRoutes for Web. Rotate credentials periodically and avoid embedding them in client‑side code.

See: EasyRoutes API Getting Started Guide

Do SMS usage fees, prorated monthly subscriptions, and driver seats function the same way on the Shopify and Web platforms?

SMS usage fees and monthly pricing tiers are identical for both EasyRoutes for Shopify and EasyRoutes for Web, with the exception of our Free monthly pricing tier, which is currently only available on EasyRoutes for Shopify.  EasyRoutes for both platforms continues to offer a free 14-day trial of any pricing tier for new users to give a advanced features a test drive.  Both platforms function on the same driver seat model, where you only pay for the number of drivers that are active in your account at any time.

EasyRoutes for Shopify uses Shopify’s native billing tools for all subscription and SMS usage top-ups and monthly invoicing.  EasyRoutes for Web functions on the same principles, but uses an independent billing provider offering industry-standard security and encryption for all transactions.

See: SMS pricing · Pricing · Proration

Can I test a Workflow before enabling it for my team?

Yes. EasyRoutes allows you to build Workflows in a safe, draft environment where you can preview how they would behave without actually triggering live actions. This lets you confirm that your conditions and actions are working as expected before rolling them out to your team.

For example, you might test a Workflow that creates a route every morning at 8 AM by running it with sample orders first, so you can see how the route would look. Once you’re confident it works, you can enable it in production and have it run automatically every day. This ability to test Workflows helps prevent mistakes like dispatching routes too early or sending customers duplicate notifications. It also makes it easier to experiment with new automations before committing to them.

See: Testing Workflows

Can I factor driver breaks into my optimized routes?

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.

See: Driver Breaks · Overnight / Multi‑day routes

Can I limit the max duration or stop count on a route?

Yes. You can cap a route by Max route duration, Max stops per route, and Max items per route so optimization never exceeds your operational limits. These constraints shape ETAs, the stop sequence, and whether additional routes are required. Enable or edit these limits from the Route Options panel before creating routes, or open any route and choose Edit route options to apply changes and re‑optimize. This feature functions the same way in EasyRoutes for Shopify and EasyRoutes for Web.

See: Route Options · Max items/weight per route

Can I set specific start or end locations for my routes?

Yes. Configure a start location (e.g., your store, a local warehouse, or a driver's home base) and an end location (e.g., a depot, final stop, or loop back to the route's start location) on each route. These points are included in optimization and time estimates, so drivers see realistic drive times and customers receive accurate ETAs. You can set defaults in Route Options, then override per route as needed. For multi‑warehouse operations, create routes that begin near each inventory location to reduce deadhead driving. In both EasyRoutes for Shopify and EasyRoutes for Web, you can adjust these locations after route creation and re‑optimize to update the sequence and times.

See: Start/End Locations

Can I balance stops evenly across several routes?

Yes. When creating multiple routes as a group, use the Balance routes feature to spread stops evenly across drivers and routes. Balancing respects your other settings — such as max route duration, max stops/items, custom start/end locations, and time windows — so each route remains feasible. You can also choose to create and auto‑assign routes to selected drivers, then re‑optimize each route to fine‑tune their sequence and ETAs. This feature is available in both EasyRoutes for Shopify and EasyRoutes for Web and is especially helpful for daily batch planning.

See: Balance routes · How many routes?

Can I build multi-step Workflows with conditional logic?

Yes. Workflows can include multiple steps and conditions, such as only dispatching routes to certain drivers if the route exceeds a number of stops, or only adding particular stops if the corresponding order includes certain tags. There are no limits to how many Workflows route planners can create, offering maximum flexibility for businesses with varying delivery schedules.

Workflows also respects conditions that are applied via EasyRoutes' order automation rules, giving route planners additional tools and controls for automatically applying time windows, delivery dates, driver tasks, or stop priority status based on matching order tags or attributes.

See: Conditional Workflows · Order Automation Rules

What data is included in in Delivery Analytics?

Delivery Analytics provides a consolidated view of your operations across both EasyRoutes for Shopify and EasyRoutes for Web. Key metrics include total stops and routes, completion rate, attempted/missed deliveries, average delivery time, and per‑driver performance summaries. Use it to compare activity over time, spot bottlenecks, and validate operational changes.

You can filter by time period and specific drivers to focus on a team or individual, then export results to CSV for reporting. For event‑level detail (e.g., when a stop changed status), open the route’s Activity Feed. Analytics refreshes as new delivery events are recorded, so the dashboard stays current throughout the day.

See: Delivery Analytics · Activity Feed

Can proof of delivery items be shared with customers?

Yes. Both EasyRoutes for Shopify and EasyRoutes for Web can surface proof of delivery (PoD) to customers. Enable PoD display on tracking pages and decide which delivery events should send links via email/SMS. When a driver completes a stop, PoD is attached to that stop and becomes available to customers according to your settings. Admins always see PoD in route and stop details for auditing or future reference.

See: Share PoD · Tracking Pages · Delivery Notifications

Is there a free trial?

Yes. You can try any plan — including Premium features like real‑time driver tracking and notifications — for 14 days at no cost. Trials are available on both products (Shopify and Web). During the trial you can invite drivers, dispatch routes, and send tracking/PoD to validate the full workflow before choosing a tier and seat count.

See: EasyRoutes Plans & Pricing

Can customers give feedback through their tracking page?

Yes. Delivery Ratings allow recipients to provide quick feedback from the tracking page right after their order is delivered. You can collect a star rating and an optional comment, then export results or segment by driver to monitor individual performance and service quality. Ratings help highlight coaching opportunities and verify customer satisfaction trends over time.

See: Delivery Ratings

Can I attach extra information to stops?

EasyRoutes focuses on structured stop data rather than storing arbitrary files at a stop. To share extra information (e.g., gate codes, loading dock instructions, external document links), use the stop notes fields. Notes appear on the route, in the driver app, and on printed manifests if enabled, keeping critical context with the stop.

See: Driver/Stop Notes

Can I move orders between routes?

Yes. From any route, use the checkboxes to select one or more stops, then click the bulk actions bar and choose Send to another route. You can also open a Route Group and drag stops from one route to another within the group. After moving, click Save and (optionally) Re‑optimize to update the stop order and ETAs. This workflow works the same in EasyRoutes for Shopify and EasyRoutes for Web.

Use this to balance workloads mid‑day, handle late additions, or consolidate leftovers onto a cleanup route.

See: How do I move orders to another route?

Where can drivers download the EasyRoutes Delivery Driver app?

Drivers can install the EasyRoutes Delivery Driver app from the App Store (iOS) or Google Play Store (Android) using the official links provided in our Help Center. The app works with both EasyRoutes for Shopify and EasyRoutes for Web accounts; once added as a driver, sign in using the phone number on file and the SMS code sent to that device. After dispatch, routes appear automatically in the app and can also be opened from the push notification's shared route link.

See: Where can I download the EasyRoutes Delivery Driver app?

How do I import WooCommerce orders into EasyRoutes?

Importing WooCommerce orders is straightforward. Using a plugin like WebToffee, you can export orders from your WooCommerce dashboard in CSV format. Once exported, you simply drag and drop the CSV file into EasyRoutes. The system will map fields like customer name, address, and quantity automatically, and you can confirm or adjust mappings before creating optimized delivery routes. This makes it easy to bring WooCommerce data into your delivery workflow.

See: WooCommerce Import Guide

Can I use Workflows with Squarespace orders?

Yes. After importing Squarespace orders into EasyRoutes (via CSV, Zapier, or API), they can be used with Workflows. For example, you could set up a Workflow that automatically generates delivery routes at a set time each day from all Squarespace orders and dispatches them to drivers. This helps Squarespace merchants automate repetitive tasks and maintain smooth operations. See: EasyRoutes Workflows

Can I use the API to import external eCommerce orders?

Yes. The EasyRoutes Routes API accepts imported orders/stops (customer details, address, items, notes) so you can bring orders from non‑Shopify sources into EasyRoutes. After importing, you can create new routes, add the stops to existing routes, assign drivers, and dispatch. This works for both EasyRoutes for Shopify and EasyRoutes for Web and complements CSV import when you need automation.

See: EasyRoutes Routes API – Import Stops