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How do I edit a driver’s details?

Go to tDrivers & Vehicles, open the driver, and edit their name, phone number, or notes. If a phone number changes, update it here so dispatch and sign‑in continue to work. Drivers may also edit their display name inside the Delivery Driver app.

See: How do I change a driver’s name?

Can I preview my notification templates before sending them?

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.

See: Delivery Notifications – Email & SMS

Can drivers re-order or re-optimize their stops in the app?

Yes. From EasyRoutes Settings → Driver settings, enable the options to let drivers reorder stops and re‑optimize the remaining sequence when plans change (traffic, customer requests). Re‑optimization recalculates the fastest order for what’s left, while respecting your route constraints (time windows, priorities). Admins can still edit routes from the web at any time.

See: How do I re‑optimize remaining stops? · Re‑ordering stops

Can I limit or balance the number of orders per delivery time slot?

Capping how many orders a customer can book into a given slot is handled by your date picker app at checkout (for example, Pickeasy's order limits), not by EasyRoutes. On the planning side, EasyRoutes helps you balance the resulting workload: filter orders by delivery date and time window, then split them across multiple routes or drivers, and the optimizer sequences each route to respect its windows. Together they keep slots controlled and routes balanced. This applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: Using Pickeasy with EasyRoutes · Order Filters

Can I use EasyRoutes Workflows with BigCommerce orders?

Once your BigCommerce orders are in EasyRoutes—whether through CSV, Zapier, or API—they can be used with Workflows to automate repetitive tasks. For example, you could build a Workflow that automatically creates and dispatches routes every morning for all BigCommerce orders tagged “Delivery.” This allows your BigCommerce operation to benefit from the same automation available to Shopify users.

See: Workflows Overview

Can EasyRoutes send delivery notifications for BigCommerce orders?

Yes. Once imported into EasyRoutes, BigCommerce orders behave the same as other orders. Customers receive branded notifications by email or SMS, including links to real-time tracking pages. This reduces support calls and gives customers confidence in their deliveries.

See: Notifications & Tracking

Can I share proof of delivery through tracking links?

Yes. Both EasyRoutes for Shopify and EasyRoutes for Web can display proof of delivery (PoD) on the customer’s tracking page right after a stop is marked Delivered or Attempted. PoD can include delivery photos, e‑signature confirmation, and optional driver notes. Turn this on from EasyRoutes Settings → Order tracking, and use notifications (email/SMS) to send tracking links automatically. For internal auditing, PoD is also visible on the route and stop records for your team.

See: Proof of Delivery · Customizable Order Tracking Pages

How long is activity feed data stored?

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

Can I re‑optimize a route after it’s created?

Yes. Both EasyRoutes for Shopify and EasyRoutes for Web let you re‑optimize a route whenever plans change. Use this feature after you add or remove stops, change stop priorities, edit time windows or service times, or adjust limits like max route duration and stop limits. You can also balance stops across multiple routes first, then re‑optimize each route to tighten the sequence. If permitted in your Driver Settings, drivers may manually re‑order stops from the driver app or re‑optimize the remaining stops in their route to recalculate ETAs after mid‑route changes. For API‑driven workflows, use the Routes API to programmatically update routes and trigger re‑optimization.

See: How do I re‑optimize a route? · How do I allow drivers to re‑order stops?

Who should use EasyRoutes for Web?

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

What support options are available?

We offer a self‑serve Help Center with step‑by‑step guides and videos, plus email support from our team during business hours (ET). Most questions are resolved the same business day. Accounts on the Enterprise plan receive prioritized responses and onboarding help. For incident updates, check our public status page; for billing and plan questions, see the pricing page.

See: Help Center · EasyRoutes Pricing

Can I import orders from spreadsheets?

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.

See: How to import orders from CSV

Can I include proof in Shopify notifications?

Yes. If you use Shopify’s native notifications, you can insert proof image URLs into the Delivered or Missed Delivery templates so customers see photo links in those emails. This is optional — EasyRoutes notifications can also include tracking links that show PoD on the hosted tracking page. Choose the path that best matches your communication setup.

See: Integrating PoD with Shopify Emails · Delivery Notifications

Do I need coding skills to connect Xero with EasyRoutes?

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

Can I print my route details for drivers?

Yes. Open a route and click Print to generate driver‑friendly documents in stop order: a compact route summary, packing slips, or packing labels. You can adjust content and sizing in Settings → Packing Slips & Labels, then print or choose Save as PDF for tablet use or record‑keeping. This workflow is identical in EasyRoutes for Shopify and EasyRoutes for Web.

For multi‑package orders, print one label per item; for quick loading, include the Route Inventory/Packing List so teams can stage by stop.

See: How do I print a route? · Route Inventory/Packing List

Do cutoff times, lead times, or blackout dates from my date picker carry into EasyRoutes?

The cutoff, lead-time, and blackout-date rules you configure live inside your date picker app and control what customers can select at checkout — EasyRoutes doesn't import those rules. What it does read is the resulting delivery date and time window the app writes onto each order, which it then uses for filtering and routing. So the customer-facing scheduling limits stay with your picker, while EasyRoutes plans around the dates and windows they produce. This applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: How EasyRoutes works with your Shopify setup and third-party apps · Time Windows

Can I scan existing UPC/product barcodes or QR codes from my supplier?

Yes. Alongside EasyRoutes-native barcodes, drivers can scan existing product or order barcodes and QR codes — including supplier UPC, EAN, Code 128, and 2D formats like QR and Data Matrix — using the phone camera. Externally generated codes are captured and stored with the stop for reference, though match validation (the green/yellow confirmation) applies to EasyRoutes-native codes. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Scanning on the mobile app

Is EasyRoutes good for same-day delivery?

Yes. EasyRoutes is built for fast‑moving operations. Select orders, click Create route, and dispatch in a few steps. When new requests arrive, add them to an active route, re‑optimize the remaining sequence, and the driver’s app updates immediately. Customers can receive status notifications and view tracking links with dynamic ETAs. Use Route Groups to coordinate multiple drivers for peak periods.

See: Re‑optimizing a route · Dispatch/share routes

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

Do Workflows work with both Shopify and EasyRoutes for Web?

Yes. Workflows are available across both EasyRoutes platforms, but their triggers and available actions are tailored to fit the data each platform provides. On Shopify, Workflows integrate tightly with orders, fulfillments, and Shopify-specific tags or delivery methods. On EasyRoutes for Web, you can use Workflows to automate processes based on imported orders (CSV uploads or API connections) and route activity.

This flexibility means that whether you’re using Shopify to manage your e-commerce orders or relying on EasyRoutes for Web to handle deliveries from another system, you can still benefit from automation. Businesses that operate across multiple platforms can use Workflows to keep all of their delivery processes running consistently.

See: Workflows Setup

Can I get started with EasyRoutes quickly?

Setup is quick: install EasyRoutes (Shopify) or sign in (Web), connect drivers, select orders with filters, and click Create route. Use the defaults for service times and route options, then print or dispatch to the driver app. Most trial users reach a working route within an hour, often faster with our step‑by‑step guide.

If you import orders from outside Shopify, start with a small CSV or a few manual stops to validate the flow before scaling.

See: EasyRoutes Getting Started Guide

How does the free trial work?

Pick any plan to start a 14-day trial with full feature access. Cancel during the trial to avoid charges; continue and your subscription begins at the end of day 14. Trials apply to any tier, and billing starts on your first post-trial cycle through Shopify (for EasyRoutes for Shopify) or Stripe (for EasyRoutes for Web). Seat changes you make later will be prorated within your billing cycle.

See: Plans & pricing overview

Does EasyRoutes for Web offer the same features as EasyRoutes for Shopify?

The majority of EasyRoutes’ core route planning and optimization features are included in both products, including our intuitive user interface, customizable route options, and visual route planning via map views.  

EasyRoutes features that rely on Shopify-native functionality or APIs (such as Shopify email & SMS notifications, order tags, subscription order generation, and fulfillment workflows) are not currently available on EasyRoutes for Web.  Select EasyRoutes automation tools (including import automation rules) are also currently exclusive to EasyRoutes for Shopify.

See: Notifications (Shopify + Web) · Order automation (Shopify-only)

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?

Can drivers capture proof of delivery from the app?

Yes. The EasyRoutes Delivery Driver mobile app supports complete proof of delivery: capture multiple photos, obtain a customer e‑signature, and add notes (e.g., where the parcel was left). PoD is stored with the stop and visible to admins; if you enable PoD on tracking pages, customers can view it as well. PoD uploads immediately when a driver has an active internet connection, and will sync when re-connected if captured while offline.

See: Proof of Delivery

Do SMS usage fees, prorated monthly subscriptions, and driver seats function the same way on both 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