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How do my route planners and other staff access EasyRoutes?

EasyRoutes for Shopify is seamlessly integrated into merchants’ Shopify Admin, and can be accessed directly from the navigation menu or search bar after logging into Shopify.  Permissions to create, edit, and dispatch delivery routes are limited to the same individuals who have a Shopify user account with full login access to a store’s Shopify Admin.

EasyRoutes for Web uses a standalone web browser-based login, with no Shopify account required to sign up, import your orders, and access route planning tools.  With EasyRoutes for Web, route planning administrators can invite additional users to their organization’s account who can then access select EasyRoutes functionality.

See: Getting started · Add collaborators

Can I see completed vs. missed deliveries?

Yes. The Analytics dashboard summarizes delivered vs. missed (attempted) stops so you can monitor delivery success across time or by driver. Use this report to identify recurring issues (e.g., address problems or access constraints) and to validate improvements after workflow changes.

For context on individual failures, open the underlying routes or stops to review notes and proof‑of‑delivery entries. You can also export the analytics view as CSV for further analysis or sharing with stakeholders.

See: Analytics Reports

Does tracking continue if the driver closes the app?

Yes. EasyRoutes continues to receive driver location while the app runs in the background, as long as device permissions allow background/precise access and battery optimization doesn’t suspend the app. If the user force‑quits the app, turns off location, or the OS stops background services to save power, live updates may pause. Reopening the driver app resumes tracking and ETAs will refresh accordingly.

See: Real-Time Driver Location Tracking · Troubleshooting mobile issues

Can I export customer delivery data?

Yes. From the Routes page or an individual route, export CSV files containing stop information (customer name, address, contact fields), timing, driver assignments, and URLs to any proof of delivery items. Use these exports for customer service, accounting reconciliation, or analysis in spreadsheets and external tools.

See: How do I export routes/stops?

What's the difference between EasyRoutes-native barcodes and existing product/order barcodes?

EasyRoutes-native barcodes are QR codes generated by EasyRoutes and printed on your packing slips and labels; each is tied to a specific stop, so a scan can be validated as a match. Existing product or order barcodes (like a supplier’s UPC) aren’t tied to a stop that way — drivers can still scan and record them as proof, but match validation is strongest with EasyRoutes-native codes. Both work in EasyRoutes for Shopify and EasyRoutes for Web.

See: Barcode scanning

Can drivers see customer notes?

Yes. Drivers can view delivery instructions and customer notes alongside each stop, including details pulled from Shopify orders. Admins can control visibility from EasyRoutes Settings → Routes (Route display options) and EasyRoutes Settings → Driver settings (Driver app settings). Show only what drivers need in the field while keeping sensitive data minimal.

See: How do I see delivery & customer notes? · Configure what drivers see

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

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

What data does Delivery Analytics provide?

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

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

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

Are barcode scans recorded in the proof-of-delivery log?

Yes. Barcode scans are stored alongside the stop’s other proof of delivery — photos, e-signature, and notes — and can be reviewed live on the Route page or after the route is complete. When you export stop data, you can include Scanned barcodes and Scanned barcode issues columns for your records. This applies in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery · Barcode scanning

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 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

How does EasyRoutes use real-time traffic in route optimization?

EasyRoutes factors expected traffic conditions into its route optimization and ETA calculations, using live map and traffic data to sequence stops and estimate arrival times. As conditions or your stops change, you can re-optimize at any time and EasyRoutes recalculates the most efficient order. This works alongside options like time windows, toll avoidance, and stop priorities. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Route Options

Does EasyRoutes integrate with accounting software?

EasyRoutes doesn’t provide a native accounting app, but it connects cleanly via exports and integrations. Export route/stop CSVs for reconciliation, or use the Routes API and webhooks to sync delivery events (e.g., Delivered, Attempted) to tools like QuickBooks, Xero, or an ERP. Zapier can automate common tasks — posting mileage, closing jobs, or notifying finance of COD deliveries — without complicated code.

See: EasyRoutes Webhooks · Integrate with Zapier · Export routes/stops

Can I flag orders that require refrigeration or insulated handling?

Use order tags or a stop note to identify refrigerated orders, or attach a required Driver Task (such as a "Refrigerated — keep insulated" checkbox) so the requirement travels with the stop and must be acknowledged. Order automation rules can apply notes or tasks automatically as orders import.

Combine this with routing limits so cold items spend less time in transit. Applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver Tasks · Order Automation Rules

How quickly can I get started?

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 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

Can I view order history?

Yes. EasyRoutes keeps historical routes and stops across the lifetime of your subscription, so you can review prior deliveries, proof of delivery, and timing. Use the Routes page filters to view completed or archived runs by date. For reporting or audits, export route/stop CSVs that include timestamps and links to PoD. Applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: How do I see old orders or routes?

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 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

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

Can customers give feedback via 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 make proof of delivery mandatory?

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

How do driver seats work?

Instead of paying for individual drivers, with EasyRoutes you just pay for a driver seat and can put any driver in your roster into that seat.For example, you could have a plan with two driver seats, but have four drivers in your driver roster. You can easily change which two drivers are active at any given time. And, if you have a busy delivery weekend, you can add seats for the additional drivers for that weekend, and then remove the seats after you're done with them. We prorate the charges and credits for upgrading and downgrading based on the changes in the number of seats on your plan.

See: Manage driver seats · Activate/deactivate drivers