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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 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

Can I combine Squarespace orders with orders from other platforms?

Yes. EasyRoutes allows you to centralize multi-platform order management. You can import Squarespace orders via CSV or Zapier while also syncing Shopify, WooCommerce, BigCommerce, or Wix orders into the same account. This lets you plan optimized delivery routes that combine orders from different sales channels.

See: Squarespace Integration

Can I save frequent delivery zones?

Yes. Use the Delivery Zones tool to outline one or more areas on the map, then filter/select orders within those zones to build your route quickly. Zones help planners batch by neighbourhood or service area and pair well with other filters like tags or dates. Once configured, zones are stored permanently to standardize your daily workflow when planning for the same areas.

See: Delivery Zones / Areas

What is my on-time delivery rate and how is it measured?

Your on-time rate reflects the share of deliveries completed within their scheduled delivery window, based on the timestamps captured when drivers mark stops complete. Open the Analytics tab and choose a time period (and optionally a driver) to see on-time performance alongside completion rates and delivery durations. Route scheduling and time windows need to be set for on-time measurement to be meaningful. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Analytics

Does EasyRoutes support webhooks?

Yes. Both EasyRoutes for Shopify and EasyRoutes for Web support webhooks that notify your apps when key delivery events occur—such as routes created/dispatched/updated and stops started/completed/attempted. Use them to sync delivery status into ERPs/CRMs, trigger customer communications, or update internal dashboards in real time. You can consume webhooks directly at your API endpoint or use Zapier to route events into thousands of tools (Sheets, Slack, email, etc.). Webhooks require a Premium (or higher) plan.

See: Integrate EasyRoutes Webhooks with Zapier

Can I deactivate a driver seat without removing the driver?

Yes. If a driver is seasonal or temporarily inactive, they can be temporarily deactivated until required again. The driver’s profile, history, and assignments remain in your account, but they cannot receive routes or sign in until re‑activated. This helps control costs without losing configuration.

Manage seats from the Drivers & Vehicles tab of the EasyRoutes navigation menu. Works in EasyRoutes for Shopify and EasyRoutes for Web.

See: How do I manage my active driver seats?

Can customers give feedback from 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 continue to use Shopify delivery notifications?

Yes. In EasyRoutes for Shopify you decide whether to send messages using EasyRoutes’ customizable templates, or Shopify’s native notification flows. EasyRoutes writes tracking details to the Shopify fulfillment so the order status page and Shopify notifications include the correct link. If you enable both systems, review your templates to prevent duplicate emails/SMS.

Configuration lives in EasyRoutes notification settings; Shopify templates are managed in your Shopify admin.

See: Delivery Notifications – Email & SMS

What types of proof of delivery does EasyRoutes support?

Drivers can capture multiple photos, obtain a customer e‑signature, and add notes at the stop. These items are stored with timestamps and the completion context, and they’re visible to admins on the route and stop record. When enabled in EasyRoutes Settings, customers can see PoD on tracking pages and in notifications.

See: Proof of Delivery

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

How does EasyRoutes optimize my delivery routes?

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

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

Can I edit or reshape a zone after creating it?

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

Are there any differences in the customer experience between products?

Customizable delivery status notifications (both email and SMS), order tracking pages including delivery ETAs, real-time driver location tracking, and Proof of Delivery (photos, eSignature, driver note, delivery GPS location) are all broadly supported on both EasyRoutes for Shopify and EasyRoutes for Web.

Customers receiving deliveries via either platform will benefit from the same user experience, tailored to meet your brand’s standards.

See: Tracking pages · Delivery notifications · Proof of Delivery

How does EasyRoutes handle orders without a shipping address?

If a Shopify order arrives without a valid shipping address, EasyRoutes highlights it so you can fix the address before planning. Edit the order in Shopify (preferred for data accuracy) or add the correct address details to the stop in EasyRoutes, then refresh and route. For pickup orders, set the address to your store or pickup point so drivers and staff can see the correct location on the route map and in documents. Address completeness ensures accurate ETAs, navigation, and proof‑of‑delivery records.

See: My order does not have a shipping address—how do I add one?

How do I import Squarespace orders into EasyRoutes?

To import Squarespace orders, go to your Squarespace dashboard, navigate to “Orders,” and click the “Download CSV” button. Make sure only “Pending” orders are selected for export. Once downloaded, upload the CSV file into EasyRoutes via the “Import new CSV” option. Orders will appear as pins on the EasyRoutes map, ready for optimized route planning. This simple process makes it easy to bring Squarespace order data into your delivery workflow.

See: Squarespace Import Guide

Does EasyRoutes support white-glove or in-home assembly deliveries?

Yes. There's no separate "white-glove" mode, but the pieces are built in. Use Driver Tasks to give drivers an in-home checklist (unpack, assemble, position, remove packaging) and require it before the stop is marked complete, and allow extra Time per stop or a longer per-stop service time so the schedule reflects the added work.

Drivers capture photos of the finished setup and a signature as proof. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver Tasks · Route Options

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?

Which plans include real-time driver tracking?

Real-time GPS tracking is included with EasyRoutes Premium and Enterprise plans across both product lines (Shopify and Web). When enabled, you can follow driver position in real time, view a breadcrumb trail of recent movement, and see live stop status/ETAs on the route. Turn it on from EasyRoutes Settings → Driver settings, and ensure drivers grant background/precise location permissions in the EasyRoutes Delivery Driver app (iOS/Android).

See: Real-Time Driver Location Tracking · Pricing & Plans FAQ

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

Which plans include barcode scanning?

Barcode scanning is available on EasyRoutes Premium and Enterprise plans. Scanner-input Driver Tasks and barcode-based proof-of-delivery requirements both live in those tiers, in both EasyRoutes for Shopify and EasyRoutes for Web. If you’re on a lower plan and want to validate stops by scan, upgrading to Premium or above enables it.

See: Driver tasks · Barcode scanning

Can I notify a customer when a delivery is rescheduled or reattempted?

Yes. Enable the Rescheduled template in Customer notifications and customize its message and variables (new date, time window, tracking link). When you reschedule a stop to a new day or route, you can send the updated notification so the customer isn't left guessing — and a Missed Delivery notice can go out automatically when a stop is marked Attempted.

Notifications work over email and SMS for both Shopify orders and imported or manual stops, across EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Notifications – Email & SMS

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 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

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