« Back to FAQs

How is proof of delivery captured if no one's there?

When no one is available, the driver documents the drop instead of collecting a signature: up to four photos of where the order was left, an optional note (e.g., "left behind the side gate"), and the GPS location and timestamp captured automatically. All of it is saved to the stop's proof-of-delivery record.

You can make a photo and/or note mandatory to mark the stop delivered, and display these items on the customer's tracking page for confidence. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery · Customer tracking pages

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

What BigCommerce export settings should I use?

When exporting from BigCommerce, configure your CSV template to create one row per sub-item (so multiple items in an order export properly). Map fields like First Name, Last Name, Address, and Product Qty to the corresponding EasyRoutes columns. This ensures accurate imports and prevents issues with incomplete customer or item data.

See: Importing CSV Orders

Can drivers self-assign routes?

Yes. For flexible fleets, create a self‑assign link so any active driver can claim the route from the link. This is useful for contractor pools or last‑minute coverage — whoever taps the link first becomes the assigned driver. You can share links in SMS, WhatsApp, or Slack and revoke them if needed.

See: Dispatch links & driver self‑assign

What types of proof of delivery can EasyRoutes capture?

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

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

Can EasyRoutes help reduce my delivery carbon footprint?

Yes — indirectly, by cutting the miles you drive. Route optimization sequences stops into the shortest efficient path and consolidates orders into fewer, fuller routes, which lowers distance, fuel burn, and emissions. Analytics tracks route distance and drive time, and with Vehicle Profiles you can break results down by vehicle and compare periods to see the reduction over time. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Analytics · Route Options

Can drivers mark a stop as attempted/failed and record a reason?

Yes. When a stop can’t be completed, drivers mark it Attempted instead of Delivered from the Update Status section on the stop. They can choose a preset reason (for example, no answer, inaccessible, or Canceled) and add a note or proof of delivery to document what happened. The reason then appears on the stop’s details and feeds into your delivery analytics. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Using the Delivery Driver app

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?

How do I manage my drivers?

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.

See: Add a driver · Activate/deactivate drivers

How do I set stop priorities for optimization?

Open a stop’s Actions menu (the three-dot icon) and mark it as High or Low priority, or select several stops and set their priority in bulk. When a route has limits (like max stops, items, or duration), High Priority stops are included first and Low Priority ones are dropped first. You can also auto-apply priority through order import rules. Priority stops are a Premium and Enterprise feature, in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Priority stops

Can I include proof of delivery on customer 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

Can EasyRoutes connect to multiple Shopify stores?

EasyRoutes functions like other public Shopify apps: one app install per store. If you operate multiple stores, you can plan centrally by importing stops from other stores (CSV, API, webhooks/Zapier) into the EasyRoutes workspace you use for routing. This approach lets you manage a combined delivery day while preserving each store’s native Shopify workflows.

See: Can I connect multiple Shopify stores to EasyRoutes?

How does the AI-powered spreadsheet import map my columns?

When you upload a spreadsheet, an AI assistant reads your headers and proposes an initial mapping of each column to the matching EasyRoutes field — address, name, items, and more. Review the import preview, and if anything’s off, click Edit stops to reassign any column by hand (including addresses split across multiple columns). Import the same layout again later and EasyRoutes remembers your previous mapping. Available for CSV import in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Import orders from a spreadsheet

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 dispatch a route to a driver from EasyRoutes?

Yes. From any route you can dispatch to a specific driver, or share a route link that allows self‑assignment by your driver pool. Assigned drivers receive the route in the EasyRoutes Delivery Driver app (iOS/Android) with turn‑by‑turn directions via their preferred navigation app. For busy days, combine dispatch with Route Groups to release multiple routes at once and monitor progress on a single screen. This behaviour is consistent across EasyRoutes for Shopify and EasyRoutes for Web.

See: How do I dispatch / share routes? · Route Dispatch Links / Driver Self‑Assign

Can I use Workflows with WooCommerce orders?

Yes. After your WooCommerce orders are imported into EasyRoutes (via CSV, Zapier, or API), you can use EasyRoutes’ Workflows to automate the next steps. For instance, you could create a Workflow that builds and dispatches routes every morning from all WooCommerce orders tagged as “Local Delivery.” This ensures WooCommerce data flows into the same automation engine used across EasyRoutes.

See: Workflows Overview

Does EasyRoutes keep a history of my past routes?

Yes. EasyRoutes maintains a route history so you can review previous runs, proof of delivery, and timing information on either EasyRoutes product (Shopify and Web). Use the Routes page to filter by status (unstarted/in progress/completed/archived) and date. Open any route to view stop details and the Activity Feed particulars for that route. You can also export route/stop data for period‑end reporting or audits.

If you don’t see older orders on the Orders page, adjust the Show orders from the last window in Settings; this does not affect existing route history.

See: How do I see old orders or routes?

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?

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)

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?

Are Workflows included in all EasyRoutes plans, or only Premium?

Workflows are available on EasyRoutes Premium and Enterprise plans. These plans are designed for businesses that need more advanced tools to handle larger delivery volumes and complex processes. On Premium and Enterprise, you not only get access to Workflows, but also other advanced features like custom notifications, vehicle profiles, real-time driver tracking, and delivery analytics.

If you’re running a small business with only a few deliveries per week, you may be fine with a Standard plan. But if your business is scaling or you want to automate as much as possible, upgrading to Premium ensures you can take advantage of Workflows. This investment pays off quickly by saving your team time, reducing manual work, and improving consistency across your delivery operations.

See: EasyRoutes Pricing Plans

Do I need coding skills to set up Zapier with EasyRoutes?

Zapier is designed to be used without coding. To integrate EasyRoutes, you typically select “Webhooks by Zapier” as a trigger, paste a webhook URL into EasyRoutes, and then connect it to actions like sending an email or updating a spreadsheet. All steps are handled through a simple, click-based interface. This makes automation accessible to any team member, not just developers.

See: EasyRoutes Zapier

Can I preview my notifications 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

How much do SMS messages cost?

SMS delivery notifications use usage-based pricing by recipient country and message length. Costs are per segment (e.g., a U.S. segment is $0.043 USD). Longer messages or those with emojis/Unicode may use multiple segments. You fund a prepaid SMS balance and can enable auto-top-ups so notifications continue without interruption.

See: SMS pricing · Usage balance & auto-top-up

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