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What are EasyRoutes Workflows?

Workflows in EasyRoutes are powerful automation tools that let you design and run delivery management processes without needing to handle every step manually. Think of them as “if-this-then-that” rules that connect your orders, routes, and driver dispatching into a seamless flow. Instead of relying on a dispatcher to constantly create routes, select orders, or assign drivers, Workflows can do these repetitive tasks for you automatically.

For example, you could create a Workflow that listens for new Shopify orders tagged as “Local Delivery” and automatically builds a route every morning at 9 AM, adds matching orders to the route, optimizes route stops, and assigns it to a specific driver. By reducing manual intervention, Workflows make your operations more consistent, scalable, and error-proof.

See: Workflows Overview

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

Do packing slips and labels include scannable QR codes or barcodes?

Yes. You can add an EasyRoutes-native QR code to your packing slips and packing labels from Settings > Packing Slips & Labels by enabling the Show QR code option and setting its position. Drivers can then scan these codes with the Delivery Driver app to confirm the right order at the right stop, and you can optionally require a successful scan before a stop is marked Delivered or Attempted. Supported in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Barcode scanning

Can I filter or search the Activity Feed (by user, date, route, or event type)?

You can focus the Activity Feed by scope: the Dashboard feed shows every route and stop event across your account, while opening a specific route’s (or Route Group’s) feed narrows it to just that route or group. Entries are listed chronologically, and each can be expanded for details or clicked to jump straight to the related route or stop. Activity data can also be exported for record-keeping. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Activity Feed

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

Can I require a successful scan before a stop can be completed?

Yes. When you configure a Scanner-input Driver Task, tick the Delivered and/or Attempted checkboxes to make a successful scan mandatory before that status can be applied. You can also require a Barcode Scan as proof of delivery from Settings > Driver Settings. Either way, drivers can’t mark the stop complete until the scan is captured. Available on Premium and Enterprise plans, in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver tasks · Driver settings

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

Does EasyRoutes add tracking links to Shopify orders automatically?

Yes. Fulfilling an order from EasyRoutes creates a Shopify fulfillment that includes the EasyRoutes tracking number and URL. Customers see the link on the order status page and in applicable Shopify notifications. If templates were heavily customized, you may need to ensure the standard tracking snippet is present.

See: Customizable Order Tracking Pages and Links

Who should use EasyRoutes for Shopify?

EasyRoutes for Shopify is best suited for merchants who already sell goods or services within the Shopify ecosystem.  Users can plan optimized delivery routes with all orders received through their Shopify storefront, created via draft orders, or imported manually as custom stops.

EasyRoutes for Shopify integrates seamlessly with the Shopify Admin and dozens of leading third-party apps, making it the ideal choice for Shopify merchants seeking a streamlined local delivery solution.

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?

Does EasyRoutes require a contract?

No long‑term contract is required. You can start on a monthly plan, adjust driver seats as your team changes, and upgrade or downgrade tiers at any time. When you change plans mid‑cycle, EasyRoutes automatically prorates the charges so you only pay for what you use.

See: How does prorated billing work?

Can I factor driver breaks into my 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

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

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: CSV Importing Orders

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

Does EasyRoutes work without Shopify?

Yes. If you don’t use Shopify, EasyRoutes for Web provides the same core workflow — order intake, route planning, dispatch, tracking, proof of delivery, and analytics. Bring orders in via CSV uploads, the Routes API, or webhooks/Zapier. You can also mix non‑Shopify orders with Shopify orders if you operate via multiple e-commerce channels.

Customer tracking pages and notifications work the same, and drivers use the same EasyRoutes Delivery Driver app.

See: EasyRoutes Apps & Integrations

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

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?

How are same-day changes handled?

EasyRoutes is built for dynamic operations. When an order changes or a new request arrives, open the active route, add or remove stops, and click Re‑optimize to calculate the best new sequence for the remaining stops. ETAs and the driver’s stop list update immediately in the mobile app. If needed, move stops between routes to balance workloads, then re‑optimize each route.

Customer tracking pages and notifications reflect the new schedule so recipients stay informed.

See: Adding orders or stops to routes · Re‑optimizing routes

Do I need coding skills to connect Wix with EasyRoutes?

No coding is required if you use Zapier, which allows you to set up automations like sending new Wix orders into EasyRoutes with just a few clicks. For businesses needing deeper control, the EasyRoutes API allows developers to build integrations for syncing fulfillments, handling custom workflows, or connecting to other back-office systems. See: EasyRoutes API Guide

Does EasyRoutes support SMS delivery notifications?

Yes. On Premium/Enterprise plans, you can send SMS notifications for key delivery events (e.g., Ready for Delivery, Out for Delivery, Driver is X stops away, Delivered, Missed Delivery, and optionally Scheduled/Rescheduled). Messages are billed per segment based on the recipient’s country. Customize content and variables in the template editor, and preview with example data before enabling. Pair SMS with email and customer tracking links for full visibility.

See: SMS Pricing · Delivery Notifications – Email & SMS

What are the main benefits of using EasyRoutes with WooCommerce?

By connecting WooCommerce to EasyRoutes, you unlock the full delivery management suite: optimized multi-stop routes, live driver tracking, branded notifications, proof of delivery (photos, notes, signatures), and analytics dashboards. This transforms WooCommerce from a simple order-taking tool into a complete last-mile delivery platform. Whether you’re handling 10 deliveries a week or 1,000, EasyRoutes scales with your business and improves customer satisfaction.

See: WooCommerce Integration

Do I need a Premium plan to use the API?

Yes. Access to the EasyRoutes API and webhooks requires a Premium (or higher) subscription across both products (Shopify and Web). If you’re evaluating, you can prototype with CSV import or the driver app while you finalize your integration plan, then enable API once you upgrade.

See: API Getting Started Guide · Pricing & Plans FAQ

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

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

Can EasyRoutes integrate with other business tools?

Yes. Integrate EasyRoutes with your existing stack in two ways: (1) programmatically via the Routes API to import stops, create/dispatch routes, and update status; and (2) event‑driven with webhooks and Zapier to push delivery events into Sheets, Slack, email, ERPs/CRMs, or custom endpoints. These options are available for both EasyRoutes for Shopify and EasyRoutes for Web.

See: API Getting Started Guide · Integrate webhooks with Zapier