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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

Can I customize my packing slips?

Yes. Packing slips are configurable so teams can show the fields drivers or packers need. In EasyRoutes Settings → Packing Slips & Labels you can: include a logo, select variables (customer details, order items, notes), set text sizes, and tweak headers and helper text. Print slips directly from any route.

Note: Some variables are only available when printing one slip per stop vs. one per item. Adjust your preference in the Print Preview if you need item-level detail.

See: Customizing Packing Slips

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?

What types of actions can I automate with Workflows?

EasyRoutes Workflows support a wide variety of actions that cover the full delivery process, from order intake to customer communication. You can automatically generate new routes based on incoming orders, apply filters (such as only including orders tagged with “Priority” or due on a specific date), and dispatch routes directly to the correct driver. This level of automation means you can build a Workflow that matches your exact delivery process, no matter how simple or complex.

See: Workflow Actions

Can I manage recurring deliveries?

Yes. Use EasyRoutes Workflows to auto‑create routes daily, weekly, or monthly from saved filters or route templates. For fixed runs, copy an existing route (or selected stops) to a new date, then re‑optimize for current constraints. These options are available in both EasyRoutes for Shopify and EasyRoutes for Web and pair well with auto‑dispatch for hands‑off mornings.

See: Workflows · Sending stops to a new route

Can I use Workflows with Wix orders?

Yes. Once your Wix orders are inside EasyRoutes, you can use them in Workflows to automate common delivery tasks. For example, you could create a Workflow that builds a new delivery route every afternoon using all Wix orders tagged as “Local Delivery” and automatically dispatches them to drivers. This helps you scale delivery operations with minimal manual effort. See: EasyRoutes Workflows

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 I customize the notifications customers receive?

Yes. From EasyRoutes Settings → Customer notifications, tailor email and SMS templates with your branding and dynamic variables, and select exactly which events trigger messages (Ready for Delivery, Out for Delivery, Driver is X Stops Away, Delivered, Missed Delivery, plus Scheduled/Rescheduled). You can maintain separate templates for Shopify orders vs. imported/manual stops, and send messages automatically with links to branded tracking pages. This customization is available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Notifications – Email & SMS

Can I import orders into EasyRoutes 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 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?

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

What can I do with EasyRoutes’ Zapier integration?

Zapier expands EasyRoutes by letting you connect with thousands of popular apps like Google Sheets, Slack, Gmail, and CRMs. You can set up automated workflows such as importing new orders into EasyRoutes, sending delivery updates to your team via Slack, or logging route data into spreadsheets for reporting. This no-code integration makes it easy to streamline operations without custom development. See: EasyRoutes Zapier Integrations

Can I export activity feed data?

The Activity Feed itself isn’t exported as a single file, but you can export route and stop data that reflect the same underlying events. From the Routes page, export a date range (or open a specific route) to download CSVs containing stop details, completion timestamps, driver info, and links to proof of delivery. Use the feed to identify the timeframe or routes you need, then export those records directly.

See: How do I export routes/stops? · Activity Feed

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 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 EasyRoutes print packing slips for each stop?

Yes. You can generate packing slips for each stop from the route’s Print menu. Choose Packing slips to produce slips in route order, then print or save as PDF for digital handoff. Customize content (logo, variables, formatting) from EasyRoutes Settings → Packing Slips & Labels.

EasyRoutes for Shopify: Use the built-in Print Preview, or send orders to Shopify’s Order Printer/Order Printer Pro for custom templates (Order Printer Pro supports route order).
EasyRoutes for Web: Use the same Print Preview and Settings controls directly in the web app.

See: Printing Packing Slips

Can I send staff notifications through Zapier when a stop is completed?

Zapier makes it easy to send internal notifications whenever a stop status changes in EasyRoutes. For example, you can set up a Zap that listens for the STOP_STATUS_UPDATED webhook and then sends a Slack alert or email to your team with details like the order number and driver notes. This keeps staff informed in real time without needing to manually monitor dashboards. See: Zapier Staff Notifications

Can I customize driver permissions?

Yes. From EasyRoutes Settings → Driver settings, define what drivers can access on mobile. Options include letting drivers manually re‑order stops, re‑optimize the remaining sequence mid‑route, and whether to show sensitive customer data (e.g., email, phone, notes). These controls apply to both EasyRoutes for Shopify and EasyRoutes for Web so you can tailor the experience to your policies.

See: Configure what is shown to the driver · Driver‑side re‑optimize

How is real-time driver location shared with customers?

Customer tracking pages can display an anonymized, live driver pin so recipients can see the driver’s progress as delivery approaches. Enable the option in EasyRoutes Settings → Order tracking, and use delivery notifications (email/SMS) to send tracking links automatically. When live location is unavailable (e.g., permissions off), the page still shows status updates and ETAs based on route progress.

See: Real-Time Driver Location Tracking · Customizable Order Tracking Pages

Can proof of delivery 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 use the API to import external eCommerce orders?

Yes. The EasyRoutes Routes API accepts imported orders/stops (customer details, address, items, notes) so you can bring orders from non‑Shopify sources into EasyRoutes. After importing, you can create new routes, add the stops to existing routes, assign drivers, and dispatch. This works for both EasyRoutes for Shopify and EasyRoutes for Web and complements CSV import when you need automation.

See: EasyRoutes Routes API – Import Stops

Can I schedule routes in advance to share ETAs?

Yes. Set a scheduled start date and time when creating or editing a route. EasyRoutes will use that schedule — plus stop time intervals and any delivery time windows — to calculate ETAs for every stop. Customers can receive their individual ETAs via branded tracking pages and optional email/SMS notifications. If plans change, simply edit the route's schedule, re‑optimize the route, and ETAs will update automatically.

See: Route Scheduling & ETAs · Tracking & notifications

Can I send delivery reminders to customers?

Yes. EasyRoutes lets you set up pre‑ and post‑delivery messages so customers know when to expect their order and where to track it. Enable templates like Ready for Delivery, Out for Delivery, and Driver is X Stops Away, customize the copy/branding, and preview with example data. Works for both Shopify-native orders and imported/manual stops.

See: Delivery Notifications – Email & SMS

Are there API rate limits?

Yes. The EasyRoutes API enforces rate limits to ensure consistent performance for all users. Most workflows run comfortably within default limits when you batch requests, avoid unnecessary polling, and rely on webhooks to trigger updates rather than frequent reads. If you expect sustained high throughput (e.g., large imports or rapid status updates), our team can help you design an efficient approach and advise on limits for your use case.

See: API Getting Started Guide

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?

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?