« Back to FAQs

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 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

Can I balance stops evenly across several routes?

Yes. When creating multiple routes as a group, use the Balance routes feature to spread stops evenly across drivers and routes. Balancing respects your other settings — such as max route duration, max stops/items, custom start/end locations, and time windows — so each route remains feasible. You can also choose to create and auto‑assign routes to selected drivers, then re‑optimize each route to fine‑tune their sequence and ETAs. This feature is available in both EasyRoutes for Shopify and EasyRoutes for Web and is especially helpful for daily batch planning.

See: Balance routes · How many routes?

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

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 WooCommerce plugins are recommended for exporting orders?

The WebToffee “Order Export & Import for WooCommerce” plugin is one of the recommended tools for exporting WooCommerce orders to CSV. It lets you configure export settings like separating line items, which ensures EasyRoutes can correctly map customer and order details. Other export tools may work, but WebToffee is the most commonly documented and tested option.

See: WooCommerce Import Guide

How is real-time driver location displayed to 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 I balance stops evenly across multiple routes?

Yes. When creating multiple routes as a group, use the Balance routes feature to spread stops evenly across drivers and routes. Balancing respects your other settings — such as max route duration, max stops/items, custom start/end locations, and time windows — so each route remains feasible. You can also choose to create and auto‑assign routes to selected drivers, then re‑optimize each route to fine‑tune their sequence and ETAs. This feature is available in both EasyRoutes for Shopify and EasyRoutes for Web and is especially helpful for daily batch planning.

See: Balance routes · How many routes?

Can drivers record removal or haul-away of old items (e.g., an old mattress or appliance)?

EasyRoutes doesn't have a purpose-built haul-away field, but drivers can document a removal reliably. Add a required Driver Task — a checkbox "Old item removed," a text field for the item description, or a number field for quantity — that must be completed at the stop, and have the driver photograph the removed item as proof of delivery.

Task results and photos are stored with the stop and included in exports for your records. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver Tasks · Proof of Delivery

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

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

Will customers see proof of delivery along with live driver tracking?

Yes. Proof of delivery (PoD) captured in the driver app — photos, signature confirmation, and driver notes — is attached to the stop and can be surfaced on the customer’s tracking page. Enable PoD display in EasyRoutes Settings → Order tracking, and use notifications to share links automatically when a stop is delivered or attempted. PoD is also visible to admins on the route and order records for auditing and support.

See: Proof of Delivery · Customizable Order Tracking Pages

What kinds 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

Does EasyRoutes offer 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

Can I troubleshoot missing or inaccurate tracking data?

Yes. Start with these checks:

  • The driver tapped Start Delivery;
  • Device settings allow Always/Allow all the time + Precise location;
  • Battery saver/optimization isn’t restricting background location;
  • Mobile data is on and the signal is stable;
  • The driver app is updated;
  • The driver reopened the app if it was force‑quit.

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

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 send customer delivery notifications for WooCommerce orders?

Yes. Even though WooCommerce doesn’t have the same native integration as Shopify, once orders are imported into EasyRoutes they behave the same as any other order. This means customers can receive branded email or SMS notifications, along with live tracking links. This reduces “Where’s my order?” calls and improves the customer experience.

See: EasyRoutes for WooCommerce

Can I use the API to import eCommerce platform orders?

Yes. The EasyRoutes Routes API accepts imported 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 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

How do I import Wix orders into EasyRoutes?

Importing Wix orders is easy. From your Wix dashboard, export orders as a CSV file, then log into EasyRoutes and upload the file via the “Import new CSV” option. EasyRoutes automatically maps order fields like name, address, and quantity to ensure your orders are routed correctly. Once imported, your orders appear as pins on the EasyRoutes map for route planning. See: Importing Orders from Wix

Does the Activity Feed capture IP address and device info?

Yes, when available. Expanding an Activity Feed entry and opening its details shows who initiated the event — a user’s email address (or Shopify user ID) or a driver’s name — along with the IP address and device details captured for that action. This makes the feed useful for tracing changes and for compliance review. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Activity Feed

Can I still use Shopify's built‑in 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 data is included in in Delivery Analytics?

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 manage my active 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 draw or create a delivery zone on the map?

Go to Settings > Delivery Zones and click Create zone above the map. Use the polygon tool to click points on the map and trace your area, then click back on your first point to close the shape. Give the zone a title and pick a route colour, then save. Once created, enable the Delivery zones Route Option to limit a route to orders inside that zone. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Zones

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