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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 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 have a mobile app for dispatchers?

Dispatchers manage routes from the browser interface. On Shopify, open the Shopify mobile app and launch EasyRoutes to view routes, assign drivers, and monitor progress from supported mobile devices. For EasyRoutes for Web, sign in from your phone’s browser for a responsive experience. Drivers should use the dedicated EasyRoutes Delivery Driver app for turn‑by‑turn and proof of delivery.

See: Where are my routes, drivers, and settings?

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?

Can I schedule or email recurring analytics reports?

Analytics reports are viewed in the dashboard and exported on demand — open any breakdown and use Export to copy the data or download a CSV. There isn’t a built-in scheduler that emails recurring reports automatically. If you need that, you can export on a cadence yourself, or use the EasyRoutes API and webhooks (with a tool like Zapier) to pull delivery data into your own reporting. Applies to both EasyRoutes for Shopify and EasyRoutes for Web.

See: Analytics

Do Workflows work with both Shopify and EasyRoutes for Web?

Yes. Workflows are available across both EasyRoutes platforms, but their triggers and available actions are tailored to fit the data each platform provides. On Shopify, Workflows integrate tightly with orders, fulfillments, and Shopify-specific tags or delivery methods. On EasyRoutes for Web, you can use Workflows to automate processes based on imported orders (CSV uploads or API connections) and route activity.

This flexibility means that whether you’re using Shopify to manage your e-commerce orders or relying on EasyRoutes for Web to handle deliveries from another system, you can still benefit from automation. Businesses that operate across multiple platforms can use Workflows to keep all of their delivery processes running consistently.

See: Workflows Setup

Can I print packing slips for each stop on a route?

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

What data does Delivery Analytics provide?

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

Can EasyRoutes sync BigCommerce orders automatically?

Manual CSV imports work well for smaller batches, but to achieve automatic syncing, you can use Zapier or the EasyRoutes API. For example, create a Zap that triggers whenever a new BigCommerce order is placed and sends it directly to EasyRoutes. Or, for more advanced use cases, use the API to integrate real-time order creation and updates.

See: Zapier Integration

Can I import delivery zones via KML file?

Yes. In Settings > Delivery Zones, click the dropdown arrow on the Create zone button and choose Import KML, then drag in your .KML file. Zone names from the file apply automatically, and you can rename them or set a route colour before saving. Boundaries drawn in tools like Google Earth work well; KMZ or GeoJSON files should be converted to .KML first. Available in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Delivery Zones

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

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 Wix export settings should I use?

When exporting orders from Wix, ensure your CSV file contains one row per order line item so EasyRoutes can map details like product name and quantity correctly. Map columns such as name, street address, and phone number to the right EasyRoutes fields during import. This ensures clean, accurate order data for route creation.

See: Wix Import Guide

How does EasyRoutes optimize my 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

How do I give drivers cold-chain or cooler-handling instructions for temperature-sensitive orders?

Put the handling steps where the driver will see them: add cooler or cold-chain instructions as a stop note or a saved customer note, which appear on the stop in the driver app. For steps you want confirmed, add a Driver Task — for example a required checkbox "Order kept in cooler until hand-off" or a note field — that the driver must complete before marking the stop delivered.

Saved task sets and Address Book stops let you reuse the same instructions across recurring routes. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Driver Tasks · Driver & Stop Notes

How many photos can be attached to a stop?

Each stop supports multiple PoD elements: up to four photos, an e‑signature with timestamp, and any driver notes. Use photos for placement/context and the signature for hand‑off confirmation. These items appear in admin views, can be shown on tracking pages (per your settings), and are included via links in route/stop exports for record‑keeping.

See: Proof of Delivery

Do SMS usage fees, prorated monthly subscriptions, and driver seats function the same way on the Shopify and Web platforms?

SMS usage fees and monthly pricing tiers are identical for both EasyRoutes for Shopify and EasyRoutes for Web, with the exception of our Free monthly pricing tier, which is currently only available on EasyRoutes for Shopify.  EasyRoutes for both platforms continues to offer a free 14-day trial of any pricing tier for new users to give a advanced features a test drive.  Both platforms function on the same driver seat model, where you only pay for the number of drivers that are active in your account at any time.

EasyRoutes for Shopify uses Shopify’s native billing tools for all subscription and SMS usage top-ups and monthly invoicing.  EasyRoutes for Web functions on the same principles, but uses an independent billing provider offering industry-standard security and encryption for all transactions.

See: SMS pricing · Pricing · Proration

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 are some pre-built Zapier templates for EasyRoutes?

Zapier includes ready-to-use templates to help you get started quickly. Examples include sending Gmail alerts when a stop is delivered, creating rows in Google Sheets when a route updates, or updating project management tools like Trello with delivery status. These templates save setup time and let you deploy automations in just a few clicks.

See: EasyRoutes Zapier Templates

Can I export my routes for reporting or analysis?

Yes. From the Routes page or an individual route view, export to CSV for all relevant route data points. Exports include stop details, timestamps, driver assignments, and URLs to related proof of delivery (photos/signature/notes). Use these files for accounting, customer service follow‑up, or analysis in spreadsheets or external tools. Exports are supported in both EasyRoutes for Shopify and EasyRoutes for Web.

See: How do I export routes/stops?

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

Does EasyRoutes support contactless or leave-at-door delivery?

Yes. For contactless or leave-at-door drops, a driver can complete a stop without a signature by photographing where the order was left, capturing the GPS delivery location, and adding a note. Up to four photos, an automatic timestamp, and the location are stored with the stop as proof.

You can require specific proof — for example a photo — before a stop can be marked delivered, and show it on the customer's tracking page. Works in both EasyRoutes for Shopify and EasyRoutes for Web.

See: Proof of Delivery

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?

How do I change my plan?

You can upgrade or downgrade anytime from EasyRoutes Settings. Plan changes take effect immediately and we’ll prorate charges/credits for the remainder of your current cycle. If you also adjust the number of driver seats, those changes are prorated as well. Billing is handled via Shopify (EasyRoutes for Shopify) or Stripe (EasyRoutes for Web), depending on your product.

See: Change your plan · Prorated plan changes

Does EasyRoutes support different vehicle types/capacities when optimizing?

Yes. EasyRoutes features customizable Vehicle Profiles for different vehicle types, as well as route capacities (e.g., item or weight limits) that can be assigned to a route so our route optimizer respects those limits. Route‑level capacity controls — such as Max items per route and Max weight per route — to prevent overloading a vehicle. Pair capacity settings with other constraints (including custom start/end locations, stop time intervals, and delivery time windows) and re‑optimize to reflect changes. For commercial navigation needs, export routes to GPX and load them onto Garmin devices that support truck‑aware routing.

See: Vehicle Profiles · Max items/weight per route · Commercial vehicles & GPX Export

Can I build multi-step Workflows with conditional logic?

Yes. Workflows can include multiple steps and conditions, such as only dispatching routes to certain drivers if the route exceeds a number of stops, or only adding particular stops if the corresponding order includes certain tags. There are no limits to how many Workflows route planners can create, offering maximum flexibility for businesses with varying delivery schedules.

Workflows also respects conditions that are applied via EasyRoutes' order automation rules, giving route planners additional tools and controls for automatically applying time windows, delivery dates, driver tasks, or stop priority status based on matching order tags or attributes.

See: Conditional Workflows · Order Automation Rules