Yes. Once invoices are imported into EasyRoutes, customers linked to those invoices can receive branded notifications via email or SMS, complete with live tracking links. This improves delivery transparency and reduces customer inquiries. See: EasyRoutes for Xero
Access the Drivers & Vehicles tab from the EasyRoutes navigation menu, click Add driver, and enter the driver’s name and phone number. EasyRoutes sends the invite; the driver installs the Delivery Driver app and signs in with an SMS code. Assign a seat to activate them and dispatch their first route.
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
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.
Yes. Workflows automate delivery tasks inside EasyRoutes, while Zapier connects EasyRoutes to external systems. Together, they create powerful end-to-end automation. For instance, a Workflow might create a route when orders arrive, while Zapier sends Slack alerts or updates a Google Sheet whenever stops on that route are completed. This layered approach ensures internal and external processes stay in sync. See: Workflows Overview
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
From your Xero dashboard, go to the Business tab → Invoices, then use the Export button to download a CSV of the invoices you want to deliver. In EasyRoutes, click “Import new CSV” and upload the file. The system maps fields such as contact name, address, invoice number, and product details to create delivery-ready routes. See: Xero Import Guide
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
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.
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
EasyRoutes for Web is best suited for merchants and service providers who do not have an existing Shopify presence. Users may currently be using spreadsheets and manual processes to track orders/stops and plan delivery routes, or may be using an alternate eCommerce platform where orders/stops can be exported into a spreadsheet. We also offer an API.
Spreadsheets containing order data can quickly be imported into EasyRoutes for Web to plan and dispatch optimized delivery routes in a fraction of the time compared to manual planning methods.
See: Import orders from CSV · API: Getting Started · Zapier webhooks
To import BigCommerce orders, export them in CSV format from your BigCommerce dashboard. Then log into EasyRoutes, go to Orders → Import new CSV, and upload the file. EasyRoutes will map fields like customer name, address, and items. Once imported, your orders will appear as pins on the map, ready for route optimization.
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
Yes. Enable automatic dispatch so newly created routes with a scheduled start time are assigned and sent to the chosen driver immediately — no extra clicks. Use this for recurring daily runs or integrations that create routes programmatically. You can still edit or un-dispatch a route before start time if plans change.
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.
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.
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.
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.
Drivers can install the EasyRoutes Delivery Driver app from the App Store (iOS) or Google Play Store (Android) using the official links provided in our Help Center. The app works with both EasyRoutes for Shopify and EasyRoutes for Web accounts; once added as a driver, sign in using the phone number on file and the SMS code sent to that device. After dispatch, routes appear automatically in the app and can also be opened from the push notification's shared route link.
See: Where can I download the EasyRoutes Delivery Driver app?
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
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
EasyRoutes protects order and customer information with modern security practices. Traffic between your browser, the driver app, and our services is encrypted in transit; stored data is encrypted at rest. Access to accounts and APIs is token‑based and limited to the minimum required to operate features like routing, tracking, and notifications. Payments are handled by Shopify or other PCI‑compliant providers — EasyRoutes does not store card data.
We do not sell personal information. Limited sharing with subprocessors may occur solely to operate EasyRoutes as described in our Privacy Policy. Contact support if you have questions about data retention or deletion requests.
See: Privacy Policy
Yes. EasyRoutes keeps your order list synchronized with Shopify so recent orders, edits, and fulfillment changes are available for routing without manual imports. If an expected order isn’t visible, confirm the Show orders from the last… window, and other filters on the Orders page, then refresh. You can also import non‑Shopify orders alongside synced Shopify orders when needed.
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?
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?
Yes. EasyRoutes opens your driver’s preferred navigation app for turn‑by‑turn directions. Drivers can choose Google Maps, Apple Maps, or Waze as their default navigation app from the mobile app's settings page. Drivers can also long tap and choose a different app on the fly if needed. Getting directions is available in both EasyRoutes for Shopify and EasyRoutes for Web.