Changelog

• We've made some visual updates to the map view on Orders and Route pages, increasing readability and to align with EasyRoutes' recent Polaris 12 visual refresh.
• You can now include separate Billing name and Shipping name variables when exporting a route - particularly useful when the individual who purchased an order is not the delivery recipient (i.e. gift orders):

• Improved handling of Driver Tasks editing and saving workflows for additional ease-of-use and consistency with other Route Options.
• Fix for issue where AM/PM time designations would not display properly under certain locale-specific conditions.

Route Export:

When exporting multiple routes from the Route History page, you can now include Route ID as a variable in your exports:

Note that the Route ID will be a permanent alphanumeric string generated by EasyRoutes on route creation; this will differ from a route's Name variable which can be freely edited without affecting the Route ID. This export variable can be particularly useful when route names may repeat or overlap across multiple delivery periods:

Custom Items:

When adding custom items to a stop, you can now specify the weight of that item. This weight value will then be included when exporting or printing a route, and will also count against any maximum weight restrictions enabled for your route:

Driver Tasks:

You can now use the dragging handles on each individual Task item to re-sort their order. Tasks will display in the EasyRoutes Delivery Driver mobile app in the same order they're configured in your Route Options:

We've added two new types of Driver tasks - text input tasks & number input tasks.

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Text input tasks:

Use this type of task to allow drivers the option of inputting a text string before marking an order as attempted or delivered. This can be particularly useful when drivers are required to log the name of the individual who an order was delivered to:

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Number input tasks:

Use this type of task to allow drivers the option of inputting a numeric value before marking an order as attempted or delivered. This can be particularly useful when drivers are required to collect Cash on Delivery (COD) when delivering and must log how much payment was collected for each stop, or to input and track odometer readings for route start and finish locations.

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Note: Drivers will need to update to the latest version of the EasyRoutes Delivery Driver mobile app (v1.0.37 or above) in order to complete these two new types of task.

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Delivery Driver Mobile App - Version 1.0.37

The EasyRoutes Delivery Driver mobile app has been updated to version 1.0.37 for iOS & Android, including support for both new driver task types, as well as various minor improvements and bug fixes.

We've enabled additional functionality to provide route planners more flexibility when it comes to re-optimizing stops in routes that are already in progress.

Similar to the recently announced driver re-optimize feature, when any stops in a route are marked as Delivered or Attempted out of order from their originally optimized sequence, route planners can now consolidate and re-optimize all the remaining stops on a route into the most efficient order:

Once clicked, a prompt will display providing you with the option to re-optimize the remaining stops in your route:

For additional details on re-optimizing unstarted routes and routes in progress, see the support article for this feature.

We've had drag-and-drop stop re-ordering for a while, but now we've enabled a new feature that allows multiple stops to be selected and re-positioned within a route just by dragging and dropping the stops into the new position you need them.

After moving any stops to your preferred location in a route, click the Save button at the top of your page to apply your changes. For additional details on this new feature and more methods for re-ordering stops within a route, see this support article.

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Miscellaneous Improvements and Fixes:

• Order ID is now available as a variable to include when exporting routes.
• Various bug fixes and app performance enhancements.

We've added a pair of new options to include pending and completed tasks when exporting a route for further analysis or record keeping.

Two different styles are now available to export your task data - note that only one style can be selected per individual export.

• Tasks summary: Select this option to export a summary of which tasks were completed per stop:

• Individual task items: Select this option to export a column for each individual task across a route, with precise timestamps of when each task was marked as complete:

See this support article for full details on enabling and configuring Driver Tasks on EasyRoutes.

The Route assistant is now available as a Route Option to enable when creating routes or route groups:

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Any filter views that have been previously saved can be selected using the Select filter view button. All new orders matching the filters applied for the selected view will be automatically staged for addition to routes:

For further information on configuring auto-add order functionality to streamline your route planning workflows, see the support article for this feature.

We've added a new feature that allows drivers to re-optimize remaining stops on routes in progress, directly from the Delivery Driver mobile app. This feature can be particularly useful when previous stops in the route were delivered out of order from the originally optimized sequence.

By default, the setting for driver re-optimization is turned off, but can be enabled from EasyRoutes Settings > Driver settings tab, in the Driver app settings section:

Once the setting is enabled, drivers using the Delivery Driver mobile app will have access to the Re-optimize button as soon as any stop in their route is marked as Delivered or Attempted out of order from their originally optimized sequence:

Once tapped, the route will reload after re-optimization is complete. Completed stops (both Attempted and Delivered) will be consolidated, and all remaining stops will be re-ordered in an optimal sequence.

Note: The driver re-optimize feature is currently only available on Premium and Enterprise pricing plans. Drivers will need to be using the latest version of the Delivery Driver mobile app (version 1.0.36 or above) in order to take advantage of this new feature.

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Delivery Driver Mobile App - Version 1.0.36

The EasyRoutes Delivery Driver mobile app has been updated to version 1.0.36 for iOS & Android, including support for the new driver re-optimize feature, as well as various minor improvements and bug fixes.

Non-Shippable Item Improvements:

We've added a new setting (configure from EasyRoutes Settings > General tab, Fulfillment items section) that, when enabled, will hide non-shippable items from route inventories:

This can be particularly useful when orders contain non-shippable "items" that represent a subsequent delivery or pickup that will be fulfilled at a later date (for example, delivering a rental order that must be picked up on a future route, and where this pickup is included in the order as a non-shippable item).

When this setting is enabled, non-shippable items will be hidden from all item count and weight summaries for stops and routes, including:

• Packing slips
• Packing labels
• Inventory summaries
• Inventory tabs
• Groups page
• Route/stop exports

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Driver Tasks Improvements:

• Existing Driver Tasks can now be edited directly below the map when viewing any saved Filter View tabs.
• Pending and completed Driver Tasks can now be included when exporting a route:

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Additional Updates:

• When accessing a stop's Notification History, an error will now display if the customer associated with that stop has previously unsubscribed from receiving delivery event notifications.
• Delivery Zones can now be used to select orders from the Add Orders tab of any route.
• Improved matching logic for US ZIP codes.

We've added a new feature that monitors for new orders matching a custom set of filters, and automatically pre-selects them for addition to an existing route. You can enable the Route Assistant from the Add Orders tab on any new or existing route, directly from the Auto-add orders box found below the map:

Once enabled, the Route Assistant will place a banner at the top of a route page whenever you load an unstarted route and new orders are available - simply head to the Add Orders tab and they'll be staged on the map ready for you to view and quickly add to your route:

For more details on configuring and updating the Route Assistant's functionality and filters, take a look at the support article for this new feature.

We've added a new Route Option to assign drivers tasks and reminders of additional steps they must complete before starting a route, completing a delivery stop, and/or marking a route as complete. Driver tasks can be enabled and configured from the Route Options page:

Driver tasks can be added in two different styles, depending on the nature of the task:

• Checkboxes: Use this type of task to provide drivers with a list of tasks that can be checked off individually as they're completed:

• Radio buttons: Use this type of task to provide drivers with a list of options for a task, where only one possible option can be selected to complete the task:

Optional: Each individual task can be set as "required," meaning a driver will be unable to mark a stop as Attempted or Delivered until the task is completed. Enable tasks as requirements by checking the "Delivered" and/or "Attempted" checkboxes from the "Required to mark order as:" section below each task.
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Driver tasks can also be added to a route's Start and End locations independently, to differentiate between stop-level tasks and tasks that need to be completed in order to begin or complete a route:

• To configure End location tasks, a route's End location must be set to a physical address (such as your shop or warehouse), or Loop back to start. End location tasks cannot be configured if a route's End location is set to "Use the last stop in route".
• Optional: After adding any Start location tasks, check the "Required to start route" checkbox below that task to force a driver to complete tasks before they can begin delivering a route.
• Optional: After adding any End location tasks, check the "Required to mark route as completed" checkbox below that task to force a driver to complete tasks before they can complete a route.

As routes are completed, you can access pending or completed tasks and their timestamps on any Route page from the "Tasks" column for any Start/End location or stop on a route:

Drivers using the EasyRoutes Delivery Driver mobile app can access and complete tasks for route Start location, individual stops, and route End location directly from the app:

Optional: If certain tasks are configured as "required", drivers will be alerted of pending tasks, and will be unable to tap Start or select any "Mark as..." buttons until tasks are completed:

For more information on enabling and configuring Driver tasks on your routes, see the support article for this new feature.

Note: Drivers will need to update to the latest version of the app (v1.0.35) in order to access and complete assigned Driver tasks from the EasyRoutes Delivery Driver mobile app.

Version 1.0.34 of the EasyRoutes Delivery Driver app is now available to download for iOS and Android, featuring a number of usability improvements and UI updates, including:

• All available notes pertaining to a stop (Order note, Stop note, and/or Customer note) are now shown directly below the "Order items" section for that stop:

• Depending whether Address, Lat/Long or ZIP/Postal Code is selected as your Navigation mode, the "Go to..." button below the map for a stop now more clearly displays which navigation mode will be used to get directions to that stop:

• Enabling "Include second address line when navigating" from the app's settings menu will include the second address line stored for a stop (if applicable) when navigating to that stop:

• Improved support for photo Proof of Delivery capture and storage
• Fix for occasional issue when using Waze to navigate routes on Android
• Various bug fixes and miscellaneous UI improvements

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Other EasyRoutes Updates:

• You can now include Item vendor in printed packing slips - from EasyRoutes Settings > Packing slips and labels section, scroll to the "Packing slip options" section and ensure the "Item vendor" checkbox is selected from the "Items" subsection:

• You can now include the Start location row when exporting a route:

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We've made a number of usability improvements to EasyRoutes in order to further streamline your route planning workflows:

• Clickable Route Options: Route Options that are enabled - on the Orders page and Route or Route Group pages - can now be clicked to jump directly to and highlight that Route Option's configuration panel, bypassing the need to use the "Add/Edit Route Options" to modify any active Route Options:

• Route Page "Select all" Improvements: We've enhanced app behaviour when using the "Select all" checkbox on the Routes page to display the total number of routes that are currently selected. This update also resolves rare occasions where certain Filters did not apply consistently when using the "Select all" checkbox:

• Route Printing Options: We've added new checkboxes to the Print Preview settings for a route - you can now toggle Order notes, Stop notes, and/or Customer notes on and off individually when printing a route:

• Address Book / Company Name: When using the Address Book feature, a customer's Company variable (when available) is now displayed to the right of a saved customer's name. When searching the Address Book, any entries with matching Company variables will now also be included in the search results:

• SMS Notifications - Shipping Contact: We've added a new setting that prioritizes the phone number listed under an order's shipping address when sending SMS notifications - particularly useful when the individual who placed an order is different from the individual receiving it (i.e. gifted orders). For additional information on which contact phone number will be used when sending SMS notifications, see this support article. To enable this feature, from EasyRoutes Settings > Notifications section, scroll down to the "SMS Notifications" subsection and check the box for "Send SMS to shipping contact phone number if available":

EasyRoutes now provides real-time driver location data for active and completed routes, including:

• Live GPS location of drivers on active routes;
• A new Tracking tab for active and completed routes, featuring at-a-glance information as stops are completed in real-time;
• A new option for displaying live driver location on customer order tracking links when a driver is one stop away.

Note: Real-time driver location tracking is currently only available on EasyRoutes Premium and Enterprise pricing plans.

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How to Enable Real-Time Tracking:

To enable real-time driver tracking, from EasyRoutes Settings > Driver settings tab, in the Real-time tracking section, check the box for "Enable real-time tracking":

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Real-Time Location on Routes:

Once a route is dispatched and started by a driver, real-time location data can be viewed live from the Tracking tab of any Route page:

• A driver's current position (outside stop #4 above) and past route path will display as a large dot and dashed line on the map, alongside the solid route navigation line.
• Stops marked as Delivered will display with a green dot (stops #1 and #2 above).
• Stops marked as Attempted will display with a red dot (stop #3 above).
• By default, the route will auto-refresh as GPS updates are received, but this can be paused and/or restarted using the buttons above the map.

Routes that are planned as part of a Group can be tracked simultaneously by selecting "All routes" once viewing a Route Group's Tracking tab:

When tracking a Route Group, the real-time location dot will display in the same colour as the route it applies to (instead of red) in order to prevent confusion over which driver applies to which route:

The route summary and Orders table below the map will also update in real time as stops are completed. Any Proof of Delivery items are available to view under the "Proof" column as soon as they're uploaded by a driver:

Once routes are started, a new "In progress" card will appear on your EasyRoutes Dashboard displaying any routes that are actively being delivered and tracked. Click the name of any in progress route to jump directly to the Tracking tab for that route:

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Real-Time Location on Customer Tracking Pages:

Real-time driver location can also be displayed in customer order tracking links - enable this feature in EasyRoutes Settings > Order tracking, from the Tracking page options section; ensure "Map" is also selected from the Display sub-section:

Customer tracking links will then include real-time driver location (represented by an orange car pin, as shown below) when a customer's stop is next in the driver's route. More info on configuring real-time driver location on customer tracking links can be found here:

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Real-Time Location on Delivery Driver App:

Drivers will need to update to the latest version (1.0.32) of the EasyRoutes Delivery Driver app in order to take advantage of real-time tracking on their routes. The app may also request additional location permissions in order to consistently update location data when the app is running in the background during deliveries:

Once real-time driver tracking is enabled and permissions are properly approved, drivers will see a blinking red dot on the route list and individual route pages for any route that is actively being tracked. Drivers have the option to tap "Stop tracking" to disable live location tracking, and will be prompted that real-time tracking will be enabled again when tapping "Resume" to continue their route:

For more information on how to enable, configure and utilize real-time driver tracking on your routes, check out the latest post on the Roundtrip blog or the support article for this new feature.

By default, the Shopify sender email configured in your Shopify Settings will appear as the contact email at the bottom of your notification emails, and will be the address that any customer replies to your notifications will be sent.

We've added a new setting allowing you to change the contact and reply-to email that's used for your customer notification emails:

1. From EasyRoutes Settings > Notifications tab, scroll down to the Branding section.
2. From the Contact email subsection, select the checkbox for "Use custom contact email" and input the desired contact and reply-to email address:

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