Changelog

Here are the latest product updates from Roundtrip.ai. If you have feedback or suggestions, please reach out — we'd love to hear from you!

We've added a new setting to enable discounted item prices and individual item subtotals on packing slips. When enabled, items with a discount applied will display with their discounted price next to their original price, which will be crossed out; the subtotal value, when enabled, will also be calculated based on the discounted price if applicable:

Enable both options from your EasyRoutes Settings > Packing slips and labels tab, within the Packing slip options section - enable If discounted, show original price as well to display discounted prices; enable Total item price to display the Subtotal column:

You can also customize what the total item price column will be titled as (default Subtotal) by modifying the Label for Item Subtotal Price setting within the Packing slip and label text section found a little bit further down the same Settings page:

For route planners who have enabled the Route Assistant on any unstarted routes, we've added a banner notification at the top of the EasyRoutes Dashboard to highlight any routes with new orders that match configured filters.

Click the name of any route within the banner to jump directly to the Add orders tab of the respective route, where these new matching orders will be automatically staged on the map, ready to add to the route:

For full details on configuring the Route Assistant to monitor for and automatically stage new orders that match a customizable set of filters, see this support article.

Email Notification Templates:

We've improved workflows for editing customer email notification templates, and added the Shipping Address variable that can now be included in any EasyRoutes customer email notification:

Customize email notification templates for all delivery status events from your EasyRoutes Settings > Notifications tab, under the Email notifications section. For full details on enabling and customizing your EasyRoutes email notifications, see the support article for this feature.

Routes Page:

You can now customize the default Last modified filter that will be applied when initially loading your Routes page - choose from Last 30 days, Last 7 days, or Today. Configure this default filter from your EasyRoutes Settings > General tab, within the Routes page options section:

We've also added a new button to the top of the Routes page - click here to create a new route, customize any Route Options, and begin planning deliveries with a blank canvas:

You can now include the Customer name associated with each order when printing a route and including the List of stops in the route printout:

We've added a new setting to the Route Assistant, allowing route planners to configure how far in advance of a route's scheduled start time to stop automatically staging orders for addition to that route. When configured, newly received orders matching the filters applied in the Route Assistant will be automatically staged on the map in the Add orders tab for a route, up until a custom number of minutes, hours, or days before the route is scheduled to start (in the example shown below, 3 hours prior to the route's scheduled start time).

Configure this cut-off time by enabling the Route Assistant from the Route Options page prior to creating a new route, or from the Auto-add orders panel below the map on the Add orders tab of any existing route:

Note: Routes must have a future scheduled start date and time in order for the Route Assistant to properly calculate and apply a scheduled cut-off window.

Order automation rules:

We've implemented a new type of order automation rule, allowing EasyRoutes to automatically set a customizable amount of time to spend at a stop (stop time) whenever a specific order tag or customer tag is present on that stop's order.

In the example shown below, any stops that contain an order tag including "installation" will automatically have their stop time set to 25 minutes, with any subsequent stop ETAs adjusted accordingly:

Access and configure automation rules from your EasyRoutes Settings > General tab, under the Advanced order automation rules section; order/customer tags and stop time values can be customized to your specific delivery workflows when setting these rules up.

Route export:

When exporting a route, you can now choose whether or not to include three unique Phone number values (where applicable) - the phone number associated with an order, a customer, and/or a custom stop:

We've added a new toggle to the map on both Order and Route pages to enable satellite map view - particularly useful for pinpointing precise delivery locations in dense urban areas.

Click the globe icon in the lower right corner of any map within EasyRoutes to switch between satellite and standard map views:

We've also added a new setting to configure whether Proof of Delivery (PoD) items (photos, eSignature, and/or driver note) display on customer tracking links for deliveries marked as Attempted, in addition to those marked as Delivered.

Configure this feature from your EasyRoutes Settings > Order tracking tab, within the Proof of Delivery section, ensuring the Missed Delivery checkbox is enabled in order to display PoD items for Attempted deliveries:

Version 1.0.41 of the EasyRoutes Delivery Driver mobile app is now available to download for iOS and Android, featuring the following changes:

  • Secondary Address line variables (often referred to as Address 2, or collected on checkout as Apartment, suite, etc.) now display more prominently along with a stop's primary address line when viewing individual stops. Note that Address 2 details will display in this manner even when the app is configured not to include this line when passing coordinates to your navigation app of choice:
  • Proof of Delivery photos now upload in parallel when more than one is collected for a particular stop to streamline app performance.
  • Timeout alert messages have been adjusted to better support Proof of Delivery photo uploads in locations with limited connectivity.
  • Re-center on current location button now available when using Apple Maps to view stops and routes within the app.
  • Minor additional bug fixes and UI improvements.

Note: Drivers will need to update to the latest version of the app (v1.0.41) in order to take advantage of these updated features within the EasyRoutes Delivery Driver mobile app.

We've updated how priority stop pins display on the map, making it easier to differentiate their status from non-priority stops. Map pins for priority stops will now display with the same inverted colour scheme as displayed on the route line below the map:

We've added a new feature allowing routes created as part of a route group to be printed all at once in a single print job. The print menu for route groups works in the same way as when printing an individual route, with minor exceptions noted below.

To print a route group, first navigate to a route contained within that group, and use the navigation arrows or group menu in the top-right corner of the page to access the All routes view, then click the Print button below the map:

Notes:

  • Routes will be printed in the same order they are listed in the route group overview page and route group navigation menu.
  • When printing a group, the Route map option will be replaced with a Group map option, containing all of the group's route lines on one map printout.
  • When printing Inventory, EasyRoutes will generate a printout for all items in the entire route group first, followed by individual inventory printouts for each of the routes contained in the group.
  • When printing Packing slips and Packing labels, both of these items will be grouped together with the rest of the data from their respective routes for additional ease of sorting printouts route-by-route.

We have added a new setting to include the name of the driver assigned to a route on your printed packing slips and/or packing labels for that route.

By default, a driver's name will not display on either printout, but it can be enabled on packing slips and/or packing labels by selecting the Driver name checkbox from your EasyRoutes Settings > Packing slips and labels tab, within the Packing slip options and/or Packing label options section(s):

We've enhanced app behaviour when making edits to existing routes that may have out of date route or stop information - for example:

  1. A route is open in two separate browser tabs/windows;
  2. Changes were made and saved to the route in the primary window;
  3. The route has not been refreshed in the secondary window, and the saved changes from the primary window are not reflected in the secondary window, thus the secondary window's route is out of date.

In this example scenario, when making and saving changes (such as manually re-ordering stops, editing individual stops, or updating applied Route Options) in the secondary window, a warning will display indicating that you're working with an out of date route:

The warning will provide two options:

  • Save anyway and overwrite updates: Selecting this option will apply any new changes made in the secondary window, but will overwrite the initial changes made and saved in the primary window. If selected, the primary window will now be out of date until refreshed, and any delivery updates or Proof of Delivery already uploaded from the mobile app may also be overwritten.
  • Discard edits and refresh route: Selecting this option will discard any new changes made in the secondary window, and will refresh the route. If selected, both windows will now display matching, up to date information, and further changes can now be applied.

Local Delivery Instructions can now be included when printing a route. Enable the Delivery Instructions checkbox in the Print menu to include these details in your printed List of stops:

By default, Delivery Instructions will also be included on printed Packing slips and Packing labels. You can disable them from displaying in either of these printouts by unchecking Delivery instructions from your EasyRoutes Settings > Packing slips and labels tab, within the Packing slip options and/or Packing label options sections:

Note: Local Delivery Instructions are currently in beta, and may not always behave exactly as expected. Please contact us if you run into any issues when working with Local Delivery Instructions.

We've also added a setting to configure whether item SKUs display in the item list or as a standalone column on printed Packing slips. By default, SKUs will display in the item list - to change this, access your EasyRoutes Settings > Packing slips and labels tab, and update the Item SKU setting from the Packing slip options section:

When importing orders/stops from a CSV file, you can now include custom items associated with these stops, including their quantities and weights. In order to import item data, your CSV file will need to include three additional columns: Quantity, Name, and Weight (per item). These item quantities and weights will also be included in route constraints if you have the Max items per stop route option enabled.

To import an order with multiple different types of items, add additional rows for each additional item and leave the other columns blank. From the CSV import mapping page, ensure that the Group adjacent items across blank rows into a single delivery stop checkbox is selected, and the three new columns are mapped to the appropriate fields; you can also configure the unit type your weight value is in:

Here is an example spreadsheet showing an order with multiple item rows, and two orders with single item rows:

When the example spreadsheet shown above is imported into EasyRoutes, customers and items will be parsed as follows:

  • Michael Gauthier: 5x Skateboard, 1x Baseball Hat, 2x Sunglasses; Total Weight: 12.7kg
  • Liam Anderson: 1x Basketball; Total Weight: 600g
  • Barry Cook: 10x Hockey Puck; Total Weight: 1.7kg

See this support article for full details on working with stops and items imported via CSV.

Merchants utilizing the Delivery Instructions field to collect additional information for Local Delivery orders can now access these instructions from within EasyRoutes. When available, Delivery Instructions will display along with any order notes and can be viewed by hovering over the note icon on any Route page:

By default, Delivery Instructions will also display in the Delivery Driver mobile app alongside any other notes for a stop:

You can disable Delivery Instructions from displaying in the Delivery Driver mobile app by unchecking Show delivery instructions from your EasyRoutes Settings > Driver settings tab:

Note: This feature is currently in beta, and may not always behave exactly as expected. Please contact us if you run into any issues when working with Local Delivery Instructions.