Changelog

Version 1.0.38 of the EasyRoutes Delivery Driver mobile app is now available to download for iOS and Android, featuring the following updates and improvements:

• Any stops containing an Order Note, Stop Note, and/or Customer Note will now display with a note icon in the stop list for any dispatched routes. Drivers using the mobile app can tap on the note icon to quickly review any notes that apply to that stop, even if the route has not yet been started:

• When viewing individual stops, the Delivery Instructions section (including all three note types listed above, when available) has been shifted towards the top of the page for increased at-a-glance visibility:

• Various bug fixes and UI enhancements, including improved support for using the mobile app and uploading Proof of Delivery items when in locations with limited connectivity.

You can now enable and configure the Route Assistant for auto-adding orders to a route from the Route Options page, prior to creating a new route:

By default, the Route Assistant will be configured with the Contains address filter applied. Use the Clear all and/or Add filter buttons to configure any filter combination you'd like the Route Assistant to watch for:

Once your new route is created with Route Assistant enabled, when viewing that route you'll see a banner indicating that there are new orders that match these filters waiting to be routed from the Add orders tab:

For full details on using the Route Assistant to automate your route planning workflows, see the support article for this feature.

We've added a new rule type and outcome for order import automation workflows, allowing orders with matching attributes (displayed in the Additional details panel of any order) to automatically apply that attribute's value as the stop time (in minutes) when that order is added to a route. This can be particularly useful when orders contain attributes indicating they will require more time for manual installation or setup, or are in a location known to take longer to complete a delivery, such as large apartment complexes.

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Example:

A rule configured as shown below looks for any orders with attributes that contain duration in the attribute title:

If any orders have an attribute containing duration in their title, the value stored in that attribute will automatically be parsed and applied as the amount of time to spend at that stop.

Using the same example rule shown above, two orders are displayed on the right below - one with a duration attribute containing a value of 5, and another with a duration-for-easyroutes attribute containing a value of 10. Since each of these attributes contain duration in their title, when these orders are added to a route, they'll automatically have a stop time of 5 minutes and 10 minutes applied, respectively, as shown on their entries within the route table on the left:

Access and configure this new type of automated rule from your EasyRoutes Settings > General tab, under the Advanced order automation rules section.

We've added a new feature that automates common functionality when adding orders to routes.

‍Note: Order import automation is currently only available on EasyRoutes Premium and Enterprise pricing plans.

Access and configure these automated rules from your EasyRoutes Settings > General tab, under the Advanced order automation rules section:

Automation rules are applied when orders are added to a route, either from the Orders page or on the Add Orders tab of an existing route or route group. See the Adding Orders support article for further details.

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Supported fields

• order tag - if any tag on an order matches the condition, the outcome will be applied.
• customer tag - if any tag on the customer at the time the order was created matches the condition, the outcome will be applied.

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Supported outcomes

• treat stop as priority - the resulting route stop for the order will be marked as priority.

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Stay tuned to this page as we implement more automation fields and outcomes, or get in touch with the EasyRoutes team if there are any fields or outcomes that would be useful for automating your specific workflows.

We've added two new options to enable additional customization of packing slips printed with EasyRoutes.

From your EasyRoutes Settings > Packing slips and labels tab, in the Packing slip options section, enable the Additional instructions field and input any custom information you'd like to include in printed packing slips. You can also customize the position of this information (Below items, In header, or both) using the Note placement dropdown:

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When using the Print feature with Packing slips enabled, this information will automatically display as configured. Note that the example shown below is configured to display both below items and in header:

For full details on configuring, customizing, and printing packing slips for all your EasyRoutes orders, see the support article for this feature.

Address Book / Saved Stops

When saving stops to the Address Book, you can now also include that stop's preferred Time Window and Priority status. From the Actions menu (three dots icon) on any Address Book entry, select Edit address to configure these two stop settings from the Additional options panel:

Both of these variables will be permanently included in the saved stop's Address Book entry to streamline any future deliveries to that customer.

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Packing Labels & Slips

We've added an Additional instructions text input field in EasyRoutes Settings > Packing slips and labels, under the Packing label options section:

Any instructions or information added to this field will be automatically included when using the Print feature to generate packing labels for your routes:

We've also added a new dropdown selection menu to the Packing slip options section to configure where Total Price and Total Weight variables will be placed (Below items, In header, or both):

We've updated the Routes page filtering options so that any applied search terms or filters will persist, even after viewing routes or clicking into another EasyRoutes page, making it easier to make batch edits to routes without having to manually re-apply filters.

By default, the Routes page will load with the Updated last 30 days filter applied. Input any search terms and/or use the Add filter button to activate any combination of Status, Start date, Driver, or Created on filters; the list of matching routes below will update immediately. When you click into any of the routes displayed (or navigate elsewhere within EasyRoutes) and return to the Routes page, the same set of filters will now still be applied:

Note that any applied Route filters will be reset to the default Updated last 30 days when you refresh EasyRoutes, navigate outside of EasyRoutes on Shopify, or close the app and re-open it.

We've added a new feature that allows route planners to mark stops as Priority stops.

When used in combination with certain Route Options that place limits on a route - such as max route duration, max items per stop or max stops per route - Priority stops will be given first consideration for inclusion in a route, better ensuring they're not excluded when route capacities are reached.

You can mark or unmark a stop as Priority from the Add Stop or Edit Stop menus, under the Additional options panel:

Or, from the Stop actions menu from the route table or map view:

You can also change Priority status for a number of stops at once using the checkboxes on any Route page:

Stops marked as Priority will display in a manner that's clear to identify them on your Route table and stop list, with an outlined stop icon and unique badge when hovering over them on the route line or map:

For full details on working with priority stops to streamline your delivery workflows, see the support article for this new feature.

• 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.