Changelog

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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Route Start & End Updates:

We've added a new setting that requires drivers to start a route before they can update the status on any of the route's stops. This setting helps ensure any Out for Delivery notifications (if sent to customers when a route is started) are triggered before orders can be marked as attempted or delivered.

The setting can be enabled from EasyRoutes Settings > Driver settings, under the Driver app settings section:

When this setting is enabled, the Delivery Driver app will display a warning, and all "Mark as..." buttons will be inaccessible until the "Start Delivery" button for the route has been tapped:

We've also added both Start and End locations as individual entries within a route:

Additionally, End locations can now independently be marked as Complete within the Delivery Driver app, indicating the precise time and location - including time spent navigating to the end location - a route is completed:

When combined, these entries and additional "Marked as" action better illustrate the overall structure of a route, and allow for more detailed analysis of total route duration once a route is complete.

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Route Printing Options:

We've enabled some additional options to configure what's displayed on printed Packing Slips and Packing Labels. These settings can be enabled from EasyRoutes Settings > Packing slips and labels, under the Packing slip options and Packing label options sections.

• Weight: Individual item weights (Item weight) and total order weights (Total weight, Order item weight) can now be displayed on printed Packing Slips and Packing Labels.
• SKU: Individual item SKUs (Item SKU) can now be displayed on printed Packing Slips, as well as when printing Inventory, or List of stops with Items included.

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Filter View Improvements:

Comma-separated lists of postal and ZIP codes can now be added when using Filter views on the Orders page - particularly useful when sorting by large, specific sets of postal or ZIP codes. We've also improved filtering behaviour to better support filtering by postal codes, regardless of whether they contain spaces or not.

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Delivery Driver App - Version 1.0.32:

We've released an update to the EasyRoutes Delivery Driver app, including the features described above, various bug fixes, and app performance improvements. Drivers will need to update to the latest version of the app (v1.0.32) in order to take advantage of the latest features and improvements.

We've added a new "Edit stop items" panel, making it easier to cancel fulfillments, select multiple fulfillments for a stop, or mix and match fulfillments with unfulfilled items for a particular stop.

You can access the new panel by clicking the dropdown arrow under the "Items" column for any stop on a route:

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This will open a panel displaying all items associated with this stop, including those that are currently unfulfilled and scheduled - click the pencil icon in the top right corner to launch the Edit stop items panel:

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From the Edit stop items panel, use the checkboxes to the left of each individual fulfillment to select which items should be included in this stop, and click Apply to save your changes.

If you need to cancel a previous fulfillment (such as #1355.1 shown above), click the three dots icon to the right of its title, and select "Cancel fulfillment":

We've enabled a new Route Option that allows for planning new routes using the fewest number of drivers required. You can find this new option under the "How many routes?" Route Option panel, which has been visually updated to reflect this new setting:

Selecting this option before route creation will generate the minimum number of routes possible, while still taking into account any duration, stop count, item count, or weight limits applied via other Route Options. As such, the minimize drivers route option requires at least one of Max route duration, Max stops per route, and/or Max items per route to be enabled in order to properly calculate any limits of a planned route.

Note: The minimize drivers option is only available when creating new routes, and is not currently supported for existing routes that have already been created.

With driver breaks, you can schedule blocks of time for your drivers to take a break between delivery stops. Add as many driver breaks as needed, and customize their length for new and existing routes in Route options:

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Once your route is created, breaks appear as pause icons on the route line, as well as individual rows on the Route page, where they can be reordered between stops by dragging.

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To edit or remove a break, click on the Actions button (three dots icon) on the break's entry within the Route table:

Notes: ‍

• In order to include driver breaks in a route, Route scheduling must also be enabled for the route, and contain a scheduled start time.
• Any driver breaks that fall outside the route's scheduled start or end time will be ignored on route creation.
• Drivers may need to update to the latest version (1.0.29 or above) of the EasyRoutes Delivery Driver App in order to view breaks within their routes.

Clicking into the EasyRoutes app from the Shopify navigation menu will now open the Dashboard, providing quick access to common actions and a summary of your recent EasyRoutes activity:
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Once in the Dashboard, you can complete the setup guide (if applicable):

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Click "Select orders to deliver" to open the Orders tab and begin picking orders for a route.
Click "Create empty route(s)" to create a new, blank route and set route options before adding any orders.

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Quickly access any of your recently created or completed routes from the following two tables, or click the "View routes" button to jump to the Routes tab:

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To jump back to the Dashboard from any other page, click "EasyRoutes Local Delivery" from the app's navigation menu:

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Note: the Orders tab (formerly the first page you'd see when opening EasyRoutes) can also now be opened from the navigation menu:

For full details on customizing your EasyRoutes Dashboard - including the time span and number of routes to display - see the support article for this new feature.

We've made some improvements to the orders table on the Orders Dashboard and Add Orders tab, and fixed some edge case issues related to order selection and removal.

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When any orders are selected, the "Add orders to map" button now remains visible on screen, floating in the same position no matter where you scroll through the page. This is particularly useful when the Orders table has many entries and requires a great deal of scrolling up and down in order to select orders to create a route.

Once orders have been added to the map, the checkbox for that order will convert into a green checkmark, like #1020 shown below. Hovering over the green checkmark will change it into a delete icon (like #1021 shown below) which can be clicked to remove the stop from the map.

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Not seeing all of your orders? Scroll to the bottom of the orders table to identify how many orders were fetched based on any filters that are currently applied. Click the time period (in the case below, last 60 days) to jump to your EasyRoutes settings and adjust how far back in time orders should be fetched from:

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The Orders Dashboard and Add Orders tab have also been adjusted to more efficiently display order and customer details, improving at-a-glance review of stops when scrolling through orders and adding them to the map.

Address Book Improvements:

We've made three improvements to the address book feature to streamline CSV imports, enable quicker addition of custom stops to the map, and include additional details in saved custom stops:

1) You can now click the dropdown arrow next to the Address book button and click "Import and add orders" to bypass the Address book panel and jump directly to the Import CSV page:

After you've imported your CSV, review these stops for accuracy before clicking "Import and add orders" to add them to the map:

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2) When using the "Import CSV" button from within the Address book panel, we've enabled an additional dropdown option:

• Clicking "Finish import" will still add these custom stops to the Address book for future route planning;
• Clicking "Import and add stops to map" from the dropdown will add these custom stops to the Address book and add them directly to the map for immediate use in routes.

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3) Imported/saved custom stops now have three additional data variables that are stored in the Address book:

When editing a custom stop, there's now an "Additional options" panel where Time window, Stop time, and Stop note can be saved. All three of these data variables will be saved in the Address book entry for this stop and will persist for any future routes that include this stop.

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Proof of Delivery Improvements:

For completed routes or routes in progress, we've added a series of icons under the "Proof" column on each stop's entry to indicate which Proof of Delivery items were captured for that stop:

When any of the following proof of delivery items are attached to a stop, they will display as the icons shown below - click on any available icon to open the Proof of Delivery panel and view the Proof items:

1) Photo(s)
2) eSignature
3) Driver note
4) GPS delivery location

We've relocated the Import CSV button and all associated functionality into the Import history tab of the address book:

Clicking on the "Import history" tab will show a list of all previous CSV imports (if applicable) and enable the "Import new CSV" button.

Click the eye icon to the right of any previous CSV import to view a list of stops that are associated with that imported CSV:

From here, click "Add all to custom stops" to migrate the imported data from this CSV into the Custom stops tab of the address book for quick addition to routes:

Additional details on CSV import workflows, file format requirements, and working with imported custom stops can be found in the support article for this feature.

When exporting stops for a route, you can now optionally include the end location, when it is present on a route:

We've also added the ability to set a default sort option and direction for the Routes page (under EasyRoutes Settings -> General):

We've increased the level of detail and user control for orders and stops that have partial fulfillments, which can be particularly useful for orders that ship from different warehouse locations, or scheduled fulfillments (such as subscription orders) that will be delivered on any future date(s).

Once a route is created with a stop that contains a partial fulfillment, from the route page, all fulfilled and unfulfilled items included in that stop can be viewed by clicking the dropdown arrow in the Items column for that stop:

By clicking Actions > Edit stop and scrolling down to the stop's Advanced options settings, you can see which portion(s) of the order have already been fulfilled, which are scheduled (if applicable), and select any/all remaining items to be included in this stop's current fulfillment. You can also view each item's fulfillment location to determine which warehouse location the items are shipping from:

Once the stop has been fulfilled (depending on your EasyRoutes fulfillment settings, this may be manually triggered, or when a particular delivery status is applied to the order) the order page will now display any remaining unfilfilled items, and a breakdown of each past fulfillment, which items they contained, and which location they were fulfilled from:

The address book lets you manage your frequently used custom stops in EasyRoutes. Create address book entries with customer names, addresses, and manual items and you'll be able to easily add them to your new and existing routes.

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The address book is accessible for planning new routes from the main Orders screen, as well as the Add orders tabs on Route and Group pages to add to your existing routes:

Within the address book dialog, you can add and edit entries, then use the checkbox(es) to select one or more and add to your route:

Frequently used entries can be pinned to the top of the address book by clicking the star icon to the left of an entry's name.

For full details on using the Address Book to import and save custom stops into EasyRoutes, see this support article.

*The address book feature is currently available for paid plans only.

[iOS]

• Fix for opening Google Maps when offline.
• Improvements to device authentication and login.

[Android]

• Improvements to device authentication and login.

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