Getting Started with EasyRoutes 🎉
Quick Start
Want to get a quick overview of EasyRoutes? Watch this overview demo first.
First, review your EasyRoutes Settings and your initial Route Options.
After that, you can review either these quick links to tutorial videos or review our 4-step guide for getting started:
- Select your orders and create routes
- Review and edit routes
- Dispatch and share routes
- Deliver your routes
Next, learn more about we work with your setup with this guide: How does EasyRoutes work with your Shopify setup and third-party apps?
Want to read more about specific workflows or features? Review our support articles for features.
Having trouble? Review our troubleshooting guides.
Getting Started with EasyRoutes
📣 Do This First
Before you get started planning your routes you should:
1) Review your EasyRoutes Settings
2) Enter in your Start and End addresses in Route Options
3) Add a driver to your store when you are ready to share a route for or to test the driver app.
You can review all of your Route Options at this point or when you create your route.
📦 Step 1: Select Your Orders and Create Routes
Select the orders you wish to route and click the “Add Orders to Route” button. 
To learn more about how to filter your orders, review the following:
- How do I filter orders by delivery zone/delivery area?
- How can I see which orders have already been assigned to a route?
- How does EasyRoutes work with Shopify Orders (Local Delivery, Local Pickup) and Information from Shopify Apps?
When you have added all the orders you would like to create a route (or multiple routes) to your selection, click the " Create New Route" button with your desired Route Options:
✏️ Step 2: Review and Edit Routes
Once you've created a route, you'll see the Route Page.
If you need to make any adjustments, you can edit your route and make any changes that you may need.
To learn more about editing routes, watch the video above or review the following for some of our most frequently asked questions:
- Editing Routes
- Route Scheduling & ETAs
- Renaming a route
- How do I add a custom stop to a route?
- How do I move orders to another route?
- How do I add orders to another route?
- How do I re-order stops in a route?
- How do I edit a stop's address?
- How do I re-optimize a route?
- How do I reverse a route?
🚗 Step 3: Dispatch/Share Route
If you haven't added a driver to your store, now is the time to add a driver or your roster of drivers that you want to dispatch your routes to.
You can assign your route to a driver using our assignment selector on our Route Page. 
Then you can dispatch this route to your driver when you're ready.
To learn more about dispatching routes and driver management, review the following:
- How do I dispatch / share routes?
- How do I assign a driver to a route?
- Dispatch Links / Driver Self-Assign
Need to add drivers before you dispatch? Review the following:
🚗 Step 4: Deliver Routes
Your drivers can use our EasyRoutes Delivery Driver app to deliver.
We have answers to most frequently asked questions about our driver app here.
Want to learn more about how your customers interact with their deliveries? Read more about:
- Customizable Order Tracking Pages and Links
- Delivery Notifications - Email and SMS
- How do I know which notifications were sent? (Notification History)
Next, learn more about we work with your setup with this guide: How does EasyRoutes work with your Shopify setup and third-party apps?
Thanks for using EasyRoutes! ❤️