Help Center

Portal overview

• Routes: Build routes, import a route via CSV or ecommerce integration, view active and past routes, and monitor driver progress.
• Drivers: Add, edit, and deactivate driver accounts.
• Address Library: Manage your customer list. Add manually or import via CSV.
• Analytics: View delivery performance, driver compliance, stop counts, and trends over time.
• Settings: Configure branding, notifications, POD defaults, billing, integrations, and API access.
• Billing: View your current plan, usage, and manage your subscription.
• Support: Submit and track support tickets.

What is My Optimized Route?

My Optimized Route (MOR) is a delivery management platform for small and mid-sized businesses. It handles route building, driver dispatch, near real-time tracking, customer notifications, and proof of delivery, all in one place. Dispatchers manage everything from the client portal. Drivers use the driver portal on their phone to work through their stops.

How stop-based pricing works

Pricing is based on stops per month, not drivers or routes. Your plan includes a monthly stop allowance that resets on the 1st of each month. Drivers and admins are unlimited on every plan. If you need to deliver 200 stops this month and 80 next month, you only pay for what you use against your plan limit.

• Free: 150 stops/month
• Starter: 500 stops/month
• Pro: 1,200 stops/month
• Enterprise: Unlimited stops

How to add a driver

1. Go to Drivers in the top navigation.
2. Click Add Driver.
3. Enter the driver's name, email address, and phone number.
4. Click Save. The driver receives an invitation email with a link to set up their account.

There are no driver limits on any plan. Add as many as your operation needs.

How to add customers to your Address Library

The Address Library is your customer list. You can add customers in two ways:

• Manually: Go to Address Library and click Add Address. Enter the customer's name, address, and contact details.
• CSV import: Available on Starter and above. Upload a spreadsheet with your customer list. Required fields: first_name, last_name, address, city, state, zip. Download sample CSV.

Each customer record stores their default POD preferences (signature required, can leave at door) and SMS consent status.

Step 1: Set date and driver

Go to Routes → New Route. Select the delivery date and assign a driver from the dropdown. Click Next to continue.

Step 2: Select stops

Search or browse your Address Library. Check the box next to a customer to add them as a stop. Each stop card shows:

• Signature: Whether a signature is required on delivery.
• Can Leave at Door: Whether the driver may leave the package without a recipient present.
• Deliverables: A note to the driver about what's being delivered (e.g. "2x dog food, 1x treat bag").
• Notes: Any special driver instructions for this stop.
• Delivery Window: Optional start and end time for when the stop should be completed.

Default values for signature and leave at door are pre-filled from your Settings → Route Defaults. You can override any setting per stop before pushing the route.

Stop cards show address verification status. Unverified addresses can be verified before pushing the route by clicking the Verify button. If an address cannot be verified, a correction modal opens with Google Maps autocomplete to help find the correct address.

Step 3: Review stop order

Stops are listed in the order they were added. Drag and drop rows to reorder them manually. If you'd like the driver to be able to re-sequence stops using route optimization, leave Allow driver to optimize route toggled on. If you want stops delivered in exactly the order shown, turn it off.

Step 4: Push the route

Click Confirm & Push. The route is created and immediately visible to the assigned driver in their portal. You'll be taken to the route detail page where you can monitor progress.

Note: Once the driver clicks Start Route in the driver portal, the route becomes active and can no longer be edited. You can cancel an active route from the route detail page if needed.

Locking a route

By default, drivers can re-optimize their remaining stops at any time during a route. If you want stops delivered in a specific order without any re-sequencing, you can lock the route order when building it. Turn off Allow driver to optimize route on the review screen before pushing the route. Locked routes are delivered in exactly the order shown, regardless of traffic or driver preference.

What it is and when to use it

The CSV Route Import lets you build a complete delivery route from a spreadsheet in a few simple steps. Download the sample CSV to get started, fill in your stops, upload, review and reorder as needed, and build the route. Available on Starter and above. Access it via Routes > Import > CSV in the client portal navigation.

Download the sample CSV

To get started quickly, download the sample file and use it as a template:

Download sample-csv-route-v3.csv

The sample includes all supported columns with example data so you can see the expected format before building your own file.

Supported columns

The following columns are supported. Column headers must match exactly (lowercase, underscores).

Required

• first_name
• last_name
• address
• city
• state
• zip

Optional

• address2 — apartment, suite, or unit number
• phone — used for SMS delivery notifications
• email
• signature_required — Yes/No or 1/0
• can_leave_at_door — Yes/No or 1/0
• deliverables — note to the driver about what is being delivered
• notes — any special driver instructions for the stop
• delivery_window_start — earliest acceptable arrival time (HH:MM or H:MM AM/PM)
• delivery_window_end — latest acceptable arrival time (HH:MM or H:MM AM/PM)

Note: Suppress notifications is available as a per-stop checkbox on the review screen but is not a CSV column.

How address matching works

When you upload a CSV, each stop is matched against your Address Library. The matching rules are:

• Name and address match (active record): The existing customer record is reused. No new address slot is consumed.
• Name and address match (hidden record): The record is reactivated automatically when the route is built. No new address slot is consumed.
• Address match with a different name: A new customer record is created and one address slot is consumed.
• No match: A new customer record is created and one address slot is consumed.

If the number of net new addresses from your CSV would exceed your plan's address limit, the import is blocked before the review screen. The error message shows how many slots are available and how many are needed.

Review screen

After uploading, you land on the review screen before anything is saved. On this screen you can:

• Reorder stops by dragging and dropping the rows.
• Verify addresses: Addresses are checked against the geocode cache on upload. Unverified addresses are flagged with a red Address Unverified badge. Click Verify to geocode, or use the correction modal with Google Maps autocomplete if the address cannot be found.
• Override per-stop settings including signature required, can leave at door, deliverables, notes, delivery window, and suppress notifications.
• See a New badge on stops that will create a new address library entry, and a Reactivate badge on stops that match a hidden record.

No records are created until you click Build Route. You can go back and re-upload if you need to make changes to the CSV itself.

SMS consent on build

If any stop in your CSV has a phone number, a consent confirmation modal appears when you click Build Route. This confirms that you have consent to send SMS delivery notifications to the recipients. You can proceed or cancel and remove phone numbers if needed.

What a delivery window is

A delivery window sets an expected arrival range for a specific stop. When a window is set, the driver sees it directly on their stop card. After delivery, MOR records whether the stop was completed on time. Use delivery windows when a customer has requested a specific time range or when you want to track on-time performance across your operation. Routes can be manually reordered according to their delivery window.

Setting a window during manual route creation

When building a route, each stop card includes optional Window Start and Window End time fields. Enter times using the time pickers or type directly in HH:MM format. The end time must be after the start time. If you set a start but no end, or vice versa, the route builder will show a validation error and prevent submission until both fields are filled or both are cleared.

Setting a window via CSV import

Include delivery_window_start and delivery_window_end columns in your CSV. Accepted formats:

• 14:30 or 09:00 (24-hour HH:MM)
• 2:30 PM or 9:00 AM (12-hour with AM/PM)

Both fields are optional. If you include one you should include the other. Windows can also be added or adjusted on the CSV review screen before building the route.

How the window appears to the driver

When a delivery window is set on a stop, the expected arrival range is shown directly on the driver's stop card in the driver portal. The driver sees the window before starting the stop so they know the target time without checking any other system.

Window compliance in analytics

The Analytics dashboard tracks on-time delivery rate for stops that have a delivery window set. The driver performance table shows per-driver window compliance so you can see which drivers consistently hit their windows and which may need attention.

Window data in the delivery history export

The CSV export from Routes > Deliveries includes three window-related columns:

• Window Start — the scheduled start of the delivery window
• Window End — the scheduled end of the delivery window
• Window Status — On Time or Late for delivered stops that had a window set; blank if no window was set or the stop was not completed

Adding a driver

1. Go to Drivers in the top navigation.
2. Click Add Driver.
3. Enter the driver's name, email, and phone number.
4. Click Save. The driver receives an invitation email with their login credentials.

Resetting a driver password

Go to Drivers, find the driver, and click Edit. Use the Change Password section to set a new password for them directly.

Drivers can also reset their own password from the login page using "Forgot password?"

Driver limits

There are no driver limits on any plan. Add as many drivers as your operation requires at no extra cost.

Deactivating a driver

Go to Drivers, find the driver, and click Edit. Toggle the driver's status to Inactive. Deactivated drivers cannot log in or be assigned to new routes. Their historical delivery data is preserved.

Accessing the driver portal

Drivers log in at myoptimizedroute.com using the credentials from their invitation email. The portal runs in any smartphone browser. No app download required. Drivers can bookmark the login page for quick access.

Working through a route

After logging in, drivers see a list of their routes for today. Tapping a route opens the stop list. Before starting, the driver can tap Optimize Route to automatically sequence their stops for maximum efficiency. MOR uses the Google Maps routing engine to calculate the fastest stop order based on current traffic conditions, distance, and road data. Route optimization can be run at any time during a route to re-sequence remaining stops if conditions change. Note: If the dispatcher locked the route order when building it, the optimize button will not be available.

For each stop, the driver can:

• Tap Start Driving to mark the stop as En Route.
• Tap Mark Arrived when they reach the address.
• Complete the delivery by capturing proof of delivery.
• Mark a stop Undeliverable if the delivery cannot be completed.

Only one stop can be active (En Route) at a time. Other stops' Start Driving buttons are disabled until the current stop is completed or reset.

Signature required

If a stop has Signature Required enabled, the driver must collect a signature before the stop can be marked delivered. If no one is available to sign, the driver must mark the stop as Undeliverable (failed).

Can Leave at Door

The Can Leave at Door option only appears to the driver if the dispatcher has enabled it for that stop. When enabled, the driver can take a photo and mark the stop delivered without requiring a recipient to be present.

GPS tracking

The driver portal logs GPS location automatically as the driver works through their route. Dispatchers can see near real-time driver location on the Routes → Monitor page. Location data is retained according to your plan's retention period.

POD options

MOR supports three types of proof of delivery:

• Photo: Driver takes a photo at the delivery location. Available when "Can Leave at Door" is enabled for the stop.
• Signature: Customer signs on the driver's phone screen. Required when "Signature Required" is enabled for the stop.
• Manual confirmation: Driver selects a completion reason (e.g. "Handed to customer", "Left with reception"). Used when neither photo nor signature is required.

Setting POD defaults

Go to Settings → Route Defaults to configure the default POD behavior applied to every stop when building a route:

• Signature: "Always required" pre-selects Yes on every stop card. "Not required" pre-selects No.
• Leave at door: "Always allowed" pre-selects Yes on every stop card. "Not allowed" pre-selects No.

Dispatchers can override any default per stop when building a route. Individual customer preferences set in the Address Library also carry through automatically.

QR code delivery confirmation

Every stop includes a QR code. Drivers with a mounted tablet can scan the QR code with their phone to complete the delivery at the door without handling the tablet at each stop. No extra configuration needed.

Viewing POD records

POD submissions are visible on the Route Detail page for each stop. All delivery records including POD data can be exported to CSV from the Deliveries report.

Overview

MOR connects directly to your WooCommerce store and pulls orders in. No CSV exports, no copy-paste. Once connected, you can send orders to MOR with a single click from the WooCommerce Orders screen. Available on Pro and Enterprise plans.

How to connect

1. In WooCommerce, go to Settings → Advanced → REST API and generate a new key with Read/Write permissions. Copy the Consumer Key and Consumer Secret.
2. In MOR, go to Settings → Integrations → WooCommerce.
3. Enter your WooCommerce store URL, Consumer Key, and Consumer Secret. Click Save.

Installing the MOR WordPress plugin

The MOR WordPress plugin is available on Pro and Enterprise plans. Contact support to request the installation file and setup instructions.

Sending orders to MOR

Once the MOR WordPress plugin is installed, sending orders to MOR takes a few seconds.

1. In WordPress, go to WooCommerce → Orders.
2. Select the orders you want to send using the checkboxes.
3. Open the Bulk Actions dropdown and select Send to My Optimized Route.
4. Click Apply. Orders appear in MOR immediately and are ready to add to a route.

WooCommerce Route Import

Once your WooCommerce integration is connected, orders pushed from your store appear in Routes → Import → WooCommerce. This lets you build delivery routes directly from your orders.

Step 1: Review imported orders

Orders appear with their delivery address and verification status. A green Address Verified badge means the address is ready to route. Click Verify to geocode an unverified address, or Edit to correct it before verifying.

Step 2: Select orders and assign

Check the orders you want to include in the route. Select a delivery date and driver, then click Next.

Step 3: Arrange stops and build

Drag and drop to set the stop order. Set POD requirements, delivery window, and driver notes per stop if needed. Toggle route optimization, then click Build Route.

Order statuses

• Unassigned: The order has been imported but is not yet on a route.
• Assigned: The order is on a planned route that has not started yet.
• En Route: The route is active and the driver is working through stops.

Orders disappear from the import builder once they are delivered or marked failed. If a route is cancelled, all its orders return to Unassigned automatically.

Status pushback

When a driver marks a stop Delivered, the WooCommerce order status is automatically updated to Completed. When a stop is marked Failed, the order is set to On Hold. This keeps your WooCommerce store in sync without any manual updates.

How billing works

MOR plans are billed monthly. Your billing date is the date you started your paid plan. Your monthly stop allowance resets on the 1st of each month regardless of your billing date.

There are no overage charges and no per-driver fees. If you reach your monthly stop limit, new route creation is paused until the 1st of the following month or until you upgrade your plan.

Free trial

Starter and Pro plans include a 14-day free trial. You will not be charged until the trial ends. Cancel any time before the trial period ends and you won't be billed.

Upgrading or changing your plan

Go to Settings → Billing to view your current plan and available options. Plan changes take effect immediately. When upgrading, your new stop limit applies right away.

Cancelling your subscription

Go to Settings → Billing → Cancel Subscription. Your account remains active and fully functional until the end of your current billing period. No data is deleted. You can resubscribe at any time.

API Documentation

The MOR REST API is available on Pro and Enterprise plans. It allows you to integrate MOR with your own systems, automate route creation, manage customers, and update delivery statuses programmatically. For full API reference documentation including authentication, endpoints, request/response examples, and error codes, visit the API Documentation page.