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How to Create and Customize Routes
How to Create and Customize Routes

Learn how to efficiently create and manage routes in the Pickup and Delivery settings.

Rafael avatar
Written by Rafael
Updated over 2 weeks ago

With CleanCloud, you can define service areas, known as Routes, in your Pickup and Delivery settings. This ensures your customers are covered by designated routes that you define.

This level of customization allows you to efficiently serve customers according to your preferences and business requirements.

The Pickup and Delivery settings and features are only available on our Pro, Grow, or Grow+ plans. If you would like to discuss upgrading your plan, please contact our Support Team.


How to Create a Route

To create a new route, follow these simple steps:

1. Navigate to Settings > Admin > Pickup and Delivery > Routes > Add Route.

2. Enter a name for your route and press Submit.

3. Once the route is created, you can start customizing it. Under the GeoFence column, locate the View and Edit buttons. To create a route or service area, click View and then Add GeoFence.

⚠️ Notice ⚠️

GeoFences must not overlap to avoid confusion during sign-up and severe issues. Overlapping routes prevent us from diagnosing pickup and delivery-related problems.

4. A map will be displayed, providing two options for defining your service area:

a. You can opt for a preset radius circle (3, 5, 10, or 15-mile circle). Tip: This is ideal for stores utilizing DoorDash with delivery mile restrictions.

b. Alternatively, draw a custom shape by clicking points on the map. Begin by selecting a starting point and clicking again to outline the boundaries of your GeoFence. Continue this process to create the desired shape.

For efficient GeoFence creation, sketch a rough outline of your desired service area. Adjust the shape using the dots on the GeoFence and zoom in/out with the + or - symbols to ensure precise coverage.

5. Once your service area is defined, click Save GeoFence to Route.


How to Edit a Route

To edit a new or existing route, follow these simple steps:

1. Click the Edit icon next to the route you wish to adjust.

2. On the new page, customize the route, including:

  • Time Slots*

  • Closed Dates

  • Price Lists

  • Repeat Pickups Price List

  • Geofence Type:

    • Regular > Define your route manually by drawing on the map.

    • By Zip Code > Explore more in our Zip Codes for Geofences article.

  • Custom Delivery Fee

  • Custom Minimum Amount

  • Custom Turnaround Time

3. After making changes, click Submit to save them.

Time Slots*: Once the Start time has passed, customers can't book that time slot. For example, if it's 7:05 am, a slot from 7 am to 1 pm won't be available. Consider breaking longer slots into smaller increments for better availability.

This will only be applicable if, under Admin > Settings > Pickup and Delivery > Pickup/Delivery Options > 'Allow Pickups From', you select both 'Today' and 'Anytime'.


How to Deactivate a Route

While the system doesn't allow the permanent deletion of routes, you can temporarily deactivate a route if it's no longer needed. Follow these steps:

1. Edit the route as described above.

2. Disable the 'Active' toggle to deactivate the route.


💡 Need more help?

Explore our Help Center articles for answers. Contact us if you need further assistance.

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