The Routing Page in Appliance.io is your command center for delivery planning. Routing managers typically build routes the evening before delivery day, and this page gives you everything you need to organize stops, assign drivers, optimize truck loads, and connect routes directly to the Driver App. It supports both automated routing and manual control — so your delivery day runs smoothly.
📍 Accessing the Routing Page
To begin, open the sidebar and click Routing.
At the top of the page, select:
Delivery Date
Warehouse Location (where items are leaving from)
Delivery Method
Only deliveries scheduled for that day will appear.
Once selected, the routing dashboard loads with a live map and delivery overview.
At the top, you’ll see key planning metrics:
Total stops (routed vs. unrouted)
Total pieces being delivered
Total installs scheduled
Average projected stops per truck
Don’t forget to review routing notes — these delivery notes attached to orders can help with planning and special instructions.
Above the map is a live breakdown of trucks, stops, and pieces, giving you an instant snapshot of the day’s workload.
🧭 Unrouted Stops
Scroll down to the Unrouted Stops section. This is where all pending deliveries live before being assigned to trucks.
You have two routing options:
Add Manual Stop
Auto-assign
➕ Adding a Manual Stop
Manual stops are ideal for last-minute deliveries, service calls, or custom tasks.
Click Add Manual Stop.
In the pop-up, complete:
Customer Details
Name, phone (only one number required), email, and address.
Stop Details
Estimated completion time and a short description.If photos or signatures aren’t needed, toggle that option off.
Click Add Stop to save.
Your manual stop now appears in the unrouted list. Expand the stop to:
See Order Details
Edit details
Delete the stop
🚚 Assigning Stops to Trucks
To route deliveries, you can:
Drag and drop stops into trucks manually
Click Auto-assign to instantly generate optimized routes.
Each truck appears color-coded on the map for easy tracking.
You can rearrange stops anytime by dragging them between trucks.
Green envelope icons indicate delivery reminder emails have already been sent.
📝 Viewing and Editing Order Details
Click See Order Details on any stop to view:
Model numbers
Fulfillment type
Products and installs
Quantity
Select Edit Order Details to update customer information or change delivery dates.
Click Save Changes to apply updates immediately.
🗺 Map View Controls
Use the Show All Trucks toggle to control visibility:
On → display all routes
Off → focus on individual trucks
This helps reduce clutter during busy routing days.
🛠 Truck Tools
Each truck includes built-in optimization tools:
Picklist – Print order details
Driver Link – Copy route link for drivers
Shortest Distance – Optimize stop order
Reverse Stops – Flip route order
Lock Stops – Prevent accidental edits
These tools let you fine-tune routes in seconds.
⚙ Select Action Menu
For advanced routing control, open the Select Action menu.
Available actions include:
Shortest distance optimization
Print All (Picklist / Install-only / Invoice)
View changelog
Emergency reschedule (single truck or entire route)
Reset routes
Add empty truck
You can also add manual stops directly under individual trucks.
👨✈️ Assigning Drivers
Before finalizing routes, assign drivers to each truck.
Click Assign Driver, choose from the dropdown, and assign one or multiple drivers.
Click Save to confirm.
⚠️ Important: always save your routes before leaving the page. Unsaved changes will be lost.
Once saved, drivers automatically receive an email with their route link, which opens directly in the Driver App.
🎉 You’re All Set!
With routes saved and drivers assigned, your delivery day is fully prepared. The Routing Page centralizes planning, optimization, and communication so your team can execute efficiently from warehouse to doorstep.