Welcome to Appliance.io! Getting products from your warehouse to your customer’s home doesn’t have to be complicated. This beginner-friendly guide gives you a high-level overview of how Routing, Scan-Out, Drivers App, and Home Visits work together — so your team knows exactly what to do, from planning the day to completing the last stop.
🚚 Step 1: Plan Your Day with Routing
Routing is where every delivery day begins.
Where to start
Open Routing from the sidebar.
Select the delivery date and delivery method.
What you’ll do
View unrouted stops scheduled for the day.
Assign stops to trucks manually (drag & drop) or use Auto-assign.
Adjust stop order, add manual stops, or insert empty trucks if needed.
Assign one or more drivers to each truck.
Save your routes.
Once saved, each driver automatically receives an email with a link to their route.
📦 Step 2: Scan Out Items Before Delivery
Before a driver can leave, every item on the truck must be scanned out.
How it works
Go to the Deliveries page and click Scan Out Inventory.
Select the delivery method, date, and truck.
Scan each item’s barcode (or manually enter model and serial numbers).
Process the scans to confirm all items are loaded.
✅ All items must be scanned out before a driver can start their route.
📱 Step 3: Complete the Day Using the Drivers App
The Drivers App is a browser-based tool — no download required.
What drivers see
Today’s summary: total stops, installs, distance, and estimated time.
Assigned truck and a fully mapped route.
Individual stop tiles with customer details, notes, and fulfillment info.
What drivers can do
Notify customers when they’re on the way.
Navigate using Google Maps.
Start and complete deliveries.
Add serial numbers, notes, photos, and customer signatures.
Report reschedules, missed stops, or damage in real time.
Progress updates instantly reflect back on the order and dashboard at the store.
🏠 Step 4: Handle Surveys, Services, and Installs with Home Visits
Home Visits let you manage non-delivery appointments — all tied directly to an order or quote.
Types of Home Visits
Survey: Measure spaces or verify fit before an install.
Service: Repair or inspect existing appliances.
Install: Complete an install that didn’t happen at delivery.
How to add one
Open an Order or Quote.
Select Add a Home Visit.
Choose the visit type, model, delivery method, date, and description.
Save — it appears instantly in the order summary.
Drivers complete Home Visits through the same Drivers App, including surveys with sketches, measurements, photos, and notes.
✅ Bringing It All Together
Here’s the full flow:
Route your deliveries.
Scan out all items.
Drivers deliver using the Drivers App.
Track progress, reschedules, damage, and Home Visits in real time.
💡 Tips for New Users
Once you understand how Routing, Scan-Out, the Drivers App, and Home Visits connect, deliveries become a smooth, repeatable process — with full visibility for your team and clear communication for your customers.
👉 For detailed walkthroughs and advanced tips, check out these full Help Center articles:
You’re officially ready to run deliveries like a pro 🚛✨