Sign Up and Account Creation: Visit the SmartRoutes website and sign up for a free trial or paid plan. Account creation is immediate and can be completed in a few minutes.
Basic Platform Setup: Configure your business locations, add depots or hubs, and input essential company information to personalize your environment.
Driver and Vehicle Setup: Input driver details and assign vehicles, specifying capacities and other key parameters needed for route optimization.
Order and Route Data Entry: Upload delivery addresses/orders via manual entry, spreadsheet import (Excel/CSV), or direct integration with your existing software (e.g., eCommerce or WMS platforms). This step can be completed in minutes for most businesses.
Customize Settings and Preferences: Adjust settings such as delivery time windows, start/end locations, vehicle constraints, priority stops, and other preferences to match your business requirements.
Route Optimization: Use the SmartRoutes platform to generate optimized routes for your drivers. The process takes seconds—routes are calculated automatically based on your data and constraints.
Review and Dispatch: Review generated routes, make any manual tweaks if needed, and dispatch them directly to drivers via the SmartRoutes mobile app (iOS/Android).
Live Tracking and Execution: Drivers follow their assigned routes via the app, which provides navigation, proof of delivery collection, and live status updates. Managers can monitor the fleet in real time and adjust as needed.
Customer Notifications and Proof of Delivery: Customers receive automated delivery notifications and can track their status via a live portal. Drivers capture photo/signature proof, which is instantly available to managers.
SmartRoutes is built with flexibility and customization in mind, making it well-suited for organizations with distinct operational requirements across different industries. Here are detailed data points on how SmartRoutes can be tailored to fit unique business needs:
Add Custom Fields: Businesses can create and manage custom fields within the platform to store unique information about deliveries, drivers, or customers (e.g., assembly required, special customer instructions, delivery notes).
Edit and Remove Fields: Custom fields can be modified or deleted as business needs evolve, providing ongoing adaptability.
Route Constraints and Parameters: Set vehicle- or driver-specific parameters such as maximum stops, load constraints, time frames, and preferred delivery windows for highly granular control over daily operations.
Customizable Workflows: The platform enables adjustments in workflows, such as custom notifications, proof-of-delivery requirements, and driver notes, allowing teams to conform to their preferred business processes.
On-the-Fly Adjustments: Users can modify routes even after dispatch, accommodating last-minute changes, special requests, or unforeseen events (e.g., additional orders, canceled stops).
Manual and Automated Optimization: Routes can be manually tweaked or automatically optimized to fit operational needs, balancing efficiency and control.
API and Bespoke Integrations: SmartRoutes offers API support for integrating with warehouse management systems (WMS), ERP, eCommerce platforms like Shopify and WooCommerce, or other business software.
Webhooks: Businesses can leverage webhooks to trigger actions based on delivery or system events, enabling seamless connectivity with existing tools.
Multi-Role Permissions: Assign custom roles and permissions for route planners, dispatchers, drivers, and customer service users for tailored access and data visibility.
Industry Adaptability: The solution is designed to accommodate a diverse set of industries, from logistics providers to retailers and in-house delivery teams, each with unique operational models.
Branded Customer Notifications: Automate and customize SMS/email notifications, tracking pages, and feedback requests so communications match your brand and meet customer expectations.
Driver-Customer Interaction: Allow for driver notes and customer-specific instructions, directly accessible within the mobile and web apps.
Vehicle-Specific Settings: Configure each vehicle with unique settings such as capacity, allowed stops, operating hours, and delivery territories, ensuring efficient and compliant routing for diverse fleets.
Custom Reports: Tailor analytics dashboards and reports to highlight the metrics most relevant to your operations, such as delivery times, driver performance, or customer feedback.
Route Comparison: Visual comparison of planned versus actual routes to identify inefficiencies and optimize future workflows.
Easy Scalability: The platform can scale rapidly to accommodate growth, adding new vehicles, locations, or drivers as the business expands.
White-Label Options: For enterprise customers, SmartRoutes supports white-labeling and dedicated account management to create a branded experience.
SmartRoutes offers transparent, subscription-based pricing and minimizes extra charges commonly associated with enterprise software. Here's what you need to know about additional costs such as setup fees, maintenance, and support:
No Setup Fees: SmartRoutes does not charge any setup fees. You can start planning and optimizing routes immediately after purchasing a subscription, with no hidden onboarding costs.
Included With Subscription: All software maintenance—such as updates, enhancements, and system improvements—is included as part of the monthly or annual subscription. There are no separate or recurring maintenance charges for standard users.
Standard Support Included: Online documentation, email support, and access to help resources are included at no extra cost in all SmartRoutes plans.
SmartRoutes provides a hands-on and guided onboarding experience tailored for new users. The setup starts with a step-by-step manual and platform walkthrough that covers essential features such as creating an account, configuring vehicles and drivers, uploading delivery orders, and dispatching routes. The onboarding manual ensures new users become familiar with core tools and can quickly start optimizing their delivery operations.
During initial setup, SmartRoutes’ team is available to help users set up vehicles, capacities, and manage driver assignments, as well as to optimize their first set of delivery routes. Additional support is offered to ensure that new users are comfortable with using all aspects of the platform.
A searchable knowledge base is accessible via the web platform. This resource includes detailed articles, video tutorials, FAQs, and troubleshooting guides designed to assist with common and advanced topics.
Admin users receive specific setup guides and best-practice recommendations for using features such as proof of delivery, live tracking, and integration setup.
Email and Help Desk: Users can contact the SmartRoutes support team at any time through email or the online help desk for prompt resolution of technical issues, configuration questions, and feature requests.
Phone Support: Direct phone support is available for urgent queries requiring real-time assistance, allowing quick troubleshooting and implementation help.
Chat Support: Some subscription plans offer in-app or online chat for fast answers to questions while using the software.
Onboarding Meetings: Dedicated onboarding meetings are provided for all new customers, led by the support and onboarding team, to facilitate platform adoption and customization to specific business needs.
Account Management: Ongoing account management ensures users have a point of contact for more complex requests, customizations, or integrations.
Responsive Support Team: Customer reviews highlight the SmartRoutes support team as highly responsive and helpful, with a strong commitment to resolving requests and product queries swiftly.
Continuous Education: The support team provides ongoing guidance and sends out updates on new features, ensuring users remain up-to-date with improvements and best practices.
SmartRoutes implements a variety of security measures and best practices to safeguard user and operational data across its delivery management platform. The strategy encompasses technical, organizational, and process-oriented controls that protect against unauthorized access, ensure data integrity, and ensure compliance with privacy standards.
Minimal Data Collection: Personal and business information is collected only as necessary for platform functionality, such as service requests, order management, or user authentication. Users can refuse to provide certain information, although this may affect their ability to use specific features.
Location Privacy: Location data—such as driver or device GPS—is only accessed with user consent and is not shared with third parties. This location information is used to optimize routes, provide live tracking, and generate operational analytics.
Encryption in Transit: All data transferred between devices and the SmartRoutes platform is encrypted, typically via TLS, to prevent interception or tampering during transmission.
No Third-Party Data Sharing: The platform does not share personal data with outside organizations except as necessary for order fulfillment and only with user consent. Data is not sold or used for non-service-related purposes.
Proof of Delivery Security: Capture of sensitive delivery information (e-signatures, photos, barcodes) is managed securely to support both compliance and customer confidentiality.
Role-Based Permissions: Users are assigned roles with defined permissions, ensuring only authorized personnel can view or modify sensitive business data within the platform.
Identity Verification: SmartRoutes can be integrated with external identity verification solutions, such as IdentityCheck, to confirm driver identities and comply with regulatory requirements in logistics operations.
Controlled Data Retention: Personal and business data are retained only as long as necessary for legitimate operational purposes. Data is deleted or anonymized once no longer required to mitigate long-term risk exposure.
No Data Deletion by User: The app currently does not provide a self-service option for end users to delete their data; deletion requests or processes are managed through support channels and in accordance with privacy policy terms.
Privacy Policy: SmartRoutes operates under a publicly available privacy policy detailing the collection, use, and protection of data, and clarifies user rights about their data.
Cloud-Based Deployment: As a cloud-first solution, most new features and backend updates are seamlessly pushed to the web dashboard. This ensures all users instantly benefit from enhancements or fixes with no downtime or manual intervention.
Mobile Apps: Updates for the SmartRoutes mobile apps (iOS and Android) are deployed via app stores. Drivers receive notifications to update their apps, gaining access to new capabilities and workflow refinements.
Live Route and Workflow Updates: Route and parameter changes—including re-optimizing routes, adjusting driver assignments, or updating delivery instructions—can be made live by administrators and instantly dispatched to drivers. Drivers see the changes the moment they open the app, ensuring routes and ETAs stay accurate throughout the day.
Customer Communication: Major new features or improvements are often communicated through online support documentation, help center updates, and, when relevant, via in-app notifications. The platform maintains a knowledge base and support portal where recent feature updates and guides are accessible at any time for users and administrators.
SmartRoutes outlines in its privacy policy that users retain substantial control over the personal and operational data they provide to the platform. Data collected—such as delivery information, driver details, order specifics, and customer communications—is used solely for providing and maintaining SmartRoutes services. Importantly, user data (including location, delivery, and account information) is not sold or shared with third parties except when necessary to fulfill service requests or legal obligations.
The SmartRoutes platform enables users and organizations to access and export their data as needed. While the privacy policy emphasizes collection, use, and protection, it is industry standard—and implied by the data usage model—that clients remain in control of their operational records, which can be exported for analysis, auditing, or migration to other software providers. Most platforms of this type offer CSV or similar structured data exports for deliveries, routes, and customer data; though SmartRoutes does not detail the exact mechanism, businesses should expect support for data extraction in practical formats.
SmartRoutes is designed to deliver maximum flexibility as organizations' logistics needs change, ensuring businesses can scale their delivery operations up or down with ease and minimal disruption.
Per Vehicle Pricing: Businesses pay a subscription fee per active vehicle per month, not per driver or per delivery, which makes adjusting the scale straightforward. Adding or removing vehicles instantly adjusts your plan and associated costs.
Unlimited Drivers: All plans include the ability to assign unlimited drivers, allowing organizations to expand or contract their driver workforce without incurring extra fees.
No Long-Term Contract Lock-In: Standard plans are billed monthly, which allows organizations to upgrade, downgrade, or cancel with minimal notice, adapting to seasonal demand or business changes quickly.
No Setup or Hidden Fees: There are no onboarding or scaling fees, so increasing or decreasing the number of vehicles, drivers, or routes incurs only the change in the monthly subscription cost.
Immediate Access and Activation: Adding new vehicles or scaling up service is as easy as activating new subscriptions through the web portal, requiring no technical intervention or wait times.
Easy Plan Upgrade/Downgrade: Organizations can switch between Basic, Essentials, Premium, or Enterprise plans as requirements shift. Features like live tracking, proof of delivery, or territory management can be activated or deactivated by changing plans.
Self-Service Scaling: All plan and vehicle management functions can be completed from within the SmartRoutes dashboard, eliminating the need for back-and-forth with sales or support teams during routine scaling.
Annual and Monthly Billing Options: Users can opt for either monthly subscriptions (ideal for short-term scaling) or annual plans for discounted rates and long-term operational certainty.
Rapid Onboarding: New vehicles and drivers can be set up immediately, so businesses can respond to spikes in volume or launch new service areas without delay.
No Penalties for Scaling Down: When reducing fleet size or usage, organizations simply deactivate vehicles for the next billing cycle with no penalty or additional cost.
Subscription Model: SmartRoutes operates on a flexible, subscription-based pricing model, typically billed monthly or annually per vehicle. Customers can select the preferred billing cycle at sign-up and may switch to annual plans for discounts.
Automatic Renewal: By default, subscriptions automatically renew at the end of each paid billing period. Service continues unless the customer takes action to cancel before the end of the current term.
Self-Service Management: Customers can manage their subscriptions, upgrade or downgrade their plan, and add or remove vehicles directly through the SmartRoutes dashboard without needing to contact support.
Revision of Terms and Pricing: If any changes to pricing or terms are made, SmartRoutes usually notifies customers in advance of the renewal date. Customers can then choose to accept the changes and renew, or cancel before the new term begins.
No Long-Term Lock-In: Standard SmartRoutes plans do not require long-term commitments, enabling customers to adapt quickly to changing business needs by modifying their subscription before the next billing cycle.
No Cancellation Fees: Customers can cancel their SmartRoutes subscription at any time. There are no cancellation fees or penalties for ending service, and no minimum contract period for monthly plans.
Easy Cancellation: The cancellation process can be completed directly from the account dashboard. Service continues until the end of the current paid billing period, after which access is revoked.
Annual Subs Refund Policy: For annual subscriptions, refunds for unused months are typically not provided once the service period has started, but unused months may still be available until the established renewal date. Customers are advised to review their plan details when switching between annual and monthly billing.
Data Access Post-Cancellation: After cancellation, platform access is removed. Customers are encouraged to export any operational or delivery data they wish to retain before ending their subscription, as SmartRoutes may delete or anonymize data after account closure.
SmartRoutes is designed to help businesses manage last-mile delivery and route optimization with a strong focus on operational best practices, privacy, and data protection. While SmartRoutes does not publicize specific global certifications (such as ISO 27001 or SOC 2), it implements a range of compliance-aligned features and policies consistent with industry standards in logistics technology and SaaS platforms.
Personal Data Handling: SmartRoutes collects only the information necessary to provide its services, including delivery details, driver location, and customer contacts. Data is never sold to third parties, and sharing only occurs as needed to fulfill service requests or comply with legal obligations.
Data Retention: Personal and business information is retained only as long as necessary for operational or legal purposes. Upon cancellation or when no longer required, data is deleted or anonymized according to SmartRoutes' privacy policy.
User Consent: Collection of personal and location data occurs only with user consent, aligning with GDPR principles and best practices for data minimization and transparency.
Encryption in Transit: All data exchanged between devices and the SmartRoutes platform is encrypted using industry-standard protocols (such as TLS), protecting information from interception during transfer.
Access Control and Roles: SmartRoutes enables organizations to set granular access permissions, limiting sensitive data visibility to authorized users based on their operational roles.
Audit and Traceability: Activity logs and operational reports provide traceability across delivery processes, helping businesses meet industry and customer requirements for transparency.
Digital Proof-of-Delivery (POD): The platform supports secure digital capture of signatures, photos, and barcodes—facilitating ePOD compliance and full chain-of-custody documentation for regulated products.
Driver Identity and Workflow Controls: Optional integrations and workflow features support driver identification and compliance with local delivery regulations.
SmartRoutes
By Smart Routes Ltd
