CleanCloud allows you to define service areas for pickup and delivery using routes and geofences, ensuring customers are covered within designated zones. You can create and customize routes manually by drawing geofences or using zip codes for automated assignments.

✔ Pickup and Delivery features are available on Pro, Grow, or Grow+ plans. Contact Support to discuss upgrading your plan.

How to Create a Route

Go to Settings → Admin → Pickup and Delivery → Routes → Add Route.
Enter a route name and click Submit.
Define the service area under the Geofence column:
- Click View → Add GeoFence to open the map.
- Choose between:
  - Preset radius circle (3, 5, 10, or 15 miles) – useful for DoorDash and Uber integrations.
  - Custom shape – Click on the map to outline your service area. Ensure all points are connected.
Click Save GeoFence to Route once the service area is finalized.

⚠️ 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.

How to Edit a Route

Go to Settings → Admin → Pickup and Delivery → Routes.
Click the Edit icon next to the route you want to update.
Modify the following options:
- Time Slots – Define available pickup/delivery windows.
- Closed Dates – Set non-service days.
- Price Lists – Assign different pricing structures to routes.
- Geofence Type – Choose Regular (drawn manually) or By Zip Code.
- Custom Fees & Minimums – Adjust delivery fees, minimum order amounts, and turnaround times.
Click Submit to save changes.

🤓 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 Use Zip Codes for Geofences

Instead of drawing a route manually, you can create service areas using zip codes:

Go to Settings → Admin → Pickup and Delivery → Routes → Edit Route.
Select "By Zip Code" under Geofence Type.
Enter zip codes (e.g., 90210,92102) without spaces.
Click Submit – Customers within these zip codes will be automatically assigned to this route.

📌 Note: Partial zip codes will not be considered.

Restricting Signups to Your Geofences

To ensure customers sign up only if they are within a route:

Go to Settings → Admin → Pickup and Delivery → Address Options.
Enable "Assign Customers to Route on Signup" and choose:
- "Automatically assign the customer to a route based on geofence" – Customers are assigned based on their location.
- "Let customer choose route when they sign up" – Their address will be verified against the geofence.

Customers outside your service area will not be able to complete signup, reducing unnecessary requests.

📌 Note: Customers attempting to sign up outside your service area are logged under Settings → Admin → Pickup and Delivery → Routes → View Out of Service Area.

How to Set Custom Turnaround Times for Routes

Each pickup and delivery route can have a different turnaround time.

Setting Up Custom Turnaround Times

Go to Settings → Admin → Pickup and Delivery → Routes → Edit Route.
Click on Custom Turnaround Time.
Enter the turnaround time for each route.
Click Submit to save.

📌 Note: You must have more than one route to activate this setting. Your default turnaround time will apply to Route 0.

How to Deactivate a Route

If a route is no longer needed:

Go to Settings → Admin → Pickup and Delivery → Routes → Edit Route.
Disable the "Active" toggle to deactivate it.

📌 Note: Routes cannot be permanently deleted but can be reactivated anytime.

Choosing Time Slot Types

When setting up Time Slots within your routes, you can choose whether a slot is for Pickup, Delivery, or Pickup and Delivery. This allows you to tailor your availability based on your operational needs.

A dropdown menu will appear when creating or editing a time slot. You can:

Create Pickup-only slots – ideal if you offer morning pickups but afternoon deliveries
Create Delivery-only slots – useful when returns are made after a certain time
Select Pickup and Delivery – if both services are offered within the same window