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How to Set Up and Customize Routes for Pickup & Delivery
How to Set Up and Customize Routes for Pickup & Delivery

Learn to efficiently manage service areas with CleanCloud's Pickup & Delivery settings. Optimize routes for business & customer convenience.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated this week

With a CleanCloud Pro, Grow, or Grow+ subscription, you can define service areas in your Pickup & Delivery settings, ensuring your customers fall within designated routes. This will benefit you and your business by ensuring your customers are within the routes you have set up.


Creating 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' to save the changes.

Once the route is created, you can start customizing it:

  1. Under the GeoFence column, locate the View and Edit buttons. To create a route or service area, click 'View' and then 'Add GeoFence'.

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

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

    2. 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.

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

💡 Pro Tip: 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.


Editing the Route

To add time slots for customer bookings, follow these 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 (Draw on Map) or 'By Zip Code' (learn 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 & Delivery > Pickup/Delivery Options > 'Allow Pickups From', you select both 'Today' and 'Anytime'.


Deactivating a Route

If you no longer need a route or want to temporarily disable it, follow these steps:

  1. Edit the route as described above.

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

Please note that the system doesn't allow permanent deletion of routes. If needed, contact support for assistance.


💡 Tip

Need more help?

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

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