ROOTS HQRoot here. Branch everywhere.

Operations & Fulfillment

Every order has a path. Track it end to end.

Ship with live EasyPost rates and labels, schedule market pickups, or run next-day local deliveries within your radius — all with automatic email notifications at each stage.

Order lifecycle

From received to revenue, automatically.

  1. 01Order received — from your shop, an event, pickup, delivery or a connected marketplace
  2. 02Payment recorded (Square or PayPal)
  3. 03Fulfillment method selected: shipping, market pickup, or local delivery
  4. 04Customer notified by email
  5. 05Tracking updated as label scans arrive
  6. 06Revenue and COGS posted to reporting

Shipping

Live rates, labels, and tracking via EasyPost.

At checkout, customers see live shipping rates pulled directly from EasyPost. Once you purchase the label, tracking is attached to the order automatically and customers are notified when it ships.

  • Live carrier rates at checkout
  • Label purchase from the order detail page
  • Tracking number attached and shared with customer
  • Tracking status updates as the package moves
ShippingIllustrative example
USPS Ground5–7 days
USPS Priority2–3 days
UPS Ground3–5 days

Market & event pickup

Local pickup at your next market or event.

Customers choose market pickup at checkout. You confirm the pickup date and location. The order stays in the queue with a 'pickup' fulfillment type so nothing gets missed.

  • Pickup as a fulfillment option at checkout
  • Market or event date and location attached to order
  • Order queue filters by fulfillment type
  • Customer notified when order is ready for pickup
PickupIllustrative example
Order #1041·Saturday Farmers Market·Ready
Order #1047·Art Walk, June 14·Pending

Local delivery

You already drive it. Now the software knows that.

Set the days and windows you actually deliver, and shoppers inside your radius can pick one at checkout — with a per-item opt-in, so a jar of jam and a wedding cake don't have to travel the same way. Every window has its own capacity and cutoff, so a Thursday that's full stops offering itself.

  • Weekly delivery windows with their own capacity and cutoff
  • Radius measured from your own address — shoppers outside it are never offered delivery
  • Per-item opt-in: shipping, local delivery and pickup are three separate switches
  • Pre-order lead times respected, so a made-to-order item is never promised for tomorrow
Local deliveryIllustrative example

3.2 mi from zip 12345

Tomorrow, 10am–2pm

7.8 mi from zip 12345

Tomorrow, 2pm–6pm

Route solving

Seven stops, in the order that actually makes sense.

Press Solve route and the stops reorder themselves into the shortest loop out and back — including the drive home, which is the part naive routing forgets and the reason so many routes finish on the wrong side of town. It's ordinary maths, not a model: free, instant, and the same answer every time you press it.

  • Nearest-neighbour construction improved by 2-opt, solved against the round trip
  • Per-leg mileage, a running ETA for every stop, and a total drive time
  • Deterministic — press it twice, get the same route twice
  • A stop whose address cannot be located is flagged, never quietly dropped into the middle of the route
What solving a run gives youIllustrative example
Stops7
Driving distance~23.2 mi
Time on the road~1.4 h
Cost to solve it$0.00

Maps export

One tap into Google Maps or Apple Maps.

The route leaves Roots HQ and opens in the navigation app already on the phone — no separate driver app to install, no account for whoever is driving today. Both map providers cap how many stops a single link can carry, so a long run comes back as consecutive legs that pick up where the last one ended. Nothing is silently truncated.

  • Google Maps and Apple Maps deep links, in solved order, returning to your start
  • Long runs split into legs rather than dropping the stops that do not fit
  • CSV export for a spreadsheet, a printout, or another routing tool
  • Customer name, phone, ETA and delivery note travel with each stop

Calyx

The judgement a solver can't make.

Ordering stops is maths. Deciding which of the orders still waiting belong on Thursday and which should wait for Saturday, whether a run is overloaded for its window, and which address needs a phone call before anyone sets off — that is judgement, and it is the only part of delivery Calyx touches. She reads your real runs, windows and waiting orders and writes a plan. You apply it. Calyx never schedules, reschedules or dispatches anything.

  • Runs only when you press it — never on page load, never on a timer
  • Grounded in your own runs, windows, capacities and waiting orders
  • Flags overloaded windows, unlocatable addresses and orders outside the zone
  • Advice you act on — every change stays yours to make

Notifications

Order-stage emails, automatic.

At each stage — payment received, label purchased, out for delivery, delivered — the customer gets an email. Notification templates are configurable per tenant.

  • Email notifications at each order stage
  • Configurable per-stage notification templates
NotificationsIllustrative example
Payment receivedEmail sent
Label purchasedEmail sent
DeliveredEmail sent

Root here. Branch everywhere.

Tell us about your business.

Roots HQ is currently welcoming selected businesses into the beta. Every business applies the same way: tell us where you sell and what takes too much of your time — that is how we learn whether Roots HQ fits, and where your setup should start.

Apply for Roots HQExplore the platform

What the application is for

  • Tell us how you sell, not why you deserve it
  • Your application is reviewed by our team
  • Standard onboarding is included with every Roots HQ plan.