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 and SMS notifications at each stage.
Order lifecycle
From received to revenue, automatically.
- 01Order received from any channel
- 02Payment recorded (Stripe, PayPal, or Square)
- 03Fulfillment method selected: shipping, market pickup, or local delivery
- 04Customer notified by email or SMS
- 05Tracking updated as label scans arrive
- 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
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
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
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
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
Sage
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 Sage touches. It reads your real runs, windows and waiting orders and writes a plan. You apply it. Sage 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 email and SMS, automatic.
At each stage — payment received, label purchased, out for delivery, delivered — the customer gets an email or SMS. Notification templates are configurable per tenant.
- Email notifications at each order stage
- SMS notifications to opted-in customers
- Configurable per-stage notification templates
- Quiet hours respected for SMS
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.