After drivers collect proof of delivery, you can view and export it from the OptimoRoute web app. You can also share proof of delivery directly with customers in their order tracking page. This article explains how.
| Who can use this feature | |
| Pro and Custom plans | |
| All users | |
| All regions | |
View completed proof of delivery
Drivers collect proof of delivery in the OptimoRoute Driver app while completing an order. Depending on your account settings, this may include notes, signatures, photos, barcodes, or other required information. Learn more about how to set up proof of delivery preferences here.
After the driver submits the order as done, you can view the collected information in the "Order details" window from a live plan, or a past plan.
- Live Plans: Open the Live tab, then double-click the order in the order grid.
- Past Plans: Open the "Analytics" tab, go to "Plan History", then double-click the order in the order grid.
When proof of delivery is available, the "Proof of Delivery" column shows icons for the items collected, such as notes, signatures, photos, or barcodes.
Share directly with customers
You can also include proof of delivery in order tracking notifications after an order is completed. Customers can use their tracking link to view the collected proof of delivery at any time.
To set this up:
- Go to Administration→Settings
- From the left menu, choose “Order Tracking”
- Scroll down to find the section "Proof of delivery"
- Choose to "Show proof of delivery"
- Select the types of proof you want to share with your customers
- Click “Save”
When this option is enabled, customers can use the same tracking link to view real-time ETAs before the order is completed. After completion, the link shows the available delivery or service details, including proof of delivery.
Export completed proof of delivery
You can also download completed proof of delivery so that you can share it. You can either send it in a PDF format, or download this information in the route exports.
Download as a PDF
To download a PDF proof of delivery:
- Go to the "Live" tab
- Click on the completed order to open the "Order details" window
- Click "Print"
This will download a report with all available proof of delivery information for that order in PDF format.
| Tip: To download partial proof of delivery information, click on "Download" to the right of each type of proof. |
Export to Excel
You can export proof of delivery information to an Excel format using the route exports:
- Go to the "Plan and Optimize" tab
- Choose a date with completed routes that have proof of delivery information
- Click the blue "Share Routes" button under the map
- From the dropdown, choose "Excel export"
- Choose "Custom raw data"
- Choose the columns you want to export
- Click "Export routes".
Exported formats
- Images and signatures are exported as URLs so that they can be viewed externally
- Notes will be exported as a text field
- Barcode scanning exceptions will show as TRUE or FALSE
- Barcodes and Barcode Collections will show as a text field