RunSheet User Guide
Everything you need to go from signup to your first optimized route — and beyond.
Overview
RunSheet is delivery route management software built for couriers, local shops, and small logistics teams. It handles the full delivery workflow from a single dashboard:
- • Manage your client address book
- • Build and optimize daily routes
- • Assign routes to drivers
- • Monitor progress in real time
- • View assigned stops for the day
- • One-tap navigation to each stop
- • Mark deliveries complete
- • Snap proof-of-delivery photos
Each company gets its own isolated workspace at yourcompany.my-runsheet.com. Your data is never shared with other tenants.
Account Setup
Signing up
Go to my-runsheet.com/signup and choose a plan. All plans include a 7-day free trial — your card won't be charged until day 8.
Enter your company name. This becomes your subdomain — e.g. acme.my-runsheet.com. You'll use this URL every time you log in.
Set your admin email and password. This account has full access to everything — keep the credentials safe.
You'll land on your dashboard at yourcompany.my-runsheet.com/dashboard. You're ready to go.
Your Workspace
The sidebar gives you access to everything. Here's what each section does:
1. Managing Clients
Clients are your delivery destinations. Add them once and reuse them across every route.
Adding a client
Go to Clients and click Add Client.
Start typing the address — autocomplete will suggest matches. Select one to auto-fill the address and geocode it automatically.
Fill in the client name, phone (optional), and any delivery instructions. Set open/close time windows if they have restricted hours.
Click Save. The client is now available to add to any route.
Importing clients from CSV
If you have an existing client list, import it in bulk. Click Import CSV on the Clients page. Your CSV should have at minimum a name and address column. Optional columns: phone, account_number, delivery_instructions, open_time, close_time.
Client fields explained
2. Building Routes
Build a full day's route in under 2 minutes.
Creating a route
Go to Routes and click New Route (or open the Route Builder from the sidebar).
Give the route a name (e.g. "North District — May 25") and set the date.
Set your depot address — the starting point your driver departs from.
Search for clients and add them as stops. You can drag and drop to reorder, or let the optimizer do it for you.
Assign a driver (or multiple drivers), then click Save Route.
Route Optimization
Click Optimize to automatically sort stops into the most efficient order. RunSheet uses Google Maps distance data and OR-Tools to minimize total travel time.
If your route has a start time set and clients have time windows, the optimizer runs in time-window mode (VRPTW) — it respects each client's open/close hours when sequencing stops.
Editing a route
Draft routes can be reopened in the Route Builder — click the route name in the Routes list. Active and completed routes open in Route Detail view, where you can edit the name, date, depot, drivers, and re-optimize using the edit button.
You can also drag and drop stops to manually reorder them in Route Detail — useful if you know a specific order works better for local conditions the optimizer doesn't know about.
3. Dispatching Drivers
Once a route is built and saved, activate it to push it to your drivers.
Open the route and click Activate. The route status changes from Draft to Active and becomes visible in the driver app.
Drivers see their assigned stops immediately when they open their driver view at yourcompany.my-runsheet.com/driver.
Watch progress from Route Detail — stops update in real time as drivers mark them delivered.
4. Driver App
Drivers use RunSheet on their phone — no app download required.
Getting started as a driver
Your admin creates your account and shares your login credentials. Your workspace URL is yourcompany.my-runsheet.com.
Open that URL in your phone's browser (Chrome or Safari work great) and log in. You'll land directly on the Driver view showing today's stops.
Tap Add to Home Screen from your browser menu to save RunSheet as an icon on your phone — it works like an app from there.
Working through your stops
Proof of Delivery
Drivers can attach a photo to any stop — package at the door, handoff to a customer, signed paperwork. The photo is timestamped and stored against the delivery record permanently (within your plan's history window).
To access a delivery photo: go to Routes, open the completed route, and click the stop. The photo appears in the delivery detail panel alongside the timestamp and any driver notes.
Delivery History
Every completed route is saved automatically. You can search past deliveries, review photos, and check timestamps. History is retained based on your plan:
User Roles
RunSheet has four roles. Users can hold multiple roles simultaneously.
Full access. Manages users, billing, settings, clients, and routes. Can see and do everything.
Can manage clients and routes — add, edit, activate, and dispatch. Cannot manage users or billing.
Access to the driver app only — sees their assigned routes, navigates stops, marks deliveries, uploads photos.
Read-only access to clients and routes. Cannot create or modify anything. Useful for managers or customers who need visibility.
Managing Your Team
Adding a team member
Go to Users and click Add User.
Set a username and temporary password. Select their role(s) — a user can be both a Driver and a Dispatcher if needed.
Share the workspace URL and credentials with them. They'll be prompted to change their password on first login.
Resetting a password
From the Users page, click the edit button next to a user and set a new temporary password. The user will be prompted to change it on their next login.
Inviting via email
You can also use the Invite flow to send a team member a signup link directly via email. They set their own password from the invite link.
Billing & Plans
Managing your subscription
Go to Billing in the sidebar to view your current plan, usage, and payment method. From here you can upgrade, downgrade, or manage your payment details via the secure Stripe billing portal.
Route limits
Your plan includes a monthly route limit. When you hit the limit, new route creation is blocked until the next calendar month — or until you add a Route Pack add-on. Limits reset on the 1st of each month.