Add a contact manually
Add a contact to your Upper address book by entering an address plus optional details like name, phone, email, time windows, and driver notes.
Contacts is your address book in Upper — saved customer and stop records you can reuse when building routes instead of re-entering the same address each time. Adding a contact manually is the quickest way to save a single new location with the details you need for routing.
Whatever you store on a contact is there to reuse: when you add stops from contacts, the saved address and details come along, so you set them once instead of re-keying them per route.
This article uses Upper's default driver and Delivery labels. Your workspace may be set up to show Technician and Service instead — the labels are configurable, but the steps are the same.
Before you start
- Where it lives — Open Manage > Contacts from the left sidebar.
- Required field — Only the Full Name and Address are required. Everything else is optional.
- Capacity — Your address book holds up to your plan's contact limit. If you have reached it, the + Add button is disabled and prompts you to upgrade.
Add a new contact
Go to Manage > Contacts in the left sidebar.
Select + Add, then choose Add New Contact. The Add Contact drawer opens on the right.
On the Basic Info tab, enter the Full Name and Address (both required), then fill in any optional details you want to save.
Select Done to save the contact.
What you can enter on the Basic Info tab
| Field | What it's for |
|---|---|
| Full Name | The contact's name (required). |
| Company Name | The business name (optional). |
| Address | The service or delivery location (required). Accepts a normal street address or a latitude,longitude pair. |
| Nick Name | A short label to recognize the contact (optional). |
| One or more email addresses for notifications. | |
| Phone | Phone number, with a country selector. |
| Service Time | How long the stop is expected to take, entered as HH:mm. |
| Time Window | The earliest-to-latest window when the stop can be served. |
| Notes | Free-text notes for this contact. |
| Stop Type | Whether this is a Delivery, Pickup, or None. |
| Pre Assigned Drivers | Driver(s) to assign by default when this contact is routed. |
Add the Time Window and any driver Notes when you create the contact. A contact's time window carries through to the stop when you route to it, so setting it once here saves you repeating it on every route.
Address verification
If you enter an address that Upper can't pin to a map location, a Verify Address confirmation appears asking whether you're sure you want to add it. Confirm to save it as entered, or go back and add detail (unit number, city, zip) so it resolves cleanly.
Email addresses
You can save multiple email addresses on a contact — up to 10. Entering more than one email requires the Multiple Email Notifications add-on; without it, you can save a single email per contact.
Time windows
You can add more than one time window using the + next to the window — up to 3 time windows per contact. Each added window can be removed.
Other tabs
- Parcel Info — Includes an Upload Picture dropzone where you can attach a parcel photo from your computer.
- Other Info — This tab appears only when your workspace has Contact custom fields configured (set up in Settings > Customization > Custom Fields). Any required custom fields must be filled in before you can save.
Adding many contacts at once? Use an import instead of adding them one by one. See Import contacts from a file.
Troubleshooting
If you're still stuck, reach out to support@upperinc.com.
Related
Invoices and payment methods
How payments and invoices work in Upper Route Planner. Payments are processed securely through Stripe; detailed invoice and payment-method steps are being confirmed.
Add custom fields to contacts
Create custom contact fields in Upper to store data unique to your business — route zones, customer types, account numbers — then filter, column, and route by them.