Contact fields reference

Every field on an Upper contact record: name, address, phone, email, service time, time windows, notes, stop type, drivers, parcels, and custom fields.

A contact in Upper Route Planner is a saved address-book record you can reuse when building routes. This page lists every field you can fill in on a contact, where each one lives in the Add Contact drawer, and which fields you can show as columns in your contact list.

Your workspace may show Technician and Service labels instead of Driver and Delivery. These labels are configurable per workspace, so a field this page calls Pre Assigned Drivers or Stop Type: Delivery may read differently in your account.

Where you fill these in

Open Manage > Contacts, then use + Add > Add New Contact to open the Add Contact drawer. The drawer is split into tabs:

Basic Info — the core contact fields (name, address, phone, email, timing, and more).
Parcel Info — package details.
Other Info — your workspace's custom fields. This tab appears only when contact custom fields have been configured.

Basic Info fields

Field	Description	Required
Full Name	The contact person's name.	Yes
Company Name	Business or organization name.	No
Address	The service or delivery location. Accepts a normal address or a latitude,longitude pair.	Yes
Nick Name	A short alias for the contact.	No
Email	Email address for notifications. Supports up to 10 emails per contact (see note below).	No
Phone	Phone number, with a country selector.	No
Service Time	How long the stop is expected to take, as HH:mm. The default comes from your account settings.	No
Time Window	Earliest and latest times the stop can be served. You can add up to 3 windows.	No
Notes	Free-text notes about the contact.	No
Stop Type	Whether the stop is a Delivery, a Pickup, or None. Defaults to None.	No
Pre Assigned Drivers	One or more drivers from your workspace assigned to this contact in advance.	No

Entering more than one email address requires the Multiple Email Notifications add-on. Without it, a contact is limited to a single email.

If you type an address that Upper can't resolve to map coordinates, a Verify Address prompt asks you to confirm it before saving. Confirming an unverified address is fine, but it may need review later.

Parcel Info

The Parcel Info tab includes an Upload Picture dropzone where you can attach a parcel photo from your computer.

Other Info (custom fields)

The Other Info tab shows the custom fields defined for your workspace under Settings > Customization > Custom Fields. Custom fields capture business-specific data — account numbers, customer types, service frequency, or anything you want to filter and sort by. Required custom fields must be filled in before you can save the contact.

Custom fields appear once they're configured. See Add custom fields to contacts for setup.

Fields as contact-list columns

Many fields can be shown as columns in your contact list. The columns visible by default are: Full Name, Address, Company Name, Email, Phone, Nick Name, Note, Store Name, Date Added, and Need Review.

Additional columns you can turn on via Customize Columns: City, State, Zipcode, Country, Latitude, and Longitude. Configured custom fields also appear as selectable columns.

Full Name and Address columns can't be hidden. Most other columns can be shown, hidden, and reordered from the Customize Columns modal (use Restore Settings to return to the defaults, then Done to save).

Plan availability

Feature	Starter	Professional	Optimize	Enterprise
Standard fields	✓	✓	✓	✓
Custom fields	—	✓	✓	✓

Field limits

Emails per contact: up to 10 (multi-email entry requires the Multiple Email Notifications add-on).
Time windows per contact: up to 3.

Contact fields reference

A field I expected isn't in the drawer

I can only enter one email address

A column won't turn off

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