Create a route from contacts
Build a route straight from your Upper contacts: select the customers you want to visit and turn them into a new route or add them to an existing one.
Your Contacts are your saved address book in Upper. Instead of re-entering customer details every time you plan, you can select the contacts you want to visit and turn them into a route in a couple of clicks — their address, contact details, time windows, and other saved data come along as stop data.
Before you start
- Contacts must already be saved. You can only build a route from contacts that exist in your address book. If a customer isn't there yet, add or import them first.
- A start (depot) address. If your workspace doesn't have a depot or start address set, Upper asks you to add one the first time you create a route from contacts.
Select contacts and create a route
Open your contacts
Go to Manage > Contacts and stay on the My Contacts tab.
Narrow the list (optional)
Use the Search box or the Filter dropdown to show only the contacts you want — for example, a specific city, state, or one of your contact custom fields. This makes it easier to grab exactly the right set.
Select the contacts
Tick the checkbox next to each contact you want to include. To grab everything currently shown, use the select-all checkbox in the table header. When one or more contacts are selected, the toolbar switches to bulk actions.
Open the route menu
Click the + button in the bulk-actions toolbar.
Choose where the stops go
Pick one of the two options:
- Create New Route — starts a brand-new route from the selected contacts.
- Add To Existing Route — adds the selected contacts as stops to a route you already have.
If your workspace doesn't have a depot or start address yet, a prompt to add one appears before the route is created. Add the address once and the route continues.
What carries over from a contact
When a contact becomes a stop, the details saved on that contact come with it, including:
- Address
- Full name and company name
- Phone and email (used for customer notifications)
- Notes / instructions
- Time windows
Time windows saved on a contact carry over reliably to the stop. If a customer can only be visited between certain hours, set the time window on the contact once and it travels with them into every route.
A custom field saved on a contact only appears on the stop if the same custom field also exists in the Stops scope — Upper keeps Contact custom fields and Stop custom fields separate. Set up matching fields in Settings > Customization > Custom Fields if you need that data on routes.
Adding a contact to a route doesn't remove it from your address book. Each contact is a reusable record, so the same customer is ready for the next route.
See your contacts on the map
If you'd rather scan locations visually before selecting, use the Map/List toggle (top right of the My Contacts tab) to switch to map view. Your contacts appear as clustered, numbered pins so you can see how they group geographically. Export stays available in map view.
A note on terminology
Your workspace may show Technician and Service labels instead of Driver and Delivery — these are configurable per workspace. The steps are the same either way.
Related
Contacts feature overview
Contacts is Upper's built-in address book. Save customer and service locations once, view them on a map, and reuse them to build routes in seconds.
Create a route from saved contacts
Turn saved contacts into a route in Upper. Filter and select the contacts you want, then create a new route or add them to an existing one as stops.