Visualize contacts on a map
See your Upper contacts as pins on a map, spot where customers cluster, and draw a polygon to select an area and turn it into a route.
Your contacts are your address book — the saved customer and stop records you reuse when building routes. Map view shows those same contacts as pins on a map, so instead of scanning a table you can see where your customers actually are, where they cluster, and where the gaps are.
A list tells you who your customers are. A map tells you where they are. That second view is what makes it easy to group nearby contacts and turn a neighborhood into a route in a couple of clicks.
Before you start
- Where it lives — Map view is part of Manage > Contacts, on the My Contacts tab.
- Addresses need coordinates — A contact only appears on the map once its address has been located. Contacts with addresses that could not be found may not show up. Verify addresses after an import so every contact lands on the map.
Throughout Upper, labels like Driver and Delivery can be configured per workspace. If yours is set up for field service, you may see Technician and Service instead. The steps are the same either way.
Open map view
Go to your contacts
In the left sidebar, open Manage > Contacts. The My Contacts tab opens in the table (list) view by default.
Switch to the map
In the top right, click the map/list toggle (next to the Export button). The table is replaced by a map of your contacts.
Explore your contacts
Zoom and pan to move around the map. Nearby contacts group into numbered clusters; zoom in to break a cluster apart into individual pins.
How pins and clusters work
| On the map | What it means |
|---|---|
| Numbered blue circle | A cluster of nearby contacts. The number is how many contacts it contains. Zoom in to split it apart. |
| Individual pin | A single contact at its mapped location. Hover a pin to see its address. |
| Density | Where pins bunch together, you have a concentration of customers — a natural candidate for one efficient route. Sparse areas are coverage gaps. |
Use list view for data work — searching, sorting, editing, and exporting. Use map view for spatial work — finding clusters and selecting an area to route. Most teams switch between the two while planning.
Select an area with the polygon tool
The polygon tool lets you draw a shape around a group of contacts and select them all at once — useful when you want everyone in a neighborhood rather than picking rows one by one.
Draw a shape
On the map, draw a polygon around the contacts you want. Every contact whose pin falls inside the shape is selected and highlighted.
Act on the selection
With contacts selected, use the bulk + menu to:
- Create New Route — start a new route from the selected contacts.
- Add To Existing Route — add them as stops to a route you already have.
Start over if needed
Click Clear Polygon (top right of the map) to remove the shape and clear the selection, then draw again.
If you start a new route and no depot (start) address is set on your account yet, Upper prompts you to add one before the route is created.
Filtering before you map
Filters you apply on the My Contacts tab — such as City, State, or a date range — narrow which contacts are in view. Switching to map view shows that same set, so filtering first is a quick way to focus the map on just the contacts you care about (and to keep a very large address book responsive).
Troubleshooting
Related
Validate and clean contact addresses
Verify your Upper contact addresses from the red alert icon, filter by Not Found, Need To Review, or Duplicate, run Verify All, then fix flagged contacts.
Visualize contacts on a map before creating a route
Switch Upper Contacts to map view to see your saved customers as pins, spot clusters and coverage gaps, then turn a geographic selection into a route.