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.
Map view turns your saved contacts into pins on a map, so you can plan by geography instead of scanning a list of addresses. Use it to spot dense clusters, see coverage gaps, and pick out the contacts you want before you build a route.
A list of addresses doesn't tell you that dozens of them sit within a few blocks of each other. A map does. For zone-based routing, neighborhood deliveries, and territory planning, looking at your contacts spatially is the natural place to start.
This article uses Upper's default driver/delivery labels. Your workspace may be configured to show Technician/Service terms instead — the underlying behavior is the same.
Before you start
- Address book access — You need access to Manage > Contacts.
- Valid addresses — Contacts with address issues may not place correctly on the map. If you've imported recently, use the address verification control first. See Validate and clean contact addresses.
Switch to map view
Open your contacts
Go to Manage > Contacts and stay on the My Contacts tab.
Switch to the map
Use the Map/List toggle in the top-right corner of the page to switch the contact list to map view.
Explore your pins
Your contacts appear as pins on the map. Where several contacts sit close together, Upper groups them into a numbered cluster. Zoom and pan to break clusters apart and see individual locations.
Filter first, then map
The map is most useful on a focused set of contacts. On a large address book, plotting everyone at once is hard to read.
Apply a filter in list view
In list view, open the Filter dropdown and narrow your contacts — for example by City, State, or a custom field such as a territory or customer type.
Switch to the map
Use the Map/List toggle to switch to map view. The map reflects your current filter, so only the contacts you filtered to appear as pins.
Filter to one zone, route, or customer type before switching to the map. A focused map is far easier to read — and the clusters it shows are usually your best route candidates.
Turn a selection into a route
Once you know which contacts belong together, select them and build a route directly from your contacts.
Select the contacts
In list view, use the row checkboxes (or select-all) to select the contacts you want. Filtering first — for example to a single city or zone — makes this faster.
Open the route action
With one or more contacts selected, the toolbar switches to bulk actions. Open the + menu.
Create or add to a route
Choose Create New Route to start a new route from the selected contacts, or Add To Existing Route to add them as stops to a route you've already started.
When you create a new route from contacts, if no depot or start address is set yet, Upper prompts you for one first.
What map view shows
| Feature | What it does |
|---|---|
| Contact pins | Each saved contact appears at its address |
| Numbered clusters | Nearby contacts group into a numbered pin; zoom in to separate them |
| Filter integration | The map reflects the filter you applied in list view |
| Export | The Export button stays available in map view |
Troubleshooting
If contacts still won't appear after verifying their addresses, contact support@upperinc.com.
Related
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.
Add a company logo to the tracking page
Upload your company logo to Upper's customer tracking page from Settings > Branded Tracking > Branding. PNG, JPG, or SVG, up to 5 MB.