Upper Help
Dispatch And Tracking

Re-assign routes between drivers

Move stops and whole routes between drivers in Upper using Reassign Route, swap, and box-select in the route builder—rebalance work without rebuilding the plan.

Plans shift constantly—one driver runs ahead, another falls behind, or capacity changes mid-build. Upper Route Planner lets you move stops between drivers, swap a route to someone else, or reassign a whole route without rebuilding the plan. This keeps the morning's progress intact instead of throwing it away with a full re-optimization.

This article uses driver labels (Assign Drivers, Share to Drivers). If your workspace is set to technician mode, you'll see Technician / Service wording instead (for example, Assign Technicians, Share to Technician). Both refer to the same features.

Reassign within the route builder

When you open a route plan that's split across more than one driver, the route builder gives you several ways to move work between them. You'll find these in the Assign Drivers tab, alongside the Timeline (Gantt), map, and stop-list views.

Open the route plan

Open the multi-driver route plan you want to rebalance.

Choose how to move the work

  • Reassign Route — In a driver's row menu, choose Reassign Route to move that route to another available driver. The menu lists the drivers you can move it to.
  • Swap with Driver — Swap the assigned routes between two drivers.
  • Box-select — Draw a selection box around a cluster of stops on the map to grab them as a group, then reassign them to another driver in one action.

Re-optimize the affected routes

Run Optimize Route so each driver's stops are re-sequenced into the most efficient order after the change. Optimize Route is the multi-driver flow—it optimizes and splits work across drivers.

Share the updated routes

Click Share to Drivers to push the updated routes to each driver's app. The change doesn't reach a driver until you share it.

Re-optimize after reassigning. Without it, the moved stops may not be sequenced into the best order for the receiving driver's route.

Lock stops you don't want moved

Each stop row has a lock / unlock control. Lock a stop to keep it in place—useful when you're rebalancing a route but want a specific appointment or priority stop to stay with its current driver and sequence position. Unlock it again when you want the optimizer free to move it.

Share the changes

Reassigning, swapping, or box-selecting changes the plan in Upper—but drivers keep running their old route until you push the update.

Click Share to Drivers

From the open route plan, click Share to Drivers to open the share modal.

Send to the affected drivers

On the Share Now tab, select the drivers whose routes changed (or use the header checkbox to select all), then click Share Now to All. To send to a single driver, use the per-row Share link (it reads Share Again after the first send).

Always share again after a reassignment. The updated route doesn't reach the driver's app until you push it.

Track the result

After sharing, open Track → Live Tracking to confirm both drivers picked up their updated routes. Each driver card shows stops done out of total, distance, an ETA, and a route-progress percentage, so you can see whether the rebalance landed as intended.

ETAs are based on route data and historical traffic, not live traffic conditions.

Troubleshooting

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