Upper Help
Driver Management

Information required when adding a driver

See which fields are required when adding a driver in Upper — role, name, email, addresses, shift, speed limit — plus the optional vehicle and routing settings.

When you add a driver in Upper, a few fields are required before you can save, and several more are optional. The optional fields are what give the optimizer the detail it needs to plan routes around your fleet's real constraints, so it's worth filling in the ones that apply to you.

Upper uses driver and delivery by default, but these labels are configurable per workspace — your account may show Technician and Service instead (for example, "Add User," "Assign Technicians," "Proof of Service"). The fields are the same whichever wording you see.

Where you enter this

Drivers are added and edited from the Add User panel, which opens as a slide-in drawer from Manage → Users (click + Add User). The same fields appear when you later edit a driver.

Required fields

These fields are marked with an asterisk and must be filled in before you can save:

FieldWhat it's for
User RoleAt least one of Driver, Dispatch Manager, or Admin
NameThe driver's name
EmailUsed for the account and the email invitation
Start AddressWhere the driver begins the route — for example, a depot or terminal
End AddressWhere the driver returns after finishing the route
Shift start timeWhen the driver's shift begins

Speed Limit is also required for anyone who has the Driver role. If you leave it blank, Upper won't let you save. A user who is only a Dispatch Manager or Admin doesn't need it.

Optional fields

The remaining fields are optional, but they sharpen how the optimizer plans for this driver. Fill in the ones that match your fleet.

User Info

  • Phone — the driver's phone number.

Vehicle and routing

  • Vehicle Profile — links the driver to a saved vehicle profile.
  • Vehicle Type — for example, Car or Truck.
  • Vehicle Height and Vehicle Width — for clearance and narrow-road restrictions.
  • Max Stops — the cap on stops per route; defaults to No limit.
  • Avoid — Highways, None, or Highways and Tolls (None by default).
  • Navigation Map — the map app used for turn-by-turn directions; Google by default, with Apple, Waze, and other options available.
  • Color — the pin and route color used for this driver on the map.
  • Curbside Service — the side of the road the driver should approach for stops.

Shift Schedule

  • End time — when the shift ends.
  • No Break Required — when this is unchecked, break start and end times apply.

Vehicle Capacity

  • Capacity dimensions (such as a bin count) appear when capacity is enabled for your workspace. The dimensions themselves are defined by your workspace.

Start and End Address are the highest-leverage fields after name and email. Use specific street addresses rather than a city or postcode — that accuracy carries into every route the optimizer plans for this driver.

Vehicle Height, Vehicle Width, and Vehicle Capacity may not appear on every account — these are available with a higher-tier permission. If you don't see them and you need them, contact your account owner or support@upperinc.com.

A few common setups

  • A driver with no special vehicle constraints. Fill in the required fields and skip the dimensions. The optimizer uses Vehicle Type alone for road restrictions.
  • A truck driver. Add Vehicle Height and Width (where available) so the optimizer keeps the truck off roads it can't use.
  • A capacity-aware driver. Add the relevant Vehicle Capacity dimensions. Your stop data needs matching capacity values for this to take effect.

Troubleshooting

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