Assign vehicles to drivers
Assign a vehicle to a driver in Upper Route Planner by linking a saved Vehicle Profile or setting the vehicle fields on the driver's record. Both paths work.
Upper Route Planner gives you two ways to connect a vehicle to a driver. You can link a saved Vehicle Profile, or you can set the vehicle fields directly on the driver's record. Both paths feed the same values into route planning — what differs is how easily you can reuse and reassign the vehicle later.
Your workspace may show Technician instead of Driver (the label is configurable). If you see "Assigned Technician" or "Technician App Config," those are the same fields described here under the driver labels.
Which path to choose
- Link a Vehicle Profile when a vehicle is shared, swapped between drivers, or tracked as its own asset with identity, compliance, and maintenance details. This is the better choice for most fleets because the vehicle's details live in one place and can be reassigned without re-typing.
- Set the vehicle fields on the driver when you just need routing values for that driver and don't need a reusable profile.
Before you start
- A Vehicle Profile (if you're using the first path) needs to exist before you can link it. See Add and manage vehicles.
- Some vehicle fields — Vehicle Height & Width, Max Stops, and Vehicle Capacity — are available on the Optimize and Enterprise plans. If they appear disabled or show an upgrade prompt, your current plan doesn't include them.
Option 1: link a Vehicle Profile
You can make the link from either side — the driver's record or the Vehicle Profile. The result is the same.
From the driver's record
- Open Users from the left sidebar.
- Add a new driver, or open the kebab (
…) menu next to an existing driver and choose Edit User. - In the Vehicle Profile field, use the Select Profile dropdown to pick a saved profile. (The default profile is marked "(Default)".)
- Select Save Changes.
From the Vehicle Profile
- Open Fleet Operations > Vehicle Profiles from the left sidebar.
- Open the kebab (
…) menu on the profile and choose Edit. - Go to the Identity tab and find the Assignment & Purchase section.
- Pick the driver from the Assigned Driver dropdown.
- Select Save Changes.
Keeping one Vehicle Profile per physical vehicle keeps your records clean. When the vehicle changes hands, you reassign the profile instead of re-entering its details.
Option 2: set the vehicle fields on the driver
Use this when you don't need a reusable profile.
- Open Users from the left sidebar.
- Add a new driver, or open the kebab (
…) menu next to an existing driver and choose Edit User. - In the Vehicle / routing settings section, set the fields you need:
- Vehicle Type
- Vehicle Height and Vehicle Width (Optimize and Enterprise)
- Max Stops (defaults to "No limit"; Optimize and Enterprise)
- Speed Limit
- Avoid — None, Highways, or Highways and Tolls
- Curbside Service
- Vehicle Capacity fields, such as Bin count (Optimize and Enterprise, when capacity is enabled)
- Select Save Changes.
Speed Limit is required when the user has the Driver role. If Save won't complete, check that this field has a value.
Switching a driver's vehicle
If a driver moves to a different vehicle, open their record and link the new Vehicle Profile (or update the fields). To move a profile from one driver to another, you can also change the Assigned Driver on the Vehicle Profile's Identity tab.
Troubleshooting
Related
Add and manage vehicles
Add, edit, import, and delete Vehicle Profiles in Upper Route Planner. Store routing settings, identity, compliance dates, and maintenance for every vehicle.
Configure vehicle types
Set a vehicle's Base Type in Upper so routes match what each vehicle can drive. Configure it on a Vehicle Profile or per driver in User Settings.