Getting started with Upper
Plan your first optimized route, dispatch it to a driver, and track delivery — a quick start for new Upper accounts.
Upper turns a list of addresses into efficient, driver-ready routes in minutes. You plan and dispatch from the web app, your team drives with the mobile app, and your customers get automatic delivery updates.
This guide takes you from a brand-new account to your first dispatched route.
How Upper works
Three pieces work together:
- The web app (you, the dispatcher) — add stops, assign drivers, optimize, and dispatch from Route Plan.
- The mobile app (your drivers) — drivers get their route on their phone, navigate stop to stop, and capture proof of delivery.
- Customer notifications — Upper texts or emails your customers an ETA and a live tracking link as the driver works.
This guide uses "driver" for the people running your routes. If your workspace is set up for field service, you'll see "technician" instead — it's the same thing, just a label you can change in settings.
Start here
Create your first route
The full flow: add stops, assign a driver, optimize, and dispatch.
Create a new route plan
The route builder in detail.
Optimize a route
How Upper sequences your stops for the fastest run.
Add a contact manually
Save recurring customers to your address book.
What you'll need
- An Upper account (you can start during your free trial).
- At least one driver added to your account, with a start location.
- Your stops — addresses you can type in, import from a spreadsheet, or pull from contacts.
Get help
- In the web app, open Help & FAQ in the left sidebar, or use the chat bubble in the bottom-right corner.
- Email the team at support@upperinc.com.