Set up your account
Get your Upper account ready: fill in your company profile, set your units and default route settings, and invite your team and drivers.
Before you plan your first route, spend a few minutes getting your account ready. You'll fill in your company profile, set the units and defaults Upper uses on every route, and invite the people who'll run your routes. You only do this once.
Upper uses "driver" by default for the people who run 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. The same applies to delivery vs service wording throughout the app.
Fill in your company profile
Your company profile sets your business name, industry, and logo. The company name and logo are what your customers see on tracking pages and notifications.
Open Update Profile
Open the profile menu from your account avatar, then choose Update Profile.
Enter your company details
Fill in the fields you want to set:
- Full Name
- Phone
- Company Name
- Company Website
- Industry — pick the closest match from the dropdown (for example, Field Sales & Services).
- Company Logo — upload your logo using the edit control on the logo tile.
Your Company Name also appears in customer notifications through the [Company Name] tag, and you can set it again on the Notifications page in Settings. Keep both consistent so customers see the same name everywhere.
Set your units and route defaults
Your account-wide route settings live under Manage → Settings → User Settings. These are the defaults Upper applies to every new route, so it's worth setting them before you plan.
The settings most worth checking on day one:
- Units — Miles or Kilometers.
- Optimize For — Distance or Time. This decides whether Upper sequences stops for the shortest distance or the shortest time.
- Service Time ("Average Time per Stop") — how long a driver typically spends at each stop (the default is 00:08, eight minutes). Upper uses this to estimate arrival times.
- Vehicle Type — the kind of vehicle Upper should route for, which affects which roads it uses.
- Default Navigation Map — the app a driver hands off to for turn-by-turn directions: Google, Apple, Waze, Map's.Me, Yandex, Sygic, or In App Navigation.
There are more options here (workload distribution, driving preferences, and more). You can leave them at their defaults for now and revisit them once you've run a few routes.
Invite your team and drivers
Add the people who'll run your routes under Manage → Users. Each person gets a license and can hold one or more roles.
Open the Users page
Go to Manage → Users. The page shows your team, your license count (Purchased vs. Active), and an Add User button.
Add a user
Click Add User and fill in the panel:
- User Role — choose Driver, Dispatch Manager, Admin, or a combination.
- Name and Email (required), plus Phone.
- Start Address and End Address — where this driver begins and ends their day. This is required so Upper can route from a real starting point.
- Shift Schedule — the driver's start and end times, used by the optimizer.
You can also set a vehicle type, vehicle profile, and other per-driver routing options on the same panel.
A start location is required to optimize a route, so set each driver's Start Address when you add them.
Repeat for each team member
Add everyone who'll plan or drive routes. If you reach your license limit, the Add User button prompts you to upgrade.
Once a driver is added, they sign in to the Upper mobile app with the email you entered to receive their routes. They can download it from the App Store or Google Play.
You're set up
With your profile, units, and team in place, you're ready to bring in your stops and plan your first route.
Bring your stops into Upper
Add stops manually, import a spreadsheet, or pull from contacts.
Create your first route
Add stops, assign a driver, optimize, and dispatch.
Related
Getting started with Upper
Plan your first optimized route, dispatch it to a driver, and track delivery — a quick start for new Upper accounts.
Bring your stops into Upper
All the ways to get stops into Upper: type them in, import a spreadsheet, pull from contacts or tasks, drop pins on the map, or connect your store or system.