Add notes for dispatch and customer
Add a note to dispatch and a driver note when you complete a stop in the Upper driver app. Both save with the stop and reach dispatch in the route's completed data.
When you complete a stop in the Upper driver app, you can attach a written note so dispatch and your back office have the context the route data alone can't show — why you left a package where you did, an access issue, or anything dispatch may need to relay later. The note saves with the stop and flows back to the web app when the route syncs.
Your workspace may label drivers as Technicians (and "Proof of Delivery" as "Proof of Service"). The note fields work the same way under either label.
The note fields on a completed stop
A completed stop carries two note fields back to the dispatcher's web app, shown as separate columns in the completed-stop data:
| Field | Filled by | Where dispatch sees it |
|---|---|---|
| Note for Team | Set on the stop in the web app, travels to the driver as context | Completed-stop data, route reports |
| Note from Driver | Typed by the driver at the stop | Completed-stop data, route reports, proof-of-delivery exports |
The Note from Driver field is the one you fill on the phone. It's the same notes field used for Proof of Delivery — if your admin has set Service Notes as required to complete a stop, you'll be prompted for it before the stop will close.
Add a note before completing a stop
Open the stop
Arrive at the stop and tap to open it from your route.
Tap the notes field
On the completion screen, tap into the notes field (shown as Service Notes when your admin has made notes part of Proof of Delivery).
Type your note
Keep it short and factual — what happened plus where. For example, "Left at side door under bench," "Gate locked, no access code," or "Delivered to leasing office, ask for John."
Capture any other required proof, then complete
If your admin requires a photo or signature, capture those too, then tap Complete. The note saves with the stop.
Write notes the way a dispatcher would want to read them on a customer call: a short pattern like "what happened, then where." Concise beats descriptive — dispatch only needs enough to answer a customer's question without calling you back.
When to add a note
- The delivery location wasn't the front door — left at a side gate, with a neighbor, in a mailroom
- A gate code, intercom, or building access mattered for getting in
- The delivery failed and you want dispatch to understand why before they reattempt
- The package looked damaged on arrival
- You followed a special instruction worth confirming on the record
What dispatch sees
Once the route syncs, your note appears with the completed stop in the web app, alongside the timestamp, any photo, and any signature. Dispatch and admins can read it from the completed-stop data and route reports, and notes are pulled into Proof of Delivery exports for compliance and chargeback records.
Notes you type offline are cached on the phone and upload automatically when you reconnect — you don't have to be in signal to record one.
Troubleshooting
Related
Add delivery notes
Add a note to any stop in the Upper driver app to record where you left a package or why a delivery failed. Notes save with the stop and reach dispatch.
Add photos from camera or gallery
Add proof-of-delivery photos in the Upper driver app by taking a new photo with your camera, or by choosing one from your phone's gallery when your admin allows it.