Upper Help
Route Planning

Plan routes for multiple days

Plan routes for several days in Upper by creating one route per date, then dispatch each one when it's needed. Drivers see a route once you share it.

Upper Route Planner lets you plan and optimize routes for any date, so you can prep tomorrow's runs tonight or set up a whole week ahead. Each route is tied to a single date, so covering multiple days means creating one route per date — and you control exactly when each one reaches your drivers.

Why plan ahead

Building each day as its own route keeps the schedule clean. You can optimize, edit, and dispatch each day independently, review the week at a glance, and make changes to a future route without touching the ones you've already sent out. Drivers only see a route once you share it, so future-dated routes won't clutter today's work.

How multi-day planning works

Every route in Upper has its own Start date, set in the route builder. To cover multiple days, you create one route per date. Each route stands on its own — you optimize it, assign drivers, and share it to drivers separately.

When a route is ready, you share it to your drivers either right away or on a schedule. Sharing is what pushes the route to the driver's mobile app — until then the route stays on your side.

This guide uses the default driver/delivery labels (Assign Drivers, Share to Drivers). Your workspace may instead show Assign Technicians and Share To Technician — the labels are configurable, but the steps are the same.

Build a multi-day plan

Create the first day's route

From My Route Plan, select + Create Route. Add the stops for that day by importing a file, importing with preview, adding stops manually, or pulling them in from your contacts.

Set the Start date

In the route builder header, open the date picker and choose the date this route should run.

Optimize and save

Run Optimize Route to sequence the stops, then save the route.

Repeat for each additional day

Create another route, add that day's stops, set its Start date to the next day, and optimize. Do this for every day you want to cover.

Share each route to your drivers

When a day's route is ready, open it and select Share to Drivers, or use Share To Technician from the route's action () menu in the list. Choose Share Now to send it immediately, or the Schedule tab to send it ahead of the shift start.

For recurring operations — the same customers every week — you don't have to rebuild from scratch. Use Duplicate Route from the route's action menu to copy an existing route, then change the date. See Copy a route to another date.

Scheduling when a route reaches drivers

On the Share To Technician modal, the Schedule tab lets you send a route ahead of the shift rather than right now. Pick how far in advance the route should go out — Before 15 min, Before 30 min, Before 1 hour, Before 2 hour, Before 4 hour, or Custom — then select Schedule for All.

This is useful for week-ahead planning: build the routes now, then schedule each one to land before its driver's shift. For the full walkthrough, see Schedule routes in advance.

If you run the same routes on a fixed cadence, recurring schedules can generate them for you automatically. Recurring routes are available on Optimize and Enterprise plans — see Create recurring routes.

Common scenarios

  • Prepping tomorrow's routes tonight — Build the routes with tomorrow's date and optimize them. Share them in the morning, or use the Schedule tab the night before so they go out before the shift starts.
  • Week-ahead planning — Build a route for each day (for example, Monday through Friday), then filter My Route Plan by date to review the whole week. See Filter routes.
  • Recurring weekly runs — Duplicate last week's route, change the date to next week, and adjust stops as customers come and go.

Troubleshooting

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