Upper Help
Stops And Imports

Add a name to each stop

Label every stop in Upper with a Full Name and Business Name so dispatchers, drivers, and customer notifications all show who the stop is for.

Every stop in Upper can carry a Full Name and a Business Name. The name turns a list of street addresses into something a dispatcher can read at a glance, gives drivers/technicians a person to ask for at the door, and feeds the recipient name into your customer notifications.

Why this matters

A stop list of bare addresses is hard to scan. The same list with names — "Smith Hardware," "Jenny Park," "Northside Pediatric" — is something a dispatcher can read in a second. The name you save on a stop is also the value Upper drops into your notification messages, so customers get a message addressed to them instead of a blank.

Before you start

  • Plan requirement — Available on every plan, including Starter.
  • Permissions — Any user with route-editing access can edit stop names.
  • What you need — A recipient name (Full Name) for each stop, and optionally a company name (Business Name).

This guide uses the default driver / delivery labels. If your workspace is configured for service work, you may see Technician / Service instead — the name fields work the same way.

The name fields on a stop

Stop names live on the Basic Info tab of the stop editor:

FieldUse it for
Full NameThe person at the stop — "Jenny Park"
Business NameThe company or account — "Northside Pediatric"
Nick NameA short label for your own reference

Full Name and Business Name are independent — fill in one, the other, or both.

Two ways to set a name on a stop

MethodBest for
Import columnNaming many stops at once from a spreadsheet
Stop editorQuick edits on an individual stop

Add names during import

Add a Full Name column to your spreadsheet, and a Business Name column if you have one. During the Review & Import step, map each column to its matching Upper field (Full Name and Business Name both live in the Contact group of the map-to-field dropdown). Every imported stop displays the name you mapped.

Upper remembers your column mapping. Keep the same headers in the same order next time and it maps Full Name and Business Name automatically — note that the match is case-sensitive and order-sensitive.

Add or edit a name manually

Open the route

Go to Route Plan and open the route.

Open the stop

In the stops list, open the stop's Action (…) menu and choose Edit Stop, or open the stop to bring up its details panel.

Enter the name

On the Basic Info tab, type the recipient in Full Name. If the stop is a business, also fill in Business Name.

Save

Click Done to save the stop.

Show the name in your stops list

The stops list can display a Title/Name column and a Business Name column. Open the stops-list column settings (the Customize Columns icon → Edit Column), move those columns into your Selected Column list, and click Done. Drivers' and dispatchers' lists then read by name instead of by address.

Where the name shows up

LocationWhat's shown
Stops list (dispatcher)The Title/Name and Business Name columns, once added
Stop editorFull Name and Business Name on the Basic Info tab
Customer notificationsThe Customer Name and Customer Business Name tags pull from the stop

Use both fields together for "Jenny Park at Northside Pediatric" — the driver/technician sees the person to ask for, the dispatcher sees the account.

Troubleshooting

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