Add custom fields to stops
Create custom fields in Upper to track order numbers, service types, or any business data on each stop, then fill them in by import or in the stop editor.
Upper lets you add custom fields to stops so you can capture data the standard fields don't cover — an order number from your own system, the service type for the job, or any other detail your team tracks. You define the field once under Settings, and it becomes available to fill in on every stop, both when you import a spreadsheet and when you edit a stop by hand.
Before you start
- Where they live — Custom fields are created under Settings > Customization > Custom Fields.
- How many you get — You can define up to 10 custom fields for stops, and 5 are shown by default. To turn on the extra 5, contact support@upperinc.com.
- Field types — A custom field can be Text, Numeric, or Yes/No. Each field also has an Is Required? option.
- They're scoped by category — Custom fields are organized into separate sets for Stops, stop completion (information a driver collects when finishing a stop), and Contacts. These sets are independent, so a field you create for Contacts does not automatically show on stops.
- Plan — Custom fields are available on the Professional, Optimize, and Enterprise plans. They are not included on the Starter plan.
This guide uses the driver and delivery labels. If your workspace is set up for service work, you may see Technician and Service in the same places instead.
Create a custom field for stops
Open the Custom Fields settings
Go to Settings, open Customization, and select Custom Fields.
Add it under "Additional fields for Stops"
In the Additional fields for Stops section, give the field a title — for example, Order Number, Service Type, or Zone — and choose its type: Text, Numeric, or Yes/No.
Set whether it's required
Use the Is Required? option if the field must be filled in for every stop.
Turn the field on and save
Switch the field's toggle on, then click Save Changes.
Once the field is turned on, it appears in the stop editor and as a target you can map to during a spreadsheet import.
Stop custom fields can show Total, Count, and Average aggregation columns. If you want a running total or an average across a route, a Numeric field gives you those summaries.
Fill in custom fields during an import
When you import a spreadsheet, add a column for each custom field you want to populate. On the Review & Import step of the import, your custom fields appear as targets in the Map to field dropdown, so you can map each spreadsheet column to its matching custom field. The values are then saved on every stop in that import.
Fill in custom fields on a single stop
Open the stop
On the route, open the stop to edit it.
Go to the Other Info tab
In the stop editor, switch to the Other Info tab. Your stop custom fields appear in the Custom Fields section there.
Enter the value and save
Type or select the value, then click Done to save the stop.
Show custom fields to drivers
To let drivers see stop custom fields in the app, turn on the Show custom fields in Technician App checkbox in Settings > Customization > Custom Fields, then save.
Troubleshooting
Related
Add barcodes to stops for scanning
Attach a barcode or QR value to each stop in Upper, either during import or in the stop editor, so the right code travels with the right delivery.
Add multiple time windows to a stop
Give a customer two acceptable delivery periods on a single stop in Upper. Add both windows during import or in the stop editor so the optimizer fits whichever works best.