Add special instructions to a stop
Add a Notes field to any stop in Upper for gate codes, leave-at-back-door directions, and access details — manually on the stop or in bulk through your import.
Every stop in Upper has a free-text Notes field where you can record the details that don't fit into structured fields — a gate code, a "leave at back door" instruction, or which entrance to use. You can add Notes one stop at a time, or fill them in for many stops at once during an import.
Why this matters
Gate codes, "ring buzzer #3," "call 15 minutes before arrival" — every delivery and service operation has details that aren't an address or a time window. The Notes field gives you one place to capture them so the information travels with the stop instead of living in someone's head or a separate spreadsheet.
Before you start
- Plan — The Notes field is available on every plan, including Starter.
- Permissions — Anyone who can edit a route can add or change a stop's Notes.
- Keep it short — Notes are read on the go, so put the one piece of guidance that matters most first.
This is a single field labelled Notes (the editor shows it as Add Notes). Upper does not have a separate "customer instructions" field on the stop — everything goes in Notes.
Add Notes to a single stop
The fastest way to add a note to one stop is in the stop editor.
Open the route
Go to Route Plan and open the route that contains the stop.
Open the stop editor
Find the stop in the stop list, open its Action (…) menu, and choose Edit Stop. The Edit a Stop (With Details) panel slides in from the right.
Type your note
On the Basic Info tab, enter your text in the Add Notes field — for example, "Gate code 4521, use the back entrance."
Save
Click Done to save the stop.
Add Notes for many stops during import
If you're bringing stops in from a spreadsheet, you can fill in Notes for every stop in one pass instead of editing them one by one.
Add a Notes column to your file
Add a column to your spreadsheet (CSV, XLS, or XLSX) and put each stop's note in its own row. You can name the column anything that makes sense to you — you'll map it in the next step.
Start the import
In the route, open the Add Stops tab and choose Import with Preview, then upload your file.
Map the column to Notes
On the Review & Import step, map your column to the Notes field (it appears under the Other group in the map-to-field dropdown). Review the preview, then finish the import.
Auto-mapping remembers your column layout. If you keep the same header names in the same order each time, Upper will pre-map your Notes column on the next import. Change them and you simply re-map — no harm done.
What to put in Notes
Keep notes to the access or handling detail a driver/technician needs at the door:
| Example | Why it helps |
|---|---|
| "Gate code 4521." | No call to dispatch to get in. |
| "Leave at back door if no answer." | Clear fallback instruction. |
| "Use loading dock around back, ring buzzer #3." | Routes the delivery to the right entrance. |
| "Call customer 15 min before arrival." | Sets expectations before the stop. |
Your workspace may show Technician and Service labels instead of Driver and Delivery depending on how it's set up. The Notes field works the same either way.
Troubleshooting
Related
Add package information to stops
Attach parcel details to any stop in Upper — parcel count, where to load it in the vehicle, and a reference photo — so drivers load and deliver faster.
Add time windows to stops
Set an earliest and latest arrival time on a stop so Upper schedules the visit inside the customer's window. Add windows by import or on the stop itself.