Start with one ZIP-code campaign

Create a campaign, collect or paste addresses, vet the analyzed roofs, pass the good properties to an estimator, QC the returned numbers, then export a mail-house file with report and QR URLs.

Campaign properties

Property	Analysis	Solar fit	Preliminary	Estimator	QC	Mail	Next action

Solar Mailer sign in

Enter the dashboard password to continue.

Password

Create a ZIP-code campaign

This becomes the container for intake, vetting, estimates, reports, and mail tracking.

Campaign name

Solar company

ZIP code

Consultation booking URL The public report CTA records the click, then sends the prospect here.

Add addresses

Paste one full property address per line. Matching analyzed homes link automatically.

Property addresses Paste one per line, upload a CSV below, or use both.

Address CSV Recognized headers: Address, Property Address, Situs Address, Site Address, or Mailing Address. Maximum 500 unique addresses.

Address source

Intake notes

Vet property

Inspect matched roof in Google Maps ↗

Vetting notes

Enter returned estimate

Estimator

System size (kW)

Annual production (kWh)

Monthly payment

Gross cost

Incentives

Net cost

Year-1 savings

20-year savings — low

20-year savings — high

Payback years — low

Payback years — high

Estimator notes

Import returned estimates

Upload the estimator’s UTF-8 CSV. Every row must preserve the Campaign Property ID from the handoff.

Estimator return CSV Up to 100 rows. Required columns follow the estimator return contract in the project samples folder.

Import mail-house results

Reconcile mailed, rejected, or undeliverable pieces using the Campaign Property ID.

Mail disposition CSV Required: Campaign Property ID and Disposition. Optional: Vendor Reference, Notes, Occurred At. Maximum 500 rows.

Quality-check estimate

QC notes