Guide · Updated 23 October 2026
Lead distribution software for solar leads
Short answer
Solar leads are worth the most when the person owns the home, pays a meaningful power bill and lives where the installer works. Filter renters and low bills before any installer sees the lead, route by territory, and cap each installer by day.
What installers care about
- Homeowner: renters cannot sign a solar contract.
- Territory: installers cover set areas, by state or ZIP.
- Monthly electric bill: most installers set a minimum below which solar does not pay back.
- Roof and shading, where the form asks.
- Whether they want a raw lead or a booked appointment.
Rules worth setting
| Rule | Example |
|---|---|
| Homeowner | Reject leads that say they rent |
| Minimum bill | Reject leads under the installer's minimum |
| Territory | Route by state or ZIP list to the installer who covers it |
| Cap | A small installer takes at most the leads its crews can quote |
| Schedule | Only deliver during the hours a team is working leads |
Why capacity matters here
Installers do not buy leads they cannot get to. A cap that matches their sales capacity keeps them happy and keeps their return rate down. When one installer fills, the cascade passes the lead to the next one who covers that area.
Set it up in pingtype
- Add each installer as a buyer with a test lead.
- Add rules for homeowner status, minimum bill and territory.
- Order the cascade by price within each territory.
- Set caps and delivery hours per installer.
- Review returns by publisher, since solar traffic quality varies a lot by source.
Questions
How do I filter out renters on solar leads?
Ask homeownership on the form and add a rule that rejects leads that answer no, so installers never see them.
Can I route solar leads by ZIP code?
Yes. Set a territory rule on each installer and the lead goes only to buyers who cover that area.
How do I stop one installer taking everything?
Cap each installer by day or week. When the cap is full, the cascade moves to the next buyer.