At iPostal1  we are steadfast in our mission to be the best in the business. 

We deeply value our partnership with you and are committed to leading the digital mailbox industry with cutting-edge digital mailbox technology and robust online advertising that is designed to attract and convert top prospects every day ⭐. With thousands of new customers signing up weekly, we leverage advanced analytics and a substantial marketing budget to fuel this success.

Additionally, our talented team of software developers is constantly advancing our technology, pushing the boundaries of what's possible.  Our dedication to innovation also means we continuously refine our website content and explore fresh advertising strategies to stay ahead of the competition. We also actively connect with our audience on Facebook, X (formerly Twitter), Instagram, and LinkedIn, ensuring a strong, vibrant online presence.

Together, we're building something truly extraordinary, and we couldn't be more thrilled to have you as a key partner on this incredible journey.🙏 

The iPostal1 customer sign-up process involves selecting a virtual mailbox location from our extensive network of addresses. Customers then choose a mailbox plan based on their needs, and complete payment online. 

Your address is listed on our website. We invest heavily in advertising to drive customers to sign up at your location. To sign up, all the customer needs to do is pick a location and plan. This is where it’s important to list what features you offer to attract customers. Then customers enter their payment information. Upon successful payment, they will be prompted to get started with their USPS Form 1583 or enrollment form in order to begin receiving mail at your location. They must notarize online or in-person with you, followed by a review by our dedicated 1583 team, and finally sent to you for final approval.

Customer Sign up Process:

It is important to have the necessary materials on hand to fulfill customer shipping requests. You should have received your iPostal1 welcome box containing a handy iPostal1 tape measure and letter opener! You can view a list of all recommend supplies here.

In today’s fast-paced digital world, customers using online services expect quick and reliable responses. Meeting these expectations builds loyalty and satisfaction.

Tip: Set aside a time every day for inserting mail, completing tasks and approving customers. This way, it will take up less time throughout the day.

Here’s how to stay ahead and deliver outstanding service with your Daily Checklist:

✅ Stay organized with mail: Insert all incoming mail and packages into customer mailboxes on the same day they arrive.

✅ Respond promptly: Complete tasks from the "To-Do List" within 24 hours like scanning, shipping, shredding, or discarding.

✅ Keep records up to date: Utilize the USZoom Utility App whenever customers pick up their mail.

✅ Process forms efficiently: Approve USPS Form 1583s in the Admin Portal within 24 hours of submission.

By integrating these tasks into your routine, you’ll maintain smooth operations, exceed expectations for iPostal1 Digital Mailbox users, and secure consistent revenue for your store. Let’s work together to make every day a success!

There are many helpful training tools you can use for new employees or for reference as needed. If you do not see a topic you are interesting in please contact us and we will be happy to learn more about your request and see what we can do to help.

To locate iPostal1 training materials:

1. Login to the Admin Portal dashboard, scroll down to the "Support tile".

2. Click on "Training Docs" or "Training Videos" under Training. 

If you or your employees may need a refresher training, you can easily access our iPostal1 training using this link:

 Online Refresher Training

If you are a new partner or location who has recently signed on and have not yet been activated with iPostal1 do not use this link. You should receive a link in your email directly from your sales person. Please contact your sales person if you may need further assistance. 

Whether you have a quick question or need help resolving an issue, we’ve made it easy for you to get in contact with our support team. You can reach our team through phone, text, chat using the USZoom Utility App and on the Admin Portal Dashboard. Our Partner Support team is available Monday-Friday 9am-8pm ET.

Mail Center Support (for Partners):

✅ Phone: 845-579-5690

✅ Text: 845-579-3899

✅ Chat and Email: USZoom Utility App 

✅ Chat and Email: Admin Portal Dashboard

Customer Support (for customers):

✅ Phone: 845-579-5770 

✅ WhatsApp: 845-579-5770

✅ Chat with an Agent: iPostal1 App or iPostal1.com

✅ Email Support: Customers can submit a ticket via iPostal1.com or iPostal1 App

If you are a workspace location and would like to receive more information on providing iWorkSpaceMail at your location, please click here then click on "Contact Us". Fill in all of your contact information and a representative will reach out to you. You can also visit us at https://ipostal1workspace.com.

As partners, we share our customers—and a responsibility to support them as we all strive to grow together. Below is a quick list of who to contact and when—but our support teams are always here to help, for both you and our customers.

Click here to view

We require every iPostal1 Mail Center Partner and all Customers to agree to our Terms of Service, below you will find a link to view each one.

To locate the Partner terms of Service:

1. Navigate to your dashboard.

2. Scroll down to the very bottom. 

3. Locate the small black letters and click on "Terms of Service" to view.

To locate customer's terms of service: 

1. Navigate to the iPostal1 website.

2. Scroll down to the very bottom.

3. Click on "Terms of Service".

iPostal1 marketing puts heavy, unmatched investments in internet advertising to bring more traffic to iPostal1.com. Your location is listed on our website and new virtual clients can sign up at your location. Besides this marketing that we do behind the scenes for you, we have also provided you with iPostal1 flyers, posters and mailbox stuffers. You should have received an email upon signup with your personalized QR code that will lead customers to sign up directly at your location.

Tips to market iPostal1 at your location:

• Offer a digital mailbox service to your physical mailbox customers with our 'Add A Recipient' option. You can also use the mailbox stuffers for this purpose.
• Modify your stores website page for Digital Mailbox service to have a 'call to action' button that takes customers to iPostal1 (if you don't already have this).
• Print any of the marketing materials and use them in your store or placing them in high traffic areas, add them to your website, attach them in an email, or post on social media.
• Use the QR code is a great way to get people to sign up directly with your location. You can use it in any of the ways mentioned above as well. If you need your QR code re-sent, please contact marketinginfo@ipostal1.com.

Each location is assigned a unique QR code and URL that can be shared with customers through your personal website or social media channels.

To find your locations signup link and QR code: 

1. Locate the "Support" tile at the bottom right, click on "Marketing Resources".

2. Copy the link or QR code image and paste it into your social media posts, flyers, or any marketing materials you’re creating. Customers can scan the QR with their phone to go directly to your location for signup.  

Click here to download

How to access your templates:

• Open the PDF provided, which contains links to your Canva templates. When you click a link, it will open in a new browser window.
  
• Click ‘View template’ to open it in Canva. If you’re not already logged in, you’ll be prompted to do so. If you don’t have an account, create one for free, or use your Google account for a faster signup.
  
• Click ‘Open in Editor’ and a unique copy of the file will automatically be saved in your account.
  

• If you are having trouble accessing your templates, contact us for support at marketinginfo@ipostal1.com.

Navigating Canva

• The highlighted tools and functions are what you'll use to customize your files. All changes are saved automatically and your design will always be stored in your Canva account.

Editing Text

• Click on the prefilled sample text to edit it and enter the details for your mail center. 
• The font style, size, and placement are already set, no adjustments needed.

Uploading your QR code and logo

• To upload your QR code or logo, go to the vertical tools menu on the left side of your screen and click ‘Uploads’. Then, click the purple ‘Upload files’ button and select your image(s).

• Once uploaded, drag and drop the image from your library into the corresponding frame.

• If your uploaded logo doesn’t fit the frame’s proportions, click on the image and drag the handles to adjust it as needed.

Downloading files

• Once you’ve finished your edits, click the ‘Share’ button at the top right of your screen, and in the new pop-up window, click ‘Download’.

• Choose your desired file type. For printing, we recommend saving as ‘PDF Print.’
  
• Once completed, click ‘Download’ to save the file to your computer.

Watch this short instructional video to learn how to personalize your own iPostal1 marketing materials in Canva. Then, click the image below to access your customizable materials. 

1. Watch this short video on how to customizable your own iPostal1 marketing materials.

2. Click on the image below to access your customizable material.

Click Here

Watch the instructional video to learn how to personalize your own iPostal1 marketing materials in Canva. Then, click the image below to access your customizable materials. 

1. Watch this short video on how to customizable your own iPostal1 marketing materials.

2. Click on the image below to access your customizable material.

Click Here

Click here to view

Click here to view

Click here to view

iWorkSpaceMail Contact Card

Click here to view

The Admin Portal Dashboard is your go-to hub for everything you need daily! We recommend checking it at least once a day to stay on top of new task requests, pickups, and customer approvals.

At the top, you’ll find a convenient navigation bar, and below, 10 dynamic tiles packed with vital info to help you manage iPostal1 customers effortlessly. Need quick access? Look no further than the "Quick Links" section on the right of each tile for our most-used tools!

Top Tool Bar

1. Dashboard - Takes you back to the Dashboard

2. Your Role - Your level of access

3. Support - Access our support options

4. My Account - View your profile

5. Logoff - Logs you out

Tiles

Mail Center Details Insert Mail To Do List Pickups Document Approval Recipient Admin Order Admin Reports Support Payments

In the mail center details tile you will find important information about your location.

• Send Signup Link- Send a potential customer an email that includes a sign-up link for your location.
• Mail Center Setup- Here you will find all of the settings and configurations for your location. 
• iPostal1 website- When clicking this link it will bring you directly to the iPostal1.com website.
• Stores Responsibility Chart- Here you can find a list of all of your responsibilities along with iPostal1 responsibilities.

Our system tracks the daily and monthly counts of all mail inserted. Mail should be entered into the system each day as it is received.

• Insertion-  Inserted Mail is automatically tallied up for the day and month. Pending Mail will need to be manually assigned to the customer. The mail item will stay in this status until it is inserted to the customer's mailbox.

• Mail Lookup- You can view the image of a mail item or make changes as needed. 
• Insert Fax- If you receive a fax for a customer, you can upload it using this link. 
• Insert Mail Manual- This link is for emergency mail insertion only. For regular use, the USZoom Utility App is the recommended and easiest option. 
• Auto Insert- The Auto-Insert feature automatically processes mail for you and is typically used at locations with a high mail volume. 
• Print Labels- This link is used to print labels and is designed to work specifically with the Auto-Insert feature.
• Mail Received for Unapproved Recipient- You can locate customers who are pending or not yet approved and automatically notify them when mail is received.
• Mail Received for Mailbox On Hold- You can notify a customer with an account on hold that their mail has been received and will be returned to the sender. 

You will find all open tasks for the day that customers request. The task will be marked as overdue after the first 24 hours.

• Payment Declined- Any tasks that does not process due to a failed payment, will appear in this link.
• Tasks History- View all of the tasks that were already processed in the system.

Note: All customers must request tasks from their account directly. (changing the mail item status manually will not create a task in the system)

Pickups- This tile will show you all of the pickup tasks that are scheduled by customers. For your convenience, pickups are easily accessible to view and process from the USZoom Utility App.

• Create Pickup- You can create and process a pick up if a customer does not already have one scheduled in the system.

Note: 

• Prepare pickup ahead of time and save time for you and your customer. 
• Pickup fees are preset by us and are all recommended prices. These prices can be customized in "Mail Center Setup", Option 8. 
• We recommend notifying all customer if you decide to make changes to your pickup fees.
• If the customer does not pick up their mail within 1 week, you can decline the task. 

In the Document Approval tile you find all new customers that are ready for your final approval.

• Approve Required Documents for Walkins-  This feature is used for a customer that has already created an account online and walks in to your location with their required documents. You can upload the customers required documents and approve the account. 
• Approve Pending Mailboxes- Here you will find all customers that are ready to be approved by you.
• Assign Mailbox- In the case that a mailbox number needs to be reassigned, you can use this link. 
• Release Mailbox- You can use this link to release a mailbox number so that it is re assigned to a new customer. Our system will usually release the mailbox number and reassigns to a new customer after 90 days of the mailbox closure. 

Note: If the customers is not listed under "Pending", the customer may be missing required documents. 

Recipient Admin- Look up active and approved customers using this link. See customer details, plan, contact information, history of tasks, payments and documents that where submitted.

• Recipient Look up- View more details on the customer including their profile, mailbox label, mail items, task history. Be sure the customer is already approved to use this search. Only approved customers will appear here. If the customer is pending, they will not appear in this search.

• Send Email- You can use this link to send an email to one customer or to send to all customers at once. 
• Manually Add Recipient- This link is used to add a new customer that has not yet signed up on our website. Once the account is created, the customer will be required to login and submit their payment information. If you get an error or cannot use the email address, make sure the customer does not already have an account with the same email. Please contact support for assistance if needed. 
• Add Additional Name- An account is allowed up to 6 recipients or 5 recipients and 1 business name total. If the customer would like to add an additional recipient, a notarized form 1583 and 2 acceptable IDs are required. You can add the name after uploading the required documents in the customers profile.

Note: Only customers who have completed the form 1583 process and are approved, will be searchable in this tile.

Order Admin- View all orders that were processed in our system. 

• Shipped Orders- You can look up all shipped orders by date.
• Order Lookup- Use this link to find any order that was processed in the system. 
• Refund Lookup- Use this link to find any refund that was processed.
• Manual Order- In the case that you may need to charge a customer for an additional service or fee that is not related to task or order that is already created in our system, we can manually create the order to charge the customer. Please contact us to see if the fee or charge qualifies as per our terms of service. Before any manual orders are created, the must be notified via our Admin Portal Email feature, before the order can be processed. 

Reports- Here you will find all of the reports that are generated by our system. The information can be used for your reference and to create your customized report. 

• USPS Quarterly Report- You can find helpful information that can be used to create your own report. 

• Expired Recipients- Here you will find a list of all Expired accounts.
• Inactive Recipients- Here you will find a list of all Inactive Recipients/account that are now closed. 
• Active Recipients- Here you will find a list of all Active Recipients. 
• Recipients on Hold- Use this link to view all recipients account that are on Hold.
• Tasks Activity Report- Use this link to view task activities.
• Task Completed Report- You can find all completed tasks using this report
• Overdue Tasks Report- This report will show you all task that are overdue.
• Invoices-  You can find all invoices that are sent by us.

Find helpful information that will assist you such as guides, videos, contact information etc.

• Training Docs- Here you will find all guides for you to view and print if needed.
• Training Videos- You can find a library of videos
• Marketing Resources- All marketing materials are available here for you to print such as flyers, posters, URL link, mailbox stuffers etc.
• Support Page/Contact us- You can send us an email or find our support phone numbers.
• Request a Refund- If you need to request a refund.
• File a Shipping Claim- You can use this link to file a claim if an iPostal1 label was used to ship a mail item.
• Knowledge base- Find all of our informational articles, guides and instructional videos.
• FAQs- Find all of our frequently asked questions and answers.

Payments - This tile will show you all commission payment information including reports and it is only accessible when signed in as an owner.  

Last Payment Day

Last Payment Amount

Pending Commission

Date to be paid on

Credit/Debits

Commission Payments

Revenue Growth Report

Products Sold

Order Totals 

Sales Tax Setup

When you begin to establish a steady customer base, you can choose to organize and store mail in designated locations within your mail center. This will help you put away and sort large envelopes and packages in a specific location. Here is step by step directions on how to program and print locations Labels to use this feature in our system.

How to setup storage locations:

Step 1. Go to "Mail Center Setup" located at the top right of your dashboard under "Quick links":

Step 2. Make sure you are on your mail center.  Then click, “Edit”.

Step 3. Put in your shelf number and then you must leave the second box alone. Then click "Edit".

Step 4. After you are done inserting your locations hit the print button.

Step 5. You must put a check in all the boxes that you want printed then print.

Step 6. Continue to Print.

Step 7. After this the normal label print screen will come up. Use the Avery 30 labels Then place as you see fit.

If you are experiencing technical issues with on the website, which causes you to be logged out repeatedly.  This issue can be caused by several factors such as browser settings, cookies, or a session timeout. 

Here are a few steps you can try to resolve the issue:

1. Clear Browser Cache and Cookies: Sometimes, old cookies and cached data can cause issues with website functionality.
2. Try Incognito Mode: Using incognito or private browsing mode can help bypass some browser-related issues.
3. Check Browser Settings: Ensure that your browser is set to accept cookies and that there are no extensions blocking the website's functionality.
4. Update Browser: Make sure your browser is up-to-date to avoid compatibility issues.
5. Contact Support: If the issue persists, it may be helpful to contact our support team for further assistance.

Document Approval and Compliance Center- Find all new customers that are ready for your final approval. Easily track and manage customers USPS compliance. 

• Approve Required Documents for Walkins-  This feature is used for a customer that has already created an account online and walks in to your location with their required documents. You can upload the customers required documents and approve the account. 
• Approve Pending Mailboxes- Here you will find all customers that are ready to be approved by you.
• Assign Mailbox- In the case that a mailbox number needs to be reassigned, you can use this link. 
• Release Mailbox- You can use this link to release a mailbox number so that it is re assigned to a new customer. Our system will usually release the mailbox number and reassigns to a new customer after 90 days of the mailbox closure. 
• Compliance Center- View and manage customers USPS Compliance.

Note: If the customers is not listed under "Pending", the customer may be missing required documents. 

The USZoom Utility App is used in conjunction with the admin portal dashboard. You will use the app daily to insert mail and process tasks. We recommend checking it at least once a day to stay on top of new task requests, pickups, deliveries etc.

At the top of the App Dashboard, you’ll find a convenient navigation bar to easily access your app settings, chat assistance and partner support portal. Just below you'll find 5 tiles packed with useful information to help you manage iPostal1 customers effortlessly. 

1. Settings - Manage your app settings and quickly access helpful tools such as videos, guides and FAQ's, Change your password, change the app language, Chat Support, Partner Support Portal and contact us.

2. Chat - Need assistance, we are here to help! Quickly access our Partner Support team chat and an agent is happy to assist you.

3. Insert - Use this tile to Insert mail daily.

4. Upload - Upload images of the outside of the mail items and the images will appear in your dashboard, under "Insert Mail", "Pending".

5. Tasks - Find all your tasks that need to be processed for the day. 

6. Put away - Put away mail to a specific storage location. 

7. Pickups - All pickup tasks can be found under this tile. Create a pickup here if one is not already scheduled by the customer. 

8. Deliveries -  View Personal Deliveries task and quickly process at the time the driver arrives.

9. Reports - View recipient account details and Mail item details.

The "Insert" tile is used to insert customer's mail items daily. When selecting "Insert", you will be prompted to search for the Recipient by their name, mailbox number or company name. You will see the customer status and can insert mail for the customer. 

Note: If the customer is not approved yet, you will not be able to insert mail but you can notify the customer if mail has arrived by click on "Mail Received". The customer will be notified that they need to complete their 1583 form before receiving mail.

When selecting "Tasks", you will find all open tasks for the day that customers request. We recommend checking this tile daily.

When selecting "Pickups" you will see all of the pickup tasks that are scheduled by customers. You will see the date and time for the pickup.

Create Pickup- This feature allows you to create and process a pick up if a customer does not already have one scheduled in the system.

Note: 

• Prepare pickup ahead of time and save time for you and your customer. 
• Pickup fees are preset by us and are all recommended prices. These prices can be customized in the Admin Portal Dashboard under "Mail Center Setup", Option 8. 
• We recommend notifying all customer if you decide to make changes to your pickup fees.
• If the customer does not pick up their mail within 1 week, you can decline the task. 

The "Reports" tile in the app allows you view more details on recipients and mail items. 

Recipient Status Reports: View customer information and filter the list based on the recipient’s status. 

• Additional names
• Business name
• Mailbox number
• Account status
• Active and Expiry date
• Shipping frequency

Mail Lookup Reports: The Mail Lookup report allows you to view and track mail items received for each recipient. It helps you monitor when mail status, when it arrives, expires, and shows where it’s stored. Easily ensure accuracy between physical mail inventory and system records.

• Date Received/Date Expired
  
• View mail item type 
• Mail item status
• Location  

The "Upload" option will allow you to manually upload images of the customers mail. When using this option, the mail item will not be automatically assigned to the customer. When using the "Upload" option, you will be required to manually enter the customer's information and details of the mail item in the Admin Portal Dashboard, after uploading the picture of the mail item in the App.  

Note: The simplest way to insert mail for customers is using the "Insert" option instead of  "Upload" as this requires more steps and requires the use of both the App and Dashboard.

The "Put Away" option allows you to add a specific location where  mail item will be stored. Simply enter the mail ID and choose a location where it will be stored, such as a shelf or cabinet. Mail storage locations must be defined in mail center setup, prior to using this feature.

The "Deliveries" tile will show all of the personal deliveries that are scheduled and are upcoming to be processed and any returns from the carriers. You can also search for the personal delivery by tracking number. 

View all of your customers compliance status and take action if needed.

The USZoom App Settings is located at the top left of the App Dashboard. Manage your app settings and access helpful tools such as videos, guides and FAQ's all from within the App. 

Settings options: 

• Change your password
• Change the app language
• Chat Support
• Partner Support Portal 
• Contact us.

Note: Our Partner Support team chat is easily accessible by clicking on the question mark at the top right corner of the App Dashboard. 

Customers are expecting a 1-2 day turnaround time for your final approval of their account. Approving customers in a timely manner is an important part of meeting customer requirements.

Click here to go directly to the Approve Pending Mailboxes  page or follow the below steps.

- You will receive an automatic notification from us once a customer has submitted the required documents or successfully completed their application for approval and the customers document been pre approved by our 1583 team. 

- If you did not receive a notification or if you do not see the customer pending on your dashboard, this means that that the customer is not ready to be approved. 

How to approve customer's documents:

1. Scroll down to the Document Approval tile and click on the "Pending box.

2. Identify Pending Recipient.

• The Approve Pending Mailboxes screen will list all of the customers awaiting approval.
• Click "Show All" to view all accounts, instead of only showing those from the past 45 days. 
• Click "View Docs" to view the documents provided.

3. Perform an Action:

1. Click the check mark to accept the customers document.
2. Click the return arrow to the documents back to our 1583 team.
3. Click the X to reject the customer.

4. Confirm your selection:

• Approve and Upload to the USPS BCG- iPostal1 will upload the customers documents at a small fee of $3.00.
• Approve Only- You are require to upload the documents to the BCG.
  

Additional Features:

1. Send Email- communicate further with the customer about their forms/IDs.
2. Email History- view all communications by iPostal1 and the customer.
3. Docs History- view all activity and notes submitted.

Note: If you accidently approve a customer please contact support to un approve.

If a customer is physically present at your location, has a pending application or has started the online signup process, and has brought all the required documents for upload (two forms of acceptable IDs, one of which must be a photo ID), you can notarize these documents or sign as the notary.

• The customer must sign USPS Form 1583 in your presence.

• You (as the Commercial Mail Receiving Agency, or CMRA) can act as the authorized witness.

• You will be required to upload to the USPS Business Customer Gateway and maintain the account.

🎯 Approve Required Documents for Walk-In customers page

Approving documents for customers:

1. Locate the "Document Approval box" in your dashboard. 

• Click "Approve Required Documents for Walk-Ins".

2. Search for Customer by Email or Username. 

• If you do not have the customers username available or if the customer doesn't remember, please contact our support team for assistance.

3. Select "Download Pre-filled form 1583 for this recipient" and click"Print".

4. Check ID. 

• At least one ID must be a Primary ID with photo. 
• The second ID may be a non-photo Secondary ID. 
• Name and address on ID must match name and address of applicant. 
• Enter description of ID’s on the form 1583 (example: NY Drivers license).
• If minor names are entered, additional names must be added to "Recipient Profile".

5. Get the customers signature and sign as an agent. 

• You as the agent to sign in Box 14. 
• Applicant to sign in Box 13.

6. Scan the completed form 1583 and ID’s into your computer. 

• On page displaying the customer’s information click "Upload and Approve Documents for this Recipient". 

7. Find and Upload the Form 1583 and IDs. 

8. Click "Approve Docs". Click "Ok".

• To Print a label for the customer’s mailbox, click "Print Form 1583". 
• Print 2 copies of the Form 1583. 
• Upload to the USPS Business Customer Gateway. 

Note: 

• iPostal1 no longer accepts a local notary signature for USPS Form 1583.  If the customer already submitted a form that was notarized at a local notary it will not be accepted.
• The customer must notarize via proof.com or the customer must be physically at your mail center and sign a new form 1583. You can then sign the form as the witness and upload along with 2 acceptable IDs.
• You can view the documents that were already uploaded or upload a new form 1583 and approve the account.

If a walk in customer has not yet created an iPostal1 account, you can manually add them and create the account on their behalf. Once the account is created, the customer will still be required to sign in and provide payment information.

How to add a new customer manually:

1. Go to "Recipient Admin" tile in the Admin Portal Dashboard. Click "Manually Add Recipient".

2. Choose Recipient Plan: Click "Virtual" then select a virtual plan from the dropdown menu. (Personal Plan, Business Plan or Virtual Business)

3. Required Documents: Check the Box if you already have the 1583. If not, have the customer fill one out and then check the box to confirm. 

4. Enter the Customer’s Personal information, leave POB blank.  

5. Click "Add Recipient". The customer has been successfully added and assigned an iPostal1 mailbox number.

Note:

• The Customer will receive an email welcoming them to iPostal1, providing them with links to download the iPostal1 App to their Mobile Devices. 
• The customer will need to login and provide their credit card information. Once the payment is processed successfully, the account will be valid.

You can now add iPostal1 Digital Mail Services to your Physical Mailbox customers. The customers mail items will be processed the same as a regular iPostal1 virtual mailbox customer and is held at your location.

The difference is they can manage their account virtually or request a task to " Put in Box". This request will place their mail in their physical box. All of the customer's requests will appear on your To-Do list. Once it has been inserted in their mailbox, it's marked as "Delivered", with no further actions available.

How to Add Digital Mail Services to your Physical Mailbox Customers:

1. Go to "Recipient Admin" tile. Click "Manually Add Recipient".

2. Choose Recipient Plan: Click "Physical" and choose your pricing from the dropdown menu.

3. Select from the pricing plan options below:

4. Required Documents: Check the Box if you already have an updated form 1583 for the customer. If you do not have a form 1583 for the customer on file, the customer should fill one out in your presence and provide 2 acceptable IDs first and then, you can proceed to check on the box. 

5. Enter all of the Customer’s Personal information, (the POB can stay blank).

6. Click on "Add Recipient". The customer has now been successfully added and assigned an iPostal1 mailbox number.

• The Customer will receive an email welcoming them to iPostal1, providing them with links to download the iPostal1 App to their Mobile Devices. 
• The customer will need to login and provide their credit card information. Once the payment is processed successfully, the account will be activated. 

Note: 

• iPostal1 collects payment for the digital mailbox fee and optional services just as a regular customer.
• You continue to collect payment for your customer's physical mailbox.
• The revenue share will be based on the customers plan selected.

If the customer's account is already approved and you would like to upload updated or additional documents, you can do so directly from your Admin Portal Dashboard. 

Note: 

• This option is only for existing customers and not for customers with a pending mailbox. 
• Please review all documents and sign the new form 1583 as the witness.

Step 1: Search for the customer:

1. Go to "Recipient Admin", click on "Recipient Lookup" or click here: Recipient Lookup.

2. Enter the customers mailbox number, click "Search".

3. Click on the customers username.

4. Navigate to "Recipient Details Page", locate "Profile". 

5. Click on "Upload/Approve Required Documents".

Step 2: To Upload Completed Documents: 

1. Scan the signed form 1583 and 2 forms of ID into your computer as PDFs .

2. From the Recipients Details Page: Click "Upload/Approve Recipient Docs". 

3. Click "Upload Required Documents". Find the file, click "Upload".

4. You will now be able to view the uploaded documents in the customer profile.

✅  Customers can have a total of 6 recipient names on a Personal plan. The primary account holder is 1st recipient and 5 additional recipient names can be added.

✅ If the customer has a Business plan, only 1 business name and 6 recipient names are allowed.  Any additional business names, including a DBA or LLC, is considered a second business name and will require a seperate business plan/ mailbox account. 

Note: As per USPS regulations, only 1 business name can be listed on the Form 1583. Multiple business names are not allowed under 1 mailbox account. The customer will be required to purchase a separate mailbox subscription plan for each additional business name.

You can view and print a customer's documents directly from your dashboard. If you need copies of a recipients IDs or approved the account without printing, you can return to view and print them.

Step 1. Click "Recipient Lookup" located in the "Recipient Admin" tile on the Dashboard.

Step 2. Enter the recipient's name or mailbox number to find the customer. Click "Search".

Step 3. Click on the customer and then select "Download Recipient Required Docs".

Step 4. Once downloaded you can print the form and ID's.

If a customer would like to add an additional recipient to their mailbox account, the additional recipient must provide a completed Form 1583 and two acceptable IDs. The customer can notarize online, using proof.com or they visit your location in person to provide the required documents. If the customer is physically at your location you can review and approve the form 1583 and IDs. Then sign the form 1583 as a notary; an official notary is not required when the customer is physically at your location. 

You'll will be required to upload the completed documents to the primary customer's profile and add the name of the additional recipient to the account. No additional payment information is needed from the additional recipient.

• Customers that have subscribed to a personal plan: are allowed 6 Recipients total.
• Customers that have subscribed to a business plan: are allowed 1 business name and 5 recipient names per account. 
• If the customer is looking to add an second/ additional business name,  LLC and DBA, they will be required to sign up for a separate business plan/ mailbox number. 
    
  

Step 1: Print form, review documents and sign:

1. Print a blank form 1583 and verify 2 acceptable IDs
2. Fill out the required information
3. The additional recipient signs and you sign as the witness.
4. Scan the completed document and acceptable IDs to your computer.

Step 2: Uploading additional recipients form 1583:

-  Search for the primary customer's account:

1. Go to Recipient Admin> Recipient Lookup

2. Enter the customers mailbox number> click: Search

3. Click: on the customers information

4. Navigate to Recipient Details Page> Profile 

5. Click: Upload/Approve Required Documents.

-  Upload Completed Documents:                      

1. Scan the form 1583 and 2 acceptable IDs into your computer as PDFs.

2. From the Recipients Details Page: Click "Upload/Approve Recipient Docs".

3. Click "Upload Required Documents". Click "Upload Form 1583", find the file and click "Upload".

4. Repeat the same for ID's, click "Upload Photo ID" and "Upload Address ID".

5. You will now be able to view the Uploaded Documents in the customer profile.

Step 3: You will Add Names to the account:

1. Click on Recipient Admin> Recipient Lookup> type in the mailbox number> click: Search
2. Click on the Username of the account you are adding a name to.
3. You are now in the Recipients Details page> Under Account, Click on: Add Names to Account.
4. In the field titled "Add Name to Account" type the name to be added to the account. Click Add Name. 
5. When inserting mail into the customer's account, if any mail arrives under this additional name, the system will alert you which account the name is connected to. 

Note: 

• This option should only be used for adding recipients and not for adding a business name.
• If you add a name to a customer's account, print a new mailbox label to attach to the customer’s folder. This way when you are putting away mail, you can confirm you are placing it in the correct customer’s folder. 

Most customers will know their username or email address and they can verify this when logging in to their account. In the event that the customer may not have this information, please contact support for assistance. 

Follow these steps to lookup an approved customer's account/ PMB or POB:

1. Login to your Admin Portal Dashboard, navigate to the "Recipient Admin" tile.

2. Click on "Recipient Lookup".

3. Enter the customer's mailbox number, name or business name.

4. Click "Search".

5. Click on the customer's information.

Follow these steps to lookup a closed mailbox account:

1. Login to your Admin Portal Dashboard, navigate to the "Recipient Admin" tile.

2. Click on "Recipient Lookup".

3. Locate "Active Status" and select "Non Active Recipients". 

4. Enter the customer's mailbox number, name or business name. Click "Search".

5. Click on the customer's information. 

Note: To view the date the account was closed, locate the "Inactive" date in the gray box. 

Follow these steps to lookup up a pending customer's account or a customer that is not yet approved:

1. Login to your Admin Portal Dashboard, navigate to the "Insert Mail" tile.

2. Click on "Mail Received for Unapproved Recipients". 

3. Enter the mailbox number, name or business name.

4. Click "Search".

Note:

• You will only be able to view the document status of a new or pending customer and not the entire profile until the account is fully approved. 
• Once the customer submits all the required documents and are fully approved, you will be able to search as an approved customer and view the entire profile.
• For security reasons customers email address is not viewable in the customers account. 
• Customers account status cannot be changed manually, please contact support for assistance.

To add a business name: The account holder will be required to upgrade to a business plan within their account, under "Mailbox Settings".  The customer will then be prompted to add the business name and pay the difference in price when upgrading. 

To change the business name: The account holder can contact customer support directly. 

Note: 

• A new form 1583 form is not required when the business name is changed or added. If you would like a new form 1583 for your records, please notify the customer.  
• Only one business name is allowed, per business account. USPS allows only 1 business name on each form 1583. The customer will be required to open a separate mailbox plan for each additional business name, DBA or LLC. 
• All contact information is easily accessible when the customers is logged into their account. Customer support can be reached via chat, email or phone.  

To change an email address on a customers  account, the recipient must send an e-mail/ create a ticket from their inbox account, requesting the change or the customer can contact customer support directly. For security reasons, the customers email address is not visible in their profile but our Customer Service team will assist the customer with making this change. 

Note: For security reasons, we do not provide customer's email address. 

Customer request to close their account: 

Customers can close their account at any time by logging into their iPostal1 Mailbox. Before the customer can cancel their account, all mail must be cleared from their inbox or the customer can contact customer support to cancel their account. 

• To reopen an account that is inactive or closed for less than 90 days, the customer will need to login to their account, update their payment method and pay any outstanding balance. 
• If the account is closed for over 90 days, the customer will have to sign up again as a new customer.
• Customers can also contact customer support via chat, phone or email to cancel their account if needed.

Closing an account at your request/ breach of contract:

You can close a mailbox for any of the reasons listed in the Terms of Service for mail centers. A valid reason must be provided to close a customer's account. In order to finalize the agreement, an email must be sent through the iPostal1 Customer Portal letting the customer know that they cannot continue to use their iPostal1 Mailbox at your address. We expect a written and reasonable explanation for the need to do so.

✅ Please explain your location is unable to continue to service their account and include the explanation as mentioned above. 

✅ Give them 5-7 days to arrange for new mail forwarding and to remove any physical items they have in their inbox at your location. 

✅ Share with them iPostal1's customer support number and direct them to reach out to us if they require help or would like to have their account transferred to a different location. 

⚠️Important ⚠️ 

Once the 5-7 day time period has lapsed you should reach out to us directly and we will complete the task of closing the customers mailbox.

To email the customer:

1. Locate the "Recipient Admin" tile.

2. Click on "Send Email".

3. Scroll to choose the recipient.

4. Enter a subject and message.

5. Click "Preview", click "Send".

After the customer's account is closed:

• After 90 days of the account being closed, the mailbox number is released. A new recipient will receive the number. You can dispose of any mail items that are already inserted into their mailbox. We recommend keeping the customers documents on file for at least 6 months.
• When a recipient cancels an account, their account shows the status: "INACTIVE".
  You can still search for these recipient in Recipient Admin for 90 days: 

If you approved a mailbox and forgot to print the customers mailbox label, you can easily reprint it from the recipients details page, after the customer has been approved. 

To reprint a customers Mailbox label:

1. Login to the Admin Portal Dashboard, navigate to "Recipient Admin".

2. Click on "Recipient Lookup".

3. Enter the customers mailbox number or name, then click "Search".

4. Click on the customers information.

5. Locate 'Account' and click on "Print Mailbox label".

Virtual features such as Create and Send is provided to customer via their account and you do not need to do anything extra on your end. Customers can create postcards and turn digital documents, invoices, or letters into regular mail and send them to single or multiple recipients. For more information on additional features, the customer should contact customer support

If a customer would like to transfer to another location, we recommend the customer reach out to customer support directly. They will assist with the transfer of service and provide all of the information needed for the new location.

Please follow the steps below when an account is closed:

• You should Return to Sender any new incoming mail due to no longer being the CMRA for the account holder. 
• We recommend keeping the customers documents on file for at least 6 months from the date the account is closed.
• After 90 days of the account being closed, you will receive notification that the mailbox number is released and new recipient will receive the mailbox number to be used again soon.
• After 6 months have passed after the account closure date, you can dispose of any mail items that are already inserted into their mailbox.

• All closed accounts show the status: INACTIVE. You can still search for these recipients in Recipient Lookup for 90 days: 

If the customer needs to change the shipping address, the customer must make the change within their account. If there is a pending task, the task should be canceled and the customer can request a new task with the correct shipping address. If the customer may need assistance, they should reach out to customer support directly. 

If a customer may need assistance with using the feature on their account, such as shipping, consolidation, check deposit, signing in, updating their payment method or any  guides, the customer should contact customer support directly for assistance. They can be reached via chat, phone or email.

Note: The customer has access to helpful guides within their mailbox account, when signed in on a browser. 

If you have approved a customer and need to go back to retrieve the customers document, please follow the steps below to lookup an approved customer's account.

1. Login to your Admin Portal Dashboard, navigate to the "Recipient Admin" tile.

2. Click on "Recipient Lookup".

3. Enter the customer's mailbox number, name or business name. Click "Search".

4. Click on the customer's name. Click on "Recipient Profile".

5. Scroll down to Required Documents, click on "View Documents".

Customer can use their iPostal1 invoice or welcome email as valid documentation for their virtual address. This email is sent after the customer's account is approved. We do not provide a lease agreement or contracts for a virtual mailbox but you can choose to write a personalized letter. 

iPostal1 invoice- The invoice contains the customer name, billing address, and account information. Many institutions accept such documents as a valid proof of address if they are recent and clearly show the name and the address in question. 

Welcome email- This email contains your full U.S. mailbox address, including the suite number, and is considered a valid proof of address. This email can be located in your account by clicking "Inbox".

Personalized Letter-  There are times when certain companies require additional documentation to confirm a customer's mailing address. Many of our locations offer a simple letter on company letterhead stating that this customer has an address at your store and receives mail there.

Proof of Address Letter template:

Click for 1583 PDF

Two forms of identification are required, a Primary Photo ID and a Secondary Proof of Address ID. Only the IDs listed here are accepted by iPostal1. If you have any questions or need clarification, please contact support. 

Acceptable Photo IDs:

✅ Valid state-issued driver‘s license

✅ Non-driver’s identification card

✅ U.S. passport, U.S. passport card

✅ Foreign passport

✅ Matricula Consular card (Mexico) 

✅ NEXUS card (Canada)

Acceptable Proof of Address Documents:

✅ Current lease

✅ Mortgage or deed of trust

✅ Voter or vehicle registration card

✅ Home or vehicle insurance policy

Unacceptable IDs:

❌ Social Security cards

❌ Credit cards

❌ Utility bills

❌ Birth certificates

❌ U.S. Armed Forces card, Uniformed Service ID card

❌ Bank Statements

❌ University Card

❌ U.S. certificate of citizenship or naturalization

❌ Identification card issued by a federally or state-recognized tribal nation (tribal identification card)

Note: 

• The Primary ID must have a clear photograph of the mail recipient. 
• International customers must notarize online and use their passport as their photo ID
• We accept the international equivalent of the Secondary IDs listed.
• Leases must be current. We do not accept month to month leases. 
• International leases require a Certified Translation. 

We will email you a QR code with your locations unique link that will bring customers directly to sign up for your location.  This email will be sent at the time you are initially activated on the iPostal1.com website.  

You can print it to use for walk-in customers that want to sign up, copy and paste or download it to use on your website, emails, or however else you would like. Please reach out to us if you did not receive this QR code.

Two forms of identification are required:

Primary photo ID- The address on the primary photo ID does not need to match the form 1583. The full name and picture must match.

Secondary Address ID-  The address on the secondary ID must match the address on the form 1583. The full name and picture must match.

Note: If you have any questions or need clarification, please contact support. 

For security reasons, customers email address are not viewable in their account but you can simply send customers an email from your Admin Portal dashboard. You can send one individual email or as a bulk to all customers at once.

• You can use this feature to notify your recipients of a change in pickup hours, holiday hours and closures, any task request updates or as a courtesy when an important mail item arrives. 

Note: Only approved customers will receive this email. Any pending customer will not be listed. If you need to communicate with a pending customer, please contact support. 

To send an email from your Dashboard:

1. Click on the "Send Email" button located under Quick Links in the Recipient Admin tile.

2. Choose "All Recipients" from the dropdown menu.

3. Add a Subject and Message and click on "Preview" before sending.

4. Click "Send" to complete the process.

To send an email from the Recipient's Details Page:

1. On the dashboard click "Recipient Lookup" in the "Recipient Admin" tile.

2. Search for the box in question by using the Recipients name or mailbox number then click                  "Search".

3. Click on the customer's information. 

4. On the Recipient Details page click "Send Email". (In this option you do not need to select the  specific customer in a dropdown menu).

5. Write the email, add a subject and click "Preview". 

6. View the preview and click "Send".

If you need to contact the customer, we recommend sending the customer an email from your Admin Portal Dashboard or you can reach out to our mail center support team and a ticket can be created for our customers support team to reach out to the customer on your behalf.

Note: For security reasons, customers contact email information is not directly provided.  

Customers automatically receive a notification when mail is inserted into their mailbox. Notifications can sometime be delayed. If a customer does not receive a notification from us, we recommend they check their spam folder or contact customer support for assistance. For security reasons we do not provide customers email address.

Note: If more than one customer is having an issue, please contact support.

Recipients monthly subscriptions are automated each month. Our billing department will charge the recipients card on file on the same day of the month that they signed up.

Additional services such as scans, shipping, pickups and storage are charged separate from their monthly subscription fee and are charged at the time the task is processed.

• To charge the customer for a task, please process the task and the customer will be charged.
• Once the payment is processed, the transaction will appear on your "Credit/Debit Report", located in the "Payments" tile. 
• The transaction is also visible inside the Recipient's Details Page, under "Order History". 

Note: If a transaction is declined, we send the recipient an alert, letting them know that they need to update the Credit Card on file. We continue to charge the card every few days. Accounts that do not meet the payment requirement after the 90 days, are automatically scheduled to close by our system. 

How to verify if a recipient paid for their monthly subscription or for a task you processed:

1. Locate the "Recipient Admin" tile in your Dashboard, search for the recipient under "Recipient lookup" and click into their account. 

• On the "Recipients Details page", click on the "Payment History" button. 

2. Check the service column to see if there was a charge for monthly or yearly payment (or the latest task you processed).  

• Additionally, you can look at the Expiry Date in the "Recipient Details" to see when the next subscription payment is due. 

• You also have a running report available showing each transaction by date under the "Payments" tile. Click on "Credits/ Debits". This is only visible when signed in as an owner.

iPostal1 employees nor mail center operators have access to customers payment information. The customer is required to sign into to their account and update their own payment information. If the customer may need assistance or has any questions, they can contact customer support directly.

If you encounter an issue with a customer's credit card while processing a task, the customer is usually notified via our system but you can reach out to the customer as a courtesy. Customers can update their payment information directly in their account.

If the customer has a valid payment method on file but the task or credit card is still not processing, we recommend the customer reach out to their bank or financial institution. At times we have noticed charges may be declined due to the small amounts being charged or suspicion of fraud. The customer will need to authorize iPostal1 to charge their account. 

To contact a customer in the Admin Portal Dashboard: 

Login to your dashboard, locate the "Recipient Admin" tile and click on "Send Email".

PayPal is no longer accepted as a payment method for Canadian Mailbox customers. This change is part of a future system upgrade that will enable pricing and invoicing in Canadian dollars. No action is needed on your part. 

• Any customer with a mailbox account located in Canada will be required to update their payment method to a Credit Card.
• Customers can change their payment method by logging into the website version of their account using a desktop computer or using a mobile browser. 
• Customer will not be able to change their payment method in the iPostal1 App. 
• Any unused PayPal balanced, will be refunded automatically 5-7 business days after the customer updates their payment.

Note: If a customer may have any questions or needs assistance, they can reach out to customer support directly.

The recipient’s full address will be in the center of the envelope, including street, unit number, city, state/province, postal code, and country for international mail. 

The return address is located in the top left corner or back flap, and postage in the top right. 

The Stamp or postage is located at the top right. International shipping address require an international stamp.

When inserting mail into the USZoom Utility App, you will be prompted to select a recipient, simply enter the customers mailbox number, name or business name and all approved additional names will appear.

• Please verify that the name on the mail item is listed on the account.  
• Do not insert mail into a recipient's account if the name does not match the recipients or any additional recipients listed. 

Note: If you receive mail for a customer that is not listed on any active account or if the name does not match, you should return the mail to sender.

Letter/Envelope: A regular envelope is a flat paper container used to enclose and mail letters or documents. It's typically made of paper, lightweight, rectangular and may contain an address window. 

Large Envelope: is a flat mail-piece used to send documents or other flat items that exceed the maximum dimensions of a standard letter but are not thick enough to be classified as a package or parcel. Typically used to mail Contracts, Legal documents, Reports, and Brochures.

• USPS: Flat Rate Envelope or Large Flat Envelope

• Canada Post: Flat Mailer or Oversize Letter mail

• FedEx/UPS: Large Document Envelope

A Mail Scale and measuring tape are both required tools when managing mail. Weighing and measuring mail items is extremely important when handling mail items. Please weigh and measure all packages when inserting mail and when shipping mail items, to ensure correct postage is calculated. 

Note: Regular sized letter envelopes and postcards do not need to be weighed. The system automatically inserts 30 grams or 1oz for these mail items.

A Mail Scale is used to determine the weight of letters, flats, packages and to calculate accurate postage or shipping costs. 

A flexible measuring tape is recommended and typically used to measure the dimensions of a package or mail item accurately measure the mail item, especially when the mail item is irregular or curved.

Mail should be inserted into a recipient's account on the day it is received.  Inserting mail is done using the USZoom Utility App. Entering the accurate mail item type, weight and dimensions is important for re-shipping, storage and pickups. Use a dark background to capture the best image.

To insert mail in the USZoom Utility App: 

1. Choose a Recipient:

• Choose a recipient by entering the name or mailbox # into the search bar.
• The account information will populate, including any business name or additional names on the account.
• Click to confirm the correct account.

2. Take a photo:

• Take a clean, uncluttered close up picture of the outside of the item. Include the entire envelope or label so that the customer can clearly view the details, such as the sender and receiver. 
• Click "Ok" to confirm the picture.

3. Mail Details:

• View the mail image or retake the picture.  
• Select if the mail item Arrived Damaged or if the mail item is a High Priority. 
  • High Priority- Overnight mail items, perishables or time sensitive mail items.

• Letters - if the mail item is 1 oz or less click Insert Mail or if the item is more than 1 oz, enter the correct weight.
• Large Envelopes, Letter Packs (bubble mailers or padded envelopes), Magazines - Select the mail type and enter the weight of the mail item.
• Packages - Select the mail type, add the weight and all 3 dimensions. Click on "Insert Mail".

4. Insert Mail:

• A message stating "Insert Successful" and a Mail ID number will appear.
• Write the Mail ID number on the mail item for future reference. 
• The customer will receive an automatic alert indicating that they have received a new mail item.

5. Add items of Mail:

• As a time saving measure the system will ask you "Do you want to insert another Mail item into the same box number" and will automatically pull up your camera to do this.
• If your next item is for the same customer, click "Yes".  Otherwise click "No".
• If you selected no, it will take you back to the first screen where you choose a recipient.

Note: If you receive a mail item that is time sensitive, you can contact the customer to notify them as a courtesy.

Mail should be inserted into a recipient's account on the day it is received.  Inserting mail is done using the USZoom Utility App. If you may need assistance with logging into the app or with inserting mail, please contact our support team.

If you receive a physical Fax for a customer, you can easily insert the faxed document from your dashboard. 

Note: The customer will be charged $2.00 each fax, up to 6 pages and $0.25 each additional page.

 1. Navigate to the "Insert Mail" tile and click on "Insert Fax".

2. Enter the customers mailbox number  and enter the number of pages then click "Save".

3. Label the mail item with the new mail ID. The price will automatically be calculated based on the pages selected in step 2. Confirm the price and click "Confirm Order". 

4. Confirm the Mail ID and order number, then click "click to confirm".

5. Scan the the fax into your computer. Choose the PDF file and click "Save". To add additional pages, repeat these steps and click "Continue".

6. Confirm all images are saved and click "Ok". The Fax is now viewable in the customers account. 

Mail should be inserted for all expired customers accounts. iPostal1 provides customers a 90 day grace period to allow them time to pay their outstanding balance, you should continue to insert mail during this time. Our billing team will notify customers that they must update their payment method in their account. If the customer needs assistance with updating their payment method, they should contact customer support.
 

Note: All Expired customer can view the mail that has been inserted but are not able to request tasks for their mail items, until their payment information is updated.

If you cannot find the expired customers in the app when Inserting Mail:

1. Login in to the USZoom Utility App.

2. Click on the settings gear icon in the top right corner of the app screen.

3. Click on "Location Settings". 

4. Toggle ON: "Display recipients with expired mailboxes on recipient lists".

Recipients are charged for mail storage based on the weight of the mail item. On our website, you will see the pricing breakdown of storage by weight and type of mail. 

Entering the correct weight and dimensions will ensure that the mail is properly accounted for. Mail will be charged for storage until the recipient requests to Ship, Discard, Shred or Pickup. 

Taking the time to mark items as Picked Up when the recipient arrives will ensure that the storage fees are correct. 

Storage fees are a great revenue source but if for any reason, you would like to extend the free storage period as a one time courtesy, please contact support for assistance.

• Letters, Large Envelopes, Magazines, Postcards: $1.10/item per month
• All soft packages/letter packs: $1.10/pound per month
• Boxes under 12”x12”x12” or equivalent: $1.10/pound* per month
• Boxes 12”x12”x12” to 24”x17”x12” or equivalent: $1.10/pound* per 10 days
• Boxes at or over 24"x17"x12" or equivalent: $1.10/pound* per 5 days
  *Greater of actual weight or dimensional weight

Note: The charge is based on the dimensional weight and not the actual weight of the item.

To Setup Mail Locations: 

1. Click on "Mail Center Setup" located at the top right under "Quick Links". Click "7. Define Mail Locations".

2. You will see Mail Locations are pre-set for you.

3. You can choose to customize and Add your own locations.

4. To customize the locations based on your office setup, enter the location name and level and click "Insert".

5. Once your locations are setup, click "Print Mail Locations".

6. Next, Select the Mail Locations that you would like to print labels for.

7. Labels with a bar code will print. Stick the label on the shelf location.

Putting mail away using the USZOOM Utility App: 

1. Click on the Put away icon. 

2. Then, scan the mail ID label followed by the location label. The system will record the mail location for the mail ID. 

3. When the customer requests a shipping task or comes in to pick up mail, you will be able to easily find the mail item.

Once your location begins receiving a high volume of mail items, you can upgrade to auto-insert. Auto insert is a faster, automated way of inserting mail. It can process large quantities of mail in only a few seconds. 

• When you enter mail items into your scanner, our software will automatically insert mail items into the recipient's account.

How does auto insert work:

You will simply need to scan mail into our auto-insert folder and our software will do the rest. It automatically-uploads the images to our server, OCRing the image, matching the recipient's name and POB, inserting into the right recipient's mailbox, and notifying the recipient.

Note: For recommended scanners or to make an appointment with our tech team to setup auto-insert, please contact support.

Click to download

Junk mail or standard mail does not need to be inserted into to customer's accounts. Per our terms of service, customers authorize you to discard all junk/standard mail upon arrival. This reduces the time you spend on inserting mail and handling discard request. 

Note: 

• Discard: Mail marked as "Presorted Standard" or "PRST STD".
• Insert: Mail labeled "Organizational" or "First Class" must be to the customer's account.

If you have received a mail item that was returned, please insert the mail item into the customers mailbox as a new mail item. The customer will be alerted that the mail item was received and inserted back into their account. The customer can then select a new action for the mail item.

Using the iPostal1 Shipping Label gives you the opportunity to:

1. Save time.  

With just a click, you can print an iPostal1 shipping label directly from your Admin portal as the last step in processing a shipping task. No need to take the time to re-enter the shipping information into your own POS system to create a label.

2. Reduce errors.  

When you print the iPostal1 shipping label, you know the shipping information is correct.  When you have to re-enter this information into your own POS system, errors can occur.

3. Save money.  

Compare the cost to you of shipping with an iPostal1 label vs. through your own POS system.  We pass our high-volume discounts from carriers on to you, so you may be surprised that you can reduce your shipping cost and increase your profit, since the price the recipient pays remains the same, whether you use our label or yours.

Note: We do not allow customers to use their own label to ship or forward their mail. 

Customers will request a forwarding or shipping task directly from their account, including auto ship tasks. The cost for shipping is seperate from the subscription fee and is charged to the customer depending on the carrier selected, speed, destination and mail item type. Once the customer requests a shipping task, you will receive a notification via email to process the task. 

Processing a shipping task for a letter:

1. Locate the task in your dashboard "To do list". (Click on the task to process and get the mail Item to Ship) 

• Find the Mail Item. The mail ID, type of item it is will appear on the screen. 
• Click "Next".

2. Confirm the details of the item shipping.

• Weight of Item- Place the item on a scale to confirm weight is correct. Letters will default to 1oz. 

• Signature Request- If the customer asked for a signature, this will be selected. 

• Click the Dropdown menu and confirm if it is a Letter.

• Click "Save and Continue".

3. Choose the Shipping method the customer requested. 

• If the customer chose Single Letter Rate: Please put the letter in a new envelope, address it to the destination address and use a regular stamp to ship. If the destination address is international, please use a Global forever stamp or equivalent postage. 
• If the customer choose expedited shipping: please put the letter in the correct shipping envelope according to the carrier and shipping method the customer chose. 
• If the customer chose Invoice removed: If the customer has selected this option, you can open the mail item and remove the invoice or recipient and reseal the mail item. Click "Save and Continue". 

4: Confirm the price and choose a label.

•  If you need to add any additional charges, click: "Apply other charges/discounts". A drop down menu will appear and you will be able to add labor and shipping material fees if necessary. Click: "Update/Recalculate" to get the new price. 

Note: The customer was quoted the shown price for the order and should be contacted if there is a significant price change. 

Choose either using an iPostal1 label or your own shipping label:

(A) Using iPostal1 shipping label- You will see your profit. Click: "Confirm order and use iPostal1 shipping label". You will be able print the shipping label in the next screen.

(B) Use my Own Shipping Label- You can enter your actual cost of shipping (everything included) and click: "Confirm order and use my own shipping label". You will then have to print your own label on your own POS shipping system. 

5: Print the label and add tracking number.

• If you chose to ship with an iPostal1 Shipping Label – Click "Shipping label". The Tracking Number will appear automatically in the tracking field. The label will generate easily and print on your printer. 

• If you chose to ship with your own shipping Label – enter the Tracking number (Single Letter Rate and USPS First Class do not generate a tracking number) 

• Click "Done".

Note: 

• Maximum weight for a letter shipped via USPS Single Letter Rate is 1 ounces.
• Maximum weight for a letter shipped via USPS First class can be up to 3 ounces.  

The shipping task must be created by the customer, all selections must be made from the options provided by our system.  We do not allow customers to provide their own personal label to ship a mail item. Once the customer creates the shipping request, you can find and process the task in your dashboard.

Processing a shipping task for a Package:

• Login to your dashboard, locate the shipping task in your "Todo list".

1. Get the Mail Item to Ship. The mail ID number and mail item type will appear in the task . 

• Find the Mail Item.
• Click "Next".

2. Confirm the details of the item shipping.

• Weight of Item – Place the item on a scale to confirm the weight is correct. 

• Signature Request-If the Customer asked for a signature, this will be selected. 

• Click the Dropdown menu and confirm if the mail item is a Package or Letter Pack. 

• If it is a Package: Confirm the Dimensions of the Package. 

• Click "Save and Continue".

3. Confirm the Shipping method.

• Choose the Shipping method the customer requested. 
• Check if the customer chose: Invoice removed from the package shipping. 
• Click "Save and Continue".

4. Confirm the price and select a shipping label.

• To add any additional charges for material, choose "Click and apply other charged/discounts". A drop down menu will appear and you will be able to add labor and shipping material fees if necessary. Click: Update/Recalculate to get the new price.

• The customer was already quoted the price shown for the order and should be contacted if there is a significant change in price. 

Choose either using an iPostal1 label or your own shipping label:

(A) Using iPostal1 Shipping Label- You will see your profit. Click "Confirm Order and use iPostal1 Shipping Label". You will print the shipping label in the next screen with the click of a button. 

(B) Use my Own Shipping Label- You can enter your actual cost of shipping, everything included, and click "Confirm Order and use my own label". You will have to print your own label on your own POS shipping system.

5. Print the label and enter the tracking number:

• If you chose to ship with an iPostal1 Shipping Label – Click "Shipping Label". The Tracking Number will appear automatically in the Tracking Field. The label will generate easily and print on your printer. 

• If you chose to ship with your own shipping Label – enter the tracking number.

(Single Letter Rate and USPS First Class do not generate a tracking number) 

• Click "Done".

Note: 

• If you cannot click or view the label after clicking, please ensure that your pop up blocker is not activated. 
• If a label did not generate, please contact support for assistance. 

1: Get the Mail Items to consolidate and ship. 

The mail ID numbers will be listed on the screen. When Letters are consolidated together, please put the letters together in a larger envelope. 

• Find the Mail Items.
• Put all of the items together in their new envelope. 
• Click "Next".

2: Cost of Consolidation. (Please do not change the price of consolidation)

• Letters, Large Envelopes and Postcards are Free to Consolidate. You will see this Note at the top of this screen. 
• The shipping cost will be added in the next screen.
• Please click "Confirm Order" to move to the shipping payment page.

3: Confirm the details of the items shipping. 

• Weight of the Items.

• Signature Request will only be checked if the customer chose it. 

• Click the dropdown menu and choose: "Large Envelope".

• Click "Save and Continue".

4: Choose the Shipping method the customer requested.

• Check if the customer chose: Invoice removed from the package shipping. Click "Save and Continue".

5: Confirm the price and choose a label to ship.

• If you need to add any additional charges, choose "Click and apply other charges/discounts". 
• A drop down menu will appear and you will be able to add labor and shipping material fees if necessary. 
• Click "Update/Recalculate" to update the new price. The customer must be notified if there is a significant change in price.

You will be able to choose either an iPostal1 label or your own shipping label:

(A) Using iPostal1 label: You will see your profit. Click "Confirm order and use Ipostal1 shipping label". You will print the shipping label in the next screen. 

(B) Use my Own Shipping Label: You can enter your actual cost of shipping, everything included and click "Confirm order and use my own shipping label". You will have to print your own label on your own shipping system. 

 6: Print the label.

• If you chose to ship with an iPostal1 Shipping Label – Click "Shipping Label" the tracking number will appear automatically in the tracking field. 

• If you chose to ship with your own shipping Label – Enter the tracking number. Single Letter Rate and USPS First Class do not generate a tracking number.

• Click "Done". 

How to process a Consolidate and Ship for Packages:

1. Gather and prepare mail items for consolidation and shipping. 

The mail ID numbers will be displayed on the screen. Put all of the items together in their new package. Click "Next".

2. Price. (Please do not change this price)

The cost of consolidation of packages $1.95 each. 

• The Shipping cost will be added in the next screen.
• Click "Confirm Order" to move to the shipping payment page.

3. Confirm the details of the items shipping.

• Weight of the Items.

• Signature Request if the customer chose it. 

• Click the dropdown menu and choose: "Package/letter pack".

• Invoice Removal: If this is selected by the customer, open the mail item, remove the invoice or recipient details, reseal, and select Save and Continue.

• Click "Save and Continue". 

4: Choose the Shipping method the customer requested. Do not change the customers selected shipping method. If any changes need to be made, the customer must be notified beforehand.

5: Confirm the price and choose a shipping label.

• If you need to add any additional charges for materials, choose "Click and apply other charges/discounts".  A drop down menu will appear and you will be able to add labor and shipping material fees if necessary. Click "Update/Recalculate" to get the new price. (The customer should be notified of any significant increase of the quoted price beforehand)
• You will be able to choose either using an iPostal1 label or your own shipping label. 

(A) Use iPostal1 shipping label: You will see your profit. 

Click "Confirm order and use iPostal1 shipping label". 

You will print the shipping label in the next screen. 

(B) Use my own shipping label: You can enter your actual cost of shipping, everything included and click "Confirm order and use my own label". 

You will have to print your own label on your own shipping system. 

6: Print the Shipping Label.

• If you chose to ship with an iPostal1 Shipping Label – Click "Shipping Label". The tracking number will appear automatically in the tracking field. 

• If you chose to ship with your own shipping Label – enter the tracking number in the next step. (Single Letter Rate and USPS First Class do not generate a tracking number)

• Click "DONE". 

Note: If you do not see an option to ship, please verify if the task is a "Consolidation" only task which does not require shipping the mail item.

It's important to enter the accurate mail item type, weight and dimensions for each mail item when inserting mail items, because it affects the shipping, storage and pick up pricing.

• When inserting the mail, be sure to record the accurate weight and dimensions. 
• Always verify the weight and dimensions when processing a shipping task. 

Note: 

• You will be required to enter the final weight without decimal points. This very important because it affects the shipping price. 
• Customers are quoted a shipping price based on the weight and dimensions. 
• If any changes are made and affects the shipping price, please contact the customer as a courtesy to discuss any additional fees.
  

Customer will usually request a consolidation of mail to save on shipping and to view an estimated price before shipping multiple mail items at once. 

To process this task request, you are simply bundling the mail items together, adding the new weight of all of the mail items and labeling the new mail item with the mail ID provided that begins with the letter "C". 

• This task does not require you to ship the mail items and therefore you will not receive a shipping label for the consolidation of mail items. 
• Once the consolidation is processed, the customer will be able to select a shipping task for the mail item. 
• Consolidation of letters and post cards are free of charge, packages are $1.95 each. This fee is automatically charged by our system. Please do not make any changes to the price.

Below are the steps to process a consolidation request on the admin portal: 

• Log into your iPostal1 Admin Portal Dashboard using your credentials.

1.  Go to your To Do List and click on "Open". Locate the task and click "Process" to the right of

the request.

2. Gather all of the mail items in the request and bundle them together using a paper clip or rubber band. Select "Next".

3. Confirm the consolidation charge by clicking "Confirm Order". (This is automatically calculated by our system, please do not change the price)

4. Select the mail item type and enter the new weight of all mail items together. Enter the dimensions and click "Save and Continue". 

5. Label the mail item with the new mail ID provided that begins with the letter "C" and put the mail item back into the customers mailbox. Select "Done" to finish.

Note: 

• This request does not require you to ship the items.
• Changing the status of the mail item manually to "Consolidated" or "Included in a Consolidation", will not remove the mail item from the customers account. 

Simply process shipping tasks from your tablet or a mobile device via the USZoom Utility app. Please be sure to connect to the same wifi network as your printer to easily print the label for shipping.

How to ship a mail item using the USZoom Utility App:

1. Log in the USZoom Utility App and click on "Tasks". Select the shipping task you would like to process.

2. Locate the mail items that are listed on the task. Click "Next".

3. Enter the total weight and dimensions of the item.

4. Select the customer preferred shipping method.

5. Confirm the customer order. Once confirmed print the shipping label and affix it to the front of the item.

Note: The label can be printed from the app or can be sent to your locations email address. This feature can be activated in your App settings.

If a customer walks into your location with a pick up task already scheduled, you can process the pick up in the USZoom Utility App. This will ensure that you receive the revenue for the task and will avoid unnecessary storage fees charged to the customer's account. 

• Ask for ID to verify identity. 
• Open your USZoom Utility App. Click "Pickups" to see if a scheduled pickup was requested.
• Process the pick up task before handing the customer their mail items.
• Ensure the customer signs out their mail items.
• If the customer does not pick up their mail within 1 week, you can decline the task. 

Customer scheduled a pick up in advance:

1. Search the customer’s name or mailbox number to find the pickup request.

2. Click the customer’s pickup request.

3. Click on the drop down to the right of "Contains Mail Items". 

4. You will see a list of the mail items that need to be pulled and handed to the customer. Click the arrow next to  "More Items"  to open and to add more items for pickup. 

5. Process the pick up:

1. Click Add Signature and have the customer sign out that they have picked up their mail.
2. Click "Done".
3. Click "Complete".
4. The customer will be charged, the mail items updated, and the customer’s signature stored with a timestamp on the iPostal1 Admin portal.
5. Hand mail to customer once you have confirmed that the payment has processed.

It is imperative that all mail items be properly marked out of the system to avoid improper storage charges and track mail chain of custody. This is done by creating and processing a pickup quickly and easily on the USZoom Utility app. 

If a customer walks into your location without a scheduled pick up task, please use your USZoom utility app to quickly create and process a pickup for the customer.  You can kindly remind them to schedule a pickup before arriving at your location, but it is not necessary since you can do this as well. Remember to never release mail without processing it out of the system to avoid improper storage charges, and to maintain the proper chain of custody of the mail items.

• Ask for ID to verify the customer's identity. 
• Open your USZoom Utility App. Click on: "Pickups" to see if a scheduled pickup was requested.
• Create and process the pick up before handing the customer their mail items.

1. Create the pick up:

 1. Choose "+ create pickup".

 2. Enter name or mailbox number of recipient into the search bar.

 3. Click "select from list" then select the specific mail items or choose select all.

 4. A confirmation screen with the list of mail items selected will appear.

 5. Click create pickup.

 6. The pickup task now appears, showing the mail items that need to be pulled and handed to the customer.

2. Process the pick up:

1. Click Add Signature and have the customer sign that they have picked up their mail.

2. Click Done.

3. Click Complete.

4. The customer will be charged, the mail items updated and the customer’s signature stored with a timestamp on the iPostal1 Admin portal.

5. Hand mail to the customer after you have confirmed that the payment has processed successfully.

Note: If the mail items cannot be selected, the mail items may be included in another task or the status of the mail item may need to be changed to "Received" to proceed. 

To add mail items to an already scheduled pickup by the customer:

✅ On the USZoom utility app, search the customer’s name or mailbox number to find the pickup request or click on "Pick ups".

✅ Click on the customer’s pickup request. 

✅ Click on the drop down to the right of "Contains mail items". You will see a list of the mail items that need to be pulled and handed to the customer. 

✅ Click to open the arrow by "More items" to add more items for pickup. 

✅ Click "Add Signature" and allow the customer to sign that he has picked up his mail. 

✅ Click "Done" and then "complete". 

Note: Once the pick up is processed, the customer will be charged, the mail items updated as picked up, and the customer’s signature stored with a timestamp on the iPostal1 Admin portal.

Marking a mail item as picked up manually is usually done as a courtesy. The customer will not be charged for the pickup as they would when you process a task.

It is imperative that all mail items be properly marked out of the system to avoid improper storage charges and track mail chain of custody. This is done by properly creating and processing a pickup in the USZoom utility app.

Note: You may find that some customers don’t pick up their mail and instead opt to pay storage fees. This is perfectly fine and is easy revenue.

To mark items as picked up: 

1. Search the recipient and click on their account name. 2. Under History, click on "Mark Items as Picked Up". 

3. Select items and click "Update to Picked Up" at the bottom right of the screen. 

Pickups should always be processed when the customer is in your location but prior to handing over the mail to ensure the pickup fee is collected.

If a customer payment is declined at the time of pickup:

✅  Ask the customer to update the payment method in their iPostal1 account.

To find all payment declined tasks in your dashboard:

1. Go to your "Todo List" tile in the Admin Portal Dashboard.

2. Click on "Payment Decline", located under "Quick Links".

3. Click "View" and the task will go back to your Todo list to process.

When a customer comes into your Mail Center to pick up mail without a scheduled appointment, you can create a pickup task and process out the mail accordingly, please follow these step-by-step instructions.

• Ask for ID to verify identity. 
• Create and process the pick up task before handing the customer their mail items.

1. Login to your Dashboard and navigate to the "Pickups" tile. Click "Create Pickup".

2. Search for the Customer in the system, click "Search". 

3. The customer information will appear below. 

• Please click the customers information to view the available items to choose for the pickup. You will be directed to the list of available items for the customer to pick up. 
• Click on the "Mail items" that the customer is requesting to pickup and click "Create Pickup". (If you do not process the pickup immediately, this Scheduled Pickup will be available in your Todo List, under "Process Scheduled Pickups".) 

4. You will be directed immediately to begin to process the newly scheduled pickup for the Customer in the Admin Portal. 

• Please follow the Step-By-Step instructions to complete the Pickup of the mail items from the customer’s Digital Mailbox and charge the due processing fee.

Note: If you are unable to click on the mail item or it is grey, the mail item is already included in another task. The other task must be declined to proceed with creating a new pick up task.

Mail should only be handed to:

1. The primary recipient: Please ask for and ID before handing the customer their mail. 

2. Any additional recipients listed on the account: If the person is not listed on the account, they will need to submit a 1583 form and 2 types of ID. They can submit the documents to you or iPostal1 in order to be added to the account. 

3. A driver from our partnering personal delivery service: Uber, Door Dash, Skipcart or Roadie. The driver must provide a code that matches our system. This code can be verified when processing the personal delivery task.

In the event that a task did not process due to a failed payment and you accidentally give the customer their mail, you should attempt to process the task again, after the customer updates their payment method. You can also mark the mail item as picked up manually. Marking the mail item as picked up manually is usually done as a courtesy and does not charge the customer any pick up fees. Please be sure to decline the current pickup task first before proceeding with marking mail as picked up manually. 

Note: To avoid this issue in the future, we recommend processing the task before handing the mail item to the customer. If the customer's payment does not process, the customer should update their payment at the time of the pickup.

Scanning task in the USZoom is the fastest way to scan mail items and recommended. If in the case you cannot access the App to scan mail, you can use the Admin Portal to process the scan. 

To process a scan on the Admin Portal:

• Login to the Dashboard.
• Navigate to the "Todo List" tile and click on the "Open" box.
• Locate the task and click on "Process".

1. Get the Mail Item to Scan. (This is only a task that can be done for a letter and large envelope) 

The mail ID number, type of item it is will appear on the screen. 

• Find the Mail Item.
• Click "Next".

2. Open the letter carefully and remove the inside contents. 

• Place the page(s) in the scanner and push "Scan". The scanned document will scan and save as a PDF. 
• Once the letter has been scanned, you will see the scanned document in this screen. You can rotate or fix with the button on the left side of the screen. 
• If you do not have an Auto Scanner, you can scan the document on your computer and click "Browse for images". 
• Click "Save".

3. Confirm Payment. 

• The fee will process automatically for this task based on the number of pages. 

• Pricing 1-10 Pages - $2.25 total Each additional page over 10 is .25¢ea.

• Click "Confirm Order".

4. Put the letter back in the original envelope. 

• You will be given instructions on what to do with the Mail item: Put it back in the mailbox, Discard  or Shred. 
• Click "Done".
• The scan will be sent to the customers mailbox.

Note: 

• Be sure to scan all pages, including the front and back of each page.
• Checks are allowed to be scanned.
• Credit cards and Gift cards cannot be scanned. 
• To view the scan the customer must login to their account.
• Inserting mail should not be confused with Scan task

You can simply process a customer's scan request through the USZoom Utility app. Follow the steps below to process. Once you have scanned the document, the customer will receive an automatic notification to view the scan in their account. 

Processing a Scan task in the App:

1. Log into your USZoom Utility app and click on "Tasks", located at the bottom of the screen. 

2. All open requested scan tasks will be listed. You may also search for an individual account by typing in the name/ mailbox number of the account holder and click "Search". 

• Click on "Filtered By" to see either, Scans or Box Images that are being requested. 

3. Once you click into the Scan to start the task, you will automatically be on the Scan/Picture Screen. 

• Open the envelope and place the item for scanning on a darker, clean background. The camera will grab the image of the item being scanned within the Green Box camera field that automatically tries to capture the page for scanning.

• After capturing the image the associate will be asked to confirm if the image is acceptable. 

• If the image needs to be redone: Click "Retry" and you will redo the image. 
• If the image is acceptable: Click "Next" and you will be directed to scan the next page or click "Done". 

4. The USZoom App will automatically populate the pricing for the full Scan. 

• Pricing 1-10 Pages - $2.25 total Each additional page over 10 is .25¢ea. 
• If the customer has a Scan/Shred Bundle the system will automatically populate this price and pull it from the bundle. 
• Click "Confirm Order" to charge the customer. 

Note: 

• Be sure to scan all pages, including the front and back of each page.
• Use a dark background to capture the best image.
• Checks (front and back) are allowed to be scanned.
• Credit cards and Gift cards cannot be scanned. 
• Scans are not sent via email.

Customers request shred tasks to ensure their sensitive document is actually destroyed. When shredding mail, you will open the mail item, count the pages and enter that number into the system. The system will calculate the fee per mail item pages. $2.25 for up to 10 pages, $.25 each additional page within the same mail item. 

Tip: Some mail centers choose to create a folder for mail items that need to be shredded and shred at the end of the week, all at one time. This makes it easier for you and also helps in case a customer made a mistake and requested the wrong item be shredded.

Processing a Shred Request in the Admin Portal:

1. Login to the Dashboard. 

• Go to the "Todo List". Click on the "Open Tasks" box. 
• Click on "Process" next to the Shred Task.

2. Get the mail item(s). (The Mail ID and type of Item will appear on the screen)

• Find the item.
• Click "Next".

3. Open the letter. 

• Enter the number of pages to be shredded into the field that says "Number of Pages". 
• Then click "Save and Continue". 

4. Confirmation of payment.

• Shredding fees are $2.25 for up to 10 pages and .25 each additional page.
• Click on "Confirm Order". 
• Put the mail items to be shredded in the Shred Pile and click "Done". 

Note: Shredding and Discarding should ONLY be processed if the customer requests the task. 

Processing a Discard task in the USZoom Utility App:

1. Open the USZoom Utility App. Click "Tasks". 

2. You will see "Discard Requested", the customer's name, mailbox number and mail ID.  

3. Get the mail item from the customers mailbox 

4. Click on the Blue arrow located at the right of the discard task. 

5. Click on "Discard" at the bottom right. Click on "Discard item" highlighted in blue. 

6. You will see a message confirm the discard task was processed successfully.

Processing a Discard task in the Dashboard:

1. Go to your Todo list in the Dashboard. Click on the Green Process button on the right for the task.

2. Get the Mail Item to discard. The mail ID and the mail type will appear on the screen. Click "Next".

3. Throw out the Mail Item into the garbage and click "Done". 

Note: This task is a free service, no fees will be charged to the customer.

To process a box image request in the USZoom Utility App:  

• Log into the USZoom Utility App using your credentials.
• Navigate to the "Tasks" button. Select the task you would like to process by clicking the right arrow. 

1. Locate the mail item and carefully open the package.

2. Note whether this task is for images of the contents, the invoice, or both.

3. The camera will open for you to take photos of the contents/invoice of the package. Depending on the contents, you can take up to 6 photos. Upload the image or retake the photos. Click "Next".

4. The system will calculate the fee based on the number of images. Click "Confirm Order".

Below are the steps to process an image request in the Admin Portal Dashboard. This task is for packages only.

• Log into the Admin Portal Dashboard using your credentials.
• Navigate to the To do list tile. Click on the Open Task box.

1. Get the mail item that is listed on the task. Click on "Next".

2. Confirm the package dimensions and click "Save and Continue".

3. Open the package and take an image of the item(s). Upload the image in the "Choose file" button. Select "Click to continue". 

4. The system will calculate the fee based on the number of images. Click "Confirm Order". Once confirmed, select the "Done" button. 

• First you will retrieve the mail items from the customer’s mailbox
• In the second step, you will print out the deposit slip the customer had completed, and endorse the back of the check by writing “Deposit Only”.
• Lastly, you will charge the customer for the shipment. With most banks using PO boxes our system is set to send out the check via USPS with tracking.

Before a Check Deposit can be requested, the customer must first request a Scan of the Mail Item(s). Once the scan task is processed by you, the customer will have the option to submit a check deposit. Up to 5 checks may be mailed together in the same shipment to the same bank.

How to process a Check Deposit task:

1. Get the Check that matches the Mail Item number(s) to Ship. 

The mail ID number and the type of item will appear on the screen.  

• Find the Mail Item(s).
• Click "Next".

2. Prepare the Deposit Slip to Ship with the Check Deposit.

• Print the Deposit Slip.
• Enter the weight.
• Click "Save and Continue".
• The Bank Information will appear within the task.
• Print the Deposit Slip to mail with the check(s).
• Clip the Deposit Slip to the Check(s).
• Endorse each check with: “For Deposit Only”. 
• Update if the check(s) are shipping as a letter or Large Envelope.
• Update the weight of all items.
• Click "Save and Continue".

3. Shipping the mail item.

Check Deposit Shipping must be shipped with tracking. Only Trackable Shipping will be available to choose. Please look at the shipping requested by the customer and choose accordingly. USPS Priority will be the required if the Bank Shipping Address is a POB address.

4. Confirm Payment.

The fee for this task is $4.95 for each deposit for up to 5 checks plus shipping. Since this is a Check Deposit and must be shipped with Tracking, only an iPostal1 label can be used. Click "Confirm  Order". 

5. Finish the Check Deposit Task.

The Tracking Number will populate immediately. Click: "Done".

Personal Delivery allows local customers to have their mail items delivered by a third party driver such as those from Uber, Doordash, Roadie and Skip. The mail item is picked up and delivered to their home or another local address the same day or at a scheduled time. The customer will usually request the task no later than 1 hour before closing time. You can simply process the Personal Delivery task in the USZoom Utility App or Admin Portal Dashboard.

• You’ll receive iPostal1 branded polybags for personal deliveries of letters or small mail items. 
• We’ll track your usage and automatically replenish your polybag, no need to worry about inventory.
• If you do not have an iPostal1 supplied polybag on hand, you can opt to use your own polybag or large envelope to secure the mail items arrive safely.
•  iPostal1 arranges for the driver and handles the transaction with the third party carrier. 

• Third party drivers include: Uber, Doordash, Roadie and Skipcart.

Note: The task should be processed at the time that the Uber, Doordash, Roadie or Skipcart driver arrives at your location to pick up the mail items for delivery.

How to process a Personal Delivery task in the USZoom Utility App: 

Login to the USZoom Utility App. Click on the image for Personal Delivery at the bottom right, Search and click on the Personal Delivery task that you would like to process Click "Process Request".

1. Gather the mail items. 

Collect and check off all mail items included in the request and check off each box.

2. Pack the mail items.

Seal letters and small packages in the polybag.

3. Print the label.

Print the labels from your mobile device or Admin Portal Dashboard. (If your printer is not connected to your mobile device, you can login to the Admin Portal dashboard to continue processing the task and print the label from your computer)

• Click "Print labels"
• Select the printer on your device- Find the print function and choose the correct printer. The printer must be connected to the same Wifi.
• Print 1 label for each mail item being shipped. 
• Label the poly bag and/or packages. (for multiple labels, write on the labels "1 of 2, 2 of  2, etc)

4. Take a  picture.

Click "Continue" to take a picture of the driver. Click the "Upload" icon and the image will be saved in our system and not on your device.

5. Verify the driver code.

Compare the code provided in the App and compare it to the code the driver provides you to ensure they match.

6. Finish.

Select the check box to confirm you are handing off the mail item to the courier, then click "Finish". 

Note: 

• You can find all orders out for delivery can be found in the "Returns" tab.
• Mail shipped via any of our third party delivery service should be treated as a carrier. Mail should be packaged and secure before handing it to a driver. 
• If the mail item was never picked up by a driver, please use the return option to return the mail items back into the account.

If the driver returns with the mail items because they were undeliverable or did not show up:

1. Log in to the Admin Portal Dashboard. Click on "Returns". Click on the mail items that are being returned.

2. Click "Finish Returns". Click on "Confirm" that you will be taking custody of the mail items. The mail items will now be returned to the customers mailbox.

3. Put the mail items back into the customers physical mailbox.

4. Click back to Deliveries to confirm that the task is no longer there.

How to process a Personal Delivery task in the USZoom Utility App: 

Login to the USZoom Utility App. Click on the image for Personal Delivery at the bottom right, Search and click on the Personal Delivery task that you would like to process Click "Process Request".

1. Gather the mail items. 

Collect and check off all mail items included in the request and check off each box.

2. Pack the mail items.

Seal letters and small packages in the polybag.

3. Print the label.

Print the labels from your mobile device or Admin Portal Dashboard. (If your printer is not connected to your mobile device, you can login to the Admin Portal dashboard to continue processing the task and print the label from your computer)

• Click "Print labels"
• Select the printer on your device- Find the print function and choose the correct printer. The printer must be connected to the same Wifi.
• Print 1 label for each mail item being shipped. 
• Label the poly bag and/or packages. (for multiple labels, write on the labels "1 of 2, 2 of  2, etc)

4. Take a  picture.

Click "Continue" to take a picture of the driver. Click the "Upload" icon and the image will be saved in our system and not on your device.

5. Verify the driver code.

Compare the code provided in the App and compare it to the code the driver provides you to ensure they match.

6. Finish.

Select the check box to confirm you are handing off the mail item to the courier, then click "Finish". 

Note: You can find all orders out for delivery can be found in the "Returns" tab.

iPostal1 commission payments are sent once per month. Payments are sent via ACH on the day you are paid and no additional fees are associated with ACH.

• Payment information is only visible when logged in as the Mail Center Owner.
  
• iPostal1 covers the fees associated with ACH so there is no additional cost to you.
• You are paid for all transactions processed in the previous month.
• Payments are sent on the same day of the month.
• Your payment date can be found on the Admin Portal dashboard, in the "Payments" Section.

You can view a report of past commission payments by clicking on the link, Commission Payments, located in the Payment section of your dashboard. You will be brought to a page where you can view your past commission statements. You can click on the Payment ID number to view the individual transactions included in that payment.

To view a report of past Commission Payments: 

1. Login in the Admin Portal Dashboard, locate the "Payments" tile towards the bottom of the screen. 

2. Click on "Commission Payments" under "Reports".

3. You will be brought to a page where you can view your past commission payment statements. You can click on the Payment ID number to view the individual transactions included in that payment. 

On the Admin Dashboard, you can view the pending commission amount. You can also see a running list of itemized transactions by clicking on the link, Credits/Debits.

To view a running list of itemized transactions:

 Navigate to the "Payments" tile, locate "Reports" section on the right and click on the link, "Credits/Debits".

iPostal1 Revenue Share and Fees can be found on the last 2 pages of  the Terms of Service. The terms of service is located at the very bottom of the Admin Portal Dashboard in black letters or click here.

Software Subscription Fee

 • Total of $25 per month for the first 100 mailbox rentals (RS Premium Members pay $20), then total of $10 for each additional 100 mailbox rentals. Applies only when your Mail Center has 10 active customers. 

• Covers cost of Utility App, Admin software, and free software upgrades. 

• Includes ongoing customer support for Mail Center via phone, email and online chat. 

Merchant Services and Credit Card Processing 

• 2.0% + $.20 per transaction for monthly/yearly Mailbox Rental Price. 

• 2.9% + $.30 per transaction for Optional Services such as shipping, scanning and shredding.

Revenue from Optional Tasks 

• All revenues for shipping and all Optional Services except Content Scanning and Extended Storage go to you.

Click here to download

Click here to download

Mailbox plans and services will now be priced in Canadian dollars, for all Canadian Mail Center locations. All customers with a Canadian mailbox location will see and pay in CAD, no matter where they live.

What's new: