Permit Lead Alerts for Epicor Eagle
New building permits in your trade area matched to the customer file in Eagle or flagged as new, with the outreach drafted in the rep’s voice. The rep sends it; nothing contacts anyone on its own.
Sales & estimatingUpdated Oct 202620 ERPs
See it work on Eagle.
Click through the steps. Fictional data, in Eagle’s terms; the real thing runs on Eagle.
| Issued | Address | Work | Contractor | Value | Match |
|---|---|---|---|---|---|
| Oct 17 | Lot 22 Birchwood Dr | New single-family · 2,600 sf | Harbor Point Builders | $480,000 | Account · 10422 |
| Oct 17 | 48 Elm Ridge Rd | New single-family · 2,400 sf | Oak Hill Builders | $410,000 | Account |
| Oct 20 | 221 Route 9 | Warehouse addition | Granite Peak Builders | $1,150,000 | Account · quoting |
| Oct 20 | 17 Quarry Ln | Deck and screened porch | Kestrel Homes LLC | $68,000 | No account · new |
| Oct 21 | 6 Birch Ct | Kitchen remodel | Owner | $45,000 | Homeowner · skipped by rule |
Three towns, read into contractor, address, work and value, matched to the customer file.
The problem, as it happens in Eagle.
Permits are public, and every dealer in the county could read them. Almost nobody does. The towns post them as PDFs and spreadsheets in five formats, the rep looks once a month if at all, and by the time the yard hears about the twelve-lot subdivision the framer already has a supplier. The customer file has no idea a current account just pulled a permit for a bigger job than anything it bought last year.
The leads that get worked are the ones a rep happened to drive past. Existing customers starting a big job are never told the yard noticed, and the new builder in town gets a cold call from everyone except the dealer two miles away.
How it works.
- 1
The permits are read each week
Residential and commercial permits from the towns in your trade area, in whatever form they publish them. A model reads each one into owner, contractor, address, type of work and value, and the originals are kept beside it.
- 2
Matched to your accounts
Contractor and owner names matched to the customer file, with the rep on the account. A permit that matches an account is a job for that rep; one that matches nothing is a new lead, flagged with what the permit says. An uncertain match is shown as uncertain.
- 3
The outreach is drafted
For an existing account, a note in the rep’s voice that names the job and offers a quote. For a new lead, an introduction. Nobody on a do-not-contact list, nobody already contacted this quarter. The rep sees them in one queue, biggest job first.
- 4
The rep sends
Each note is a draft until the rep sends it, or skips it. A new lead the rep wants to keep is started as a prospect in Lunica; the account is opened in Eagle by your team when they buy.
How it connects to Eagle.
Lunica reads the customer file and recent sales through the Eagle data warehouse, under a database account that can only read: account names, contacts, jobsites and the rep on each account, so a permit can be matched to the people you already sell to. Permits come from the towns and counties you name, read from what they publish.
Nothing lands in Eagle without a person and nothing is sent on its own. A permit never becomes an account; a prospect stays in Lunica until your team opens the account in Eagle, as a file Eagle imports, like AP Assist, or keyed by your team from the packet. Every note to a contractor or owner is a draft until the rep sends it, and nothing contacts anyone on its own.
What a week looks like.
- This week’s permits in your towns, read and matched by Friday.
- An existing customer’s new job in front of their rep before the first delivery.
- New builders in the area flagged, with what the permit says about them.
- Outreach that names the job, sent by a rep, or not at all.
Questions
Does it contact the contractor?
No. It drafts the note; the rep sends it or skips it. Nothing contacts anyone on its own.
Does it write to Eagle?
No. A new lead is a prospect in Lunica. The account is opened in Eagle by your team when they buy.
Where do the permits come from?
The towns and counties you name, from what they publish. Where a town publishes nothing, there is nothing to read; Lunica does not buy lead lists.
How does it match a permit to an account?
By contractor and owner name, jobsite and past job addresses on the customer file. An uncertain match is shown as uncertain, not assumed.
What about homeowners pulling their own permits?
Flagged separately. Many dealers skip them by rule; some have a rep for retail. It is your rule.
What does the model see?
The permit being read and the account it is being matched to. Not the whole customer file.
Which Eagle editions does it work with?
Lunica works from the Eagle data warehouse. Your edition and version are confirmed during onboarding, before anything is connected.
Does it need a server?
One Windows server or VM inside your network, set up and maintained by Lunica. It reads Eagle over the LAN; there is no inbound connection from outside, ever.
What about iNet and WebDocs?
Invoice copies come from iNet. Scanned documents keep flowing into WebDocs exactly as before; Lunica reads the scan share and never writes to it.
Can it post to Eagle if we want it to?
The standing rule is that a person does. Where Eagle takes a file, like AP Assist, Lunica prepares the file and your team imports it.
The same workflow, on another ERP.
Permit Lead Alerts is written for every system on the list. You’re reading the Eagle version.
See it on your Eagle data.
Thirty minutes. We walk the workflow on Eagle data, then map it to yours.