# InvoicifyAI – Full LLM Briefing

InvoicifyAI is built in Canada for North American service businesses. It helps teams move from missed call to booked job to paid invoice by combining AI Receptionist, follow-up voice agents, CRM, invoicing, and document intelligence. Teams can answer missed calls, capture requests, book next steps, send estimates and invoices, and follow up until the customer is handled. The system is multi-tenant by design: every company operates in an isolated workspace with Supabase row-level security enforcing company-level boundaries. Users (owners, members, viewers) authenticate via Supabase Auth, tenant-data queries are company-scoped, and public tools are limited to non-tenant resources.

## Elevator Pitch
From missed call to booked job to paid invoice. InvoicifyAI answers inbound service calls, captures new leads, qualifies them, follows up on proposals, issues invoices, collects payments, and checks in with customers while CRM and document intelligence keep the customer record usable.

## Product Pillars

1. **AI Voice Agents**
   - AI Receptionist answers inbound service calls, collects service-request details, and confirms a booking or callback outcome. It is included on Starter, Pro, and Business after card-backed setup.
   - Lead Qualification Agent follows up with new leads, verifies details, executes BANT scoring (0–100), and routes qualified opportunities.
   - Proposal Follow-up Agent reconnects on estimates 48 hours after send, handles objections with OpenAI-powered reasoning, and summarizes commitments back into the CRM.
   - Invoice Collection Agent works overdue invoices, negotiates payment plans, captures payment promises, and logs next payment steps for the team.
   - Customer Feedback Agent places NPS and retention calls post-delivery, gathers testimonials, and flags churn signals for customer success teams.
   Each agent uses Twilio WebSocket streaming + ElevenLabs voices for natural conversations, with scheduling controls, attempt limits, sentiment scoring, transcripts, call recordings, and company-scoped storage (`company_id` prefix).

2. **CRM & Deal Intelligence**
   - Lifecycle pipeline: Lead → Validation → Opportunity → Customer → Retention with single-table inheritance on clients.
   - AI insights deliver health scores, risk alerts, similar-deal recommendations, and executive summaries for leadership visibility.
   - Activity timeline merges AI call logs, invoices, receipts, tasks, and manual notes in one view.
   - Bulk automations trigger agents, emails, or tasks when thresholds (stage age, score drop, overdue invoice) are hit.

3. **AI Advisor**
   - AI Advisor is the in-app advisor, separate from AI Receptionist and outbound Voice Agents.
   - `/ai-advisor` is the canonical product page for AI Advisor.
   - AI Advisor helps Pro and Business workspaces prioritize follow-ups, ask record-aware questions, draft follow-up messages, and review next actions from CRM, invoices, estimates, receipts, expenses, and pipeline context.

4. **Billing & Collections**
   - Unlimited invoices, estimates, receipts, and recurring schedules even on Starter.
   - Quote-to-invoice automation: accepted estimates convert instantly with attribution for ROI tracking.
   - Multi-tax/discount engine, partial payments, payment terms, and customer portal.
   - Collections dashboard visualizes open AR, commitments, and agent performance.

5. **Analytics & Reporting**
   - Financial dashboards (cash flow, MRR/ARR, receivables aging) and CRM metrics (pipeline velocity, win rates) powered by analytics schema materialized views.
   - Registry pattern orchestrates refresh order, with RPC functions (security definer) enforcing `company_id` filters.
   - Predictive alerts surface revenue risks and upsell opportunities.

6. **Document & Expense Automation**
   - Claude 3.5 Haiku powered OCR ingests receipts (JPG/PNG/PDF) and produces normalized expense data.
   - Files are stored per `company_id` in Supabase storage; metadata is logged for auditability.

7. **Security & Compliance**
   - Defense-in-depth: frontend filter + RLS + monitoring.
   - JWT auth, pgcrypto column encryption, audit logs, and TCPA-aware calling windows.
   - Multi-tenant storage isolation, forthcoming data retention/archival policies, GDPR-ready exports.

## Pricing & Packaging (Monthly, USD)
- **Starter – $99 USD/month**: AI Receptionist, core billing, receipt OCR, expenses, document intelligence, and 200 AI voice minutes. No CRM, AI Advisor, or outbound voice agents.
- **Pro – $149 USD/month**: Adds full CRM, deal intelligence, AI Advisor with 50 monthly queries, 1 outbound Voice Agent for Invoice Collection, and 400 AI voice minutes.
- **Business – $199 USD/month**: Unlocks 4 outbound Voice Agents, AI Advisor with 100 monthly queries, advanced analytics/alerts, and 800 AI voice minutes.
All plans ship with a 7-day card-backed trial. Included AI voice minutes apply across AI Receptionist and any enabled outbound Voice Agents. Extra paid-cycle AI voice usage is billed per minute after included minutes with owner-controlled overage limits. Annual billing and public APIs are on the roadmap.

## Vertical AI Receptionist Pages
- `/ai-receptionist-hvac-home-services`: AI receptionist for HVAC and home-service teams. The page focuses on missed-call capture, service request intake, urgency checks, service-area routing, callbacks, diagnostic visit scheduling, and CRM follow-up context without unsafe emergency dispatch promises.
- `/ai-receptionist-plumbing-mechanical`: AI receptionist for plumbing, sewer, heating, and mechanical service teams. The page focuses on leak intake, sewer-backup call answering, service-area checks, diagnostic visit windows, dispatcher callback routing, and CRM follow-up context without unsafe dispatch promises.
- `/ai-receptionist-clinics-wellness`: AI receptionist for physiotherapy clinics, massage therapy teams, med spas, and wellness appointment desks. The page focuses on booking, rescheduling, callback capture, admin intake, and safe handoff without medical advice. Default setup avoids protected health information and routes medical questions to staff before collecting clinical details; regulated workflows require confirmed safeguards, caller consent, access controls, retention rules, and any required agreement before use.
- `/ai-receptionist-studios-gyms-classes`: AI receptionist for dance studios, yoga studios, gyms, and class-based teams. The page focuses on trial classes, intro sessions, membership calls, callback capture, student follow-up context, and staff review for placement, injury, waiver, refund, or instructor-fit questions.
- `/ai-receptionist-cleaning-pressure-washing`: AI receptionist for commercial cleaning, janitorial, and pressure-washing teams. The page focuses on cleaning request intake, pressure-washing quote windows, booking-policy checks, service windows, and staff review for surface-risk, access-sensitive, urgent, or large commercial jobs.
- `/ai-receptionist-landscaping-lawn-care`: AI receptionist for landscaping, lawn care, and hardscaping teams. The page focuses on seasonal landscaping requests, quote windows, property-context capture, hardscaping review, site-visit handoff, CRM follow-up context, and avoiding pricing or timeline promises.
- `/ai-receptionist-roofing-siding-exterior`: AI receptionist for roofing, siding, and exterior home-improvement teams. The page focuses on storm and roof-leak calls, inspection handoff, quote routing, CRM-ready notes, and staff review for insurance outcome promises, active leaks, steep roofs, unsafe access, or structural concerns.
- `/ai-receptionist-general-contractors-renovations`: AI receptionist for general contractors and renovation companies. The page focuses on project-call intake, scope capture, site-visit handoff, quote routing, CRM-ready notes, and staff review for bid commitment promises, permit-heavy work, code questions, structural concerns, commercial bids, unsafe sites, or unclear scopes.
- `/ai-receptionist-junk-removal`: AI receptionist for junk removal and hauling teams. The page focuses on same-day pickup calls, quote windows, item-list capture, service-area checks, crew-capacity review, and staff review without final-price promises.
- `/ai-receptionist-auto-repair-detailing`: AI receptionist for auto repair and detailing shops. The page focuses on vehicle intake, routine service and detailing windows, callback routing, and staff review for diagnosis-heavy work, warranty, insurance, safety, or exact-price questions.
- `/ai-receptionist-property-management`: AI receptionist for property management teams. The page focuses on tenant maintenance calls, owner callbacks, leasing inquiries, showing requests, vendor callbacks, and staff review without emergency-dispatch promises.

## AI Receptionist Market Hubs and Use Cases
- `/industries`: AI Receptionist by Industry directory for comparing field service, auto, property, and appointment-based front-desk fits.
- `/use-cases`: AI Receptionist Use Cases directory for comparing missed calls, after-hours answering, appointment booking, quote intake, urgent staff-review routing, and callback tasks.
- `/use-cases/missed-call-capture`: Turns missed calls into structured requests, callback tasks, or booking paths with transcript context and staff-review routing.
- `/use-cases/after-hours-answering`: Covers evening, weekend, and overflow calls with request capture, callback expectations, approved booking paths, and staff-review handoff.
- `/use-cases/appointment-booking`: Handles routine appointment booking when rules allow and routes unclear or regulated requests without collecting symptoms, diagnosis details, insurance numbers, protected health information, or regulated triage details.
- `/use-cases/quote-request-intake`: Captures quote requests with scope, service-area details, access notes, quote windows, site-visit needs, and staff-review routing without final quote promises.
- `/use-cases/urgent-staff-review-routing`: Captures urgent context, location, immediate risk indicators, and callback details for staff review; it is not emergency dispatch.
- `/use-cases/callback-task-creation`: Turns calls that need human review into callback tasks with caller intent, preferred callback windows, CRM context, and transcript notes.

## Comparison Guide Clusters
- `/blog/best-ai-receptionist-for-plumbers`: Comparison guide for plumbers evaluating AI receptionist, AI answering service, hybrid receptionist, phone-system AI, and traditional answering options.
- `/blog/best-ai-receptionist-for-roofing-companies`: Comparison guide for roofing, siding, gutter, and exterior home-improvement teams evaluating AI receptionist options for storm calls, inspection intake, insurance-heavy routing, and quote handoff.
- `/blog/best-ai-receptionist-for-cleaning-pressure-washing`: Focused guide for cleaning, janitorial, and pressure-washing teams evaluating call intake, quote-window capture, service-area checks, and staff-review handoff.
- `/blog/ai-receptionist-for-landscaping-lawn-care`: Focused guide for landscaping, lawn-care, and hardscaping teams evaluating seasonal request intake, property-context capture, site-visit routing, and pricing-safe handoff.
- `/blog/ai-receptionist-for-gyms-fitness-centers`: Focused guide for gyms and fitness centers evaluating membership calls, intro offers, class questions, after-hours coverage, and staff review for waivers, injuries, refunds, or trainer fit.
- `/blog/best-ai-receptionist-for-yoga-studios`: Focused guide for yoga studios evaluating trial-class intake, intro offers, memberships, waitlists, schedule questions, and teacher-review boundaries.
- `/blog/best-ai-receptionist-for-dance-studios`: Focused guide for dance studios evaluating parent calls, trial classes, age-level questions, class placement, recital or tuition questions, and staff-review routing.
- `/blog/ai-receptionist-for-massage-therapists-spas`: Focused guide for massage therapists and spa teams evaluating appointment requests, rescheduling, gift-card or package questions, and admin-only handoff.
- `/blog/ai-receptionist-for-physiotherapy-clinics`: Focused guide for physiotherapy clinics evaluating administrative intake, booking requests, rescheduling, callback capture, and routing without medical advice.
- `/blog/best-estimate-follow-up-tools-for-contractors`: Comparison guide for contractors evaluating estimate follow-up tools across voice calls, field-service platforms, contractor CRMs, email/SMS automation, and sales CRMs.
- `/blog/best-invoice-reminder-software-small-business`: Comparison guide for small businesses evaluating invoice reminder software across AI voice follow-up, accounting reminders, AR automation, subscription dunning, and manual templates.

## Product-Support SEO Guides
- `/blog/ai-lead-qualification-agent-for-small-business`: Product-support guide for small businesses evaluating AI lead qualification calls, BANT scorecards, business-hours controls, timezone rules, opt-out handling, attempt limits, and CRM handoff proof.
- `/blog/automated-customer-feedback-calls-service-business`: Product-support guide for service businesses evaluating automated customer feedback calls, NPS capture, testimonial consent, churn flags, post-service escalation, opt-out handling, and attempt-limit rules.
- `/blog/ai-crm-for-service-businesses`: Product-support guide for service businesses evaluating AI CRM workflows, deterministic lead scoring, activity timelines, opportunity handoff, billing-connected follow-up tasks, and customer records.
- `/blog/ai-document-hub-for-service-businesses`: Product-support guide for service businesses evaluating Document Hub OCR, hybrid search, source document citations, staff-reviewed answers, and client-document workflows.
- `/blog/meet-ai-advisor`: Product-support guide for Pro and Business workspaces evaluating AI Advisor for record-aware prioritization, cited answers, follow-up drafts, and next-action support.

## Technical Stack
- **Frontend**: React 18, TypeScript, Vite, Tailwind, shadcn/ui, React Query (query key factory enforced).
- **Backend**: Supabase Postgres + Edge Functions (Deno). Analytics schema hosts materialized views accessed through secure RPC functions.
- **AI/Voice**: OpenAI for orchestration, ElevenLabs real-time voices, Twilio streaming for PSTN reach.
- **Integrations**: Stripe subscriptions + webhooks, Resend email, QuickBooks Desktop CSV export, Claude OCR.
- **Infrastructure Practices**: Every mutation records `company_id` + `created_by_user_id`; storage paths follow `company_id/resource/id.ext` conventions.

## Ideal Customers & Outcomes
- **Revenue Leaders**: Replace SDR/AE/AR workloads with voice agents while giving owners and teams clearer CRM and document context for prioritization.
- **Service & Agency Teams**: Automate inbound call reception, lead capture, proposals, invoicing, and collections in one place.
- **Finance/Operations**: Monitor real-time cash flow, pipeline health, and agent impact without spreadsheets.
- **Customer Success**: Automate NPS outreach and churn detection while capturing voice-of-customer insights.

Typical outcomes: faster lead response, more consistent proposal follow-up, clearer payment conversations, and consolidated quote-to-cash reporting.

## Implementation Notes
- Multi-tenant migration complete: all modules (Invoices, Estimates, Receipts, Expenses, Subscriptions, Agents, Reports, Help Widget) now key off `company_id`.
- CRM module uses single-table inheritance via `lifecycle_stage` on `clients`, with `crm_opportunities` and `crm_activities` tables for pipeline and timeline data.
- Edge functions (Stripe management, agent orchestration, PDF generation) always resolve company context before querying tables.
- React Query strictly uses `queryKeys` factory (see `src/lib/query-keys.ts`). Direct string keys like `['expenses']` are disallowed.

## Limitations & Roadmap
- No public API yet; integrations limited to built-in exports and webhooks.
- No bulk data importer; CSV import tooling is planned post-CRM GA.
- Bank feeds are not yet supported.
- Company deletion/suspension is not built—tenants are permanent today.
- Annual billing, custom AI scripting, and marketing outreach agents are on the 2026 roadmap.

## Support Channels
- Email support tiers per plan, weekly webinars, in-app docs, and status page.
- Claude Opus peer review required before production-critical deployments (documented in CLAUDE.md).

## SEO & Discovery Phrases
- "AI CRM with voice agents"
- "AI receptionist for service businesses"
- "AI receptionist for plumbers"
- "Best AI receptionist for plumbers"
- "AI receptionist for roofers"
- "Best AI receptionist for roofing companies"
- "AI receptionist for clinics"
- "AI receptionist for junk removal"
- "AI receptionist for auto repair"
- "AI receptionist for property management"
- "AI receptionist for physiotherapy"
- "AI receptionist for massage therapy"
- "AI advisor for service businesses"
- "Automate lead qualification calls"
- "AI follow-up for proposals"
- "Best estimate follow-up tools for contractors"
- "Invoice collection AI platform"
- "Best invoice reminder software for small businesses"
- "Customer feedback automation software"
- "Multi-tenant CRM with billing"
- "Quote-to-cash automation"
- "Revenue operations automation AI"
- "Invoice follow-up with AI voice agents"
- "Sales pipeline analytics with AI"

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InvoicifyAI — AI receptionist, CRM, billing, document intelligence, and follow-up workflows in one secure multi-tenant platform.