# InvoicifyAI

> From missed call to booked job to paid invoice.

InvoicifyAI is built in Canada for North American service businesses. It helps teams answer missed calls, capture requests, book the next step, send estimates and invoices, and follow up until the customer is handled. It combines AI Receptionist, follow-up voice agents, CRM, invoicing, and document intelligence in one workspace so customer work can move from first contact to payment.

## Keywords
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## Core Platform

### AI Voice Agents (AI Receptionist included on every plan)
- **AI Receptionist**: Answers inbound service calls, captures service-request details, and confirms a booking or callback outcome. Included on Starter, Pro, and Business after card-backed setup.
- **Lead Qualification Agent**: Calls new leads within minutes, validates contact data, performs BANT scoring (0–100), and routes qualified opportunities directly into the CRM pipeline.
- **Proposal Follow-up Agent**: Re-engages prospects 48 hours after estimates are sent, handles objections, summarizes next steps, and keeps deals moving toward close.
- **Invoice Collection Agent**: Works overdue invoices, negotiates payment plans, captures commitments, and logs next payment steps for the team.
- **Customer Feedback Agent**: Conducts NPS and testimonial calls after delivery, flags churn risk, and surfaces upsell opportunities for the success team.

All agents use Twilio streaming, ElevenLabs voices, and OpenAI orchestration with TCPA-safe scheduling, company-scoped data access, sentiment analysis, call recordings, and full audit trails.

### 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 Professional 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.

### CRM & Pipeline Automation
- Drag-and-drop pipeline with lifecycle stages from Lead → Opportunity → Customer → Retention.
- Automated lead enrichment, BANT scoring, and routing rules per company.
- Activity timeline unifies AI calls, emails, notes, and invoices for every account.
- Deal intelligence highlights health scores, risks, similar deals, and AI-generated executive summaries so leaders can intervene early.
- Workflow automation nudges stalled deals, books follow-up tasks, and triggers AI agents when thresholds are met.

### Billing & Revenue Operations
- Unlimited invoices, estimates, and recurring billing schedules across all paid tiers.
- Quote-to-cash conversion: accepted estimates instantly create invoices with full attribution.
- Multi-tax, multi-discount engine with compound support; PDF templates rendered with React-PDF.
- Payment tracking with partial payments, payment terms, and customer-facing portals.
- Collections dashboard highlights open AR, agent outcomes, and promise tracking.

### Analytics & Intelligence
- Real-time dashboards for pipeline velocity, cash flow, MRR/ARR, receivables aging, and customer health, powered by analytics schema materialized views.
- Registry-driven refresh engine ensures dashboards stay up-to-date and performant.
- Predictive alerts surface high-risk deals, late payments, and opportunities ready for expansion.

### Expense & Document Automation
- AI receipt scanning (Claude 3.5 Haiku) extracts vendor, amount, tax, and category data.
- Secure storage by `company_id` with Supabase buckets; receipts and PDFs organized automatically.
- Expense categorization supports global and tenant-specific categories with smart suggestions.

### Security & Multi-Tenancy
- Tenant data is company-scoped and reinforced by Supabase RLS; public tools are limited to non-tenant resources.
- `created_by_user_id` tracking on tenant writes for audit readiness.
- Encrypted storage (pgcrypto), JWT auth, role-based access (Owner, Member, Viewer), and comprehensive audit trails.
- Voice agents operate on scoped tenant data only.

## Subscription Plans

### Starter — $99 USD/month
- AI Receptionist for inbound call answering and service intake.
- Unlimited invoices, estimates, recurring billing, expenses, receipt OCR, document intelligence, and core reporting.
- Includes 200 AI voice minutes.
- Does not include CRM, AI Advisor, or outbound Voice Agents.

### Pro — $149 USD/month
- Everything in Starter.
- Full CRM suite with leads, opportunities, activities, and BANT scoring.
- AI Advisor with 50 monthly queries.
- Invoice Collection voice agent and 400 AI voice minutes.
- Advanced analytics dashboards and priority email support.

### Business — $199 USD/month
- Everything in Pro.
- 4 outbound Voice Agents included: Lead Qualification, Estimate Follow-up, Invoice Collection, Customer Feedback.
- AI Advisor with 100 monthly queries, AI Deal Intelligence, executive summaries, and proactive risk alerts.
- Includes 800 AI voice minutes.
- Designed for teams that want reception, follow-up, CRM, billing, and document intelligence in one connected workspace.

*All plans include 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.*

AI Receptionist market discovery pages include `/industries` for comparing business types and `/use-cases` for comparing call workflows. `/use-cases/missed-call-capture` turns voicemail risk into structured service requests, callback tasks, or booking paths. `/use-cases/after-hours-answering` covers evening, weekend, and overflow calls with callback expectations and staff-review routing. `/use-cases/appointment-booking` handles routine admin booking when rules allow and avoids symptoms, diagnosis, insurance numbers, protected health information, and regulated triage details. `/use-cases/quote-request-intake` captures scope, service-area details, quote windows, and site-visit needs without final quote promises. `/use-cases/urgent-staff-review-routing` captures urgent context and routes it for staff review; it is not emergency dispatch. `/use-cases/callback-task-creation` turns review-needed calls into callback tasks with caller intent, preferred windows, CRM notes, and transcript context.

Vertical AI Receptionist pages include `/ai-receptionist-hvac-home-services` for HVAC and home-service teams that need missed-call capture, service request intake, urgency checks, service-area routing, callbacks, and diagnostic visit scheduling without unsafe dispatch promises. `/ai-receptionist-plumbing-mechanical` is for plumbing, sewer, heating, and mechanical service teams that need leak intake, sewer-backup call answering, service-area checks, diagnostic visit windows, and dispatcher callback routing without unsafe dispatch promises. They also include `/ai-receptionist-clinics-wellness` for physiotherapy clinics, massage therapy teams, med spas, and wellness appointment desks. That page focuses on booking, rescheduling, callback capture, and administrative 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` is for dance studios, yoga studios, gyms, and class-based teams that need 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` is for commercial cleaning, janitorial, and pressure-washing teams that need 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` is for landscaping, lawn care, and hardscaping teams that need seasonal landscaping requests, quote windows, property-context capture, hardscaping review, and site-visit handoff without pricing or timeline promises. `/ai-receptionist-roofing-siding-exterior` is for roofing, siding, and exterior home-improvement teams that need storm and roof-leak calls captured, 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` is for general contractors and renovation companies that need 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` is for junk removal and hauling teams that need 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` is for auto repair and detailing shops that need vehicle intake, routine service or detailing windows, callback routing, and staff review for diagnosis-heavy work, warranty, insurance, safety, or exact-price questions. `/ai-receptionist-property-management` is for property management teams that need tenant maintenance calls, owner callbacks, leasing inquiries, showing requests, vendor callbacks, and staff review without emergency-dispatch promises.

Comparison guides include `/blog/best-ai-receptionist-for-plumbers` for plumbing AI receptionist buying criteria, `/blog/best-ai-receptionist-for-roofing-companies` for roofing and exterior call-coverage options, `/blog/best-estimate-follow-up-tools-for-contractors` for quote follow-up tools, and `/blog/best-invoice-reminder-software-small-business` for invoice reminder software comparison.

Focused AI Receptionist vertical guides:
- `/ai-receptionist-junk-removal`: junk removal intake, same-day pickup calls, quote windows, item-list capture, and staff review without final-price promises.
- `/ai-receptionist-auto-repair-detailing`: auto repair and detailing intake, vehicle intake, routine service windows, and staff review for diagnosis-heavy work.
- `/ai-receptionist-property-management`: property management intake, tenant maintenance calls, owner callbacks, leasing inquiries, showing requests, and staff review without emergency-dispatch promises.
- `/blog/best-ai-receptionist-for-cleaning-pressure-washing`: cleaning, janitorial, and pressure-washing intake.
- `/blog/ai-receptionist-for-landscaping-lawn-care`: landscaping, lawn care, and site-visit handoff.
- `/blog/ai-receptionist-for-gyms-fitness-centers`: gym calls, membership questions, after-hours coverage, and staff review for waivers, injuries, refunds, and trainer-fit questions.
- `/blog/best-ai-receptionist-for-yoga-studios`: yoga trial-class and membership intake.
- `/blog/best-ai-receptionist-for-dance-studios`: dance-studio trial, class-placement, waiver, and parent calls.
- `/blog/ai-receptionist-for-massage-therapists-spas`: massage and spa appointment-desk workflows.
- `/blog/ai-receptionist-for-physiotherapy-clinics`: physiotherapy administrative intake and admin-only clinical-question routing without medical advice.

Product-support SEO guides:
- `/blog/ai-lead-qualification-agent-for-small-business`: BANT scorecard, call outline, business hours, timezone, opt-out, and attempt limit guardrails.
- `/blog/automated-customer-feedback-calls-service-business`: NPS, testimonial consent, churn flags, opt-out handling, and attempt limit rules for post-service calls.
- `/blog/ai-crm-for-service-businesses`: service-business CRM scoring, activity timeline, opportunity handoff, and billing-connected follow-up.
- `/blog/ai-document-hub-for-service-businesses`: OCR, hybrid search, citation-backed source document answers, and staff-review boundaries.
- `/blog/meet-ai-advisor`: AI Advisor for Professional and Business workspaces, record-aware prioritization, cited answers, follow-up drafts, and next-action support.

## Technical Overview
- **Frontend**: React 18, TypeScript, Vite, Tailwind CSS, shadcn/ui, React Query.
- **Backend**: Supabase Postgres with RLS, Edge Functions (Deno), and analytics schema views.
- **AI & Voice Stack**: OpenAI, ElevenLabs real-time voices, Twilio streaming, Claude for OCR.
- **Payments**: Stripe subscriptions with feature gating and webhook automation.
- **Email**: Resend with authenticated sending domains and in-app templates.
- **Observability**: Registry-based materialized view refresh logs, call analytics, audit trails.

## Use Cases
- **Revenue Teams**: Replace SDR, AE, AR, and CS coverage with AI while keeping human oversight.
- **Service Businesses & Agencies**: Automate lead intake, proposals, and recurring invoices in one workspace.
- **Finance Leaders**: Monitor cash flow, AR aging, and agent performance without spreadsheet stitching.
- **Operations Teams**: Centralize customer lifecycle data from first call to recurring revenue.

## Security & Compliance
- Strict company isolation with layered defense-in-depth (app filters + RLS + monitoring).
- TCPA-aware calling windows, consent tracking, and configurable attempt limits.
- Data encrypted in transit and at rest, with Supabase-managed backups and audit logging.
- GDPR-ready architecture with data export tools and forthcoming retention policies.

## Support & Resources
- Email support tiers aligned to subscription plans.
- In-app documentation, weekly training sessions, and status page at https://status.invoicifyai.com.
- Roadmap updates and migration notes documented in `/docs/multi-tenancy` and `/docs/features`.

## Structured Data (Schema.org Preview)

```json
{
  "@context": "https://schema.org",
  "@type": "SoftwareApplication",
  "name": "InvoicifyAI",
  "applicationCategory": "BusinessApplication",
  "operatingSystem": "Web",
  "description": "AI receptionist and follow-up agents for service businesses. InvoicifyAI helps teams answer missed calls, capture requests, book next steps, send estimates and invoices, and follow up from first contact to payment.",
  "offers": [
    { "@type": "Offer", "name": "Starter", "price": "99.00", "priceCurrency": "USD" },
    { "@type": "Offer", "name": "Pro", "price": "149.00", "priceCurrency": "USD" },
    { "@type": "Offer", "name": "Business", "price": "199.00", "priceCurrency": "USD" }
  ]
}
```

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