SurvAIPro

From Survey to Proposal in Seconds.

SurvAIPro helps service businesses turn site-survey photos, written notes and voice notes into polished, branded proposals.

Stack

• Next.js 14 (App Router) + TypeScript + React
• Tailwind CSS (brand: navy #0F172A, blue #2563EB, green #10B981, grey #F8FAFC, Inter)
• PostgreSQL + Prisma
• NextAuth (credentials, JWT sessions) with organisation-level data separation
• Vercel Blob for photo/audio/logo storage
• OpenAI: GPT-4 for proposal generation, Whisper for voice-note transcription
• PDF export via print-optimised A4 layout; secure share links via unguessable tokens

Getting started

1. npm install
2. Copy .env.example to .env and fill in:
   • DATABASE_URL — PostgreSQL connection string
   • NEXTAUTH_SECRET — openssl rand -base64 32
   • NEXTAUTH_URL — http://localhost:3000
   • OPENAI_API_KEY
   • BLOB_READ_WRITE_TOKEN — from Vercel Blob
3. npm run db:push (or db:migrate for a migration history)
4. npm run dev

Core flow

Sign up → onboarding (company details, branding, tone, AI-drafted reusable sections you review) → create a site survey on your phone → upload photos (caption, reorder, cover, internal-only) → record a voice note → review & approve the transcript → pick a template (Quick Quote / Consultative / Authority — recommended automatically, always overridable) → AI drafts structured sections → edit everything, add pricing (VAT, discounts, optional items) → export PDF or create a 30-day secure share link → track Draft/Ready/Sent/Won/Lost on the dashboard.

AI guardrails

• The model is instructed never to invent facts or prices.
• Missing info is flagged with MISSING: markers surfaced in the editor.
• Voice transcripts must be explicitly approved before they feed generation.
• Nothing is sent to a client without human review — share/PDF are manual actions.

Deliberately not in v1

RAMS, pricing brain, accounting/CRM integrations, payments, job scheduling, e-signatures.