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Create invoices and client forms in minutes. Manage appointments, customers, and billing — without juggling spreadsheets or separate tools.
Trusted nationwide
Who it's for
If you take appointments, serve walk-ins, and bill clients—surveai fits how you already work, no matter your industry.
Clients request bookings or walk in, you deliver services, bill with GST invoices, then follow up for reminders and reviews.
Members request sessions or walk in, complete training, get invoiced, and receive reminders or renewal messages.
Clients request treatments or walk in for consultations, get billed from your catalog, then hear from you when it matters.
Prospects request sessions via intake forms, you invoice retainers, and send reminders or prep notes before each call.
Clients request event packages, you run projects with milestone invoices, then send delivery updates and review asks.
Running something else? Start free trial —surveai works for any appointment-based or client-service business.
What surveai does
Whether you run a single location or multiple branches, surveai connects the workflows your team uses every day.
Schedule appointments, handle walk-ins, and keep your front desk organized.
One place for every client—contact details, visits, and full interaction history.
Create projects for jobs and retainers—link POs, invoices, expenses, and walk-in forms to track profit.
Create invoices, track payments, log expenses, and manage your product catalog.
WhatsApp messaging, message tracking, staff tools, and multi-location support.
Full feature set
Browse by module to see exactly what surveai offers for your business.
Everything your team needs to run the day—bookings, walk-ins, and a live business overview.
See customers, bookings, messages, and key metrics in one overview.
Create, reschedule, and track visits with clear status updates.
Build custom forms for walk-ins and clients without appointments. Search and manage entries by branch.
No signup required
Build an invoice or a client intake form in your browser. Sign in only when you want to save, export, or share a public link.
Add business details, line items, tax, and logo. Preview instantly — sign in to print, download, or save to your account.
Open Invoice Generator →Create contact and intake forms with custom fields. Preview as you build — sign in to publish and get a shareable public link.
Open Form Builder →Pricing
14-day free trial with full access · No credit card · Then Basic (limited) or Pro
Join for free, use code FREEPRO to unlock your complimentary first month of Pro.
After trial ends
Free
After trial or anytime
₹799/month
FAQ
Quick answers about trials, invoicing, forms, and WhatsApp messaging.
Try Invoice Generator or Form Builder now, or start a 14-day trial with full access.