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InvOCR Lite
Full Feature & Capability Guide
InvOCR Lite Features
Comprehensive AI-powered invoice processing with seamless CCC ONE integration
✓Core Functions
AI Assistant (OpenAI GPT-4o)
Advanced AI that understands invoices and provides intelligent automation
- •Understands uploaded invoices
- •Extracts structured fields: RO#, vendor, subtotal, tax, total, description
- •Matches invoice to CCC workfiles by RO/VIN
- •Suggests DRP-compliant line items (sublet, parts, labor)
- •Natural language Q&A: "Does this RO need calibration?"
- •Adapts to DRP/shop-specific compliance rules
OCR & File Uploads
Intelligent document processing with advanced vision capabilities
- •Drag-and-drop file uploads (image/PDF)
- •GPT-4o Vision-powered OCR
- •Editable invoice preview
- •Supabase Storage upload + JSON parsing
- •Retry OCR or fix recognition manually
CCC Secure Share Integration
Seamless integration with CCC ONE for direct posting and data sync
- •GET: /v7/estimate/{documentId} – fetches estimate
- •POST: /v7/estimate/lineitems – posts sublet/parts
- •Webhook: receives estimate update triggers
- •Matches invoices to correct CCC RO
- •Auto-post (if enabled) or manual confirmation
Chat Interface
Natural language interface for invoice processing and shop management
- •Upload invoices via chat
- •Ask: "Upload Safelite invoice" or "Post part to RO#123"
- •Context-aware follow-ups
- •Chat assistant renders invoice preview with edit options
- •AI explains missing data or failed matches
Settings Management
Comprehensive configuration for shop-specific requirements
- •Connect CCC Secure Share (Shop ID + Token)
- •Set DRP compliance rules
- •Toggle auto-posting
- •Manage shop contact + regional settings
Sample Commands Users Can Type
invocr@chat:~$
$Upload invoice
$Post $385 windshield replacement to RO#20245
$Show me everything missing on RO#19982
$Does this RO have a calibration line?
$What was the last invoice I uploaded?
$Redo the OCR
$Set default vendor to Safelite
$Disable auto-post for warranty jobs
💡How InvOCR Lite Adds Value
Speed
Automates invoice processing that usually takes 5–15 min per file
Accuracy
Extracts fields with LLM + vision AI, reducing typos and missed items
Compliance
Follows DRP rules for vendors, part types, labor markup, etc.
Transparency
Allows manual override and preview of all actions
Auditability
Stores file, metadata, and actions in Supabase with webhook logs
Cost-saving
Reduces overhead from sublet admin staff or misbilled labor
24/7 agent
Available via chat or SMS (future), not just office hours
Enterprise Ready
This document supports internal SOP, onboarding, or UI-based reference for new users or enterprise partners.
Auditability
Complete audit trail with Supabase storage
Scalability
Handles enterprise-level invoice volumes
Integration
Seamless CCC ONE & DRP compliance
Ready to Get Started?
Experience the power of AI-driven invoice processing for your auto repair shop