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Services/Custom Software Development

Custom Software Built Around Your Optical Business

Generic software for opticals rarely matches how your business actually runs: it mixes clinical records with frame inventory, makes lab order tracking harder than it should be, and never reminds patients when it is time for a checkup. At AISDC we build custom software for opticals and optometry practices that centralizes every patient eye record with their full prescription history, controls your frame and lens inventory by location, tracks every order sent to the lab until it reaches your counter, and sends automatic reminders for annual checkups or ready-for-pickup orders. Everything connects to your point of sale and your electronic invoicing.

How we work

1. Operations Discovery

We review how you currently log prescriptions, how you track frame and lens inventory, how you follow up on lab orders, and where in the process you lose the most time.

2. Custom System Design

We define the modules you need — patient eye records, inventory, point of sale, lab order tracking, reminders — with the permissions and workflows that match how your practice actually operates, not a generic template.

3. Development and Integration

We build the system and connect it to your point of sale, your electronic invoicing provider, WhatsApp Business for reminders, and — where it applies — the workflow of the labs you already work with.

4. Launch and Ongoing Support

We train your team, migrate your existing patient records, and remain available after launch for adjustments, new features, and technical support.

What it includes

Digital Patient Eye Records

A complete history for every patient: prescription data (sphere, cylinder, axis, addition), lens type prescribed, notes, and date of last exam, available in seconds from any location.

Frame and Lens Inventory

Track stock by brand, model, material, and location, with low-stock alerts and full traceability for every frame sold or transferred between stores.

Lab Order Tracking

Log every order sent to the lab with its status — in process, ready, delivered — and automatically notify the patient by WhatsApp or email once their glasses are ready for pickup.

Integrated Point of Sale

Charge for frames, contact lenses, and accessories, apply discounts, and generate the CFDI invoice in the same flow, with no double data entry across systems.

Automatic WhatsApp and Email Reminders

Schedule alerts for annual checkups, contact lens supply renewal, or ready-for-pickup orders, without relying on patients to remember on their own.

Sales and Inventory Reports

See which frames sell fastest, which location performs best, and your margin by product category, with real data instead of guesswork.

Use cases

Optical Chain with Multiple Locations

Centralized visibility into inventory and sales across every store, with controlled frame transfers between locations from a single dashboard.

Independent Optometry Practice

Clinical records and appointment scheduling linked in one system, with control over your own lab workflow and checkup reminders for every patient.

Regional Optical Group

Standardize patient records and point of sale across every branch, with consolidated reporting for management and centralized price catalogs.

Optical That Also Sells Contact Lenses

Track supply expiration by patient and send automatic reorder reminders before their contact lens supply runs out.

Optical with In-House Lens Lab

Internal tracking of each lens through production — edging, mounting, quality check — linked to the corresponding order and patient.

Integrations

WhatsApp Business API (reminders and alerts)CFDI 4.0 electronic invoicing (Mexico SAT)Payment gateways (Stripe, Conekta, Mercado Pago)Card payment terminals (Clip and bank terminals)Google Calendar (appointment and checkup scheduling)Google Business Profile

Frequently asked questions

What is a digital patient eye record?+

It is the full clinical and prescription history of each patient in one place: sphere, cylinder, axis, addition, prescribed lens type, and the date of every exam. It replaces paper cards or scattered spreadsheets and is available instantly from any location.

Does it integrate with our current point of sale?+

It depends on the system you use today. During discovery we assess whether it makes sense to integrate with it or to build point of sale as part of the same system, so sales, inventory, and invoicing stay in one flow instead of double data entry.

Can it track the orders we send to the lab?+

Yes. We log every order with its status — sent, in process, ready, delivered — and the system can automatically notify the patient by WhatsApp or email once their glasses are ready for pickup, so your team does not have to call patients one by one.

Does it include electronic invoicing (CFDI)?+

Yes. We connect the system to a stamping provider compatible with CFDI 4.0 so patients can request their invoice within the same checkout flow, with no extra manual steps for your admin team.

Should I go with custom software or an off-the-shelf system for my optical?+

If you run multiple locations, an in-house lab, specific reminder workflows, or need to connect tools a commercial system does not handle well, a custom build gives you more control over the long term. If you have a single location and simple processes, an off-the-shelf solution may be enough for now. At AISDC we help you evaluate which scenario applies to your business before proposing any development.

Ready for your custom CRM?

Tell us how your real estate business operates and we will propose a system designed for your process.

Talk to AISDC

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