Roadmap

SpexMan is continuously being improved. The below ideas are planned in coming months.

Full sitemap of Roadmap

In Progress

Up Next

  • Backdating from checkout screen

    Feature: Backdate Orders and Payments...

  • Contact Lens Fitting

    Form for contact lens fittings, including LDO as provider and electronically signed if possible. , with improved print options for CL Rx only....

  • Optional credit card consumer fee

    Ability to transfer the credit card processing fee to the customer rather than the business paying for it. It would be a flat percetnage fee that the...

Committed but later

  • Auto-Narrow Search Results

    Implement functionality for the search box to auto-narrow search terms, similar to the behavior on the checkout screen with frames.

  • Default Price for Patient Frame

    Allow users to set a default price for "Patient Own Frame" by adding it as a "do not manage" frame inventory item, with the option...

  • Filter Frame Brands by User System

    Restrict the frame brands dropdown to show only brands listed in the current PMS user's system, not from all PMS customers.

  • Sync appointments with Google Cal

    Allow users to sync PMS appointments with Google Calendar, ensuring changes like cancellations or reschedules are automatically updated on Google...

  • Toggle Insurance Visibility

    Add a configuration option to allow users to set "Show Insurance" to False, enabling offices to hide the insurance section if not needed.

  • SMS scheduling

    Allow users to create and schedule SMS templates with detailed settings for time and repetition.

  • Google review email

    Send automated emails post-purchase requesting customers to leave a Google review.

  • Read-only quick view dashboard

    Create a "read-only" quick view dashboard where users can view demographic information but cannot edit it. Users should still be able to...

  • Redirect login after timeout

    Ensure the PMS redirects users to the login page after session dormancy or timeout instead of displaying an error message.

  • Save abandoned carts

    Create a system that saves a cart for customers who browse eyeglasses but leave without purchasing, allowing staff to follow up and streamline future...

Completed

  • Correct Dispenser Name on Lab Ticket

    Update the lab ticket to display the name of the person who sold the glasses, not the individual who clicks print.

  • Tracer function

    Tracer port is not connecting or displaying as expected. Ensure the port status reflects functionality and allows for seamless communication with lab...