Mobile Optometrist Scheduling Software
Run more organised mobile optometry and domiciliary eye-care services with smarter practitioner scheduling, faster patient and facility communication, less admin, and stronger cash flow from first enquiry to final payment.
OctopusPro helps mobile optometry and domiciliary eye-care providers, community outreach and mobile eye-care teams, mobile optometrists and domiciliary opticians, urgent mobile eye-care teams, and facility-based eye-care providers manage the complete mobile eye-care workflow in one connected system. Schedule home eye-test visits, mobile eye-care bookings, recurring mobile eye-care schedules, mobile eye-care visits, multi-site mobile eye-care visits, online mobile eye-care enquiries, appointment requests, and facility program enquiries, recurring eye-test recalls and repeat visit bookings, time-sensitive mobile eye-care appointment requests, and last-minute mobile eye-care scheduling enquiries without relying on spreadsheets or disconnected calendars.
Manage practitioner availability, customer and patient and facility profiles, patient home and facility addresses, online appointment, document, and facility enquiry details, mobile eye-care intake and visit notes, mobile eye-care visit history, visit service add-ons, forms, checklists, signatures, proof of completed mobile eye-care visits, invoices, payments, and visit completion records from enquiry through to final payment. OctopusPro also supports Online Mobile Eye-Care Enquiry and Quote Request Management for online mobile eye-care bookings, patient and facility intake calls, patient, carer, and facility intake calls, and digital follow-up workflows.
Manage every mobile optometry and domiciliary eye-care workflow from one place
- Schedule mobile optometrists, domiciliary opticians, optical assistants, practitioner visit routes, home visits, facility visit days, screening sessions, and online appointment requests.
- Store patient, carer, and facility details, patient and facility profiles, mobile eye-care booking notes, and mobile eye-care visit history.
- Automate confirmations, reminders, follow-ups, invoices, and payments.
- Track enquiries, quotes, recurring mobile eye-care schedules, visit attendance, and visit completion records.
Improve Revenue and Operational Efficiency with Better Mobile Eye-Care Management
Mobile Optometrist Scheduling and Practitioner Rota Management
Keep your mobile optometrists, domiciliary opticians, and mobile eye-care practitioners fully utilised, reduce scheduling chaos, and run mobile eye-care bookings, mobile eye-care visits, and patient-home and facility-based eye-care visits from one organised calendar. Stay organised and improve mobile eye-care operational efficiency by managing multiple mobile optometrists and domiciliary opticians’ schedules and mobile eye-care bookings from one calendar. Coordinate mobile eye-care visits, and follow-up visits while keeping patients, carers, and facilities informed and your team fully prepared.
Scheduling and Dispatch Board for Mobile Optometrists, Domiciliary Opticians, and Eye-Care Visits
Use OctopusPro’s scheduling and dispatch board to manage mobile eye-care visits, unassigned work, and practitioner workloads from one live calendar. Drag and drop mobile eye-care bookings, scan mobile eye-care bookings in list view, match work to the right mobile practitioner, and keep the day running without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.
Daily, Weekly, and Monthly Mobile Eye-Care Schedule Views
Get better visibility of workload, capacity, and bottlenecks so you can plan ahead instead of reacting at the last minute. Use flexible calendar views to plan mobile eye-care visits by day, week, or month. This makes it easier to manage workload, monitor mobile practitioner and mobile eye-care visit capacity, avoid scheduling conflicts, and keep your operation running on time.
Flexible Calendar Setup for Mobile Optometry and Domiciliary Visits
Schedule work more efficiently, improve visibility, and organise appointments around the way your mobile eye-care service operates. OctopusPro’s flexible calendar supports home visits, aged-care and care-home programs, school and workplace screening, community outreach routes, multi-site facility visits, and practitioner rosters, with calendar filters, live availability, mobile optometry service areas, and assignment rules.
Google and Outlook Calendar Integrations
Reduce double booking, save admin time, and keep your mobile eye-care team aligned with Google Calendar integration and Outlook Calendar integration. OctopusPro keeps mobile eye-care visits, availability, and schedule updates in sync, improving visibility across your team and making day-to-day scheduling easier to manage.
Handle Every Mobile Eye-Care Enquiry Quickly and Professionally
Reduce delays, improve response times, and route every mobile eye-care visit request to the right mobile practitioner more efficiently with structured practitioner assignment and dispatch workflows. OctopusPro helps your admin team, mobile eye-care operations, and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners coordinate work through manual and automatic assignment options, real-time progress tracking, and clearer visibility from request through to completion. This gives your mobile eye-care team better control over dispatch, reduces scheduling conflicts, and helps mobile eye-care visits move more smoothly through the workflow.
Let Mobile Practitioners Accept or Decline Visit Requests
Reduce response delays, give mobile optometrists, domiciliary opticians, and mobile eye-care practitioners more flexibility, and keep mobile eye-care bookings progressing without losing control over dispatch. With OctopusPro’s accept and decline mobile eye-care visit request workflows, fieldworker mobile eye-care visit request management tools, and settings to allow mobile optometrists, domiciliary opticians, and mobile eye-care practitioners to accept or decline mobile eye-care visit requests, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners can review new assignments, accept suitable work, decline mobile eye-care visits that do not fit their availability or mobile eye-care service area, provide decline reasons, and suggest alternative times when enabled. Your mobile eye-care team can notify mobile optometrists, domiciliary opticians, and mobile eye-care practitioners by push, SMS, or email and quickly reassign declined work so mobile eye-care bookings keep progressing smoothly from dispatch to completion.
Ready to coordinate mobile eye-care visits with less admin?
Start a free trial, compare pricing, or book support to see how OctopusPro can organise mobile practitioner schedules, mobile eye-care bookings, mobile eye-care pre-visit assessments, quotes, invoices, and payments from one connected platform.
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Modernise your mobile optometry workflow without adding more admin.
Replace disconnected calendars, spreadsheets, message threads, and manual follow-ups with one organised system for mobile eye-care visits, mobile eye-care pre-visit assessments, mobile eye-care bookings, mobile practitioner schedules, quotes, invoices, payments, and patient, carer, and facility communication.
Need setup guidance?
Tell us about your mobile optometry and domiciliary visit workflow.
Share how you manage mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, mobile eye-care visits, mobile eye-care service packages, and payments so the OctopusPro team can help you choose the best next step.
Automatically Match the Right Practitioner to Each Mobile Eye-Care Visit
Improve first-visit fit and service consistency, strengthen service quality, and assign mobile eye-care visits more accurately from the start. OctopusPro helps you match each mobile eye-care visit to the right mobile practitioner using a combination of skills, service types and visit types, mobile eye-care services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based mobile eye-care service areas to make smarter scheduling and dispatch decisions. This is especially useful when mobile eye-care visits need to be assigned based on both capability and real service coverage, including specialist work such as patient and facility intake calls, mobile eye-care enquiries, online mobile eye-care enquiries, patient-home and facility-based eye-care visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, mobile eye-care pre-visit inspection and appointment coordination, multi-site mobile eye-care visits, online mobile eye-care bookings, multi-site mobile eye-care schedules.
Flexible Booking Locations for Patient Homes, Care Facilities, Schools, Workplaces, and Community Visits
- Mobile and On-Site Mobile Eye-Care Services — ideal for patient-home and facility-based eye-care visits, mobile eye-care visits, home and facility-based mobile eye-care services, customer sites, schools, workplaces, and community venues, care facilities, recurring facility eye-care programs, and home and facility-based mobile eye-care bookings and other mobile eye-care visits where the practitioner travels to the customer.
- Customer Properties, Patient Home and Facility Addresses, and Mobile Team Coverage — ideal for saved patient homes and facilities, patient home and facility addresses, schools, workplaces, and community venues, strata properties, supported-living sites, and multi-site mobile eye-care accounts where mobile practitioners attend the customer site.
- Online Mobile Eye-Care Enquiries, Appointment Requests, and Facility Program Enquiries — ideal for online mobile eye-care enquiries, remote patient, carer, and facility intake calls, document-supported mobile eye-care appointment and facility enquiries, follow-up messages, and quote reviews, online mobile eye-care enquiries, appointment requests, and facility program enquiries, follow-up visits and mobile eye-care pre-visit assessments handled through customer-provided details, photos, phone calls, email, or online quote request forms.
Whether your mobile eye-care business operates from a customer facility or service address, visits patients, carers, and facilities on-site, supports organisations across multiple properties, or manages online quote requests, OctopusPro keeps scheduling, patient, carer, and facility communication, reminders, calendar invites, practitioner access and patient and facility profiles organised in one place.
Practitioner-Based Scheduling and Mobile Eye-Care Service Matching
Make mobile eye-care team capabilities easier to deploy, improve mobile eye-care visit accuracy, and define more clearly which mobile optometrists, domiciliary opticians, and mobile eye-care practitioners can perform which types of work. With skills-based practitioner assignment by mobile eye-care services, visit types, mobile practitioner experience, and eligibility, configure mobile eye-care staff profiles around the mobile eye-care services they offer and the work they are approved to handle. This helps you assign mobile eye-care bookings based on visit type, service format, service type, location requirements, mobile practitioner capability, and internal requirements, and can be extended with profile data and custom fields to record things like service formats, mobile eye-care team sizes, mobile eye-care visit resource options, access requirements, or other mobile eye-care-specific criteria.
Real-Time Mobile Optometrist and Domiciliary Optician Availability
Avoid double bookings, schedule with greater confidence, and give your mobile eye-care team a clearer view of who is genuinely available for new mobile eye-care visits. With real-time practitioner availability, OctopusPro checks each mobile practitioner’s working hours and live calendar availability, including unavailable periods and breaks, so mobile eye-care visit time slots reflect actual practitioner capacity. When enabled, it only shows patients, carers, and facilities available time slots where at least one matching mobile practitioner is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.
Map-Based Mobile Optometry Service Areas and Coverage Control
Prevent out-of-area mobile eye-care bookings, reduce wasted travel for mobile optometrists and domiciliary opticians, and assign mobile eye-care visits based on real mobile practitioner coverage. With map-based mobile eye-care service areas and coverage rules, OctopusPro lets you define precise territories, multiple service regions, and overlapping coverage where needed. This helps you match mobile eye-care visits to the right mobile optometrists, domiciliary opticians, and mobile eye-care practitioners based on actual coverage, apply a default travel radius when required, and avoid mobile eye-care bookings outside the areas you support.
Turn more mobile eye-care enquiries into confirmed home and facility visits.
Capture mobile eye-care enquiries, respond faster, send clearer quotes, and move patients, carers, and facilities from first contact to confirmed mobile eye-care visit without losing details across inboxes, calendars, and spreadsheets.
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Optimise Your Mobile Optometrist Scheduling and Field Operations
Patient, Carer, and Facility Profiles with Structured Mobile Eye-Care Intake
Collect the right mobile eye-care booking details upfront so your team can prepare mobile eye-care service estimates faster, understand customer requirements, facility details, and mobile eye-care requirements more accurately, and deliver more consistent repeat service. OctopusPro stores structured customer and patient and facility profiles with details such as customer name, visit type, service type, mobile eye-care visit preferences, preferred service format, mobile eye-care visit history, mobile eye-care visit notes, and custom fields, helping your team identify mobile eye-care visits faster and manage mobile eye-care visit records more efficiently. See Customer and Patient and Facility Profiles, Mobile Eye-Care Patient Home and Facility Addresses, and Related Records and Custom Fields.
Mobile Eye-Care Visit History and Operational Record Management
Understand customer needs faster, deliver more consistent service, and build customer trust with a complete record of every mobile eye-care visit. With mobile eye-care visit history and record management, OctopusPro keeps previous mobile eye-care visits, notes, attachments, invoices, and communication records in one place, helping your team track past work, support future mobile eye-care visit recommendations, and provide a more transparent customer service experience.
Saved Patient Homes, Facility Addresses, and Facility and Venue Details for Repeat Visits
Speed up repeat mobile eye-care bookings and reduce address errors with Saved Online Enquiry and Customer-Site Mobile Eye-Care Patient Home and Facility Addresses for multi-facility patients, families, facility managers, schools, workplaces, community organisations, and repeat account clients and required customer-facility selection during online mobile eye-care visit. OctopusPro lets you store multiple customer locations, multi-facility sites, home addresses, online appointment, document, and facility enquiry details, patient home and facility addresses and access notes, and other customer-linked records in the customer and patient or facility profile, then require the customer to choose the correct location, mobile eye-care visit, or facility before submitting a mobile eye-care visit. This is ideal for multi-facility, corporate, and multi-facility and facility management patients, carers, and facilities, commercial mobile eye-care service patients, carers, and facilities, and repeat patients, carers, and facilities who book work across multiple sites.
Digital Patient Intake Forms, Visit Checklists, Facility Profiles, and Proof of Completed Visits
Standardise patient and facility intake calls, visit reviews, and follow-up mobile eye-care pre-visit assessments, reduce missed steps, and maintain a more professional, accountable service process with digital mobile eye-care forms and checklists. OctopusPro helps mobile optometry and domiciliary eye-care providers and community outreach and mobile eye-care teams manage customer mobile eye-care intake forms, mobile eye-care visit notes, mobile eye-care summaries, internal checklists, mobile eye-care reports, follow-up records, mobile eye-care enquiries, mobile practitioner handover notes, and visit completion records in one structured workflow. Capture customised checklists, optional photos, mobile eye-care visit notes, customer approvals, signatures, and proof of completed mobile eye-care visits or mobile eye-care visit completion in a consistent format that can be completed online or offline. This helps your mobile eye-care operations improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent across mobile eye-care quality checks, internal process records, mobile eye-care approvals, and customer sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.
Unified Mobile Optometry and Domiciliary Eye-Care Management
Reduce admin, improve team coordination, and keep mobile eye-care bookings progressing more efficiently with one connected mobile eye-care operations management system. OctopusPro brings together mobile eye-care enquiries, quotes, mobile eye-care bookings, mobile practitioner schedules, invoices, and payments in one place, so your team can manage each mobile eye-care visit more smoothly from intake to completion.
Custom Booking Statuses for Mobile Eye-Care Visit Workflows
Give your team clearer workflow control, better visibility, and stronger automation across every mobile eye-care visit. With custom mobile eye-care statuses for mobile eye-care workflows, OctopusPro lets you create stages such as Awaiting Approval, Awaiting Mobile Practitioner Confirmation, Patient and Facility Intake Complete, Ready for Mobile Eye-Care Visit, On Hold, or Follow-Up Required, so each mobile eye-care visit can be tracked and managed in a way that fits your process.
Mobile Eye-Care Visit Kits, Equipment, Service Packages, and Stock Control
Reduce delays, improve pricing accuracy, and keep profitable mobile eye-care bookings progressing with tighter control over non-clinical visit consumables, printed forms, patient information materials, device accessories, portable equipment cases, chargers, portable visit equipment, PPE, non-clinical consumables, and stock. OctopusPro helps you track stock levels, organise non-clinical visit consumables, printed forms, patient information materials, device accessories, portable equipment cases, chargers, portable visit equipment, PPE, non-clinical consumables, and equipment, and add products directly to quotes, mobile eye-care bookings, and invoices, so mobile eye-care visits are priced more accurately and less likely to be delayed by missing or mismanaged items. See the Products & Inventory guide.
Mobile Eye-Care Visit Packages, Supplies, and Service Add-On Management
Create clear mobile eye-care service packages and recurring maintenance plans for home-visit packages, multi-patient household visits, additional appointment services, facility or screening add-ons, additional visit support, document preparation, follow-up coordination, travel fees, extra practitioner support, visit reviews, follow-up visits, and common mobile eye-care options, then link the right products, pricing rules, and mobile eye-care options to each mobile eye-care visit. OctopusPro helps you organise mobile eye-care service types and operational service items, equipment, and supplies in a structured way so your team can prepare mobile eye-care service estimates faster, present optional services more clearly, and keep mobile eye-care workflows consistent. See Create a New Service and Products & Inventory.
Match every mobile eye-care request to the right practitioner.
Use practitioner availability, mobile optometry service areas, appointment types, team capacity, and booking notes to coordinate home eye-test visits, aged-care facility visits, school and workplace screening sessions, community outreach routes, and time-sensitive appointment requests with confidence.
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Mobile Eye-Care Enquiry-to-Booking and Service Package Workflow
Create professional mobile eye-care visit estimates faster, improve estimate accuracy for mobile eye-care service packages, and convert approved estimates into booked work without duplicate data entry. OctopusPro keeps pricing, notes, attachments, custom fields, approvals, and follow-up activity connected in one workflow from quoting through to scheduling, invoicing, and payment. See Mobile Eye-Care Service Estimate & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.
Follow-Ups & Reminder Automation
Improve mobile eye-care service estimate conversion, reduce missed opportunities, and keep your pipeline active with more consistent follow-up. OctopusPro helps you manage manual follow-up tasks and automate reminder messages, so your team can stay on top of open estimates more efficiently.
Set a follow-up date for each mobile eye-care service estimate, view due and overdue follow-ups in one place, and automate reminders by email, SMS, and WhatsApp where enabled. Expiry dates can help create urgency, while reminders stop automatically when a mobile eye-care service estimate is accepted, declined, cancelled, deleted, or converted into a mobile eye-care visit. Communication logs also give your team clear visibility into what has been sent and what still needs action. See the Mobile Eye-Care Service Estimate Follow-Up Reminder Automation guide.
Modern mobile optometry workflows without the admin overload.
Keep mobile eye-care bookings, recurring mobile eye-care schedules, patient and facility profiles, patient, carer, and facility communication, invoices, payments, and follow-ups moving smoothly as your mobile eye-care business grows.
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Improve Mobile Eye-Care Enquiry Conversion and Appointment Rates
Turn more mobile eye-care enquiries into paying work, respond faster, and convert more leads into confirmed mobile eye-care bookings with a more organised sales workflow. With mobile eye-care enquiry management, lead tracking, and mobile eye-care enquiry-to-mobile eye-care visit conversion, OctopusPro helps your team review new opportunities sooner, send service estimates promptly, and move every lead efficiently from first contact to confirmed mobile eye-care visit.
Website Enquiry Widget and Customer Portal Contact Us Lead Funnel
Capture more quote requests, reduce missed opportunities, and give your team a faster path from enquiry to mobile eye-care service estimate or mobile eye-care visit. With the embedded lead capture form for your website and the Customer Portal Contact Us mobile eye-care enquiry form, OctopusPro lets prospects submit service details, addresses, photos, and timing questions when they are not ready to book yet. Each submission automatically creates a mobile eye-care enquiry your team can qualify, follow up, and convert into a mobile eye-care service estimate or mobile eye-care visit without re-entering details. This is especially valuable for patient and facility intake calls, mobile eye-care enquiries, complex mobile eye-care programmes, facility, workplace, and community program enquiries, and other “service-estimate-first” mobile eye-care visits.
Automated Lead Recovery and Booking Follow-Up
Recover lost revenue, reduce manual chasing, and stop leads from going cold with more consistent follow-up. OctopusPro helps you re-engage incomplete mobile eye-care bookings and missed opportunities using automated mobile eye-care enquiry contact-attempt notifications and abandoned cart follow-up messages, along with lead follow-up reminders. This helps your team stay on top of open opportunities, respond more consistently, and convert more leads into booked work.
New Enquiry Notifications and Complete Mobile Eye-Care Enquiry Review
Help your mobile eye-care team respond sooner, qualify leads faster, and make sure promising mobile eye-care visits do not sit unanswered. With web and mobile eye-care enquiry notifications in OctopusPro’s notifications centre and a full mobile eye-care enquiry details view for lead qualification, follow-up, and conversion, your team can review service details, addresses, photos, communication history, follow-up reminders, lead source data, and conversion options from one screen as soon as a new mobile eye-care enquiry is submitted. This helps you respond faster, stay organised, and convert more mobile eye-care enquiries into service estimates and confirmed mobile eye-care visits.
Enquiry Discussions, Internal Notes, and Patient and Facility Updates
Keep every pre-mobile eye-care visit conversation in context, help your team collaborate more effectively, and follow up with greater confidence. With threaded mobile eye-care enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from mobile eye-care enquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the mobile eye-care enquiry instead of scattered across inboxes, text messages, and personal notes.
Make visit scheduling, service estimates, invoicing, and payments easier to manage.
Give your team a practical way to manage mobile eye-care service packages, time-sensitive appointment requests, recurring eye-test recalls, reminders, approvals, invoicing, and payment collection from one system.
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Website booking channel
Integrate your website and accept mobile optometry and domiciliary visit requests online
Turn your website into a 24/7 enquiry and appointment channel for home eye tests, aged-care visits, facility programs, vision screening sessions, and mobile eye-care requests without adding extra admin
OctopusPro helps mobile optometry and domiciliary eye-care providers manage time-sensitive visit requests, give patients, carers, and facilities clearer appointment options, and ensure practitioners have enough time to prepare, travel, and coordinate each visit.
- Let patients, carers, and facilities request quotes and submit mobile eye-care, on-site visit, and service estimate requests for your mobile eye-care visits and mobile eye-care services online.
- Let patients, carers, and facilities choose exact mobile eye-care booking start times or preferred time windows in the customer portal, depending on how your scheduling workflow is set up.
- Apply minimum advance notice rules for new online mobile eye-care bookings so your team has enough time to prepare, dispatch, and travel before the mobile eye-care visit starts.
- Customise your customer portal website with your brand colours, fonts, and styling without needing design or coding skills.
- Add your business logo, images, and favicon to create a professional branded experience.
- Display your mobile eye-care services and mobile eye-care options clearly in an organised service catalogue.
- Use the portal as a standalone mobile eye-care booking website if you do not already have a site, or embed it into your existing website.
- Add a “Book Now” button to encourage faster mobile eye-care conversions.
- Add customer login and signup access so patients, carers, and facilities can manage their mobile eye-care bookings, approvals, and payments.
- Use your own website domain or portal URL for a more seamless online experience.
- Link your social media pages and listings to improve reach and trust.
- Offer multiple languages to support a broader customer base.
Self-Service Online Booking for Mobile Eye-Care Visits
Make mobile eye-care booking easier for patients, carers, and facilities, reduce admin, and manage scheduling, dispatch, and mobile eye-care visit progress from one connected system. With online service estimates, bookings, and visit management, OctopusPro helps your team manage work from anywhere while patients, carers, and facilities can request quotes and book mobile eye-care services through your website. Customise the mobile eye-care booking experience to match your brand, present your mobile eye-care services clearly, and use it as part of your website or as a standalone mobile eye-care booking site.
Customer Self-Service Booking Rescheduling
Reduce admin, improve convenience, and give patients, carers, and facilities more flexibility with customer self-service mobile eye-care booking rescheduling. OctopusPro lets patients, carers, and facilities reschedule mobile eye-care bookings through the customer portal or directly from mobile eye-care booking confirmation and reminder emails, while your business keeps control with minimum notice rules for mobile eye-care booking changes. This helps your team cut back on calls and back-and-forth messages, reduce scheduling conflicts, and make it easier for patients, carers, and facilities to update their mobile eye-care visit without leaving your system.
Controls for Exact Times, Time Windows, and Advance Notice
Offer clearer mobile eye-care visit choices to patients, carers, and facilities while keeping tighter control over availability and scheduling. With exact mobile eye-care booking start times and customer time-window settings and minimum notice time rules for new online mobile eye-care pre-visit assessments, OctopusPro lets you choose whether patients, carers, and facilities book a precise time or an available time window, while controlling how much notice is required. This helps create a smoother online mobile eye-care booking experience and reduce last-minute scheduling pressure.
Compatible with all website builders, regardless of the platform
Add online booking and lead capture to your existing site without rebuilding your website or changing platforms
Automated Mobile Eye-Care Appointment Reminder Notifications
Bring patients, carers, and facilities back at the right time, improve retention, and generate more repeat revenue with automated mobile eye-care reminders. OctopusPro helps you send recurring and follow-up reminders for mobile eye-care services such as post-visit follow-ups, repeat mobile eye-care schedule renewals, follow-up visits, mobile eye-care visit reminders, and recurring facility eye-care programs, repeat mobile eye-care services, aged-care, care-home, school, workplace, and multi-site eye-care visits, and recurring mobile eye-care work, and planned follow-up visits and recurring mobile eye-care programmes, making repeat mobile eye-care booking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Patients, Carers, and Facilities.
Recurring Eye-Test Recalls and Repeat Mobile Eye-Care Visits
Lock in future work, reduce rebooking admin, and create more predictable recurring revenue with repeat and recurring mobile eye-care scheduling. OctopusPro lets you create repeat and recurring eye-test recalls and repeat visit bookings for mobile eye-care services such as follow-up visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, recurring mobile eye-care pre-visit assessments, patient and facility intake calls, planned reviews, and repeat mobile eye-care services, while also letting you offer recurring online mobile eye-care bookings for patients, carers, and facilities.
Voucher Codes, Promotions, and Mobile Eye-Care Campaigns
Create more demand, win new patients, carers, and facilities, and bring existing patients, carers, and facilities back with targeted offers and seasonal mobile eye-care campaigns. OctopusPro helps you drive more mobile eye-care bookings using discount voucher code management and customer portal promotions and homepage banners, making it easy to launch first-service discounts, time-sensitive offers, and seasonal mobile eye-care campaigns that attract new business and encourage repeat mobile eye-care bookings.
Give mobile practitioners clearer schedules and better visit details.
Help mobile optometrists, domiciliary opticians, and mobile eye-care practitioners arrive prepared with patient, carer, and facility details, patient and facility profiles, visit notes, patient home and facility addresses, forms, and mobile eye-care booking updates available from the admin dashboard or mobile app.
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Home, Facility, Community, and Multi-Site Mobile Eye-Care Visits
Reduce confusion, price travel more accurately, and handle complex home and facility-based mobile eye-care scheduling, multi-facility routes, strata work, schools, workplaces, and community venues, and urgent mobile eye-care call-outs with greater control. OctopusPro supports multi-address mobile eye-care bookings for home, patient home or facility address, mobile service area, multi-facility, and multi-site mobile eye-care visits, making it easier to manage time-sensitive mobile eye-care appointment requests, patient-home and facility-based eye-care visits, facility-based mobile eye-care visits, home and facility visits, online appointment, document, and facility enquiry details, and other multi-site mobile eye-care workflows. You can also use distance-based travel fees to calculate travel between patient homes and facilities, patient home and facility addresses, schools, workplaces, and community venues, supported-living sites, and managed sites where needed, helping you recover practitioner travel time more fairly while keeping pricing clearer for patients, carers, and facilities.
Exact Patient and Facility Locations, Shared Pin Links, and Google Maps URLs
Improve location accuracy, speed up dispatch, reduce location errors, and help mobile optometrists, domiciliary opticians, and mobile eye-care practitioners reach the exact service address faster for on-site, facility-based, and mobile eye-care pre-visit assessments, and hard-to-access mobile eye-care visits. With Google Maps URL and shared pin capture during mobile eye-care visit and mobile eye-care location tools for precise on-site, facility-based, and mobile patient home and facility addresses, your team can paste a customer’s dropped pin or Google Maps share link into the service address prompt, confirm the exact service address on the map, and use precise GPS pin locations for last-minute on-site and mobile eye-care visit requests and hard-to-find patient home and facility addresses.
Assign Mobile Practitioners Faster with Real-Time Fieldworker Tracking
Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time fieldworker tracking. OctopusPro helps your team view active mobile optometrists, domiciliary opticians, and mobile eye-care practitioners on a live map, identify the closest available mobile eye-care practitioner for urgent mobile eye-care bookings, and schedule work more efficiently based on real-time location. See how it works in our real-time fieldworker location tracking software guide.
ETA Updates and Geofenced Mobile Eye-Care Visit Progress
Improve punctuality, reduce “where is my mobile practitioner?” calls, and give dispatchers clearer mobile eye-care visit progress visibility with real-time tracking and automated updates. OctopusPro combines real-time GPS tracking and live mobile eye-care visit status updates with live ETA updates, GPS mobile eye-care booking tracking, and running-late alerts, plus geofenced arrival and automatic fieldworker check-out. This helps your team monitor practitioner travel, arrival, and departure more accurately and keep scheduled mobile eye-care visits running on time.
Live Mobile Practitioner Tracking for Patients and Facilities
Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your admin team with live mobile practitioner tracking for patients, carers, and facilities. OctopusPro lets patients, carers, and facilities follow their assigned mobile practitioner while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.
Address Privacy Until the Mobile Practitioner Is on the Way
Protect customer privacy, control when sensitive address details are revealed, and keep visibility aligned with your dispatch workflow. With address masking until the mobile practitioner taps On the Way and fieldworker permissions that control what mobile eye-care staff can view in the app, OctopusPro helps prevent premature access to sensitive locations and supports stronger privacy controls based on practitioner travel status.
Nearby Patient and Facility Visits with Proximity-Based Practitioner Assignment
Reduce travel time, improve response times, and fit more profitable work into each day with Nearby Mobile Eye-Care Visits and proximity-based scheduling for mobile eye-care practitioners. OctopusPro helps dispatchers and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners view mobile eye-care visits by geographic proximity, identify the closest qualified mobile practitioner, and cluster work more efficiently across online mobile eye-care enquiries, appointment requests, and facility program enquiries, patient-home and facility-based eye-care visits, facility-based mobile eye-care visits, and time-sensitive mobile eye-care appointment requests. This supports smarter route planning and helps your team complete more mobile eye-care visits without sacrificing service quality. In simple terms, Nearby Mobile Eye-Care Visits proximity-based scheduling helps you plan around a mobile eye-care visit by showing nearby mobile eye-care visits, travel distance, and available time slots so you can cluster mobile eye-care visits and optimise routes. In contrast, Real-Time Fieldworker Location Tracking software shows the live location of active mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, helping dispatchers identify who is closest right now for faster practitioner assignment and real-time dispatch decisions.
Create a smoother booking journey for patients, carers, and facilities.
Let patients, carers, and facilities request mobile eye-care bookings online, receive confirmations and reminders, update mobile eye-care visits where allowed, and stay informed before and after each mobile eye-care visit.
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Patient, Carer, Facility, and Relationship Management
OctopusPro’s built-in CRM tools bring together patient, carer, and facility details, patient home and facility addresses, patient and facility profiles, quotes, mobile eye-care bookings, invoices, complaints, and a complete communication history in one organised system. You can also manage customer and patient or facility profile custom fields, labels, internal notes, dependents, facilities, equipment, or service locations linked to the profile, account statements, and billing details from one profile, while giving patients, carers, and facilities a secure self-service space through customer portal profile management to keep their details up to date. This helps your team respond faster, personalise service more easily, and maintain a clearer customer record across the full relationship lifecycle.
Automated Mobile Eye-Care Visit Reminders and Confirmations
Reduce no-shows, protect mobile practitioner time, reduce cancellations, and keep patients, carers, and facilities and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners better informed without extra manual follow-up. With automated email, SMS, and app reminders and confirmations, OctopusPro can send reminders before scheduled mobile eye-care visits and confirmations with the necessary mobile eye-care booking information for upcoming, booked, rescheduled, changed, or cancelled mobile eye-care visits. You can also customise your reminder and confirmation messages to match your workflow and branding, helping keep every mobile eye-care visit on track and everyone informed every step of the way.
Automate Customer and Staff Communication
Save hours of admin, reply faster, keep your admin staff, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners aligned, and present a more professional and consistent image at every stage of the mobile eye-care visit. With email and SMS automations for patient and facility updates, reminders, and internal staff communication, plus canned responses and reusable message templates, you can send status updates, on-the-way notifications, rescheduling alerts, quotes, invoices, payment reminders, follow-ups, internal prompts to staff, and consistent replies to common mobile eye-care enquiries, mobile eye-care questions, updates, approvals, and follow-ups without rewriting the same messages every time.
Two-Way Patient, Facility, and Mobile Practitioner Communication
Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way mobile eye-care visit communication and direct messaging with mobile optometrists, domiciliary opticians, and mobile eye-care practitioners through OctopusPro, your team can contact patients, carers, and facilities, contact mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, send updates, request approvals, answer questions, and keep chat, SMS, calls, and communication history linked to the relevant mobile eye-care record instead of scattered across personal devices.
WhatsApp Integration
Reach patients, carers, and facilities and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners faster, reduce communication delays, and manage WhatsApp messaging from one central system with WhatsApp Business integration through Meta. OctopusPro lets you use approved Meta templates for confirmations, reminders, status updates, follow-ups, first-contact auto-responses, and targeted bulk WhatsApp campaigns to mailing lists. It also helps you track template status, message service address, read rates, failures, and overall account activity, giving your team better visibility and control over day-to-day service communication and outreach.
Digital phone system, missed-call workflows, and call logging
Deliver a more professional calling experience, keep every call linked to the right customer record, and manage phone communication more efficiently from one system. OctopusPro lets your team handle business calls, SMS, voicemails, call routing, and call logs in one connected workflow, with in-app calling, team-based number routing, missed-call workflows, and communication history tied to the right records. This helps your team stay organised and responsive without relying on personal mobiles. See the Digital Phone System guide.
Unified Notifications Hub Across Web and Mobile
Help your team respond faster, stay organised, and keep time-critical communication from being missed with one central notifications hub across web and mobile. OctopusPro brings calls, voicemails, SMS, discussions, leads, and operational updates into a notifications centre for web and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, supported by a live dashboard with mobile eye-care enquiries, SMS, and discussion widgets. This gives reception, admin staff, and dispatchers a clear view of what needs attention next, helping them react faster to new leads, missed calls, internal updates, and time-sensitive service communication.
Share Visit Notes, Documents, Forms, and Attachments with Mobile Practitioners
Give mobile optometrists, domiciliary opticians, and mobile eye-care practitioners the context they need before they start, reduce back-and-forth, and help mobile eye-care visits get completed more accurately with better field collaboration and documentation. With mobile eye-care visit attachments, OctopusPro lets your team attach estimates, photos, site mobile eye-care pre-visit inspection images, instructions, invoices, and other mobile eye-care visit-related files, while also allowing mobile optometrists, domiciliary opticians, and mobile eye-care practitioners to upload before-and-after photos and other field images as the work progresses. This keeps admin staff, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners aligned, improves communication, and creates clearer proof of completed mobile eye-care visits and completion throughout the mobile eye-care visit.
Secure Cloud Storage for Documents, Forms, and Mobile Eye-Care Visit Records
Keep critical mobile eye-care booking information secure, accessible, and easy to find throughout the full service lifecycle. OctopusPro securely stores your business data in the cloud, giving your team reliable long-term access to the records, attachments, and documentation connected to each mobile eye-care visit. Whether your staff are in the admin dashboard, on-site at patient homes and facilities, or working remotely on admin tasks, they can quickly find the information they need to quote, schedule, deliver mobile eye-care visits, invoice, and follow up with confidence. This helps maintain continuity across every stage of the service process without relying on paper files or scattered systems.
Get Paid Faster and Keep Cash Flow Under Control
Shorten the time between completing work and collecting payment while keeping invoicing and payment records easier to manage. OctopusPro helps mobile optometry and domiciliary eye-care providers manage invoicing, payments, deposits, and refunds more efficiently. Generate invoices quickly, collect payments through supported gateways, track balances, automate reminders, and maintain clear financial records for every mobile eye-care visit. This reduces admin work and creates a smoother payment experience for both patients, carers, and facilities and staff.
Saved Cards, Card on File, and Flexible Deposit Terms
Reduce payment friction, make it easier for patients, carers, and facilities to approve work, and support more flexible mobile eye-care visit and payment workflows. With service payment terms for deposits, card-on-file, and pay-later mobile eye-care bookings and saved payment methods in the customer portal, OctopusPro lets you collect deposits, securely store cards for later charging, and help returning patients, carers, and facilities pay faster without re-entering their details. This is especially useful for patient and facility intake calls, mobile eye-care enquiries, approval-based mobile eye-care visits, urgent mobile eye-care call-outs, recurring maintenance, and balance-after-service workflows.
Mobile, card-present, and online payments in one workflow
Get paid faster, reduce admin, and give patients, carers, and facilities more ways to pay with one connected payment workflow. OctopusPro supports online deposits and secure payment methods, mobile payment collection, card-present payments at the customer site or during a mobile eye-care visit, and secure payment links sent with quotes and invoices. It integrates with multiple payment gateways, including Stripe, PayPal, Authorize.Net, Square, Checkout.com, eWAY, WePay, and Tap, so you can collect deposits, balances, and on-site payments more efficiently while keeping quoting, invoicing, and payment collection connected in one system.
Ad-Hoc Mobile Eye-Care Visits and Visit Charge Adjustments
Capture extra labour, operational service items, equipment, supplies, and one-off charges immediately so changing mobile eye-care visit scope does not lead to missed revenue. With custom mobile eye-care services and non-catalogue line items added from the fieldworker app, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners can record unexpected labour, extra labour time, additional operational service items, equipment, supplies, and other additional mobile eye-care visit items directly in quotes, mobile eye-care bookings, and invoices from the field.
Integrate with industry-leading payment gateways
In-App Invoicing and Payment Collection for Mobile Eye-Care Visits
Close out mobile eye-care visits faster, invoice sooner, get paid closer to mobile eye-care visit completion, and make payment collection easier while the mobile practitioner is still on-site or completing the visit. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets mobile optometrists, domiciliary opticians, and mobile eye-care practitioners create invoices and take payment as soon as the mobile eye-care visit is completed, helping reduce delays, improve transparency, shorten the gap between finishing the mobile eye-care visit and collecting payment, and keep cash flow improving.
Invoice Labels, Tracking, and Audit Trail
Stay organised, resolve disputes faster, and give your team clearer visibility over invoice progress with invoice labels and tags plus a detailed invoice history log and audit trail. Categorise invoices by workflow stage, track key actions such as sent, edited, paid, or voided, and quickly review what changed, when it changed, and who made the update. This makes it easier to manage finance workflows, investigate billing questions, and keep invoice records clearer and more accountable as your operation grows.
Digital Signature Capture
Approve work faster, reduce paperwork, and create a more reliable sign-off process with digital signature capture. Collect customer approval and sign-off for quotes, mobile eye-care bookings, and invoices electronically, whether the customer signs through any browser on their own phone or device using a secure link, or signs on-site through the fieldworker app when the mobile practitioner is with them. This helps you confirm approvals faster, capture proof of service more professionally, and maintain a clearer digital record without paper forms.
Automated Payment Reminders
Improve collections, protect cash flow, reduce overdue invoices, and save your team time with automated payment reminders. Automatically send unpaid and overdue invoice follow-ups by email, SMS, and WhatsApp. It also works well with customer billing cycles for consolidated invoicing and custom invoice due dates and billing terms, making it easier to align reminders with agreed payment schedules, recurring billing arrangements, and customer-specific billing dates so you can get paid faster and manage accounts more consistently.
Branded Invoice PDFs and Payment Advice
Look more professional, reduce confusion, and help patients, carers, and facilities pay faster with clear branded invoice documents. With custom invoice PDF templates, branding, and payment advice, you can add your logo, choose logo alignment, customise the layout, and style your invoices with your preferred font family, font size, font color, and border color to better match your brand. You can also add custom header and footer content, include clear payment instructions, terms, mobile eye-care visit notes, or legal disclaimers, and apply different branding for different trading names, helping make invoices easier to understand, more consistent, and more professional to send.
Payment Tracking, Due Dates, and Terms
Improve cash flow control, set clearer payment expectations, and make balances, deposits, refunds, and due dates easier to manage. OctopusPro gives staff and patients, carers, and facilities clear visibility of payments, receipts, deposits, and refunds, including paid amounts, outstanding balances, and payment history, while allowing you to apply invoice due dates and payment terms such as pay on completion, mobile eye-care visit start, Net terms, or fixed billing dates at invoice, customer, service, or company level. This makes it easier to support trade accounts, part-payments, and deposit-based mobile eye-care visits, track overdue invoices more accurately, and align reminders and collections with agreed payment schedules.
Coordinate mobile optometry and domiciliary eye-care teams without the guesswork.
Use mobile optometry service areas, travel details, saved patient and facility locations, map links, and practitioner availability to manage home visits, multi-site facility programs, school and workplace screening sessions, community outreach routes, and time-sensitive appointment requests more efficiently.
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Manage Multi-Facility Eye-Care Programs and Repeat Mobile Visits Efficiently
Handle higher mobile eye-care visit volume more efficiently, deliver more consistent service, and keep multi-site mobile eye-care visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, or mobile eye-care service and contract work organised from one connected system. OctopusPro helps businesses serving commercial mobile eye-care service portfolios, trade accounts, logistics operators, government mobile eye-care visits, and corporate patients, carers, and facilities manage multiple mobile eye-care visits, repeated mobile eye-care visits, and long-term service contracts in one place. With mobile eye-care visit history tracking, automated communication, and centralized scheduling, it becomes easier to coordinate ongoing work, maintain service quality, and manage contract patients, carers, and facilities more effectively as your business grows.
Group and Merge Invoices
Reduce billing admin, improve invoice clarity, and present patients, families, facility managers, schools, workplaces, community organisations, and repeat account clients with a more professional view of charges using grouped and merged invoices. This is especially useful for facility accounts, recurring screening programs, and businesses managing multiple mobile eye-care visits under the same account, helping you keep billing accurate and easier to manage as your operation grows.
Optimise Billing Cycles for Facilities, Corporate Programs, and Repeat Mobile Eye-Care Clients
Reduce billing admin, simplify reconciliation, and manage high-volume commercial mobile eye-care service invoicing more efficiently with flexible billing cycle management. OctopusPro helps you group multiple completed mobile eye-care visits into scheduled invoices for trade accounts, multi-site mobile eye-care visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, or mobile eye-care service patients, carers, and facilities, and other commercial mobile eye-care service patients, carers, and facilities, making recurring billing clearer, more organised, and easier to control.
Manage mobile eye-care programs and service packages more professionally.
Create clear service estimates, package options, operational add-ons, follow-up reminders, and recurring visit workflows so your team can manage enquiry, scheduling, delivery, and billing in one place.
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Configured for Your Mobile Optometry and Domiciliary Visit Workflow
Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, mobile eye-care operations, and hybrid service service address workflows, so you can manage the way you work today and adapt more easily as your business grows.
Multi-Facility Mobile Eye-Care Operations and Service Area Management
Keep growing without losing control by managing multiple service areas, mobile service zones, and hybrid operations in one system. OctopusPro helps you assign mobile eye-care services and mobile optometrists, domiciliary opticians, and mobile eye-care practitioners by location, control which service area handles each mobile eye-care visit, filter schedules by area, and keep reporting, payments, and operations organised as your business expands. See Multi-Location POS, Booking Location Types, and Fieldworker Mobile Eye-Care Service Areas.
Distance-Based Travel Fees and Geo-Pricing Zones
Protect margin on mobile work and charge more accurately for travel, distance, and mobile eye-care service area pricing. With distance-based travel fees for mobile eye-care call-outs and geo-pricing zones for field mobile eye-care service areas, OctopusPro can automatically apply free travel thresholds, per-kilometre or per-mile charges, and different pricing by suburb, postcode, or service zone, so the right travel fee is added without manual calculation.
Team Eye-Care Visits with Lead Practitioners, Optical Assistants, and Support Staff
Complete larger mobile eye-care visits more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple mobile optometrists, domiciliary opticians, and mobile eye-care practitioners are needed on-site. OctopusPro lets you assign multiple mobile optometrists, domiciliary opticians, and mobile eye-care practitioners to one mobile eye-care visit and manage support team accounts for lead mobile optometrists, domiciliary opticians, and mobile eye-care practitioners and assistants for bigger mobile eye-care visits, online enquiry and home and facility-based mobile eye-care visit scheduling work, multi-site mobile eye-care visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, or specialist support services.
Real-Time Mobile Practitioner Activity Log
Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records mobile practitioner actions, status changes, and mobile eye-care visit updates as they happen, making performance easier to monitor and issues easier to investigate.
Mobile Practitioner Time Tracking, Attendance, and Timesheets
Track labour more accurately, improve payroll confidence, and get clearer visibility into mobile practitioner productivity. OctopusPro records visit attendance, check-in and check-out activity, travel, mobile eye-care visit progress, and working hours in real time, helping you reduce reliance on manual timesheets and improve accountability, payroll accuracy, and reporting. See Fieldworker Check-In / Check-Out Tracking and Mobile Optometrists, Domiciliary Opticians, and Mobile Eye-Care Practitioners, Subworkers & Payroll.
Built for independent mobile optometrists, domiciliary opticians, outreach teams, and growing mobile eye-care providers.
Whether you manage one mobile practitioner or a multi-mobile practitioner operation, OctopusPro helps keep scheduling, dispatch, records, communication, billing, and reporting organised as demand increases.
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Mobile Practitioner Payroll and Commission Management
Improve payroll accuracy, reduce admin, and manage mobile practitioner commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, subcontractors, and mixed pay structures, helping reduce manual work and payroll disputes. See Fieldworker Payroll Management & Reconciliation.
Stop mobile eye-care bookings, recalls, follow-ups, and payments slipping through the cracks.
Use reminders, statuses, notifications, patient and facility operational records, estimate follow-ups, and payment workflows to keep every mobile eye-care visit moving from enquiry to completion.
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Reduce Complaints and Deliver a Better Mobile Eye-Care Service Experience
Resolve issues faster, protect your reputation, improve customer satisfaction, and give patients, carers, and facilities more confidence with a clearer, more reliable complaint handling process. OctopusPro helps you manage complaints and service issues, handle payment issues and service questions, keep patients, carers, and facilities updated, track progress, and maintain complete patient, carer, and facility communication records with a full history of actions taken. With issue and complaint management for service businesses, your team gets clearer workflows, better visibility, and stronger accountability so problems are handled properly, resolved faster, and nothing slips through the cracks.
Patient, Carer, and Facility Feedback and Review Management
Build a stronger reputation, improve service quality, gain clearer customer insights, and add more trusted social proof with patient, carer, and facility feedback, ratings, and reviews for service businesses. OctopusPro helps you collect internal feedback, monitor customer sentiment, and improve service service address. You can also use Google Reviews integration and automated review requests to display public Google Reviews, send patients, carers, and facilities to your Google review page, and automate review requests by email and SMS.
Automated review requests and customer reactivation marketing
Save time, re-engage past patients, carers, and facilities, and promote future mobile eye-care services more effectively with automated follow-up and targeted outreach. OctopusPro helps you request feedback after completed mobile eye-care visits using Patient, Carer, and Facility Feedback, Ratings & Mobile Eye-Care Reviews, automate follow-up workflows through Workflow Automations, and use Mailing Lists plus Mailchimp Integration to re-engage patients, carers, and facilities, market seasonal or recurring mobile eye-care services such as patient, carer, and facility intake calls, follow-up mobile eye-care pre-visit assessments, customer check-ins, aged-care, care-home, school, workplace, and multi-site eye-care visits, and recurring mobile eye-care work, and keep your business in front of the right audience with less manual effort.
Mailing Lists and Customer Marketing
Grow repeat business, improve campaign targeting, and keep your marketing organised with built-in mailing list management software for service businesses. Create customer and staff mailing lists using filters like location, mobile eye-care visit history, labels, and mobile eye-care visit status, then use them for promotions, reminders, updates, and reactivation campaigns. You can also integrate OctopusPro mailing lists with Mailchimp for email marketing, automation, and reporting, and learn how to manage campaigns more effectively in the mailing lists marketing guide.
A better operational system for mobile optometry and domiciliary eye-care providers ready to grow.
Review plans, start a trial, or book support to discuss how OctopusPro can fit your mobile optometry services, domiciliary practitioners, facility locations, service packages, Customer Portal, and reporting workflows.
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Accounting Integration with Xero and QuickBooks
Save admin time, reduce double entry, improve accuracy, and make reconciliation easier by connecting OctopusPro with Xero and QuickBooks accounting integration. OctopusPro helps mobile optometry and domiciliary eye-care providers and community outreach and mobile eye-care teams sync patients, carers, and facilities, invoices, payments, and service items between their operational and financial systems, so mobile eye-care operations, mobile eye-care visits, multi-site mobile eye-care visits, aged-care, care-home, school, workplace, and multi-site eye-care visits, and mobile eye-care service billing records stay aligned. This makes it easier to automate invoice creation from quotes, mobile eye-care bookings, and completed mobile eye-care visits, track deposits and part-payments, keep overdue balances visible, issue receipts and payment confirmations, and give your bookkeeper or accountant, more up-to-date records for reporting, reconciliation, and tax time.
Open API, Webhooks & Third-Party Integrations
Reduce manual work, connect your systems more effectively, and keep data flowing smoothly across your business with API access, webhooks, and third-party integrations. OctopusPro can connect with Mailchimp, Google Maps API, Google Reviews, Facebook Page & Messenger, and external CRM, ERP, accounting, and reporting platforms. With the Open API and webhooks, you can sync patients, carers, and facilities, mobile eye-care enquiries, quotes, mobile eye-care bookings, invoices, and payments, build custom portals or apps, create dashboards in Power BI, Looker, and Tableau, and trigger real-time actions such as Slack or Teams alerts when quotes change, payments are approved, or missed calls need follow-up.
Secure, Searchable Reporting for Your Entire Operation
Make better decisions faster, track performance more accurately, and keep a reliable record of your business activity with secure, searchable reporting. With real-time reporting across mobile eye-care bookings, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, patients, carers, and facilities, invoices, payments, sales, and operational activity, you can quickly find the data you need, monitor trends, export reports when required, and maintain clear visibility across your entire operation.
Keep Working Online or Offline
Offer a Branded App Experience for Your Mobile Eye-Care Service
Strengthen your brand, make your business look more professional and established to mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, and give repeat patients, carers, and facilities an easier way to remember, access, and stay connected with your business. With your own branded service industry app, you can publish the OctopusPro app under your company name and business identity, helping your business appear more professional and consistent. For patients, carers, and facilities, this is especially valuable if you offer repeat or recurring mobile eye-care services, as they can access your business more easily and receive push notifications through your branded app, helping build stronger familiarity, trust, and long-term loyalty.
Available Wherever Your Team Works
Keep admin staff, mobile optometrists, domiciliary opticians, and mobile eye-care practitioners productive from the office, the road, or the customer site with one connected system available on iOS, Android, and the web. With fieldworker app access and mobile eye-care operations management, your team can stay connected and manage work from anywhere.
Reliable Cloud-Based Data Security
Protect sensitive business data while maintaining stronger access control, accountability, and operational control across your team. OctopusPro supports role-based user permissions and secure staff access control, helping reduce risk while ensuring the right team members can securely access the records and information they need from anywhere.
Mobile Optometry Scheduling Videos and User Guides
Help your team get up to speed faster and make better use of the platform with the OctopusPro User Guide, webinars, onboarding resources, and mobile eye-care videos and product walkthroughs. Find step-by-step setup guides, tutorials, and real workflow examples to support onboarding, daily operations, and ongoing improvement across your admin team and field teams.
Launch your mobile eye-care workflow with expert support.
Get help planning your setup, organising mobile optometrists, domiciliary opticians, and mobile eye-care practitioners, services, mobile eye-care booking forms, customer portal options, pricing, reminders, and reporting workflows so your mobile eye-care business can move from enquiry to paid mobile eye-care booking with less friction.
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