Work Planner

Work Planner suits window cleaners and other appointment-based service businesses that need office scheduling tied to field updates and customer billing. Its strongest appeal is the joined-up workflow; the free plan’s 20-job and one-user limits make it a short runway for a growing operation.

Overview

The app brings job planning, customer records, quotes, invoices, payments and team tools into one service-business workflow. Window cleaning is its clearest fit, but its stated purpose also covers other appointment-based work. It runs on Android, iOS and the web, and its company is based in Grantham, Lincolnshire, England.

Key features

Scheduling and field work

The visual planner supports drag-and-drop scheduling, recurring jobs and planning work in rounds. Route optimization is also offered, a useful combination for businesses making repeated visits across an area. Mobile apps for iPhone, iPad and Android let field teams check jobs, mark work complete, take photos and add notes that sync to the office. Crew management supports coordinating that work, though the Team plan’s five-user cap limits how far the product can stretch across a larger workforce.

Customer records and billing

Customer records keep contact details and notes alongside job and payment history, helping office staff maintain context between visits. Users can prepare estimates and send quotes, then turn accepted quotes into scheduled jobs. Branded, itemised PDF invoices carry the workflow through to billing rather than leaving invoicing as a separate task.

Payments and communication

GoCardless supports Direct Debit and Instant Bank Payment. Email and SMS reminders, invoice alerts and payment alerts provide ways to keep customers informed. Access is plan-dependent: GoCardless and customer emailing are included from Pro, while GoCardless and email delivery are bolt-ons on Essential. SMS is listed among the integrations and documents, but its plan placement is not described.

Data and safeguards

Businesses moving from Cleaner Planner or Squeegee can import customer and job data, quotes, invoices, ledger balances, notes and visit history; the company says the transfer takes about two minutes. Daily backups and real-time sync support continuity between office and field, but offline mode is planned rather than currently offered. Mobile passkey sign-in is available. The company describes technical and organisational security measures but does not guarantee absolute security. Support is available by email or through an in-app ticket for signed-in customers.

Pricing

Work Planner has a free plan, paid plans from £15/mo, and a 14-day trial. The free plan has no time limit, but its cap of 20 jobs, one user and one business makes it better for trying a small operation’s workflow than running a busy service business.

• Free — free: Up to 20 jobs, one user and one business. It costs nothing, but the job and seat limits quickly rule it out for a growing schedule.
• Essential — £15 a month: Unlimited jobs for a single user. This removes the free plan’s job cap, but remains a one-person plan; GoCardless and email delivery are bolt-ons.
• Pro — £25 a month: Everything in Essential, plus GoCardless Direct Debit and customer emailing. It is the more complete choice for a solo operator who wants those payment and communication capabilities included.
• Team — £35 a month: Everything in Pro, with up to five users. It suits a small crew that needs shared access, but teams larger than five will hit the plan ceiling.

The paid plans are billed monthly. The free plan has no time limit, and the trial lasts 14 days.

Platforms

Work Planner runs on Android, iOS and the web. Native mobile apps are available for iPhone, iPad and Android devices, with field updates syncing to the office.

Who it's for

Work Planner is a strong fit for window-cleaning businesses and other appointment-based services that need recurring scheduling, customer history, quotes, invoicing and field-team updates in one system. Solo operators can move from the free plan to Essential for unlimited jobs, while Pro adds included GoCardless and customer emailing. Businesses needing more than five users should look beyond Team; anyone who depends on working offline should also consider that offline mode is planned, not available.

Pros and cons

• Pro: Scheduling, customer and payment history, quotes, invoices and field updates work together, reducing the need to keep these job stages in separate tools.
• Pro: Imports from Cleaner Planner or Squeegee can bring over a broad range of customer, job and financial records, easing a move from either product.
• Con: The free plan stops at 20 jobs and one user, so it is a limited option for an established service schedule.
• Con: Essential is single-user and charges separately for GoCardless and email delivery, so the £15 a month entry plan does not include the fuller payment and messaging workflow.
• Con: Team tops out at five users, and offline mode is still planned, limiting its fit for larger crews or work areas with unreliable connectivity.

Alternatives

Window Cleaning Software is a category page for comparing tools aimed at window cleaners.

• Fieseros is worth considering if a lifetime cap of 100 jobs on its free plan is sufficient and you want its listed leads, customers, quotes, estimates, basic calendar, invoices, payments and before-and-after photos.
• NSuite Solo may suit a solo service provider who needs a free plan covering up to 25 clients, appointment scheduling, catalog and inventory tracking, invoicing and online payment collection.
• Scrubix is another option, with a free app plan that includes unlimited customers and team users; SMS credits are priced separately.
• WorkBee may fit a smaller operation with up to 10 jobs a month and one engineer on its free plan, which also includes basic invoicing and email support.
• RoundRun offers a free beta for the first 50 eligible UK window-cleaning businesses, with teams features during beta.
• Squeegee is another freemium option for readers comparing window-cleaning software.
• Blueworks CRM is a paid alternative built for its maker’s own window-cleaning crews.
• SquadwareOne is another paid option.

Verdict

Choose Work Planner if you run a window-cleaning or similar appointment-based business and want scheduling, customer records, billing and field updates connected in one workflow. Its clearest advantage is carrying jobs from quote and schedule through field completion and payment. Look elsewhere if you need offline work, more than five users, or a free plan that can support a larger active schedule.