Work Planner provides job scheduling, customer management, invoicing, payments, and team tools, designed with window cleaners in mind and also intended for other appointment-based service businesses. Its visual planner supports drag-and-drop scheduling, recurring jobs, and round-based work planning. Customer records keep contact details, notes, and job and payment history together. Users can send quotes, schedule accepted quotes as jobs, and create branded, itemised PDF invoices. GoCardless supports Direct Debit and Instant Bank Payment; it is a bolt-on for Essential and included from Pro. Email and SMS reminders and invoice or payment alerts are available, with email delivery a bolt-on for Essential and included in Pro and Team. Native Android and iOS apps let field teams view jobs, mark work complete, take photos, and add notes that sync to the office. Offline mode is marked planned. The free plan is limited to 20 jobs, one user, and one business. Paid plans start at £15 per month, and a 14-day trial is listed.
Who it is for
Work Planner suits window cleaners and other appointment-based service businesses that need scheduling, customer records, quotes, and invoicing. Its mobile apps also support field teams updating jobs and notes from the job site.
What is good
- Drag-and-drop and recurring-job scheduling
- Accepted quotes can become scheduled jobs
- Field apps sync notes and job updates
- Imports data from Cleaner Planner and Squeegee
- Free plan has no time limit
What to know first
- Free plan allows up to 20 jobs
- Free plan is limited to one user and business
- Offline mode is marked planned
- Paid plans start at £15 per month
Verdict
Work Planner brings scheduling, customer and payment records, invoicing, and field-team apps together for service businesses. The free plan is tightly capped; paid plans add more capacity and features.
Work Planner plans and pricing
All plansCompared on window cleaning software
- Free plan
- Yes
- Recurring jobs
- Yes
- Route optimization
- Yes
- Estimate builder
- Yes
- Crew management
- Yes
- Mobile field app
- Yes
- Online payments
- Yes
