Work Planner

Visit site Alternatives

Score7.2

Rank#3 of 29

From£15/mo

Free planYes

Free trialYes

Runs onAndroid, iOS, Web

Summary

Work Planner provides job scheduling, customer management, quotes, invoicing, payments, and team tools for window cleaners and other appointment-based service businesses. Its visual planner supports drag-and-drop scheduling, recurring jobs, and round-based work planning. Customer records hold contact details, notes, and job and payment history. Users can send quotes, turn accepted quotes into scheduled 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, while the pricing page lists daily backups and real-time sync. The free plan is limited to 20 jobs, one user, and one business. Paid plans start at £15/mo, and a 14-day trial is listed.

Who it is for

It suits window cleaners and other appointment-based service businesses that need scheduling, customer records, quotes, invoices, and field-team tools. The Team plan includes up to five users.

What is good

Planner supports recurring and round-based jobs.
Customer records include job and payment history.
Field apps sync photos and notes to the office.
Accepted quotes can become scheduled jobs.

What to know first

Free plan allows only 20 jobs.
Free plan is limited to one user and business.
Offline mode is planned, not listed as available.
GoCardless is a bolt-on on Essential.

Verdict

Work Planner brings scheduling, customer administration, invoicing, and field updates together for service businesses. Check the free-plan limits and which paid-plan features your workflow needs.

Work Planner plans and pricing

All plans

Free Free No time limit Up to 20 jobs · 1 user · 1 business work-planner.co.uk · 30 Sept 2026

Essential £15/mo Monthly Unlimited jobs · single user work-planner.co.uk · 30 Sept 2026

Pro £25/mo Monthly Everything in Essential · GoCardless Direct Debit · customer emailing work-planner.co.uk · 30 Sept 2026

Team £35/mo Monthly Everything in Pro · up to 5 users work-planner.co.uk · 30 Sept 2026

Compared on window cleaning software

Free plan: Yeswork-planner.co.uk
Recurring jobs: Yeswork-planner.co.uk
Route optimization: Yeswork-planner.co.uk
Estimate builder: Yeswork-planner.co.uk
Crew management: Yeswork-planner.co.uk
Mobile field app: Yeswork-planner.co.uk
Online payments: Yeswork-planner.co.uk

Facts

Purpose: Work Planner provides job scheduling, customer management, invoicing, payments and team tools, built with window cleaners in mind and also intended for other appointment-based service businesses.work-planner.co.uk · 30 Sept 2026
Scheduling: Its visual planner supports drag-and-drop scheduling, recurring jobs and round-based work planning.work-planner.co.uk · 30 Sept 2026
Customer records: Customer records include contact details, notes, and job and payment history.work-planner.co.uk · 30 Sept 2026
Quotes and invoices: Users can send quotes, turn accepted quotes into scheduled jobs, and create branded, itemised PDF invoices.work-planner.co.uk · 30 Sept 2026
Payments: GoCardless supports Direct Debit and Instant Bank Payment, and the pricing page lists GoCardless as a bolt-on for Essential and included from Pro.work-planner.co.uk · 30 Sept 2026
Communications: The product supports email and SMS reminders and invoice or payment alerts; email delivery is a bolt-on for Essential and included in Pro and Team.work-planner.co.uk · 30 Sept 2026
Integrations and imports: The site lists GoCardless, SMS and email documents, and supports data imports from Cleaner Planner and Squeegee.work-planner.co.uk · 30 Sept 2026
Mobile app: Native apps for iPhone, iPad and Android let field teams view jobs, mark work complete, take photos and add notes that sync to the office.work-planner.co.uk · 30 Sept 2026
Security: The mobile app offers passkey sign-in, and the privacy notice says the company uses technical and organisational security measures while noting it cannot guarantee absolute security.work-planner.co.uk · 30 Sept 2026
Backups and offline use: The pricing page lists daily backups and real-time sync, while offline mode is marked planned.work-planner.co.uk · 30 Sept 2026
Support: Customers can contact support by email or create a support ticket inside the app when signed in.work-planner.co.uk · 30 Sept 2026
Plan limits: The free plan is limited to 20 jobs, one user and one business; the Team plan includes up to five users.work-planner.co.uk · 30 Sept 2026
Data portability: The company says imports from Cleaner Planner or Squeegee can bring across customer and job data, quotes, invoices, ledger balances, notes and visit history in about two minutes.work-planner.co.uk · 30 Sept 2026