Work Planner

Overview

Work Planner is a job and customer-management system built with window cleaners in mind, while also serving other appointment-based businesses. It is best suited to operators who need office scheduling and field updates alongside quotes, invoices and payment administration.

Its strongest case is the combination of recurring and round-based planning with mobile job updates. The free plan is useful for a small trial run, but its 20-job and single-user caps make it a limited fit for an operating business.

Key features

Schedule recurring work and update it from the field

The visual planner supports drag-and-drop scheduling, recurring jobs and round-based planning. Route optimization is also included, a relevant tool for businesses making repeat visits across a service area. 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. Crew management is available, though the Team plan’s five-user limit puts a ceiling on how many staff can work in the system.

Keep customer, quote and invoice records together

Customer records bring contact details, notes, and job and payment history into one place. Users can build estimates, send quotes and convert accepted quotes into scheduled jobs. Branded, itemised PDF invoices provide a clear next step after work is completed. For businesses moving from Cleaner Planner or Squeegee, imports can bring across customers, jobs, quotes, invoices, ledger balances, notes and visit history in about two minutes, reducing the cost of switching.

Collect payments and send updates

GoCardless supports Direct Debit and Instant Bank Payment. Email and SMS reminders, as well as invoice and payment alerts, can help keep customers informed. Access depends on plan: GoCardless is a bolt-on for Essential and included with Pro, while email delivery is a bolt-on on Essential and included with Pro and Team. SMS and email documents are also listed as integrations.

Consider mobile and data safeguards

Mobile sign-in supports passkeys. The company describes technical and organisational security measures but does not guarantee absolute security. Daily backups and real-time sync are listed; offline mode is planned, so teams needing to work without a connection should not rely on it.

Pricing

Work Planner has a free plan, monthly paid plans and a 14-day trial. The free plan has no time limit, but stops at 20 jobs, one user and one business. That makes it a low-risk way for a solo operator to assess the workflow, not a durable choice for a growing schedule.

• Free — £free: Up to 20 jobs, one user and one business. It gives a solo business room to try the core workflow, but the job cap is restrictive once regular work builds up.
• Essential — ££15 a month: Unlimited jobs for a single user. It removes the free plan’s job cap, but remains a one-person setup; GoCardless and email delivery are bolt-ons.
• Pro — ££25 a month: Everything in Essential, plus GoCardless Direct Debit and customer emailing. It suits a solo operator who wants payment collection and customer email built into the plan.
• Team — ££35 a month: Everything in Pro, for up to five users. It is the relevant step for a small crew, but businesses needing more than five users will outgrow its stated seat allowance.

All paid prices are monthly. Support is available by email or through an in-app ticket for signed-in customers.

Platforms

Work Planner is available on Android, iOS and the web. Its native iPhone, iPad and Android apps support field job viewing and updates, while real-time sync connects those updates with the office. Offline mode is planned rather than a current capability.

Who it's for

Window cleaners are the clearest audience, particularly those managing recurring rounds and needing customer, quote, invoice and payment records alongside field work. Other appointment-based service businesses may also benefit from the scheduling and mobile updates. A solo operator can start on Essential or Pro, while a small team can use Team up to its five-user limit. It is a weaker fit for larger crews or businesses that need offline job access.

Pros and cons

• Pro: Recurring jobs, round-based planning and route optimization address the repeated-visit pattern common to window cleaning.
• Pro: Quotes can become scheduled jobs, and customer records retain job and payment history, linking sales and service administration.
• Pro: Field staff can mark jobs complete and send photos and notes back to the office through mobile apps.
• Pro: A no-time-limit free plan lets a solo business try the system before paying.
• Con: The free plan’s 20-job cap and one-user limit make it unsuitable as a lasting option for most active businesses.
• Con: Essential is single-user, and even Team stops at five users, limiting the choices for businesses with larger crews.
• Con: GoCardless and email delivery are add-ons on Essential, so the ££15 a month plan may not cover a business that needs those functions.
• Con: Offline mode is only planned, which leaves field teams dependent on connectivity for the stated mobile workflow.

Alternatives

For a broader comparison of tools in this niche, see Window Cleaning Software.

• Squeegee is another freemium option with a free plan and support for Android, iOS, macOS, web and Windows; consider it if desktop platform coverage matters.
• Scrubix has a free core app with unlimited customers and team users included, making it worth considering if those particular caps matter more than Work Planner’s stated job-planning workflow.
• getSoapy is a paid option with a free trial and a £4.90 monthly Starter plan covering customer management, balances, invoicing, a customer portal and scheduling; SMS is charged per message. Consider it if those Starter capabilities fit and a lower monthly entry price is the priority.
• CleanerPlanner is a paid option with a free trial; its £19.00 per month Basic plan includes a single user and unlimited rounds and jobs. It may suit a solo operator comparing round-based tools, though Work Planner has a lower-priced paid entry plan.
• Tallie is a paid alternative available on web and iOS.
• Aworka is a paid alternative with a free trial and Android, iOS and web apps.
• Fieseros offers a free plan with a 100-lifetime-job allowance, leads and customers, quotes and estimates, a basic calendar, invoices and payments, and before-and-after photos. Consider it if those listed capabilities match your needs and a finite lifetime job allowance is acceptable.
• FieldBin is a paid alternative with a flat $19/mo Basic plan for one user, including CRM, estimates and invoicing, job scheduling and inventory management.

Verdict

Work Planner is a strong fit for window cleaners and other small appointment-based service businesses that want recurring-work planning, customer administration and field updates in one system. Its standout reason to choose it is the link between rounds, scheduled jobs and mobile completion updates; its main reasons to look elsewhere are the five-user ceiling and lack of current offline mode. Start with the free plan to assess the workflow, then choose Essential for solo scheduling, Pro for included GoCardless and customer email, or Team for up to five users.