Work Planner

Overview

Work Planner is job-management software for window cleaners and other appointment-based service businesses. It is best suited to operators who need to coordinate repeat work, customer administration and field updates in one place. Its paid plans start at £15 per month, while the free tier is capped at 20 jobs and one user.

Key features

Schedule recurring work and update it in the field

The visual planner supports drag-and-drop scheduling, recurring jobs and round-based planning. Route optimization is also available, making the scheduling tools relevant to businesses that revisit customers across a service area. On iPhone, iPad and Android, field staff can view jobs, mark work complete, take photos and add notes that sync to the office. Crew management is included, although the five-user Team limit sets a clear ceiling for larger operations.

Keep customer records, quotes and invoices together

Customer records combine contact details and notes with job and payment history. Users can create estimates, send quotes and turn accepted quotes into scheduled jobs, then produce branded, itemised PDF invoices. This workflow links selling and administration to the schedule rather than treating them as separate tasks.

Payments, communications and data handling

GoCardless supports Direct Debit and Instant Bank Payment. Email and SMS reminders, plus invoice or payment alerts, can help keep customers informed, but access varies by plan: GoCardless is a bolt-on on Essential and included with Pro, while email delivery is a bolt-on on Essential and included with Pro and Team.

Imports from Cleaner Planner and Squeegee can bring across customer and job data, quotes, invoices, ledger balances, notes and visit history. Daily backups and real-time sync are listed; offline mode is planned, so field teams should not assume the app will work without a connection. The mobile app offers passkey sign-in. 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 users.

Pricing

The free plan costs nothing, with no time limit. It allows up to 20 jobs, one user and one business. That makes it useful for evaluating the workflow or running a very small operation, but the job cap rules it out as a lasting option for many established businesses.

Essential costs £15 a month, billed monthly. It removes the job cap with unlimited jobs but remains limited to one user; GoCardless and email delivery are bolt-ons. It suits a solo operator who wants ongoing scheduling and administration without paying for team access, provided they account for those add-ons.

Pro costs £25 a month, billed monthly. It includes everything in Essential plus GoCardless Direct Debit and customer emailing. For solo businesses that need those payment and email functions, the additional £10 per month over Essential buys a more complete operating setup.

Team costs £35 a month, billed monthly. It includes everything in Pro and up to five users, making it the natural fit for a small crew that needs shared access. Businesses with more than five users will need to look elsewhere.

A 14-day trial is available. The plan prices are monthly; the trial length and free tier are the main terms to weigh before committing.

Platforms

Work Planner runs on Android, iOS and the web. Its native mobile apps support field updates on iPhone, iPad and Android devices, with completed work, photos and notes syncing to the office.

Who it's for

Window-cleaning businesses are the clearest match, particularly those managing rounds, repeat visits and field staff. Other appointment-based service businesses may also benefit from the combination of scheduling, customer records, quotes, invoicing and payments. Solo operators can use Essential or Pro for unlimited jobs; small teams can share access on Team. The free plan is best treated as a tightly capped starting point, not a substitute for a full operating plan.

Pros and cons

Pro: Scheduling, customer history, quotes, invoices and payment tools fit into one job-management workflow.

Pro: Mobile staff can close out jobs with photos and notes that sync back to the office.

Pro: Imports from Cleaner Planner or Squeegee cover a broad set of customer and job records, including visit history and ledger balances.

Con: The free plan stops at 20 jobs, one user and one business, so it is unsuitable for most growing operations.

Con: Essential is single-user, and GoCardless and email delivery cost extra on that plan.

Con: Team tops out at five users, and offline mode is still planned rather than available.

Alternatives

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

Fieseros is worth considering if a lifetime allowance of 100 jobs is enough and you want a free plan with quotes, estimates, invoices, payments and before-and-after photos.

NSuite Solo may fit better if you need appointment scheduling alongside inventory tracking and a catalog, with its free plan capped at 25 clients.

WorkBee is an alternative with a free allowance of 10 jobs per month, one engineer and basic invoicing.

Squeegee is another freemium option to compare for window-cleaning work.

Scrubix offers a free core app with unlimited customers and team users included; SMS credits cost £3.55 as a one-time purchase, billed as needed.

Aworka is a paid alternative with a free trial.

RoundRun may suit eligible UK window-cleaning businesses looking for teams features during a free founding-member beta.

CleanerPlanner offers paid plans from £19 a month for a single user with unlimited rounds and jobs.

Verdict

Work Planner is a strong fit for window cleaners and small appointment-based service businesses that want scheduling, customer administration and field reporting connected in one system. Its clearest reason to choose is that complete workflow, supported by mobile job updates and useful migration imports. Choose Pro for solo use when GoCardless and customer emailing matter, or Team for up to five users; look elsewhere if you need a larger team, offline operation or a free plan that can handle more than 20 jobs.