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Work Planner
Grantham, Lincolnshire, England, United Kingdom
What it is
Work Planner is a job scheduling and customer-management tool built with window cleaners in mind and also intended for other appointment-based service businesses. Its visual planner supports drag-and-drop scheduling, recurring work, and round-based planning. Customer records keep contact details, notes, job history, and payment history together. Users can send quotes, turn accepted quotes into scheduled jobs, and create branded, itemised PDF invoices. GoCardless provides Direct Debit and Instant Bank Payment, with availability varying by plan. Email and SMS reminders and invoice or payment alerts are supported; email delivery is 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. The pricing page lists daily backups and real-time sync, while offline mode is marked as planned. The free plan is limited to 20 jobs, one user, and one business. Essential costs £15 a month, Pro £25 a month, and Team £35 a month; a 14-day trial is listed.
For and against
For
- Visual planner supports recurring and round-based work.
- Accepted quotes can become scheduled jobs.
- Mobile apps sync field notes and photos to the office.
- Free plan includes 20 jobs and one user.
- Imports customer and job data from Cleaner Planner or Squeegee.
Against
- Free plan is limited to 20 jobs.
- Free plan supports one user and one business.
- Offline mode is marked planned.
- GoCardless and email availability varies by plan.
The verdict
Work Planner combines scheduling, customer records, invoicing, payment options, and mobile field updates for service businesses. Compare the plan limits and add-on availability with the size of your team and its workflows.
Who it suits
Work Planner suits window cleaners and other appointment-based service businesses managing scheduled visits, customers, quotes, invoices, and field teams. The free plan is for a single user and business with up to 20 jobs.
Plans and prices
Free
Up to 20 jobs · 1 user · 1 business
Read 30 Sep 2026 · work-planner.co.uk
Essential
Unlimited jobs · single user
Read 30 Sep 2026 · work-planner.co.uk
Pro
Everything in Essential · GoCardless Direct Debit · customer emailing
Read 30 Sep 2026 · work-planner.co.uk
Team
Everything in Pro · up to 5 users
Read 30 Sep 2026 · work-planner.co.uk
On the record
- Backups and offline use
- The pricing page lists daily backups and real-time sync, while offline mode is marked planned.work-planner.co.uk · read 30 Sep 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 · read 30 Sep 2026
- Customer records
- Customer records include contact details, notes, and job and payment history.work-planner.co.uk · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026
- 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 · read 30 Sep 2026
- Quotes and invoices
- Users can send quotes, turn accepted quotes into scheduled jobs, and create branded, itemised PDF invoices.work-planner.co.uk · read 30 Sep 2026
- Scheduling
- Its visual planner supports drag-and-drop scheduling, recurring jobs and round-based work planning.work-planner.co.uk · read 30 Sep 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 · read 30 Sep 2026
- Support
- Customers can contact support by email or create a support ticket inside the app when signed in.work-planner.co.uk · read 30 Sep 2026
