From
Customers, recurring jobs, rounds, and visit history imported into place.
Plan your rounds, send professional invoices, and collect payments automatically by Direct Debit — at your desk or out in the van. Built window-cleaning-first, and ready for any service-based business.
What is Work Planner?
Built window-cleaning-first — and ready for any service-based business, from bin cleaners and gardeners to joiners, plumbers and electricians — anyone who books work by appointment.
Most window cleaners juggle a paper diary, a spreadsheet, an invoicing tool and a payments app. Work Planner replaces the lot. Plan your work on a drag-and-drop calendar, keep every customer and their history in one place, send quotes and professional invoices, collect payments automatically, message customers and run your team — all from one login, at your desk or out in the van.
Rounds are optional. At its core it’s job scheduling software, so you can book one-off or recurring appointments however you work — and if you do run rounds, rename “Round” to Zone, Area, Patch or Route to match your business.
Start your 14-day free trial — no rebuild, no data left behind. Already on Cleaner Planner or Squeegee? Bring it all across in about two minutes and pick up right where you left off. Not ready to commit? There’s a free forever plan waiting.
How it works
Three steps from sign-up to your first invoice.
Bring your data across from Cleaner Planner or Squeegee in about two minutes, or add your customers and rounds by hand.
Drag jobs onto the visual planner, set them to recur automatically, and push worksheets to your team on the mobile app.
Turn completed visits into professional invoices, send reminders by email or SMS, and collect Direct Debits automatically with GoCardless.
Features
One subscription covers your whole workflow — the tools that used to mean a stack of separate apps, now behind one login.
Drag and drop jobs across the week or month, organised by round, and see exactly what’s due at a glance.
Set a weekly, monthly or custom repeat cycle once, and Work Planner rolls every visit forward and calculates the next due date automatically.
Group jobs into rounds, build daily run sheets, assign them to the team and track completion in real time.
Every contact, address, note and full job and payment history behind each door, in one tidy record.
Send a professional quote and convert an accepted one into a scheduled job in a single click.
Raise branded, itemised PDF invoices and see exactly what’s been billed and paid.
Collect from customers automatically with GoCardless Direct Debit and Instant Bank Payment — less chasing, faster cash.
Log expenses by category and schedule recurring transactions to keep your numbers straight.
Spot overdue accounts at a glance, chase what’s owed, and record write-offs to keep your ledger clean.
Overview, VAT returns, receivables, ledger and customer statements — the numbers you need at tax time.
Send reminders and invoice or payment alerts, read replies back in, and brand it all with custom document and email templates.
Invite staff, set roles and permissions, assign worksheets, and track each member’s completed work.
Capture before-and-after photos against each job as proof of quality and a visual record.
Running more than one service-based business? Manage them all from a single account and switch between them in a click, depending on your plan.
Switch in minutes
Cleaner Planner and Squeegee are the two major platforms window cleaners already use — so we built proper imports from both. Export from your current platform, upload the file, and Work Planner brings the lot across in around two minutes, so you land with your real round live instead of a blank screen and a weekend of data entry.
From
Customers, recurring jobs, rounds, and visit history imported into place.
From
Jobs, accounts, quotes, and balances brought across ready for your next round.
To
Land in Work Planner ready to schedule, invoice, and pick up where you left off.

On the road
Your team doesn’t need the office to get the work done. With the Work Planner mobile app they see today’s jobs, complete them, snap before-and-after photos and add notes right from the doorstep — and it all syncs back to the office. Signing in is fast and secure with a passkey, so there’s no password to forget.
Pricing
Start free. Upgrade when the round grows. Cancel anytime.
£0/mo
Up to 20 jobs, 1 user, 1 business — no time limit.
£15/mo
Unlimited jobs for a single user.
£25/mo
Everything in Essential, plus GoCardless Direct Debit and customer emailing.
£35/mo
Everything in Pro, plus up to 5 users.
Every paid plan starts with a 14-day free trial, and you can change or cancel whenever you need. Prices in GBP, per month.