From
Customers, recurring jobs, rounds, and visit history imported into place.
Founder offer
25% OFF MONTHLY
Plan your work, achieve your goals
Organize your tasks, track your progress, and stay on top of your work.
Download the mobile app
Switch in minutes
Move from Cleaner Planner or Squeegee without rebuilding your business
Import your customers, jobs, rounds, balances, and visit history into Work Planner in around two minutes so you can get started with real data from day one.
- Cleaner Planner and Squeegee imports supported
- Customers, jobs, rounds, balances, and visit history come across fast
- Start planning with live data instead of rebuilding from a blank slate
From
Jobs, accounts, and route details brought across ready for your next week of work.
To
Work Planner
Land in Work Planner ready to schedule, invoice, and pick up where you left off.
Features
Plan and organize your work on every device
Smart planning, effortless organisation, and powerful business tools—all in one place. Work Planner helps you stay productive, manage every job with ease, and keep your business running smoothly wherever you are.
Smart job scheduling
Automate recurring jobs with flexible scheduling options. Set daily, weekly, or monthly patterns, and let the system calculate due dates automatically. Never miss a service appointment again.
Visual planner & calendar
See your entire schedule at a glance with our intuitive calendar view. Drag and drop jobs, organize by rounds, and plan weeks or months ahead with complete visibility.
Complete customer management
Manage all customer details in one place. Track contact information, addresses, payment history, and job history. Add notes and reminders to keep important information at your fingertips.
Financial control & invoicing
Generate professional invoices, track payments, manage expenses, and monitor cash flow. Get real-time insights into your business finances with comprehensive accounting tools.
Automated payments & direct debits
Streamline your payment collection with GoCardless integration. Set up direct debits, automate recurring payments, and reduce late payments. Get paid faster with less admin.
Professional documents & communication
Create custom document templates, print work slips, and send professional emails and SMS messages to customers. Keep everyone informed with automated communications.
Business intelligence dashboard
Make data-driven decisions with powerful analytics. Track revenue trends, monitor job completion rates, identify overdue work, and understand your business performance at a glance.
Worksheet & work order management
Create worksheets, assign jobs to team members, and track completion in real-time. Print work orders, manage routes, and ensure nothing gets missed with comprehensive job tracking.
Team collaboration & assignment
Assign worksheets to team members, track activity, and collaborate seamlessly. Manage multiple users, control access, and keep your entire team synchronized and productive.
Debt tracking & management
Stay on top of outstanding payments with intelligent debt tracking. Identify overdue accounts, track payment history, and manage write-offs. Get paid faster with proactive debt management.
Quotes & job conversion
Create professional quotes, send them to customers, and convert them to jobs with a single click. Track quote status, manage pricing, and streamline your sales process from quote to completion.
Job images & visual records
Attach photos to jobs for visual documentation, before and after comparisons, and quality control. Keep a complete visual record of every job completed for your records and customer proof.
Roadmap
What's coming down the road
We're building the next stretch in public, so here's a quick look at the stops we're actively working toward.
Have a feature request?
Tell us what would make Work Planner more useful for your day-to-day workflow and we'll route it into planning.
Request a feature
Prefer a general support route? Visit support
In progress
Launch
We're wrapping the last launch polish so everything is ready for a confident public release.
Next
Stripe & PayPal Payments
Next up is giving businesses more ways to get paid with Stripe and PayPal built into the platform.
Future
Route Optimisation
After payments, route optimisation will help shape smarter runs and tighter working days out in the field.
Frequently asked questions
Everything you need to know about the product and billing.
How long is the free trial?
New accounts start with a 14-day trial, and early launch accounts keep access through 1 June 2026 if that is later.
What is the founder discount?
Accounts created before 1 June 2026 get 25% off monthly Essential, Pro, or Team subscriptions. The discount stays while the subscription stays active, but it is lost if you cancel.
Do you offer lifetime plans?
Yes. Essential, Pro, and Team lifetime plans are available as one-time purchases at 24 months of the standard monthly price. Initial lifetime purchases are available until 14 June 2026.
Can I upgrade a lifetime plan later?
Yes. Lifetime customers can upgrade to a higher lifetime tier later by paying only the difference between the two lifetime prices.