Pane Planner

Thank you to everyone who took time to email support with feedback on our last release and we have made some big changes that you asked for. Keep your emails coming and together we will make this app better and better! Window-cleaning work can leave customer details in one place, round notes in another and completed jobs waiting in a third. Pane Planner keeps the day-to-day job connected. See what is due, record what happened and keep clear records for the next visit on iPhone and iPad. Know where the day stands The Today page brings due, overdue and upcoming customers into view. Open a customer's file to check the address, contact details, access notes, service notes, tags and visit history before you start. Use filters to focus the list on the work that matters to you now. Keep rounds practical Group customers into rounds, arrange their order and check which addresses need attention. Open a customer, the first stop or available customers are viewable in Apple Maps when you choose to use route tools. Keep the record with the work Record a visit as completed, skipped, deferred or partial, add notes and review the next due date. Visit updates are saved as a draft to help you return to an unfinished visit should you get distracted. Pane Planner Pro allows you to add proof photos that stay attached to the visit record giving your customers more confidence in the job being done. Handle admin from the same app Import your existing customer details from a spreadsheet saved as a CSV. We provide a downloadable template in the app or you can import your existing records, map the columns and review the proposed result. Pane Planner will scan the file and then let you know if there are any issues and suggest a way to fix them before importing. With the optional sync feature you can sync your customers and rounds to any iPhone and iPad with the same Apple Account. This allows you to plan on an iPad and complete it on your iPhone. Prepare records to send With Pro, turn recorded work into a clean invoice, compact job summary or detailed visit record. Add your business details and logo once in settings, choose the visit notes and photos to include, preview the PDF, then save or share it. Invoices can be sent to a customer by email or text message, streamlining your workflow. Export customer or visit records as CSV when you need a portable copy. Start at the right size Begin with one active round and up to 30 active customers. You can still read existing records at the limit. Pro adds more active capacity, proof photos, PDF and CSV exports, saved filters and branded document choices. Start without a Pane Planner login. Records stay on your device by default. Optional private iCloud sync uses your Apple account for supported records, and RGT Software Ltd does not receive them. User guide: https://www.rgtsoftware.com/apps/pane-planner/guide.html Support: https://www.rgtsoftware.com/apps/pane-planner/support.html Privacy Policy: https://www.rgtsoftware.com/apps/pane-planner/privacy.html Terms: https://www.rgtsoftware.com/apps/pane-planner/terms.html