Squeegee® vs Pane Planner

Manage your mobile service business in one system for greater control and efficiency. Squeegee helps window cleaners and mobile service businesses manage their customers, jobs, schedules, routes, quotes, invoicing and payments — all in one powerful business management app. If you’re running a team of mobile service professionals, Squeegee gives you the tools to save time, improve efficiency and stay in control wherever you work. -Manage your customers -Keep customer information, bookings and communication organised in one place. -Customer management and job history -Customer portal for bookings and invoices -Automated reminders and scheduled messages -Email templates for faster communication -Promote your services to existing customers Schedule jobs and plan your day Take control of your schedule and make every working day more efficient. -Job scheduling and calendar management -Day Pilot for planning your daily routes -Route optimisation to reduce unnecessary travel -Quoting and job management -Assign work to your team -Permissions to control access -Real-time updates across your business Invoicing and payments Make it easier to manage your business finances and keep cash flowing. -Create and send professional invoices -Process and track customer payments -Connect with Stripe and GoCardless -Monitor outstanding invoices -Keep accurate financial records -Track key business metrics -Access insightful business reports -File VAT & Income tax returns with our HMRC-compliant software Run your business from anywhere Stay up to date with real-time business data, manage jobs and customers, communicate with clients and keep your team moving efficiently.

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. Plan on a bigger screen when it suits you Pane Planner for Mac gives you more room to plan rounds, review customer and visit records, import customer CSV files and prepare PDFs with a mouse and keyboard. Optional private iCloud sync keeps supported customer, round and visit records connected when you use the same Apple Account and turn on sync on each device. One Pane Planner Pro subscription covers Mac, iPhone and iPad. All three apps are included in the cost—there are no separate subscriptions needed. Pane Planner on iPhone and iPad remains fully featured and does not require a Mac. Find Pane Planner for Mac: https://apps.apple.com/gb/app/pane-planner/id6785277309?platform=mac 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