Pane Planner vs RoundTally

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

RoundTally is a round book for window cleaners who work a regular route. Open it in the morning and today's houses are already lined up in your order, on the map and in the list. Tick a house off, take the money, and your day's takings climb as you go. No account. No subscription. Your customer list lives on your phone, not on someone else's server. TODAY'S ROUND - Today's houses in your order, with map pins and list always in sync - Tick a house done, then log the payment: cash, bank transfer, or owed - A satisfying coin sound every time money comes in - Rained off? Push the house to next visit. Your schedule stays intact YOUR CUSTOMERS, YOUR SCHEDULE - Set a frequency per customer: every 4, 6 or 8 weeks, or type your own - The next visit counts from the last day you cleaned, so if you ran late, the clock restarts from the day you actually went - Overdue houses stay on the list until they're done. No nagging, just the facts MONEY OWED - Every "I'll pay you next time" goes straight into one book - See who owes what and for how many weeks, and take part payments - End-of-day summary on one screen: houses done, cash, transfers, and what's still owed HANDY EXTRAS - Heads-up texts open your messaging app with the message already written (message text is in UK English for your customers) - Auto-sort the route for houses with a pin on the map, and raise prices for everyone or one area at a time - Weekly and monthly income stats, plus your unpaid rate - Pick the currency for your book in settings (pounds, euros, dollars and more) - The morning notification shows only how many houses are due and today's total. No customer names or addresses on your lock screen - Built for the job: one-handed use, big buttons, readable in full sun IT'S ALL YOURS - No account, no sign-up, no servers of ours. Today's round, payments and the book work without signal - Export your full list to CSV or JSON any time - Import from a spreadsheet or another app in seconds - The only things that use the internet are the map tiles and pinning addresses to the map ROUNDTALLY PRO (one-time purchase, not a subscription) - Text every customer who owes you at once, with their name and amount filled in - Send visit reminders to tomorrow's houses in one go, and rain-off texts on wet days - Reword the texts in your own voice, add a signature, and send bank details - Get an evening alert when a debt passes the number of weeks you set - Mark transfers as paid for several customers at once while you check your banking app - Receipt PDFs per customer and a yearly income PDF for your taxes Everything you use today stays free. Today's round, payments, money owed and export will never be locked. Your customer list is your business. RoundTally just keeps it in your pocket.