Pane Planner User Guide | RGT Software Ltd

Start with your first round

Open Pane Planner and create a first round with at least one customer or property. Customer records can include a contact number plus standard address fields for house number or name, street, village, town and postcode. The starter tier supports one active round and up to 30 active customers. Pane Planner Pro unlocks larger active customer and round capacity.

Use Today for due work

Open Today to see the current round state, customers needing attention, the next customer to visit, route access and recent work. Use the primary visit action when you are ready to record the next outcome, notes and amount. Saving a visit rolls the next due date forward from the visit date using that customer's repeat interval.

Pane Planner Today command centre with due work, next customer, route action and new work action — Today starts with due work, route attention and the next best visit action.

Manage rounds and customers

Use Rounds to group customers into practical working routes. Open a round to check address readiness, drag customers into the order you want, suggest a faster order using Apple Maps services where addresses can be located, open customer pins in Apple Maps, or navigate to the next stop. Use Customers to search by name, contact number, address, notes, tags or round, and use filters for due, overdue or missing-address records. Open a customer to record a visit, prepare the latest invoice PDF when Pro is active, review history, edit details or delete the customer.

Pane Planner round detail with route readiness, suggested order and Apple Maps handoff controls — Rounds show route readiness before Apple Maps route suggestions or handoff.

Pane Planner Customers list with due, overdue and no-address filters for saved customer records — Customer filters keep due work, overdue work and missing route addresses easy to find.

Edit customer details

From a customer detail screen, choose Edit to update the name, contact number, address fields, round, next due date, repeat interval, access notes, service notes and default price. Required names must be present before saving.

Pane Planner customer detail screen showing formatted address, customer contact number, record visit, invoice PDF and visit history controls — Customer detail keeps visit recording, invoice readiness, contact details and history together.

Pane Planner Add Customer screen showing village, town and postcode entry fields plus the add customer action — The New customer flow keeps required entry short and reveals address fields only when they help route tools or exports.

Record visits

The visit sheet supports Completed, Skipped, Deferred and Partial statuses. Add optional notes and an amount where useful. Pane Planner autosaves an in-progress visit draft if you cancel and return later.

Add proof photos with Pro

Pane Planner Pro includes proof photos. Choose proof photos from the visit sheet, review selected images, and remove any photo before saving. Photo deletion asks for confirmation before it removes the image from that visit record and future reports.

Export PDFs and CSV files

Pane Planner Pro includes invoice PDF export and CSV export. Open a customer with visit history to prepare the latest invoice PDF, then use Share to save, print, email or send the file through destinations available on your device. Open Settings, then Storage and exports, to share customer or visit CSV files.

Pane Planner PDF preview showing an invoice or job summary for a completed visit — PDF preview confirms the record is ready before sharing it through iOS.

Set business and invoice details

Open Settings to add business details and optional payment-instruction fields for invoice PDFs. Pane Planner only places these details on generated invoices; it does not process payments or initiate bank transfers.

Business details and optional logo controls feed generated invoice and job-summary PDFs.

Pane Planner Settings screen showing Pro status, restore purchases, business details, payment instructions and support links — Settings groups subscription, business profile, invoice, export and support controls by outcome.

Use optional private iCloud sync

Pane Planner stores records locally by default. In Settings, you can turn on private iCloud sync for supported record data through your own Apple iCloud account. Very large record sets may pause sync while remaining saved locally.

Pane Planner storage and export screen showing private iCloud sync and CSV export controls — Storage and export includes private iCloud sync and Pro CSV export controls.

Restore purchases and get support

Use Restore Purchases in Settings if Pane Planner Pro should already be unlocked. Settings also links to this guide, support, the privacy policy and terms.