Everyday essentials

Customer Management

Every customer's address, price, how often they're cleaned, notes, job history and payments, together on your phone. No more notebooks, spreadsheets or trying to remember who's got the side gate code.

Customers grouped into rounds in the PanePal app

Customers grouped into rounds, with what each round earns per cycle.

How it works

Customer Management, step by step

1

Add customers in seconds

Name, address, price and how often. If their postcode matches one of your rounds, PanePal suggests that round, so they land in the right place with one tap.

2

Bring your existing list with you

Import your customers from a spreadsheet instead of typing them in one by one, then put them onto rounds by postcode. No spreadsheet? Send us your list โ€” even a photo of your round book โ€” and we'll set it up for you.

3

Their full history, always to hand

Past cleans, invoices and payments sit on each customer's record. Archive someone who cancels and their history is kept, ready if they come back.

4

A portal for your customers

Invite customers to their own PanePal app, where they can see and pay their invoices and read your terms โ€” and, on Premium, rate their cleans and earn referral and loyalty rewards.

What it's worth

Everything about a customer is one tap away โ€” on the doorstep, in the van, or answering a call at home.

Ready to grow your window cleaning business?

Start your 14-day free trial today โ€” no card needed.