Start with the user guide
The Pane Planner User Guide explains how to create rounds and customers, import a CSV file, plan a route, record visits, return to drafts, prepare PDFs, use private iCloud sync and delete data safely.
If a customer or round does not look right
- If a customer is not due when expected, open the customer, choose Edit, and check the next due date and repeat interval.
- If a round cannot use route tools, open the customers marked as needing an address check and complete or correct their addresses.
- If a round cannot be archived, move or archive its active customers first. A round with visit history is kept for your records.
- If you have reached a Starter limit, existing records remain readable. Archive an inactive record or review Pane Planner Pro.
If a CSV import cannot be applied
Open the rows shown under Errors. Every duplicate customer ID, missing required name, unassigned round or unresolved action must be corrected or skipped. Apply remains unavailable until the review has no unresolved decisions.
If the file cannot be opened, save it as a standard CSV file and try again. The downloadable template in Settings > Storage and exports shows the supported columns.
If private iCloud sync fails
- Check that the device has an internet connection and is signed in to iCloud.
- Use the same Apple Account on each iPhone, iPad or Mac.
- Turn on private iCloud sync inside Pane Planner on each device.
- Choose Sync now and wait for the status to change.
- If Pane Planner reports a conflict, review it and choose the copy from this device or the copy from iCloud.
Do not delete and reinstall the app as a first step. If records exist only on that device, removing the app can remove the local copy.
If a PDF or CSV file is not available
- Confirm Pane Planner Pro is active.
- For a PDF, make sure the customer has a visit you can use and generate the preview again.
- For an export, wait for preparation to finish before choosing Save or Share.
- Look in the Files folder or app you selected when you saved or shared the file.
If Pane Planner Pro should already be active
Open the Pane Planner Pro screen in Settings and choose Restore Purchases. If the App Store products did not load, choose Try Again. Purchases and subscription management are handled by Apple using your Apple Account.
If you need to delete data
Read the deletion section in the user guide before continuing. Deleting data from one device is different from permanently deleting Pane Planner data from private iCloud and connected devices. Exported or shared files are separate copies.
Contact support
Email support@RGTSoftware.com. Put “Pane Planner” in the subject and include:
- the device model;
- the iPhone, iPad or Mac software version;
- the Pane Planner version;
- the page you were using;
- what you expected and what happened instead.
Do not send your Apple Account password. Avoid sending customer records, proof photos or other personal information unless support asks for a specific item and you are satisfied it is safe and lawful to share.
Privacy and terms
Read the Pane Planner Privacy Policy and Pane Planner Terms of Use for information about records, private iCloud sync, route tools, proof photos, exports, subscriptions and your responsibilities when handling customer information.