Help
Keep it simple.
Prepared messages use the language you choose. Daily summaries and trial notices use your saved service email language, or English by default. Account confirmation and password-reset emails are currently in English. PDF, Excel and Text labels use your selected download language; JSON keeps its original field names and record data. Your entered text stays in its original language.
Do I need to choose a plan to try SaveMargin?
No. Create your account, confirm your email and name your business. Your 14-day trial has room for you and up to four crew members. No card is required and nothing is charged automatically. Choose a paid plan in Billing only if you decide to continue.
I’m on the crew. What do I enter?
The job name and what extra was requested. Original scope is optional for crew; the owner confirms it before requesting approval. Add up to 10 optional photos. Submit it and the owner will find it in their review list.
How does a customer get the link?
After reviewing the extra and price, the owner creates a link. Choose Email link for a prepared email, Text / share to open your device’s sharing options (choose Messages if available), or Copy link. Enter the recipient, check the message and send from your own app. Nothing sends automatically. The customer needs no account. If sharing is unavailable, copy the prepared message instead.
How do I invite someone to my crew?
If you’re the owner on a Crew or Unlimited Crew plan, open Your crew and choose Create a crew invitation. Use the same Email link, Text / share or Copy link options. Send it privately to one person, who signs in to join. Each invitation can be used once and expires after seven days.
What if the customer already agreed verbally or by text?
After reviewing the exact work and total price, the owner can record the approval date, channel and what was agreed. It is labelled Approval recorded by owner, separate from a customer response through SaveMargin. The note stays tied to that version.
What if the work or price changes?
The owner updates the details. The previous version stays in the history, its link stops working, and the new version needs fresh approval.
Do I need to replace my invoice software?
No. Download the record, add the extra to your usual invoice and record its invoice reference here. SaveMargin does not send that invoice or confirm payment.
Can I use this without a connection?
Unsent details and prepared photos can be kept on this device for the same signed-in account and business. Nothing sends automatically. A draft expires after seven days; expired copies are removed when you next open your workspace. Submission, discard or sign-out removes the device copy. A device-only draft is not visible to the owner. Device saving must work before you can submit, so the app can safely retry an interrupted send. Browser storage can fail or be cleared, so this is not a backup or a promise that every page works offline.
Which photos work?
JPG, PNG and WebP. Large supported photos are reduced before uploading. If an iPhone HEIC image cannot be opened, take a new photo through the photo control or choose a JPG copy. The saved image has its location metadata removed.
Will the trial charge me automatically?
No. Your 14-day trial starts without a card. You choose monthly billing separately if you want to continue. The sample workspace needs no account and does not start a trial.
Will you remind me before my trial ends?
Yes. Your workspace shows the time remaining. If you have not arranged a subscription, we email you around three days before, one day before, and when the trial ends, with a link to continue. You can arrange your subscription at any time and keep the rest of your free trial. If you do nothing, you are not charged; your saved records stay available to view and download.
What happens when my trial or paid access ends?
Your existing records remain available to view and download. New work and daily email summaries pause until you subscribe. Already-shared customer links can still receive a response while they remain valid.
How do I cancel a paid subscription?
Open Billing and choose Manage billing to cancel the next renewal. Paid access continues to the end of the paid period. Cancellation does not delete your records. If you need help, email us below without sending card details.
Need help?
Email contact@tanglewildlabs.com. Please describe the issue without attaching customer records or private photographs.