Quote software that tells you if you priced it right.
MarginPal is quote software built for tradies who want more than a PDF. Itemise the work, send it to the customer, watch the actual costs roll in, and see margin live as the job runs. So the next quote isn't a guess.
What makes MarginPal quote software different.
Most quoting tools end at "send the PDF". MarginPal starts there and tracks every receipt and invoice that follows.
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Line-item quotes with cost-type tags
Every line on a quote has a description, quantity, unit price, estimated cost, and a Labour / Materials / Other tag. So a rewire, a bathroom fit, or a kitchen install can be itemised down to the back-box.
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Customer accept or decline by email
On Pro and Business plans, your customer gets a branded PDF quote with two buttons — Accept or Decline. They tap one, you get notified, and the quote converts straight into a Job ready to start work against.
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Quoted vs actual, automatically
When a quote becomes a Job, MarginPal seeds the job with your quoted revenue and estimated cost. As you snap receipts and log invoices, real margin appears live — no spreadsheet, no manual tally.
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AI that comments on your quoting
On the Business tier, AI insights surface patterns across your jobs in plain English. 'Your bathroom jobs run 22% above estimate' is the kind of note that moves your next quote.
Fair, flat pricing. A scan allowance that scales with you.
AI receipt scanning and live quoted-vs-actual tracking on every tier. AI margin insights unlock on Business. Each plan includes a fixed monthly scan allowance — need more? Upgrade any time.
Solo
For sole traders getting organised.
- Up to 3 members
- Manual quote management
- AI receipt scanning
- Quoted vs actual tracking
Pro
Everything a one-van operation needs.
- Up to 10 members
- Branded quote PDFs
- Send quotes by email
- Customer accept/decline
- AI receipt scanning
- Quoted vs actual tracking
- Accounting integrations (Xero, QuickBooks, Sage)
Business
For small crews running multiple jobs.
- Up to 20 members
- Branded quote PDFs
- Send quotes by email
- Customer accept/decline
- AI receipt scanning
- Quoted vs actual tracking
- AI margin insights
- Accounting integrations (Xero, QuickBooks, Sage)
- Priority support
Prices include 20% UK VAT. Cancel anytime.
Straight answers.
Who is MarginPal for?
UK-based tradespeople — electricians, plumbers, builders, tilers, handypeople, and small crews — who quote customers, run jobs, and want to know if they actually made money on each one.
What's the difference between quoted and actual?
When you quote a job, you estimate what it'll earn (Quoted Revenue) and what it'll cost you (Estimated Cost). When the job runs, invoices build up your Actual Revenue and receipts build up your Actual Cost. MarginPal shows both side by side, live, so you spot drift before it hits your margin.
How does the AI receipt and invoice scanning work?
Snap a photo of any receipt or invoice. Our OCR reads every line item and figures out VAT. Receipts roll into the job's Actual Cost; invoices roll into Actual Revenue. If the AI isn't sure about a field, it flags a confidence score so you can tap to confirm — no typing.
What are AI insights?
Each job gets natural-language notes — grouped by margin, cost, revenue, and scheduling. The AI re-runs within minutes of every receipt or invoice you upload, so the advice reflects what just happened. Things like "materials are at 87% of budget with three days to go" or "you'll beat quoted margin by £340." Useful, not dashboardy.
Does it integrate with Xero, QuickBooks or Sage?
Yes. Connect Xero or QuickBooks Online and your invoices and expenses flow straight into the books — receipts attached, contacts matched, payment status synced back. Sage is next up. Accounting integrations are included on the Pro and Business plans.
Is my data safe?
Your data is encrypted in transit and at rest, stored in the UK, and never sold or shared. We only use it to run the app and to make your own insights smarter — we don't train cross-customer models on your numbers.
Will it work on site with no signal?
Yes. The mobile app works offline — snap receipts and log jobs anywhere, and it syncs when you're back online.
Do I need an accountant too?
MarginPal doesn't replace your accountant — it makes their job (and your bill) smaller. Every receipt and invoice is categorised and attached to its job, so when year-end comes round the financial picture is organised rather than a shoebox of receipts and a folder of invoices.
Is there a free trial?
Yes — every new account starts with a 14-day free trial of the full Business feature set, including AI margin insights, and no card is required to start. When it ends you pick the plan that suits you, and you're only charged once you subscribe.
What happens if I reach my receipt scan limit?
Each plan includes a fixed monthly scan allowance — 75 on Solo, 250 on Pro, 600 on Business. When you reach your limit, scanning simply pauses until your allowance resets next billing period. There are no extra per-scan charges — if you regularly need more, just upgrade your plan any time.
Can I cancel anytime?
Yes, no contract, no questions. Cancel with a tap and you keep access through to the end of your current billing month.
Ready to see what your jobs really earn?
Quote, track, and compare — all in one app. 14-day free trial on Business, set up in the time it takes to boil the kettle.