Sample data demo
See what JobProfitAI shows you, before you connect anything
This is an example contractor with seven jobs. It is the same dashboard, job list and weekly email you get once your QuickBooks Online company is connected, just with made-up numbers.
This is sample data from an example company. Start your free trial to see your own jobs from QuickBooks Online. No credit card required.
Start Your 14-Day Free Trial1. Your Profit Dashboard
The top row totals every job. Needs Your Attention lists the jobs to look at first, how much is at stake on each, and how strong the evidence is.
Needs Your Attention
| Job | Issue | Financial Impact | Severity | Evidence |
|---|---|---|---|---|
| Harborview Roof Replacement | Actual costs are 14% over the estimate | $10,200 | high | Strong evidence |
| Cedar Ln. Deck Rebuild | Margin has declined over the last several weekly briefs | $14,900 | high | Some evidence |
| Riverside HVAC Retrofit | Labor cost is unusually high vs. similar completed jobs | $9,260 | medium | Some evidence |
| Oakfield Warehouse Fit-Out | Margin is 6.2 points below your 28% target | $12,860 | medium | Strong evidence |
2. Every job, with its margin
Revenue and costs come straight from the invoices, bills and expenses tagged to each QuickBooks project. Jobs under your target margin stand out.
| Job | Status | Revenue | Job Costs | Margin | Note |
|---|---|---|---|---|---|
| Harborview Roof Replacement | Active | $100,000 | $82,800 | 17.2% | 14% over estimate |
| Cedar Ln. Deck Rebuild | Active | $64,000 | $52,300 | 18.3% | Margin falling |
| Oakfield Warehouse Fit-Out | Active | $206,000 | $161,100 | 21.8% | Below target |
| Riverside HVAC Retrofit | Active | $88,500 | $67,700 | 23.5% | Labor running high |
| Pine Ridge Addition | Active | $142,000 | $98,700 | 30.5% | On target |
| Maple St. Kitchen Remodel | Completed | $54,000 | $37,040 | 31.4% | On target |
| Elm Ct. Siding | Completed | $31,500 | $21,900 | 30.5% | On target |
Margin is colored against a 28% target margin, which you set in Settings.
3. The Weekly Profit Brief, every week
What changed since last week, and the one job to look at, in your inbox on the day and time you choose. You don’t have to log in to get the value.
JobProfitAI <noreply@jobprofitai.com>
Weekly Profit Brief, week of Mar 10
What changed since the brief for the week of Mar 3
- Harborview Roof Replacement: $6,800 in new costs. Margin 24.0% to 17.2%. Now 14% over its estimate.
- Maple St. Kitchen Remodel: Marked completed. Finished at 31.4% margin.
- Oak Ave Bath: New job, $18,200 billed and $4,650 in costs so far.
Harborview Roof Replacement is the one to look at. It is now $10,200 over its $72,600 estimate with the job still open. It is still profitable, at 17.2% margin, so this is an overrun to watch, not a loss.
Two jobs still have no cost estimate on file, so they’re left out of the over-budget numbers rather than guessed at.
4. Patterns across your finished jobs
Once you have completed jobs, Profit Intelligence compares them and points out what keeps costing you, with the jobs behind every finding.
Roofing jobs are coming in over estimate by an average of 14%
Strong evidence- Evidence
- Across 6 completed roofing jobs, actual cost exceeded the estimate on 5 of them, by an average of 14%. Material cost accounts for most of the gap.
- Financial impact
- $47,300 of margin across those jobs
- Recommended action
- Review how material quantities are estimated on roofing work before quoting the next one, and check current supplier pricing against the figures your estimates assume.
Every insight traces back to the specific jobs behind it. Dollar amounts and confidence levels are calculated from your QuickBooks data, not written by the AI.
This is sample data from an example company. Start your free trial to see your own jobs from QuickBooks Online. No credit card required.
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