Sample data demo
See what JobProfitAI shows you, before you connect anything
This is an invented contractor, Example Builders, with a year of kitchens, bathrooms, roofs and service calls. Every figure below, from the opportunities to the dashboard, the job list and the weekly email, is worked out by the real product from their made-up numbers. The one part written for this page is the weekly email's short summary, which in the product the AI writes around the same figures.
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. What to change, and what it’s worth
The Profit Opportunity Feed leads with four numbers, then lists what to change, biggest first: an estimate to fix before it goes out, a job type priced below target, a customer whose work doesn’t pay. Each says why, what to do, and how sure it is.
Estimate
Estimate 1043 for Alvarez looks $4,260 light, and QuickBooks hasn't emailed it yet
+$4,260
before you send it
If it goes like your last 8 kitchen remodel jobs, it earns 20.9% against your 28% target.
What to do: Open the Estimate Check for the price that reaches your target and which line is thinnest, then update the estimate in QuickBooks.
Strong evidence. Based on 8 finished jobs of this type, 8 with a split estimate.
Pricing
Kitchen remodel jobs are priced below your 28% target
+$40,339
more profit a year
Your 8 finished kitchen remodel jobs from the last 12 months earned 20.9% on $407,200 of work, against your 28% target.
Why: The thin part is labor. On the 8 of these jobs whose estimates split the price, customers paid $162,880 for labor and it cost $156,091, for a margin of 4.2%. Subcontracted work earned 20.0%, materials earned 38.0%.
What to do: Raise the labor line on your kitchen remodel estimates by about 25%. That closes the gap on its own; spread across the whole job it's about 10%.
Strong evidence. Based on 8 finished kitchen remodel jobs, 8 of them below target.
Customer
Work for Brightline Builders runs below your 28% target
+$18,344
more profit a year
3 finished jobs for Brightline Builders earned 15.0% on $101,600, against your 28% target.
What to do: Price Brightline Builders' next job about 19% higher, or talk to them about terms. If they won't move, decide whether the volume is worth it.
Some evidence. Based on 3 finished jobs for Brightline Builders, 3 of them below target.
Open job
Harborview Roof Replacement has spent 14% more than its estimate
$10,200
over estimate so far
$82,800 spent against a $72,600 estimate, and the job is still open.
What to do: Find the extra before the job closes: work outside the contract is a change order; a cost on the wrong job is a fix in QuickBooks.
Strong evidence. Actual costs synced from QuickBooks against the estimate on file.
2. Which part of the price is thin
Example Builders’ estimates split labor, materials and subs, so JobProfitAI can see that on kitchens it’s the labor: it cost nearly everything customers paid for it.
Pricing
Kitchen remodel jobs are priced below your 28% target
+$40,339
more profit a year
Your 8 finished kitchen remodel jobs from the last 12 months earned 20.9% on $407,200 of work, against your 28% target.
Why: The thin part is labor. On the 8 of these jobs whose estimates split the price, customers paid $162,880 for labor and it cost $156,091, for a margin of 4.2%. Subcontracted work earned 20.0%, materials earned 38.0%.
What to do: Raise the labor line on your kitchen remodel estimates by about 25%. That closes the gap on its own; spread across the whole job it's about 10%.
Strong evidence. Based on 8 finished kitchen remodel jobs, 8 of them below target.
| Part of the job | Customers paid | It cost | Margin |
|---|---|---|---|
| labor | $162,880 | $156,091 | 4.2% |
| subcontracted work | $81,440 | $65,152 | 20.0% |
| materials | $162,880 | $100,985 | 38.0% |
What customers paid for each part comes from how your QuickBooks estimates split the price, applied to what you actually invoiced. What it cost comes from the bills, expenses and timesheets tagged to each job.
3. The Estimate Check
A pending kitchen estimate, checked line by line against what their last eight kitchens actually cost, before it goes to the customer.
Kitchen remodel · Not emailed from QuickBooks yet
Estimate 1043 for Alvarez
Quoted $43,000 before tax
$4,260 light
price at target $47,260
If this job goes like your past ones, it costs about $34,027 and earns 20.9%. Reaching your 28% target takes about $47,260, $4,260 more than quoted. The labor line is the thinnest: about $6,893 under what labor usually costs on these jobs at your target.
| Part of the job | You’re charging | Usual share of cost | Price at target |
|---|---|---|---|
| labor | $16,000 | 48% | $22,893 |
| materials | $19,000 | 31% | $14,811 |
| subcontracted work | $8,000 | 20% | $9,556 |
Strong evidence. Based on 8 finished jobs of this type, 8 with a split estimate. Target 28%.
4. Did the change work?
Last October their roofs were finishing at 21%. They raised roofing prices and pressed “I’m making this change.” Five roofs set up since then have finished.
Roofing · since Oct 1, 2025
Raise prices on roofing jobs by about 10%. On the same work, that reaches your 28% target.
5 finished jobs set up since then earned 29.0%, against 21.0% before. That's $8,192 more gross profit than the old margin would have made.
5. Your Profit Dashboard
The top row totals every job for the period you pick, here the last 12 months. Needs Your Attention lists the jobs to look at first, how much is at stake on each, and how strong the evidence is.
Showing last 12 months, all jobs. The top row follows the period; tiles marked “whole job” and Needs Your Attention cover each job from start to finish.
Needs Your Attention
| Job | Issue | Financial Impact | Severity | Evidence |
|---|---|---|---|---|
| Brightline Lot 22 | Margin is 13.0 points below your 28% target | $4,836 | high | Strong evidence |
| Harborview Roof Replacement | Actual costs are 14% over the estimate | $10,200 | medium | Strong evidence |
| Cedar Ln. Deck Rebuild | About 82% complete but billed 71% of the contract | $9,547 | medium | Some evidence |
| Summit Rd Kitchen | Margin is 9.6 points below your 28% target | $4,780 | medium | Strong evidence |
The 4 items with the most money at stake, of 18. In the app the list runs most serious first, and each job page lists everything for that job.
6. Every job, with its margin
Revenue and costs come straight from the invoices, bills and expenses tagged to each QuickBooks project. Finished jobs under your target margin stand out.
| Job | Status | Revenue | Job Costs | Margin | Needs attention |
|---|---|---|---|---|---|
| Harborview Roof Replacement | Active | $100,000 | $82,800 | 17.2% | Actual costs are 14% over the estimate |
| Cedar Ln. Deck Rebuild | Active | $64,000 | $52,300 | 18.3% | About 82% complete but billed 71% of the contract |
| Pine Ridge Addition | Active | $142,000 | $98,700 | 30.5% | Nothing flagged |
| Westgate Kitchen | Completed | $47,100 | $37,303 | 20.8% | Margin is 7.2 points below your 28% target |
| Aspen Ct. Bath | Completed | $21,700 | $14,105 | 35.0% | Nothing flagged |
| Knoll Ave Roof | Completed | $19,700 | $13,987 | 29.0% | Nothing flagged |
| Cove Ln drywall patch | Completed | $3,600 | $3,312 | 8.0% | Margin is 20.0 points below your 28% target |
| Brightline Lot 22 | Completed | $37,200 | $31,620 | 15.0% | Margin is 13.0 points below your 28% target |
8 of the 34 jobs: every open job, then the latest finished job of each type. Finished jobs’ margins are colored against a 28% target margin, which you set in Settings. Open jobs are judged on their estimate instead, since margin partway through a job mostly reflects when you last billed.
7. The Weekly Profit Brief, every week
The money first, then what changed since last week, 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>
Example Builders: $10,200 of new margin risk since your last brief
JobProfitAI found $10,200 of new margin risk on your open jobs since the last brief.
- Kitchen remodel jobs are priced below your 28% target ($40,339 more profit a year)
- Work for Brightline Builders runs below your 28% target ($18,344 more profit a year)
- Harborview Roof Replacement has spent 14% more than its estimate ($10,200 over estimate so far)
What changed since the brief for the week of Aug 24, 2026
- Harborview Roof Replacement: $6,800 in new costs. Margin 24.0% to 17.2%. Now 14% over its estimate.
- Westgate Kitchen: Marked completed. Finished at 20.8% margin.
The summary
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.
Cedar Ln. Deck Rebuild has $9,547 of work done that hasn’t been billed yet, so the next invoice is worth sending.
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 TrialNow see it with your own jobs.
Connect QuickBooks Online in about two minutes. Read-only, and nothing in your books changes.
14 days free. No credit card required.