Best fit
- - Owner-operated contractor business with 2-25 employees
- - Still running ops across QuickBooks, spreadsheets, texts, and calls
- - Needs a lightweight daily operating system, not a complex CRM or ERP
For owner-operated contractors (2-25 employees)
Never forget the next thing your business needs.
ProfitLens is a field companion that helps you stay organized, follow up on leads, create estimates, and keep jobs healthy without adding office staff.
Lead follow-upsDraws and paymentsEstimate and margin leaks
Follow-up rhythm
Daily
See the next lead and task before it slips
Core workstreams
3
Leads, tasks, and job health in one assistant
Setup time
< 10 min
Start from files you already export
Follow-up rhythm
Daily
See the next lead and task before it slips
Core workstreams
3
Leads, tasks, and job health in one assistant
Setup time
< 10 min
Start from files you already export
Monday Morning
Today needs your attention
ProfitLens works like an operations assistant and gives owners a clear starting point before the day gets noisy.
1. Follow up on 3 open leads before lunch.
2. Collect the Johnson draw payment.
3. Order materials for the Smith remodel.
4. Review the roofing estimate before sending.
5. Post completed project photos while the job is still fresh.
Not for
- - Teams looking to replace accounting with a full ERP
- - Ops/admin-heavy businesses that already have strong office coverage
- - Generic social-only posting tools with no operations layer
How ProfitLens Helps
One second brain for your contracting business
Stay Organized
- - Lead follow-up and job reminders in one place.
- - Weekly priorities so nothing slips through memory.
- - Task tracking that keeps owners and crews aligned.
Keep Work Coming In
- - Send project moments to PL Sites while the work is still fresh.
- - Keep lead follow-up active so pipeline momentum stays up.
- - Run a weekly business review without building extra reports.
Estimate Smarter
- - Materials estimating with practical scope assumptions.
- - Local benchmark context to pressure-test pricing.
- - Signals that highlight quote risk before you send.
Keep Jobs Healthy
- - Margin visibility across jobs, services, and customers.
- - Estimate drift and cost pressure trends in plain language.
- - Equipment cost impact tied back to real job performance.
How it works
How ProfitLens helps you know what to do next
Step 1
Set your company baseline
Set overhead, labor cost, ZIP, and services so ProfitLens can prioritize what needs attention next.
Step 2
Upload what you already export
Upload QuickBooks exports and job cost files without replacing your current tools.
Step 3
See what should change next
Get clear follow-ups, task priorities, and job-health signals to run a smoother week.
ProfitLens Pro
Unlock AI capture, PL Sites handoffs, and profit insights with the Pro plan.
Responsive preview
What an owner sees when leads, tasks, and profit live together
Simple cards and signals
Sample profit snapshot
Revenue
$84,240
Last 90 days
Net profit
$23,980
28.5% margin
Overhead / labor hr
$20
Normalized for partial imports
Most profitable services
Drain Cleaning42% avg margin
Sprinkler Repair39% avg margin
Fence Install12% avg margin
What ProfitLens helps you decide
1. Which leads need immediate follow-up to keep revenue moving.
2. Which tasks are overdue and blocking field execution.
3. Which services, customers, or estimates are hurting margin.
Core promise
Never forget the next thing your business needs.
ProfitLens helps you remember what matters, see what needs attention next, and run a more profitable business with less administrative overhead.