Boksit

Boksit — Business & Project Management Software for Tradespeople

Boksit brings Quotes, Invoices, Projects, Additional Works, RAMS, Scheduling, Reminders, Purchase Orders, Documents, Bookkeeping, Templates, client communication and business controls into one app.

Currently free

Boksit is currently completely free to use. No paid subscription is required.

Create an account and use Boksit with your own business data without a paid subscription. No credit card is required to get started.

The Interactive Demo is free and needs no account because it runs on fictional data. The full Boksit app is also currently completely free to use — an account is only needed to work with your own business data.

Start the Interactive Demo

Runs the real app on fictional data. No account needed.

Boksit dashboard

Example workspace, fictional data

Demo
Illustration of the Boksit workspace using fictional demo figures. Tap any card to read its Feature Guide. Quotes, Invoices, Projects, Scheduling, Bookkeeping, Purchase Orders, Documents and RAMS all live in the same app.

Currently free

Boksit is currently completely free to use. No paid subscription is required.

Create an account and use Boksit with your own business data without a paid subscription. No credit card is required to get started.

The Interactive Demo is free and needs no account because it runs on fictional data. The full Boksit app is also currently completely free to use — an account is only needed to work with your own business data.

What is Boksit?

Boksit is business and project management software designed for tradespeople and small service businesses.

It brings together Quotes, Invoices, Project Centre, Additional Works, Purchase Orders, RAMS, Scheduling, Reminders, Documents and Notes, Bookkeeping, Templates, client communication and business settings in one platform.

The goal is to make running jobs simpler from the first Quote through to final payment and project completion.

Boksit.app is the official website for Boksit, where you can explore the product, read the feature directory or open the Interactive Demo on fictional data.

Project Centre — example
Project
Kitchen refurbishment — Demo Client Ltd
Project Total
£12,400.00
Payments received
£7,000.00
Outstanding balance
£5,400.00
Approved Additional Works
£900.00
Illustrative figures using fictional demo data.

How a job flows through Boksit

Boksit connects each stage of a job instead of treating every document as an isolated file.

  1. Step 1

    Create Quote

  2. Step 2

    Client reviews and accepts

  3. Step 3

    Create Project

  4. Step 4

    Track progress and payments

  5. Step 5

    Manage Additional Works

  6. Step 6

    Share Project updates

  7. Step 7

    Generate Project Report

  8. Step 8

    Complete Project

Everything Boksit covers

Each area works on its own and connects to the rest of the job.

Work

Quotes & Invoices

Build professional Quotes and Invoices with Main Descriptions, Unit Breakdown, VAT handling, PDFs and client sharing.

Learn more

Project Centre

Track Project value, payments, outstanding balance, progress, Additional Works, documents and client updates from one workspace.

Learn more

Additional Works

Create additional work requests when scope changes and keep approved work linked to the Project total.

Learn more

Purchase Orders

Create and manage Purchase Orders for business and project-related purchasing, and send them to suppliers as branded PDFs.

Learn more

RAMS

Build Risk Assessment and Method Statement documents and reuse them across jobs.

Learn more

Organise

Scheduling

Plan upcoming work and keep track of job dates and work commitments alongside the rest of the business.

Learn more

Reminders

Surface upcoming and due items alongside business activity so important follow-ups stay visible.

Learn more

Documents & Notes

Keep generated PDFs, manuals, certificates and scans organised, with Notes for useful customer and Project information.

Learn more

Content Templates

Reusable Quote, Invoice, Purchase Order and RAMS content, built from scratch or from an existing document.

Learn more

Finances

Bookkeeping

Record expenses and receipts, categorise spending, review items and export figures for your accountant.

Learn more

Payments & project tracking

Record payments against a job and see the Project total, what has been paid and what is still outstanding.

Learn more

Customise

Settings & Control Centre

Set your business profile, bank details, email preferences and terms, and choose which optional sections appear on Quotes and Invoices.

Learn more

Document Template Designs

Choose how Quotes and Invoices are presented to customers, including a Custom Template for your own branding.

Learn more

AI Description Assistant

Turn rough job notes into clear, professional Quote and Invoice descriptions.

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Client experience

Client Portal

Give clients a clear view of their Project without exposing internal business information.

Learn more

Project Reports

Share a branded summary of the job covering progress, approved Additional Works and the financial position.

Learn more

Interactive Tour & Demo

Explore the real app with fictional demo data and a guided tour before setting anything up.

Learn more

Project Centre

Keep everything about a job in one place.

Track Project value, payments, outstanding balance, progress, Additional Works, documents and client updates from one workspace.

Explore Project Centre

Additional Works

Create additional work requests when the scope changes. Send them to the client for approval, record verbal or email approval and include approved work in the Project total and Project Report.

More about Additional Works

Client Portal

Give clients a clear view of their Project without exposing internal business information. Clients can view:

  • Project progress
  • Payments received
  • Outstanding balance
  • Approved Additional Works
  • Shared documents
  • Project Report
More about the Client Portal

AI Description Assistant

Turn rough job notes into professional Quote or Invoice descriptions. Boksit AI can improve wording, add professional detail, shorten descriptions and use your business writing preferences so wording stays consistent over time.

More about Boksit AI

RAMS

Build reusable Risk Assessment and Method Statement documents, create Templates and adapt them for individual jobs. Keep safety documentation organised alongside the rest of the business.

More about RAMS

Templates

Create reusable Quote, Invoice and RAMS Templates from scratch or from existing documents. Use a Template as the starting point for a new document and edit everything before saving.

More about Templates

Built for tradespeople

  • Painters & Decorators
  • Builders
  • Electricians
  • Plumbers
  • Carpenters
  • Roofers
  • Landscapers
  • Property maintenance businesses
  • Other service-based trades

Keep clients informed throughout the job

Boksit is not only admin software — it also covers the client-facing side of a job.

  • Quote sharing. Send Quotes to clients as branded documents through a secure link.
  • Viewed and accepted tracking. See when a client opens a Quote and when it is accepted.
  • Project updates. Share progress updates as work moves forward.
  • Additional Work approval. Ask for approval before extra work is treated as agreed.
  • Project Portal. Give the client a secure view of their Project.
  • Project Report. Provide a branded summary of the job when it matters.

Interactive Tour

Learn Boksit as you use it.

Boksit includes an interactive guided tour that walks new users through key features and workflows inside the app, helping them understand how Quotes, Projects, Additional Works, Documents and other tools fit together.

Demo Mode and the Interactive Tour let you explore Boksit using fictional data before using your own business information, so you can see how a job flows end to end without setting anything up first.

  • Guided steps. The tour highlights the next action on real screens instead of describing it in writing.
  • Fictional data only. Demo Mode uses made-up clients, Quotes and Projects, and nothing is saved.
  • Help on every screen. Feature guides stay available in the app after the tour finishes.

Pricing questions

Is Boksit free to use?
Yes. Boksit is currently completely free to use. You can create an account and use Boksit with your own business data without a paid subscription. No credit card is required to get started.
Is only the Boksit demo free?
No. The Interactive Demo is free and does not require an account, but the full Boksit app is also currently completely free to use. An account is required when using Boksit with your own business data.

Run your jobs from Quote to completion with Boksit.