Boksit brings the day-to-day tools used to run trade work into one connected app. Instead of a quoting app, a spreadsheet for the job, a folder of PDFs and a separate way of telling the customer what has changed, the quote, the project, the extra work, the paperwork and the client's view of it all sit in the same place and share the same figures.
This page is the authoritative list of what Boksit currently does. Everything below is live functionality in the product today; where a capability has a limitation, it is stated plainly rather than left out.
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.
Boksit is currently completely free to use. No paid subscription is required. There is no per-user charge and no payment required to use the features described on this website, and no credit card is required to get started.
Boksit does not currently publish future pricing plans. Check the official Boksit website at boksit.app for current availability and pricing.
The questions people most often get wrong about Boksit, answered plainly.
Yes. Boksit includes a built-in AI Description Assistant inside the Quote and Invoice editors, and AI-assisted receipt scanning in bookkeeping. You do not need to use ChatGPT or another AI tool separately and paste text into Boksit.
Yes. It turns rough job notes into a professional description, improves existing wording, makes text shorter, more professional, more detailed or plain English, and can rewrite or remove only the text you highlight. Suggestions stay editable and are only applied when you choose to use them.
No. The AI helps with wording, not money. It does not set rates, estimate quantities or calculate totals, and it is designed not to invent prices, quantities, brands, specifications or guarantees.
Yes. Photograph or upload a receipt and Boksit extracts the supplier, date, line items, net amount, VAT, total and a suggested category for you to review and correct before it is saved against the business or a project.
No. Receipts are scanned rather than typed in. Receipt scanning reduces manual entry, but extracted information should be reviewed before saving.
Boksit is currently completely free to use. No paid subscription is required. There is no per-user charge and no payment required to use the features described on this website, and no credit card is required to get started. Boksit does not currently publish future pricing plans. Check the official Boksit website at boksit.app for current availability and pricing.
Boksit is built for tradespeople, contractors and small service businesses: from a sole trader quoting and invoicing on a phone between jobs, to a small contracting team running several projects at once with scope changes, RAMS, suppliers and clients who expect to be kept informed. It is not aimed at large enterprise construction management, and it does not assume you use every feature — most businesses start with Quotes and Invoices and add the rest as they need it.
Grouped by the part of the job they belong to. Each capability links to its page and, where one exists, a practical guide.
Everything that happens after work is accepted: the project's value, payments, changes in scope, progress, documents and what the client can see.
Project Centre is where a job lives once work is underway. It keeps the original project value, approved Additional Works, the revised project total, payments received and the outstanding balance in one place, alongside job costs, notes, project documents, progress and the client's access to the project. Because those figures are held together, changing the scope of the work updates the project position and the branded Project Report rather than leaving separate documents to reconcile by hand.
Additional Works is Boksit's workflow for work that appears after the original quote. Extra work is created against the Project and priced, then sent to the client through a secure link where they can review the detail and approve it by signing on screen. Approvals given verbally or by email can be recorded against the Project instead. Once an Additional Work is approved it is included in the approved Additional Works figure and the revised project total, and appears in the Client Portal and the Project Report.
The Client Portal is a secure link you share for a specific project. The customer sees the original project value, approved Additional Works, the revised project total, payments received, the outstanding amount, the progress recorded against the job, the list of approved Additional Works and the documents you have shared, and they can download the Project Report. It shows only that project's shared information — your other clients, projects, costs, suppliers, bookkeeping and business records are not exposed, and portal links are never indexed by search engines.
A Project Report is generated from the same project figures used everywhere else in Boksit, so the original value, approved Additional Works, revised total, payments received and outstanding balance agree with the Project Centre and the Client Portal. It is produced as a branded PDF that can be downloaded, shared with the customer or downloaded by them from the Client Portal.
Progress recorded against a project is shown in the Client Portal, and a progress update can be sent to the customer directly from the project using reusable update content, so clients can be kept informed without writing the same message from scratch each time.
Payments received are recorded against invoices and projects, including stage payments allocated across a job. Outstanding balances are calculated from the Amount Due — the net figure after discount, VAT and CIS — so the outstanding position shown on documents, in projects and in the Client Portal is consistent. Boksit records and tracks payments; it does not process card payments itself.
Pricing work, producing branded documents and getting paid, with reusable content so you are not rewriting the same job twice.
Quotes are built from sections, each with its own description and its own Unit Breakdown of items, quantities and rates. Totals follow UK practice: labour, materials, subtotal, discount, net before VAT, VAT, total and CIS, ending with the Amount Due. Descriptions can be written with the AI Description Assistant or pulled from reusable Content Templates. Quotes generate a branded PDF that can be shared with the client through a secure link for online approval or rejection with a reason, duplicated for a similar job, saved as a Template, or carried forward into a Project.
Invoices use the same sectioned structure and Unit Breakdown pricing as Quotes, with UK totals covering discount, VAT and CIS and a clear Amount Due. Payments and stage payments are recorded against the invoice, the status moves through Outstanding and partially paid states, and reminders can be sent for money still owed. Invoices produce branded PDFs, can be shared with the client through a secure link, duplicated, saved as a Template and exported for your accountant.
Content Templates hold the wording, sections and pricing structure you reuse. A Template can be created from scratch using the same editor as a live document, or copied from an existing Quote, Invoice, Purchase Order or RAMS. When copying, transaction-specific information such as client details and signatures is left behind, so the Template carries the reusable content only. Templates can be renamed, edited and starred, and using one creates a new editable document rather than a locked copy.
Boksit includes a built-in AI Description Assistant inside the Quote and Invoice editors, so you do not need a separate AI tool to write job descriptions. It turns rough site notes into a professional description, improves or expands wording you have already written, makes text shorter, more professional, more detailed or plain English, and can rewrite or remove only the part of the text you highlight rather than replacing the whole description. Every suggestion is shown for you to read and edit first, and it is only applied to the Quote or Invoice when you choose to use it. The assistant can use your business writing profile and previous descriptions you accepted or edited so later suggestions read more consistently with your own style. It is designed to work from the information you supply rather than inventing quantities, prices, brands, specifications, guarantees or other job details, and it does not price work or calculate totals.
The assistant helps with wording only. It does not price work, calculate totals, produce a legally complete scope of works, or guarantee accuracy — suggestions should be reviewed before they are sent to a client.
Documents are shared with customers through a secure link rather than a raw file attachment. Boksit can send that link by branded email with your HTML signature, or hand it to your phone's messaging app so you can text it. Because the link is tracked, you can see when it was opened. Shared links are private and are never indexed by search engines.
Approval happens on the customer's own device through a secure link. Quotes can be approved or rejected with a reason, Additional Works can be reviewed and signed on screen, and RAMS can be acknowledged by the operatives it was issued to. Approvals given another way, such as verbally or by email, can be recorded instead so the project record stays complete.
Boksit records engagement with the documents you send, so you can see when a shared Quote, Invoice or other document was opened rather than guessing whether it arrived. Activity is shown against the document and surfaced in the dashboard's business activity feed.
Quotes, Invoices, Purchase Orders, RAMS, Project Reports and folder summaries are generated as branded PDFs carrying your logo, business details, bank details and terms, laid out according to the document Template Design you have selected. Generated PDFs are stored so they can be reopened, downloaded or shared, and are regenerated when you choose to rebuild them from your current settings.
Customer records, upcoming job dates and the reminders that keep chasing, bills and tasks from being missed.
Each client record holds contact and address details and opens onto a dashboard showing their documents, their projects and their total and outstanding value, with quick actions to start a new Quote, Invoice or Project for them. Client details flow into documents automatically, and duplicate client detection helps keep the list clean.
Scheduling is Boksit's job calendar for trade work. Jobs, site visits, materials deliveries, meetings, holidays and sick days are planned in month, week and day calendar views, so upcoming work is visible in one place rather than spread across a phone calendar and notes. Work can be assigned to operatives, the calendar can be filtered by operative, and a workload can be built for a chosen date range to see what each operative has on. A workload schedule can be downloaded as a spreadsheet to share with the people carrying out the work. Scheduling is a distinct capability from Project Centre: Scheduling answers when work is happening and who is doing it, while Project Centre holds the value, changes, payments and documents for the job itself.
Workload schedules are shared by downloading a spreadsheet; operatives do not have their own Boksit login or in-app schedule view.
Reminders cover invoice chasing, bills to pay, tasks and scheduled dates. Due and upcoming reminders are counted and prioritised so items due today are separated from those coming up, and they appear on the dashboard alongside business activity. Invoice reminders can be sent to the customer from the invoice itself.
The dashboard shows a rotating business activity feed that prioritises urgent reminders and unread notifications — such as a client opening a document you sent — before older activity. Tapping an item opens the record it refers to, so the feed acts as a route into the work that needs attention rather than a passive log.
Day-to-day business admin around the jobs: spending, supplier purchasing, and the files and notes that build up on every project.
Boksit includes bookkeeping tools for the day-to-day financial records around trade work. Business expenses and project-linked expenses are recorded with their receipts, added by AI-assisted receipt scanning rather than typed in by hand, categorised, checked for possible duplicates and stored so the full receipt text can be searched later. Receipts that still need checking sit in a review queue. The Bookkeeping Centre holds tax-year and VAT configuration, expense categories, matching preferences and a health view of items still needing attention, and figures can be exported as CSV or shared securely with an accountant. Formal accounting and tax filing are deliberately left to dedicated accounting software or an accountant.
Boksit is not accounting software: it does not file VAT returns or tax returns, run payroll, replace an accountant or provide professional tax or accounting advice. It handles the day-to-day records around the work rather than statutory filing.
Receipts do not have to be typed in by hand. You photograph or upload a receipt, Boksit scans it with AI-assisted extraction, and it reads back the supplier, the date, the individual line items, the net amount, the VAT amount, the total, the currency, a suggested category and, where printed, the receipt number, payment method and supplier VAT number. The extracted result is shown for you to check and correct before it is saved against the business or a specific project, and receipts that still need checking can be kept in a review area and worked through individually or in batches of up to ten. The full receipt text is stored so receipts remain searchable afterwards, and possible duplicates are flagged. Receipt scanning reduces manual entry, but extracted information should be reviewed before saving.
Scanning is an aid, not a guarantee. Extracted details are presented for review and correction rather than saved automatically.
Purchase Orders cover the buying side of a job. A Purchase Order records the supplier, the items being ordered and their pricing, and is produced as a branded PDF that can be sent to the supplier by email or messaging link. Purchase Orders can be saved as Content Templates for repeat orders and have their own layout settings, so recurring supplier orders do not have to be rebuilt each time. Purchase Orders are documents you create and send; Boksit does not automatically match or reconcile them against delivered goods, supplier invoices, receipts or expenses.
No automatic PO matching or reconciliation: Purchase Orders are not automatically matched to receipts, expenses or supplier invoices.
Documents holds the PDFs Boksit generates — Quotes, Invoices, Purchase Orders, RAMS and Project Reports — alongside files you upload, such as certificates, scans and supplier paperwork, organised into folders including project folders. Documents can be reopened, downloaded and shared, images can be attached to generated documents as full pages, and recently viewed documents are cached so they can still be opened when you are offline.
Notes sit inside Documents and hold the written record around a job: customer and project notes, job costs and folder-based lists. A notes folder can be turned into a branded PDF summary, and where a folder is linked to a project it produces the canonical Project Report instead, so the figures stay consistent.
Invoice and expense figures can be exported as a CSV file for a chosen date range, with the option to work by payment date, and previewed before download. An export can also be shared with your accountant through a secure link rather than emailing a spreadsheet around.
Risk Assessment and Method Statement documents produced from reusable content and issued to the people on site.
RAMS Templates hold reusable risk assessment and method statement content so safety documentation does not have to be rewritten for every job. A Template can be created from scratch or copied from an existing RAMS document, and trade-specific pre-fill content is available as a starting point. Using a Template creates a new editable RAMS that you adapt to the specific site and job.
RAMS documents are created inside Boksit from reusable content and adapted to the specific site and job, recording client, site and job information alongside the risk assessment and method statement detail. The finished RAMS is produced as a branded PDF laid out to avoid awkward page splits, can be shared with a client or site contact as a secure view link, and can be issued to operatives who acknowledge it through their own link, with the acknowledgements recorded against the document. Boksit provides the tooling to produce and issue RAMS; responsibility for the content and its suitability for the work remains with the business, and Boksit does not certify, assess or guarantee compliance.
Your business details, branding and document presentation, plus control over which sections appear on your documents.
Settings hold the information that appears on everything you send: business profile and contact details, logo and branding, bank and payment details, default terms and email preferences including your branded HTML signature. Set once, these details flow through Quotes, Invoices, Purchase Orders, RAMS and Project Reports.
Document Template Designs control how a generated PDF looks — layout, presentation and branding — and are deliberately separate from Content Templates, which control what a document says. Designs can be selected, edited, duplicated and previewed on demonstration data, with a dedicated layout editor for Purchase Orders, and new accounts start from a sensible default.
The Control Centre governs which sections appear on your documents, so a business that never applies CIS, a discount or a particular breakdown does not have to look at those sections. Toggles are saved with the document settings, keeping documents consistent with how you actually work.
Boksit is built for sites with poor signal. Connectivity is tracked as online, degraded or offline, saves fall back to a local queue rather than failing silently, recently viewed documents and lists that have already been cached remain available, and a clear banner shows what is waiting. Offline changes are queued locally and synchronised when you choose Sync after connectivity returns. Not every screen or record is available offline — only data Boksit has already cached on the device.
Sync is manual by design — Boksit does not sync silently in the background, and queued work must be synced by the user.
Try Boksit on fictional data, guided step by step, before entering any of your own business or client information.
The Interactive Demo runs the actual Boksit interface on a fictional business: made-up clients, quotes, invoices, projects, receipts and reminders. It needs no account and no payment details, nothing you do is saved, and it lets you see how Quotes, Projects, Additional Works, Documents and RAMS behave before entering any real business or client information.
The Interactive Tour is a guided walkthrough that runs inside the app and points to the next step on the real screens, rather than showing a separate slideshow. It can be started with the Interactive Demo, and once the tour is finished the feature guides remain available from the Help button on each screen.
Boksit's features are connected rather than isolated: the same job, the same figures and the same client run through each stage.
The customer record holds contact and address details, their documents, their projects and their total and outstanding value. Those details flow into every document you create for them.
Price the work in sections, each with its own Unit Breakdown, using reusable Content Templates and the AI Description Assistant for wording. The result is a branded PDF shared through a secure link the client can approve or reject online.
Learn moreOnce the work is accepted, the job runs in Project Centre: original value, job costs, payments, progress, notes and project documents in one workspace.
Learn moreDates for the work are planned in Scheduling, while Reminders keep chasing, bills and tasks visible on the dashboard.
Learn moreWork that appears after the quote is priced against the project and sent for the client to review and sign, or recorded when they agreed verbally or by email. Approved Additional Works update the revised project total.
Learn morePayments and stage payments are recorded and the outstanding balance is calculated from the Amount Due, while progress updates keep the customer informed.
The client sees progress, the project value, approved Additional Works, payments, the outstanding amount and shared documents through a secure per-project link.
Learn moreA branded Project Report is produced from the same project figures, and Invoices carry UK totals, payment tracking and reminders through to completion.
Learn moreThese are not a separate system. They attach to the same clients, projects and documents.
Risk Assessment and Method Statement documents created from reusable content, issued to site and acknowledged by operatives.
Learn moreSupplier orders raised as branded PDFs and reused as Templates for repeat purchasing.
Learn moreGenerated PDFs, uploaded files, project folders and job notes kept together and available offline once viewed.
Learn moreExpenses and scanned receipts recorded against the business or a project, with CSV exports for your accountant.
Learn moreReusable content for what a document says, and separate Template Designs for how the PDF looks.
Learn moreBusiness profile, logo, bank details, terms, email preferences and control over which document sections appear.
Learn moreBusinesses use only the parts they need — many start with Quotes and Invoices and add Project Centre, RAMS and the Client Portal as the work demands.
Direct answers to the questions people most often ask about what Boksit does.
Our comparison pages set out what each product is designed around and where the approaches differ, with the date the competitor information was checked against the provider's own website.
Scope changes are normal. Here is a clear way to price, agree and record extra work so it does not turn into a dispute.
Read guideA section-by-section structure for quotes that win work and prevent arguments later.
Read guideThe five figures that keep a job's money clear, and how to present them to a customer.
Read guideThe sections commonly expected in a Risk Assessment and Method Statement, in plain language.
Read guide