Practical Guides for Running Trade Jobs
Straightforward guides on the parts of trade work that cause the most friction: pricing extra work, getting changes approved, tracking what has been paid, keeping customers informed and keeping paperwork where you can find it. Written for UK trade businesses, and useful whether or not you use Boksit.
Quoting and pricing
Getting the paperwork right before work starts.
How to Write a Professional Quote for Trade Work
A section-by-section structure for quotes that win work and prevent arguments later.
Read guideHow AI Can Help Write Professional Trade Quote Descriptions
Turning site notes into readable descriptions with AI — and the checks that keep you safe.
Read guideHow Reusable Quote, Invoice and RAMS Templates Save Time
Turn repeat work into reusable content, and keep wording and pricing consistent between jobs.
Read guide
Changes and approvals
Handling work that was not in the original quote.
How to Handle Additional Work After a Quote Is Accepted
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 guideHow to Get Client Approval for Extra Work
What to include in an approval request, how to make it easy to say yes, and how to keep an audit trail.
Read guide
Running the job
Money, communication and keeping the week under control.
How to Track Payments on a Building or Trade Project
The five figures that keep a job's money clear, and how to present them to a customer.
Read guideHow to Keep Clients Updated During a Project
How to give customers confidence during a job without spending your evenings writing updates.
Read guideHow Tradespeople Can Keep Jobs, Follow-Ups and Reminders Organised
A weekly rhythm for scheduling work, chasing quotes and never missing a follow-up.
Read guide
Paperwork and safety
Documents, purchasing and site documentation.
What Should a RAMS Document Include?
The sections commonly expected in a Risk Assessment and Method Statement, in plain language.
Read guidePurchase Orders for Tradespeople: What They Are and When to Use Them
When a PO is worth raising, what to put on it, and how it keeps supplier invoices honest.
Read guideHow to Keep Trade Business Documents Organised
Certificates, manuals, scans and site photos — a filing approach that survives real working weeks.
Read guide
Comparing trade software?
If you are weighing up systems rather than looking for how-to advice, our comparison pages set out what each product focuses on, with the date the information was checked.