Quotes & Invoices
Building documents with Main Descriptions and Unit Breakdown, VAT and CIS handling, generating PDFs and sending secure links to clients.
Learn moreBoksit Help & Support
This page explains how the main parts of Boksit work and where to find help inside the app. Every screen in Boksit also has its own Help button, and the Interactive Tour walks you through the workflow while you use it.
Getting started
A typical first session takes a few minutes.
- Step 1
Create your account and add your company details
- Step 2
Add a client
- Step 3
Create your first Quote
- Step 4
Turn accepted work into a Project
Help topics
Each topic below explains what the feature does and how it fits into a job.
Project Centre
Tracking Project value, payments, outstanding balance, progress, documents and client updates in one workspace.
Learn moreAdditional Works
Requesting approval for extra work and keeping approved items linked to the Project total and Project Report.
Learn moreRAMS
Creating Risk Assessment and Method Statement documents, reusing RAMS Templates and sharing them with operatives.
Learn moreTemplates
Creating reusable Quote, Invoice and RAMS Templates from scratch or from an existing document.
Learn moreAI Description Assistant
Turning rough job notes into clear professional descriptions and refining only the wording you want to change.
Learn moreClient Portal
What clients see when you share a Project, and what stays private to your business.
Learn moreDemo Mode and the Interactive Tour
Explore Boksit using fictional data before using your own business information.
Demo Mode fills the app with fictional clients, Quotes, Invoices and Projects so you can click through real screens without touching live data. The Interactive Tour then guides you through key features step by step inside the app. Nothing you do in Demo Mode is saved, and no real client information is used.
Start the interactive demoAccount and support
- Signed-in users can send feedback and support messages from the in-app Help area.
- Company details, branding, VAT, CIS and document settings are managed in Settings.
- Accounts can be deleted from the app using the guided account deletion flow.
- See the Privacy Policy and Terms of Service for how data is handled.