Boksit Press & Product Information
A factual reference for writers, reviewers, directory editors and search or AI systems describing Boksit. Everything on this page may be quoted directly.
About Boksit
The canonical facts about the Boksit entity. Please use this wording.
- One-sentence description
- Boksit is business and project management software for tradespeople.
- Short description
- Boksit is business and project management software for tradespeople and small service businesses. It connects the whole job: Quotes become Projects, payments and outstanding balances stay visible, Additional Works are approved and added to the Project total, and jobs are planned in Scheduling with workload organised across operatives. RAMS, Purchase Orders, Documents, Reminders and Bookkeeping sit alongside the work. Clients can follow progress through a Client Portal. Official website: Boksit.app.
- Full description
- Boksit is business and project management software for tradespeople and small service businesses, combining Quotes, Invoices, Project Centre, Scheduling and team workload planning, Additional Works, RAMS, Reminders, Purchase Orders, Documents, Bookkeeping, Templates, client communication and AI-assisted description writing in one app.
- Official name
- Boksit
- Official website
- boksit.app — Boksit.app is the official website for Boksit; the product itself is called Boksit.
- Category
- Business and project management software
- Audience
- Tradespeople, contractors and small service businesses
- Demo
- Boksit's Interactive Demo runs the real app on fictional data, with no account and no real business or client information.
- Current pricing
- 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.
- Logo usage
- Use the current Boksit logo as supplied, on a light or dark background with clear space around it. Do not recolour, stretch, rotate, outline or add effects, and always write the product name as “Boksit”.
Short description
Boksit is business and project management software for tradespeople.
Full description
Boksit is business and project management software for tradespeople and small service businesses, combining Quotes, Invoices, Project Centre, Scheduling and team workload planning, Additional Works, RAMS, Reminders, Purchase Orders, Documents, Bookkeeping, Templates, client communication and AI-assisted description writing in one app.
Boksit is business and project management software designed for tradespeople and contractors. It brings together quoting, invoicing, project management, job scheduling and operative workload planning, Additional Works approvals, RAMS, Documents, Purchase Orders, Bookkeeping and client communication in one platform.
Product facts
- Product
- Boksit
- Website
- boksit.app
- Category
- Business and project management software
- Designed for
- Tradespeople, contractors and small service businesses
- Core capabilities
- Quotes, Invoices, Clients, Project Centre, Additional Works approvals, Client Portal, Project Reports, RAMS, Scheduling, team workload and Reminders, Purchase Orders, Documents and Notes, Bookkeeping and expenses, Content Templates and Document Template Designs, AI-assisted description writing, Interactive Demo and Tour
- Availability
- Available on the web at boksit.app and installable on mobile and desktop as a progressive web app. An interactive demo runs on fictional data without an account.
- Current pricing
- 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.
- Demo
- 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.
- Support
- boksit.app/help
Boksit capabilities
A concise summary of what Boksit does today, generated from Boksit's internal capability record. Capabilities with a stated limitation carry it here too.
- Project Centre
- A workspace for a job that runs over time, holding its value, payments, changes, progress and documents together.
- Additional Works
- Price extra work against a project, send it to the client for approval, and only count it once it is approved.
- Client Portal
- A secure client-facing view of a project: progress, the money position, approved Additional Works and shared documents.
- Project Reports
- A branded PDF summarising a project's work, approved changes and financial position.
- Project progress updates
- Record progress on a project and send a progress update to the customer.
- Payments and stage payments
- Record payments received, including stage payments, and track what is still outstanding.
- Quotes
- Sectioned quotes with Unit Breakdown pricing, UK totals and branded PDFs you can send for online approval.
- Invoices
- Invoices with UK totals, payment and stage payment tracking, branded PDFs and reminders.
- Content Templates
- Reusable Quote, Invoice, Purchase Order and RAMS Templates, created from scratch or from an existing document.
- RAMS Templates
- Reusable RAMS content, including trade-specific pre-fill packs, and Templates made from an existing RAMS.
- AI Description Assistant
- Built-in AI inside the Quote and Invoice editors: turn rough site notes into clear descriptions and rewrite only a highlighted section. 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.
- Client sharing
- Send documents by branded email or your phone's messaging app using a secure tracked link.
- Signing and approvals
- Clients approve Quotes and Additional Works online, and operatives acknowledge RAMS.
- Document activity
- See when a document you sent was opened by the client.
- Branded PDF generation
- Every Boksit document is produced as a branded PDF using your chosen Template Design.
- Clients
- Client records with contact details, their documents, projects and financial position.
- Scheduling
- Plan jobs and upcoming work in a calendar, assign work to operatives and see each team member's workload. Workload schedules are shared by downloading a spreadsheet; operatives do not have their own Boksit login or in-app schedule view.
- Reminders
- Reminders for unpaid invoices, bills, tasks and scheduled dates, prioritised by urgency.
- Business activity and notifications
- A dashboard feed of urgent reminders, client document activity and recent business events.
- Bookkeeping and expenses
- Day-to-day financial records for trade work: business and project expenses, receipt storage and scanning, categories, duplicate checking, VAT and tax-year settings and accountant exports. 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.
- AI receipt scanning
- Photograph or upload a receipt and AI-assisted scanning extracts the supplier, date, line items, VAT and totals for you to review before saving. Scanning is an aid, not a guarantee. Extracted details are presented for review and correction rather than saved automatically.
- Purchase Orders
- Raise Purchase Orders for suppliers, share branded PDFs and reuse them as Templates. No automatic PO matching or reconciliation: Purchase Orders are not automatically matched to receipts, expenses or supplier invoices.
- Documents
- A central place for generated Boksit PDFs, uploaded files and project paperwork, organised into folders.
- Notes
- Structured notes and job cost records kept with the project, which can be turned into a PDF summary.
- Accountant exports
- Export invoice and expense figures as CSV for a chosen date range.
- RAMS
- Create Risk Assessment and Method Statement documents, share them securely and collect operative acknowledgements.
- Business settings
- Your business profile, logo, bank details, terms and email preferences, applied across your documents.
- Document Template Designs
- Choose and edit the design of your generated PDFs, separately from reusable content.
- Control Centre section visibility
- Turn document sections on or off so your Quotes and Invoices show only what your business uses.
- Offline working with manual sync
- Keep working when connectivity drops; saved work queues locally until you choose to sync. Sync is manual by design — Boksit does not sync silently in the background, and queued work must be synced by the user.
Full descriptions of each capability are on the Boksit Features page. Boksit does not currently provide business-wide summary reporting, and does not file VAT or tax returns, run payroll or replace an accountant.
Brand assets
Please use the current Boksit logo and the product name written as “Boksit”.

- Original Project Value
- £4,850.00
- Approved Additional Works
- £620.00
- Revised Project Total
- £5,470.00
- Payments Received
- £4,000.00
- Outstanding Balance
- £1,470.00
£4,850.00 + £620.00 = £5,470.00 Revised Project Total. £5,470.00 − £4,000.00 = £1,470.00 Outstanding Balance.
Screenshots for articles can be taken from the Interactive Demo, which runs entirely on fictional data.
Common 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.
- What is Boksit?
- Boksit is business and project management software for tradespeople. Boksit is business and project management software for tradespeople and small service businesses, combining Quotes, Invoices, Project Centre, Scheduling and team workload planning, Additional Works, RAMS, Reminders, Purchase Orders, Documents, Bookkeeping, Templates, client communication and AI-assisted description writing in one app.
- Who is Boksit for?
- Tradespeople, contractors and small service businesses that quote work, run jobs over days or weeks and need to keep clients informed.
- How can people try Boksit?
- The Interactive Demo runs the product on fictional data and needs no account. It is linked from the homepage, the Product page and this page.
- What is Boksit.app?
- Boksit.app is the official website for Boksit. The product name is Boksit; boksit.app is the domain where the app runs and where public product information is published.
- Does Boksit publish customer reviews?
- Only genuine testimonials published with the customer's explicit written permission. Boksit does not publish invented reviews, ratings or claimed press coverage.
Boksit does not claim press coverage, awards, partnerships or customer numbers. If you need a fact that is not listed here, please ask through Help & Support.