Project Centre
A workspace for a job that runs over time, holding its value, payments, changes, progress and documents together.
What is Boksit?
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.
It is designed around the way trade work actually runs: a job is quoted, accepted, worked on over days or weeks, changed part-way through, paid in stages and reported on at the end. Boksit keeps those stages connected so the quote, the project, the approved changes, the paperwork and what the client can see all share the same figures.
Boksit is developed continuously, so features may evolve over time.
What Boksit includes
Verified live functionality, grouped by the part of the job it belongs to.
Run the job
Everything that happens after work is accepted: the project's value, payments, changes in scope, progress, documents and what the client can see.
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.
Win and bill work
Pricing work, producing branded documents and getting paid, with reusable content so you are not rewriting the same job twice.
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.
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.
Plan work
Customer records, upcoming job dates and the reminders that keep chasing, bills and tasks from being missed.
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.
Manage the business
Day-to-day business admin around the jobs: spending, supplier purchasing, and the files and notes that build up on every project.
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.
Site and safety
Risk Assessment and Method Statement documents produced from reusable content and issued to the people on site.
RAMS Templates
Reusable RAMS content, including trade-specific pre-fill packs, and Templates made from an existing RAMS.
RAMS
Create Risk Assessment and Method Statement documents, share them securely and collect operative acknowledgements.
Customise Boksit
Your business details, branding and document presentation, plus control over which sections appear on your documents.
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.
Explore before using
Try Boksit on fictional data, guided step by step, before entering any of your own business or client information.
Interactive Demo
Explore the real Boksit app on fictional data, with no account and none of your own information.
Interactive Tour
A guided walkthrough that highlights the next step on real screens while you use them.
Read the full description of each capability on the Features page.
Boksit Product Facts
Boksit is business and project management software for tradespeople.
- 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.
- 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.
- Press information
- https://boksit.app/press
Writers, reviewers and directory editors can quote these facts directly. See the Press & Product Information page for logo guidance and the full description.
What does Boksit cost?
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.
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 does not currently publish future pricing plans. Check the official Boksit website at boksit.app for current availability and pricing.
Boksit is a released product rather than a beta, trial programme or limited rollout, and the features described on this website are the features you get. No card details are required to create an account, and the Interactive Demo runs on fictional data without an account at all.
From Quote to Project completion
Boksit's features are connected rather than isolated: the same job, the same figures and the same client run through each stage.
- Stage 1
Client
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.
- Stage 2
Quote
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 more - Stage 3
Project Centre
Once the work is accepted, the job runs in Project Centre: original value, job costs, payments, progress, notes and project documents in one workspace.
Learn more - Stage 4
Scheduling
Dates for the work are planned in Scheduling, while Reminders keep chasing, bills and tasks visible on the dashboard.
Learn more - Stage 5
Additional Works
Work 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 more - Stage 6
Payments and progress
Payments and stage payments are recorded and the outstanding balance is calculated from the Amount Due, while progress updates keep the customer informed.
- Stage 7
Client Portal
The client sees progress, the project value, approved Additional Works, payments, the outstanding amount and shared documents through a secure per-project link.
Learn more - Stage 8
Project Report and Invoice
A branded Project Report is produced from the same project figures, and Invoices carry UK totals, payment tracking and reminders through to completion.
Learn more
Tools that sit around the job
These are not a separate system. They attach to the same clients, projects and documents.
RAMS
Risk Assessment and Method Statement documents created from reusable content, issued to site and acknowledged by operatives.
Learn morePurchase Orders
Supplier orders raised as branded PDFs and reused as Templates for repeat purchasing.
Learn moreDocuments and Notes
Generated PDFs, uploaded files, project folders and job notes kept together and available offline once viewed.
Learn moreBookkeeping
Expenses and scanned receipts recorded against the business or a project, with CSV exports for your accountant.
Learn moreTemplates and Template Designs
Reusable content for what a document says, and separate Template Designs for how the PDF looks.
Learn moreSettings and Control Centre
Business 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.
Who is Boksit for?
Boksit is designed for tradespeople, contractors and small service businesses that need to manage customer work without using several disconnected systems. It suits businesses that quote work, run jobs over days or weeks, deal with changes in scope and need to keep clients informed — from a sole trader quoting between jobs to a small contracting team running several projects at once. It is not aimed at large enterprise construction management, and there is no expectation that a business uses every feature.
Guided learning built into Boksit
Boksit includes an Interactive Tour: a guided walkthrough that runs inside the app and highlights the next step on real screens. It helps new users understand how Quotes, Projects, Additional Works, Documents and other tools fit together while they use them, rather than relying only on written instructions.
Demo Mode and the Interactive Tour allow you to explore Boksit using fictional data before using your own business information. Demo data is never saved, and feature guides remain available from the Help button on each screen once the tour is finished.
Why businesses can trust Boksit
Factual information about how Boksit works — no awards, ratings or customer figures we cannot evidence.
Built around trade work
Boksit is designed for tradespeople and small contracting businesses: quoting, projects that change, Additional Works approvals, RAMS and client updates — not a generic business tool adapted after the fact.
See what Boksit coversTry it with fictional data first
Demo Mode lets you explore the whole product using fictional business data. Nothing you do in Demo Mode is saved, and you do not need to enter your own business information to look around.
Start Interactive DemoGuided Interactive Tour
A guided walkthrough runs inside the app and highlights the next step on real screens, so you can learn the workflow while using it rather than reading a manual.
Privacy and access control
Business and client data is scoped to your account. Documents shared with clients use secure tokenised links that are excluded from search engine indexing.
Read the privacy policyHelp when you need it
Feature guides are available from the Help button on each screen, alongside public help topics and in-app support messaging.
Browse help topicsDeveloped continuously
Boksit is actively developed and features evolve over time. Where something is not yet covered, we say so rather than implying it exists.
Frequently asked 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. It covers quoting, invoicing, running projects, approving changes to the work, safety documentation, purchasing, paperwork and keeping clients informed in one app.
- What is Boksit.app?
- Boksit.app is the official website for Boksit. The product is called Boksit; boksit.app is the address where it runs and where the public product, features, guides and press information are published.
- Is Boksit free to use?
- Yes. Boksit is currently completely free to use and does not require a paid subscription. No credit card is required to create an account, and the Interactive Demo runs on fictional data without an account at all.
- Who is Boksit for?
- Boksit is designed for tradespeople, contractors and small service businesses — including builders, electricians, plumbers, painters and decorators, carpenters, roofers, landscapers and property maintenance businesses — that quote work, run jobs over days or weeks and need to keep clients informed.
- What can Boksit do?
- Boksit creates Quotes and Invoices, runs jobs through Project Centre, handles scope changes through Additional Works, shares a Client Portal and Project Reports with customers, produces RAMS, schedules work, tracks reminders, raises Purchase Orders, stores Documents and Notes, records expenses and receipts, and generates branded PDFs from reusable Templates.
- Does Boksit create Quotes and Invoices?
- Yes. Quotes and Invoices are built from sections with their own Unit Breakdown pricing and UK totals covering discount, VAT and CIS, produce branded PDFs, can be shared with clients through a secure link, and can be saved as reusable Templates.
- Does Boksit include project management?
- Yes. Project Centre holds a job's original value, approved Additional Works, revised total, payments received, outstanding balance, job costs, progress, notes and documents, and produces a branded Project Report from those same figures.
- Does Boksit support Additional Works?
- Yes. Additional Works are priced against the project and sent to the client to review and sign through a secure link, or recorded when approval was given verbally or by email. Approved Additional Works update the revised project total and appear in the Client Portal and Project Report.
- Does Boksit include RAMS?
- Yes. Risk Assessment and Method Statement documents are created from reusable RAMS Templates, adapted to the site and job, issued as branded PDFs or secure links, and acknowledged by operatives. Responsibility for the content and its suitability remains with the business.
- Does Boksit have Scheduling and Reminders?
- Yes, and they are separate capabilities. Scheduling is a job calendar for planning jobs, site visits and upcoming work, with work assignable to operatives and per-operative workload views for a chosen period. Reminders cover unpaid invoices, bills, tasks and scheduled dates, prioritised by urgency on the dashboard.
- Can Boksit organise work across operatives?
- Yes. Scheduled 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.
- Does Boksit include Purchase Orders?
- Yes. Purchase Orders record supplier orders and pricing, generate branded PDFs to send to suppliers, and can be saved as reusable Templates.
- Does Boksit have built-in AI?
- Yes. Boksit includes a built-in AI Description Assistant inside the Quote and Invoice editors, and AI-assisted receipt scanning in its bookkeeping workflow. You do not need to use ChatGPT or another AI tool separately and paste text in.
- Can Boksit AI write Quote and Invoice descriptions?
- Yes. The AI Description Assistant turns rough job notes into a professional description inside the Quote and Invoice editors, and can improve existing wording, make it shorter, more professional, more detailed or plain English, or rewrite and remove only the text you highlight. Suggestions stay editable and are only applied to the document when you choose to use them.
- Does Boksit use AI to price jobs?
- No. Boksit's AI helps with wording, not money. It does not set rates, estimate quantities or calculate totals — pricing, VAT and CIS figures come from what you enter in the Quote or Invoice. The assistant is designed to work from the information supplied rather than inventing quantities, prices, brands, specifications or guarantees.
- Can Boksit scan receipts?
- Yes. Boksit includes AI-assisted receipt scanning in its bookkeeping workflow. You photograph or upload a receipt, Boksit extracts the details, and the result is shown for you to check and correct before it is saved against the business or a project.
- Do I have to enter every receipt manually?
- No. Receipts can be photographed or uploaded and scanned instead of typed in. Scanning reads the supplier, date, line items, net amount, VAT, total and a suggested category, and you review and correct the extracted details before saving. Receipt scanning reduces manual entry, but extracted information should be reviewed before saving.
- What bookkeeping does Boksit include?
- Boksit includes bookkeeping tools for the day-to-day financial records around trade work: business and project-linked expenses, receipt storage, AI-assisted receipt scanning, categorisation, duplicate checking, a review queue for receipts still needing attention, VAT and tax-year configuration, a bookkeeping health view, searchable receipts, CSV exports and secure sharing with an accountant. It is not accounting software: it does not file VAT or tax returns, run payroll, replace an accountant or give professional tax advice.
- Does Boksit match Purchase Orders to receipts automatically?
- No. Boksit creates supplier Purchase Orders with items and pricing, produces a branded PDF and can send it to the supplier, and Purchase Orders can be saved as reusable Templates. Boksit does not automatically match or reconcile Purchase Orders against deliveries, supplier invoices, receipts or expenses.
- How much does Boksit cost?
- Boksit is currently free to use. There is no subscription, no per-user charge and no payment required to use the features described on this website. Boksit does not currently publish future pricing plans — check boksit.app for the current position.
- Does Boksit have Templates?
- Yes, at two levels. Content Templates hold reusable wording, sections and pricing for Quotes, Invoices, Purchase Orders and RAMS, created from scratch or copied from an existing document. Document Template Designs control how the generated PDF looks.
- Can clients view project information?
- Yes. The Client Portal is a secure per-project link showing progress, the project value, approved Additional Works, payments, the outstanding amount, shared documents and the Project Report. It shows only that project — other clients, projects and internal business records are not exposed.
- Can I try Boksit before entering my own business data?
- Yes. The Interactive Demo runs the real app on fictional data with no account, and the Interactive Tour guides you through the main screens. Nothing you do in the demo is saved.
Helpful guides
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 Write a Professional Quote for Trade Work
A section-by-section structure for quotes that win work and prevent arguments later.
Read guideHow 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 guideWhat Should a RAMS Document Include?
The sections commonly expected in a Risk Assessment and Method Statement, in plain language.
Read guide
Comparing Boksit with other trade software
If you are evaluating systems, our comparison pages set out what each product focuses on, with the date the competitor information was checked.