Quoting Software for Tradespeople

Quoting is the part of the week that most often happens at 9pm. The two things that fix that are not writing the same descriptions repeatedly, and not rebuilding the job elsewhere once the customer says yes.

Speed without losing detail

Most trade businesses quote a handful of job types repeatedly. Content Templates hold the sections, descriptions and pricing structure for those jobs so a new quote starts at eighty per cent rather than a blank page, and you edit the remaining twenty per cent for the property in front of you.

Pricing the customer can follow

Unit Breakdown shows quantities, unit rates and line totals beneath the description they belong to. It makes the price legible, and it makes changing a quantity a two-second conversation instead of a renegotiation. Totals follow UK convention throughout — labour, materials, subtotal, discount, net, VAT, total and CIS where it applies — so the amount due is never ambiguous.

Billing address and site address, kept separate

On rental, managed and commercial work, the person paying is rarely at the property. Quotes carry both the customer's details and the service or site address, along with access notes that affect the price, so nobody turns up at the wrong postcode.

AI help with the wording, not the promises

The AI Description Assistant turns rough site notes into readable descriptions, expands a line that is too thin, shortens one that rambles, or rewrites only the part you highlight. It never applies anything to the document on its own, and it learns from your edits so the drafts move towards your own wording.

Sending and following up

• Branded PDFs generated from your document Template Design.
• Share by email, message or secure link, with tracked opens where supported.
• Reminders for quotes that have not been answered, so follow-up is routine.
• Client approval and rejection captured against the Quote, with reasons where given.

From accepted quote to running job

Acceptance is where most quoting tools stop and most problems start. In Boksit an accepted Quote can become a Project, so the original value, any approved Additional Works, payments and documents all hang off the same record — and the final invoice matches what was agreed rather than what anyone remembers.

Helpful guides

• How to Write a Professional Quote for Trade Work

  A section-by-section structure for quotes that win work and prevent arguments later.

  Read guide

• How AI Can Help Write Professional Trade Quote Descriptions

  Turning site notes into readable descriptions with AI — and the checks that keep you safe.

  Read guide

• How Reusable Quote, Invoice and RAMS Templates Save Time

  Turn repeat work into reusable content, and keep wording and pricing consistent between jobs.

  Read guide

Frequently asked questions

What should quoting software do for a trade business?

It should let you produce a clear, branded quote quickly from wording you have already written once, price it accurately, send it while the customer is still interested, and turn an accepted quote into the job itself.

Can I reuse wording between quotes?

Yes. Boksit Content Templates store the descriptions, sections and pricing structure for job types you repeat, and you edit them before each use.

What is a Unit Breakdown?

It is a set of quantity and rate lines shown under a description, so the customer can see how a section total is made up. In Boksit each description section carries its own Unit Breakdown.

Can AI write my quote descriptions?

The AI Description Assistant drafts wording from your rough notes and can rewrite just a highlighted part. Nothing is applied until you accept it, so you review every word before it reaches the customer.

What happens after a quote is accepted?

An accepted Quote can become a Project in Boksit, so progress, payments and any Additional Works stay connected to the job rather than starting again in another system.