Business Software Built Around Trade Work

Most trade businesses do not lose money on the tools. They lose it in the gaps: the extra work nobody wrote down, the quote nobody followed up, the invoice nobody chased, the certificate nobody can find. Software helps when it closes those gaps — and gets in the way when it adds admin without removing any.

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One system, from enquiry to final payment

Each area below is a full part of the product rather than a bolt-on.

  • Quotes

    Sectioned quotes with Unit Breakdown, reusable wording and branded PDFs you can send from site.

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  • Invoices and payments

    Invoices with discount, VAT and CIS handled in a familiar UK order, with payments recorded against the amount due.

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  • Clients

    Customer records that hold quotes, invoices, projects, documents and the money position in one place.

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  • Projects

    Project Centre for jobs that run over days or weeks: costs, payments, approved changes, progress and reports.

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  • Additional Works

    Price extra work, send it for online approval and only count it in totals once the client agrees.

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  • Scheduling and reminders

    Upcoming work, follow-ups on unanswered quotes and reminders for unpaid invoices, alongside the jobs they relate to.

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  • Purchase Orders

    Raise branded POs for materials, hire and subcontract work, and keep them linked to the job.

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  • Documents and Notes

    Certificates, manuals, scans and generated PDFs stored against the customer and project, shareable by secure link.

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  • Bookkeeping

    Capture receipts, categorise spending, review items and export figures for your accountant.

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  • RAMS

    Produce Risk Assessment and Method Statement documents from reusable content and collect operative acknowledgements.

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  • Client communication

    Progress updates, a secure Client Portal and branded Project Reports built from the same figures you work from.

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Why one system matters more than any single feature

A quote that becomes a project, a project that gains approved extras, and an invoice that reflects both is a single chain. When each link lives in a different app, the joins are maintained by memory — and memory is what fails on a busy week.

In Boksit an accepted Quote can become a Project, Additional Works attach to that Project, payments reduce the outstanding balance on the same record, and the Project Report the client sees is built from those same figures.

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 covers

  • Try 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 Demo

  • Guided 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 policy

  • Help 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 topics

  • Developed continuously

    Boksit is actively developed and features evolve over time. Where something is not yet covered, we say so rather than implying it exists.

Helpful guides

Frequently asked questions

What is trade business management software?
It is software that handles the commercial side of trade work — quoting, invoicing, customer records, job or project tracking, documents and scheduling — in one place instead of across separate apps and spreadsheets.
What type of businesses use Boksit?
Tradespeople, contractors and small service businesses that quote work, run jobs over days or weeks, deal with scope changes and need to keep customers informed.
Do I need accounting software as well?
Boksit is not accounting software. It records expenses and produces exports for your accountant, but it does not replace them or the accounting package they use.
Can I try it before entering my own business data?
Yes. Demo Mode uses fictional data and requires no account, so you can see how quotes, projects and approvals work first.

See how Boksit works before signing up

The Interactive Demo runs the real product on fictional data, with a guided tour.

Start Interactive DemoExplore Features