Stop using rigid templates. Build your own system.

The Business OS that
Adapts to You.

Most invoice apps force you to work their way. BookWise lets you define Custom Forms for quotes & orders, then tracks your unique data on a smart calendar.

bookwise.app/dashboard/forms

Configure Quote Form

Mode: Edit
Event Date & Time
Event Location / Venue
+ Add Custom Field
Live Preview
Quotation #1024
Created for Global Corp Inc.
Event Date
Dec 24, 2025
Location
Grand Hall, NYC
Consulting Services $1,000.00
Equipment Rental $500.00

You're not a "Generic Business."
Why use a generic invoice?

Standard apps give you a "Date" and "Description" field. But if you run a catering business, you need "Event Date" and "Dietary Restrictions." If you're a contractor, you need "Site Location" and "Permit Number."

Standard Apps

Rigid templates. You have to hack the "Notes" section to add the details that actually matter.

BookWise

You define the fields. The system adapts to your workflow, not the other way around.

OTHER APPS
"Put details in notes..."
BOOKWISE
Event Type
Wedding
Guest Count
150 Guests
Venue Access Code
8842#

More than just invoices.
A complete workflow engine.

BookWise connects your data together. Your quote form feeds your calendar, and your calendar manages your capacity.

Custom Forms Engine

Create specific fields for your Quotes, Orders, and Invoices. Text, Dates, Dropdowns—capture exactly what you need to deliver the job.

Contextual Calendar

Map your custom date fields to the calendar. See "Delivery Date" or "Installation Day" directly on your schedule, not just "Invoice Due."

One-Click Documents

Turn a Quote into an Order, and an Order into an Invoice instantly. Your custom data flows through every step automatically.

1
Select Form Field
Event Date (Custom)
Map to Calendar
Show on Calendar
2
Popup Title
Customer Name
Preview
Tooltip View

Configure Once. Use Forever.

The power lies in the setup. You spend 5 minutes defining your business rules, and BookWise builds the interface for you.

  • 1

    Create Custom Forms

    Add fields like "Venue," "Gate Code," or "Project Manager" to your quotes.

  • 2

    Link to Calendar

    Tell BookWise which date field controls your schedule. Suddenly, your calendar reflects reality.

  • 3

    Manage Business

    Create customers, send PDF quotes, and track payments in one unified view.

Who is BookWise for?

Caterers

"I needed a way to track dietary restrictions and event times on my invoices. Standard apps couldn't do it. BookWise let me build a 'Catering Order' form in minutes."

Sarah J.
Fresh Bites Catering

Field Services

"My team needs gate codes and site manager names on every work order. BookWise allows us to make those fields mandatory before a quote is sent."

Mike T.
HVAC Pro Systems

Freelancers

"I use the custom fields to track 'First Draft Due' and 'Final Review' dates. My calendar shows me exactly when deliverables are due, not just when I get paid."

Elena R.
Digital Designer

Ready to build a workflow that fits?

Join thousands of businesses who stopped fighting their software and started customizing it.

No credit card required. Free plan available.