Getting Started

BtnZoo works differently to most document tools. Read this once and everything else makes sense.

The idea

Stop typing. Start tapping. BtnZoo removes the typing step from document creation. Whatever you build — invoices, checklists, job sheets, inspection reports, quote packs — your items stay the same from one document to the next. Set them up once as buttons. When you need a document, open one and tap your way through it — each button press adds the full entry, complete with its price, unit, or any other property you have defined.

The setup takes a little time upfront. After that, a complete invoice with eight or ten line items takes under a minute.

The four building blocks

1 — Buttons

Buttons are the items that go into your documents. Each button carries not just a name, but whatever properties matter to your work — price, weight, unit, quantity, anything you define. A plumber might have buttons for copper pipe, fittings, and labour. Each one already knows its price per unit. Press it once, the entry is added. Press it again, the quantity increases. No typing.

Buttons are organised into button groups — a set of related buttons that appear together when you are working on a document. You might have one group for materials, another for labour, another for call-out charges.

2 — Layout

The layout is the structure of your document — what it contains and how it is arranged. You define fixed elements (company name, headings that never change), single-value fields (customer name, job address, date), and list sections where your button-driven line items land.

Each field has a type: text, date, or a button-linked field that opens a specific button group when tapped. Setting up your layout is the part that takes the most thought — but you only do it once per template.

3 — Views

BtnZoo adapts to your screen. On a phone, your document shows as a clean working list — built for on-site use, one hand, no keyboard. On a desktop, you see the full A4 page as you work, with your layout elements placed exactly where you positioned them.

The document is the same either way. Only the presentation changes to suit the device. You can switch between list and A4 at any time using the toolbar. If you open the app on your phone for the first time and do not see an A4 page, that is expected — you are in list view, which is the intended mobile experience.

Note: the layout editor is designed for desktop use. Position your A4 elements on a desktop, then use the document on any device.

4 — Templates

A template is a saved document you can open fresh whenever you need it. Think of it like a form pad — each blank sheet has the same layout, the same fields, the same column headings. The pad is the template. Each sheet you tear off is a new document.

The best way to build one: create a document, set up your layout, fill it with real test data to see how it looks and feels, then save it as a template when it feels right. You are not committing to anything permanent — you can adjust and re-save at any time.

Your first time through

Follow this sequence and you will have a working document in one session.

  1. Go to the Documents Hub and create a new document.
  2. Select Create / Edit Buttons from the toolbar to set up your button groups. Add one group to start — name it, add a few buttons, give each one its properties.
  3. Open the Layout Editor to define your fields. Add a list section and link it to your button group. Add any single-value fields you need (date, customer name, and so on).
  4. Test it. Tap some buttons, fill in some fields. See how it looks in list view and, if you are on a desktop, in A4 view.
  5. When it looks right, use Save As Template. That is your master copy.

After that: open a new document from your template, tap your buttons, fill in the header fields, save or export. Done in under a minute.

Video walkthrough

A short video showing a complete document — from first button to finished invoice — is coming soon.

Request early access

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