Before You Start with zzTakeoff!

We have been wanting to make this video for a while. Please watch this very important video if you are new to zzTakeoff, or are starting to build out your templates and Items.

You will be glad you did!

CHAPTER LIST

• 00:00 State your intent before starting with zzTakeoff

• 02:51 Aim for good results and avoid common mistakes—don’t overbuild early on

• 07:12 Plan ahead: Project Management, estimating, timecards, and purchase orders

• 09:08 Understand report data—how it groups, sorts, and tracks costs

• 11:45 Manage products, items, and custom properties; keep product lists updated for cost accuracy

• 14:12 Test formulas as you build

• 16:34 Always test reports to ensure reliability

• 18:34 Standardize templates as much as possible

• 20:29 Save tested templates, add dates on folders, and include notes if helpful

• 23:11 Understand what is coming down the line with zzTakeoff! API’s, Report Designers and more!

• 25:00 Sign up for a training package before you start building