> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://zztakeoff.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Before You Start with zzTakeoff!


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We have been wanting to make this video for a while. Please watch this 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