Building Templates Boot Camp

f you are new to zzTakeoff and are new to building Templates, this is a great boot camp style video to watch.

Watch as we build a template from scratch to the final product.

We Cover

• The importance of Product Lists
• The [Description] Formula
• The importance of Custom Variables
• Duplicating Templates, and Items for Speed and Consistency
• Custom Formulas on the Fly
• Changing Item types from labor to equipment and materials...
• Checking our work in Reports

Updated on: 07/12/2025