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Articles on:Getting Started
For those of us that need a bump start, these videos will help you learn the fundamentals of zzTakeoff and on screen estimating and takeoffs.

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  • Getting Started
  • Feature Updates
  • Advance Users
  • Tips and Tricks
  • Demos & Training
  • Name, Number, and Scale Plans using AI
    Scaling Plans in zzTakeoff with our AI FeatureFeatured
  • Importing Legends & Schedules Using AI
    Importing Legends and Schedules Using zzTakeoff's AI Feature And rounding out some of our amazing AI features in zzTakeoff, we have the ability to batch import plan sheet legends and schedules. With this amazing time saving feature we can simply drag our mouse over an existing legend on the plans and select extract schedule. Once selected, a window will open that will show the extracted items. If you need to change the type of the measurement tool, just typeFeatured
  • Counts and Area Takeoffs
    Counts and Area Takeoffs Once your plan sheets are scaled you are now ready to start creating takeoffs. In the top bar of the takeoff page you will notice the Area tool, the Linear tool, the Segment Tool as well as the Count tool. The icons on the right of the count tool are collaboration tools, and we will discuss those further in another video. For now, let’s look at the Area tool, when you select the area tool a New Area window will open. Notice that the NameFeatured
  • Formula Boot Camp
    Please watch this must see video, to learn more about basic and some advanced formulas for zzTakeoff users. It is a long video, so we have chapters to help you search for the type of formula you want to use.Featured
  • Keyboard Hotkeys and Short Cuts
    00:00    Introduction 00:11    Accessing List of Keyboard Hotkeys 00:22    General Hotkeys- Stop, Delete, Save Changes, Open Project, Find and Search, Copy, Paste, Select All, Undo and Redo 02:20    Navigation Hotkeys- Page up, Page Down, View Bookmarks, View Pages, New Bookmark, Magnifier Tool, Edit Properties, Search Sidebars, Toggle Sidebars, Zoom to Fit, Zoom to Box 05:32    Drawing Hotkeys- Near Area, New Linear, New SegmentSome readers
  • Permissions & Access Guide
    zzTakeoff Permissions & Access Guide This guide explains how roles, licenses, and invitations work in zzTakeoff so you can confidently manage your team’s access. Getting Started (New Accounts & Trial Users) To get the most value from zzTakeoff: ✅ Invite everyone on your team who needs to view blueprints ✅ Collaborate inside one shared workspace ✅ Avoid starting separate trials for each team member WFew readers
  • Segment and Linear Takeoffs
    In Recent feature updates our development team just keeps knocking it out of the park with zzTakeoff's many options for linear and segment takeoffs. Let's navigate to our takeoff screen and select Linear. Once this opens, you will start to see some very familiar choices for color, measurements, opacity, but when you select the measurement type dropdown, you will see an amazing list of options ranging from Flat Linear, Linear with Wall Height, Linear with Wall Height andPopular
  • Bid and Takeoff Organization
    In this extremely important video, we will walk you through creating ways to organize your takeoffs. On the right side of your takeoff window, you will notice the takeoffs tab has a few icons on the right side of the tab. The first icon that we notice is the view icon, and when you select this, you have the option of organizing your bid by layers, folders or takeoff type. We can go ahead and click on them to get a feel on how they organize your takeoffs. Please note tFew readers
  • Importing PlanSwift Templates
    At zzTakeoff our development team is constantly working to improve our import templates from OST and PlanSwift feature. Please know that we have no affiliation with either of those companies. Currently there are also limitations on how much of your PlanSwift or OST templates can be transferred over into zzTakeoff and this is due to some of the complexities that have been built into those software templates. So we ask for your patience in this matter, but for now let'sFew readers
  • Batch Importing Items From Excel and Google Sheets
    Helpful Tips Let's take some time to explain and use the Batch Insert Product feature in zzTakeoff, but first let me explain the differences and similarities between Products and Items. Products are generally lists that can be used inside of the items in zzTakeoff. This is better explained as a list database that can be imported and used in any item parts, to even better explain, let's open a new item in an existing takeoff and select New Item and then select materPopular
  • Building Simple Formulas in Your Items
    Helpful Tips Please remember that Items lists are different than Product lists, but either way they both have the same Formula window and act exactly the same. The only difference at this point is that the items had the formula populated when you insert them into the library. Also remember that this video is prior to zzTakeoff getting Volume as a built in variable and so some of the math done in here is outdated. Since this video creation wSome readers
  • Batch Import Items with Pre-Built Formulas
    Helpful Tips To Batch Import Item be sure to create a new Library before importing your items. Also, please remember that there is a difference between Items and Products. If you would like you items to act more like a database and have more than 100 items, you may wish to create a Product list over a Item Library. Make sure that your item list (Excel or Google sheets) is set up to match the columns in the Import Items list. In this videoPopular
  • Multiple Estimators Performing Takeoffs SIMULTANEOUSLY!
    Helpful Hints Be sure to make sure your team has been invited through the Share option button on the top right portion of the screen. If you intend on the invited person to perform takeoffs, please make sure that there role is set to takeoff.Some readers
  • Looking at Formula Options for Labor Items
    Helpful Hints While there are many ways to calculate Labor hours, in this video we discuss using a labor factor for Production rate. It is also possible to build a crew and use a crew production rate. The choice you use should be decided by your company's management team. This video only shows one way to create Labor hoursFew readers
  • Grouping Items in Templates and Reports
    Helpfull Hints Please note that this video is from an earlier version of zzTakeoff and the inserting of Items into templates can be performed by dragging and dropping directly into the opened Takeoff Property.Few readers
  • zzTakeoff Reports Boot Camp
    Hi all, this is another must see video for anyone planning on using reports in zzTakeoff. We have placed chapters to allow you to skip to the part of the video, that you need to see. 00:00 Introduction to Reports 00:58 Left Side Default Reports 01:40 Save Your Reports After You Change or Create Them 01:50 Teams Reports vs My Reports 03:10 Columns 04:20 Groupings 05:15 The Two Main Types of Reports 06:00 Groupings Reports Continued 07:08 SavSome readers

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