Overview of the account settings tabs

Using the settings dropdown in the main navigation, you can navigate to your account settings with options for Company Profile, Company Settings, Company Users, Billing Information, Subscription, Billing History, Catalogs, and App Integrations.

1. Company Profile

Here you can update your company details which include

  • Estimator Type

  • Trade Category

  • Trade Specialties

  • Trade Name

Company Profile

Your company profile helps keep us up to date with your estimator type, trade category, and trade specialties so we can provide relevant updates to you and your team as needed on events and features. To edit this information, select the "Update information" button under the Company Profile heading.

Trade Name

In STACK, Trade Names are used to add custom branding (such as logos) to your proposals. You can have multiple trade names assigned to one company if needed. To get started select "New Trade Name" under the Trade Names heading to open the Trade Name Editor Window.

Use the "Trade Name" field to enter your company name and enter your address and contact information to include your company information on your proposal.

Select "Change Logo" to upload a logo. The preferred logo format is .PNG but .JPG and .GIF files of any size are able to be used as well. Once your image is uploaded, you are able to Crop, Rotate, or Enhance it using our editing tools before pressing "Done" to add the logo.

When you have updated all desired fields, select "Save" at the bottom of your window to save your changes and return to the Company Profile Page.

TIP: Please fill in all address information at the Trade Name level to prevent missing information or errors on your proposals.

2. Company Settings

Here you can change your company name and default settings

  • Set metric instead of imperial as the default for all projects

  • Create company level label groups

  • Create company cost types and default markup percentages

  • Manage a variety of templates for quick re-use on any estimate or proposal:

Company Settings

You can set your company name by editing the "Company Name" field. You can also change your project measurement defaults from imperial to metric by selecting the box next to "Use metric measurements by default". Make sure to press "Save" to save any changes made here.

Location Settings

Here you can set your default currency and measurement system.

Set Default Currency

To set your currency simply select your desired currency from the drop down! At this time, currency settings currently affect only the proposals that you print from your estimates, but we are also working to include the setting directly into your estimates and reports as well.

Change Default Measurement System

STACK defaults to the Imperial measurement system. If you prefer to default to metric, simply select the "Use metric measurements by default" box.

Company Labels

Company Label Groups allow you to use the same default groupings on every project in STACK without needing to enter the information for every project. Follow these directions to get started:

  1. Select the green + New Label button

  2. In the "Label Name" text box, enter the name of your label group

  3. Select the green + Add Label button. The label name will then appear in a drop down at the top of the "Company Labels" section

  4. Select the green + New Option button and a text box will appear to the right.

  5. Type in the options for your label as needed.

  6. Press the enter key or click + New Option to submit the option

  7. Your new Label will be automatically available in all projects you create. After creating your takeoff, click the Library tab under the Labels section and select the Label you wish to include by clicking + Project

If you would like to learn more about label groups, please visit the article below:

Company Cost Types

Cost Types are a field entered at the item level that allows for filtering and grouping of reports, estimates and proposals in STACK. The standard Cost Types are Material, Labor and None. Using Company Cost Types you are able to expand on these options and set a default markup percentage per Cost Type to add an additional level of customization to your reports, estimates and proposals. Follow these directions to get started:

Create Company Cost Types

  1. Select the green + Add Cost Type button

  2. Enter your desired markup percentage in the "Default Markup %" window

  3. Select the green "Save & Close" button

  4. Visit the "Items" tab to locate and assign your new Cost Type to any desired items using the "Cost Type" drop down in the Cost Information section

  5. Select the green Save button to save your changes

Set Default Markup %

  1. Select the Cost Type from the list to display the editing window

  2. Enter your desired markup percentage in the "Default Markup %" window

  3. Select the green "Save & Close" button

Non-Measured Item Sets

Non-measured items allow you to add additional line items to your estimates that are not tied to your takeoff data. By creating Non-measured item sets, you will have the option to quickly add a selection of prepared line items to your estimates instead of manually adding each item. Follow these directions to get started:

Create an Item Set

  1. Enter the name of your Item Set and select the green + Add Item Set button

  2. Enter the Name and Unit of each line item at the bottom of the editing window

  3. Select the plus sign to add an item

  4. Select the X to the right of an existing item to delete it

  5. Select the green Done button to save your Item Set

Edit or Delete an Item Set

  1. Select the name of the Item Set you wish to modify

  2. Follow the instructions above to add or remove an item or

  3. Select "Delete It" from the bottom of the editing window to delete an Item Set

Scope of Work Templates

Here, you can enter text that can be applied to the Scope of Work section on any proposal. You can create multiple Scope of Work templates to apply to different types of projects. Follow these directions to get started:

Create a Scope of Work Template

  1. Enter a name for your Scope of Work, select the green + Add Template button

  2. Enter text for your Scope of Work.

    TIP: When pasting your Scope of Work, a Plain Text document works best. If you are seeing unusual characters when pasting from a word document, you will need to disable "Smart Quotes" from your settings in Word and use the "Paste as Plain Text" option.

Terms and Conditions Templates

Here, you can enter text to apply to the Terms and Conditions section on any proposal. You can create multiple Terms and Conditions templates to apply to different types of projects. Follow these directions to get started:

Create a Terms and Conditions Template

  1. Enter a name for your Terms and Conditions, select the green + Add Template button

  2. Enter text for your Terms and Conditions. TIP: When pasting your Scope of Work, a Plain Text document works best. If you are seeing unusual characters when pasting from a word document, you will need to disable "Smart Quotes" from your settings in Word and use the "Paste as Plain Text" option.

3. Company Users

Here you can view and manage your account users. As a reminder, only Account Owners can manage/edit the list of active and inactive users. To learn more about user roles and assigning users, please refer to the article below:

4. Billing Information

Here you can update your billing contact information as well as your credit card and billing address on file

5. Subscription

Here you can view your current subscription level as well upgrade your subscription term

6. Billing History

Here you can view the history of credit card charges on the account

7. Catalogs

Here you can view all active catalogs assigned to the company

8. App Integrations

Here you can view our integration options and manage your account connections. Our primary partners include:

If you need additional assistance, please contact us.

How to Manage and Assign Users

How to Update Your Billing Information

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