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Reports & Estimates
Reports & Estimates
Create professional, profitable proposals with STACK reports and estimate options.
+1
11 articles in this collection
Written by
Troy Newman,
Matt Hayden,
Katie Blue
and 1 other
How to change the currency symbol
STACK can display your local currency symbol in Reports, Estimates, and the PDF Proposal.
Written by
Troy Newman
Updated over a week ago
Reports
How to Use STACK Reports
Here's an overview of STACK's pre-built reports.
Written by
Katie Blue
Updated over a week ago
Excel Report Sync Add-In
Quickly copy takeoff quantities into Excel using the Report Sync Add-In for adding waste and markups to your estimates
Written by
Matt Hayden
Updated over a week ago
How to Create a Quote Using the Project Cost Calculator
Use our Project Cost Calculator Excel workbook to generate a customer quote
Written by
Troy Newman
Updated over a week ago
Project Cost Calculator
Use the Project Cost Calculator to estimate the total project cost including project pricing, markup, overhead, and profit
Written by
Matt Hayden
Updated over a week ago
Estimates
How to Use STACK Estimating Tools
Here's an overview of STACK's estimating options.
Written by
Katie Blue
Updated over a week ago
STACK Estimate Summary Section
To better understand your estimate
Written by
Troy Newman
Updated over a week ago
Quick Intro to Estimate Data Filtering
3 minute overview for using data filters in estimates
Written by
Katie Blue
Updated over a week ago
How to Customize a PDF Proposal
Create a PDF that you can deliver to your customer using Subtotals and Groupings
Written by
Troy Newman
Updated over a week ago
How Estimates are Calculated
The formulas behind the math
Written by
Troy Newman
Updated over a week ago
Export Your STACK Estimate to QuickBooks Online
How to connect your accounts and assign item accounting codes to export STACK estimates to QuickBooks Online.
M
Written by
Michelle Reeves
Updated over a week ago