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.

Written by Michelle Reeves
Updated over a week ago