User Guide

Quick Visual Instructions

Justin Ogilby avatar Troy Newman avatar Ryan Bender avatar +4
63 articles in this collection
Written by Justin Ogilby, Troy Newman, Ryan Bender and 4 others
Plan Management

How to Upload a Project

Learn how to upload PDF, ZIP, PNG, TIFF and JPG files into your project
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Organize your Project Documents

The Plans and Documents section
Troy Newman avatar
Written by Troy Newman
Updated over a week ago

Uploading Additional Plans and Documents

How to upload plans and other documents into a new project
Troy Newman avatar
Written by Troy Newman
Updated over a week ago

How to Use Text and Keyword Search

How to quickly search plans and find relevant sheets and details.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Create and Manage Projects and Events

Learn how to create, navigate, and manage your projects and events on the bid calendar and project list view.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Add Project Notes

Quickly document information pertaining to the project
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Manage Your Drawings and Other Project Documents

An overview of organizational features for your plan sheets and other project documents such as autoname and automatic hyperlinking.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Easily Create and Organize Plans by Folders

Use our drag and drop feature to move and group your plan pages / folders
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Open Multiple Thumbnail Pages - Screen Shot

Opening more than one thumbnail at a time
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Rotate Your Plans

Learn how to fix the orientation of your plans if they upload incorrectly.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Use Plan Overlay

Here's an overview of how to visually see the difference between multiple plan sheets.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to use Automatic Plan Hyperlinking

How STACK can quickly link to plans with details
Troy Newman avatar
Written by Troy Newman
Updated over a week ago

How to Delete Plans

Deleting Thumbnail Plans
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Print or Export

Here's how to download your project documents, reports, and proposals from STACK
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Use Label Groups

If you need to organize your takeoffs or reports, labels can help sort your data to meet your needs.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

Project Search

Need to find a project? STACK has a project Search that allows you to find it
Sarah Nimersheim avatar
Written by Sarah Nimersheim
Updated over a week ago
Takeoff Tools

How to Use STACK Markup Tools

This article will help you understand how to navigate your markup tools.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to perform takeoffs on plans with multiple scales

If your plan has two or more scales on the same page, we have a solution for you.
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Navigate Your Takeoffs

This article will help you understand how to navigate your takeoffs for the best workflow
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Use Autocount

Here's how STACK can automatically count your symbols for you.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Set the Scale

Learn how to set the scale using options provided by STACK.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago

How to Edit or Delete Measurements

Edit or Delete
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Cut out or Remove an Area from a Takeoff

You can deduct an area from an existing measurement
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to use the additional functionality of a takeoff template-Screen Shot

It is easy to edit, duplicate, delete and hide your takeoffs. You can also add your takeoffs to your takeoff library.
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Use the Multiplier - Screen Shot

Draw one or more geometries and multiply them
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to use Plan legend

How to add a takeoff summary list as a plan legend to a plan page
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Locate a Measurement - Screen Shot

How to locate a specific measurement from the reports section
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Hide Markups on a Plan

How to turn off the visibility of markups
Troy Newman avatar
Written by Troy Newman
Updated over a week ago

How to use Bookmarks

Create links to quickly zoom to other pages
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Create a Takeoff Template Library

Saving your Takeoffs to your Takeoff Library will save you time
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago
Items and Assemblies

What is an Item?

How items work to convert takeoff data into various costs
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

Import Items Into Your STACK Item Database

Bulk import items from a CSV spreadsheet into your item library!
Justin Ogilby avatar
Written by Justin Ogilby
Updated over a week ago

How to Attach an Item to a Takeoff

Attaching a material or labor item
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

What Is An Assembly?

Overview of an assembly
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

How to Customize or Create an Assembly

Copy an existing STACK assembly or create your own
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

Working with Assembly Formulas

How to edit your item calculations on assemblies
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

Mastering Custom Formulas

Common conversions to use in your custom assembly formulas
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

Excel Functions in Formulas

Excel-based functions you can use in custom formulas
Ryan Bender avatar
Written by Ryan Bender
Updated over a week ago

How to Attach an Assembly - Screen Shot

How to add a materials assembly
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Edit an Assembly - Screen Shot

How to quickly change the values of an assembly
Matt Hayden avatar
Written by Matt Hayden
Updated over a week ago

How to Build an Assembly

Building an assembly
Troy Newman avatar
Written by Troy Newman
Updated over a week ago

How to Manage Items and Assemblies

Learn how to create custom items and assemblies to add greater detail to your reports and estimates.
Katie Blue avatar
Written by Katie Blue
Updated over a week ago