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User Guide
User Guide
Quick Visual Instructions
+2
53 articles in this collection
Written by
Justin Ogilby,
Troy Newman,
Sarah Nimersheim
and 2 others
Getting Started
How to Create a Desktop Shortcut
Quickly login into your STACK Account
Written by
Matt Hayden
Updated over a week ago
Plan Management
How to Upload a Project
Learn how to upload PDF, ZIP, PNG, TIFF and JPG files into your project
Written by
Matt Hayden
Updated over a week ago
How to Organize your Project Documents
The Plans and Documents section
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.
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.
Written by
Katie Blue
Updated over a week ago
How to Add Project Notes
Quickly document information pertaining to the project
Written by
Matt Hayden
Updated over a week ago
How to Upload Additional Plans to Your Project
It is easy to add more plan pages to an existing project
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.
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
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
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.
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.
Written by
Katie Blue
Updated over a week ago
How to use Automatic Plan Hyperlinking
How STACK can quickly link to plans with details
Written by
Troy Newman
Updated over a week ago
How to Delete Plans
Deleting Thumbnail Plans
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
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.
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
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.
Written by
Katie Blue
Updated over a week ago
How to Use STACK Takeoff Tools
This article will help you understand how to navigate your takeoffs for the best outcome.
Written by
Katie Blue
Updated this week
How to Navigate Your Takeoffs
This article will help you understand how to navigate your takeoffs for the best workflow
Written by
Matt Hayden
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.
Written by
Matt Hayden
Updated over a week ago
How to Use Autocount
Here's how STACK can automatically count your symbols for you.
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.
Written by
Katie Blue
Updated over a week ago
How to Edit or Delete Measurements
Edit or Delete
Written by
Matt Hayden
Updated over a week ago
How to Cut out or Remove an Area from a Takeoff
You can deduct a
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.
Written by
Matt Hayden
Updated over a week ago
How to Use the Multiplier - Screen Shot
Draw one or more geometries and multiply them
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
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
Written by
Matt Hayden
Updated over a week ago
How to Hide Markups on a Plan
How to turn off the visibility of markups
Written by
Troy Newman
Updated over a week ago
How to use Bookmarks
Create links to quickly zoom to other pages
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
Written by
Matt Hayden
Updated over a week ago
Materials
Import items into your STACK item database
How to do a bulk import of items from an Excel spreadsheet into your item library
Written by
Justin Ogilby
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.
Written by
Katie Blue
Updated over a week ago
How to Attach an Item to a Takeoff
Attaching a material or labor item
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
Written by
Matt Hayden
Updated over a week ago
How to Attach an Assembly - Screen Shot
How to add a materials assembly
Written by
Matt Hayden
Updated over a week ago
How to Build an Assembly
Building an assembly
Written by
Troy Newman
Updated over a week ago
Reporting
How to Use STACK Reports
Here's an overview of STACK's pre-built reports.
Written by
Katie Blue
Updated over a week ago
Estimating
Quick Intro to Estimating
2 minute overview for creating an estimate and proposal
Written by
Troy Newman
Updated over a week ago
How to Use STACK Estimating Tools
Here's an overview of STACK's estimating options.
Written by
Katie Blue
Updated over a week ago
How to Create a Proposal
Learn how to determine a selling price for your project and create a professional-looking proposal using an estimate in STACK.
Written by
Katie Blue
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
Collaborating
How to Utilize STACK Once You Have Received a STACK Invite - Screen Shot
How to Get Started!
Written by
Matt Hayden
Updated over a week ago
How to Invite in STACK
Basic overview of the invite feature and how to use it
Written by
Matt Hayden
Updated over a week ago
How to Share a Project
How to Share a Project from STACK
Written by
Matt Hayden
Updated over a week ago
How to Share or Invite Others to Collaborate on a Project
Here's an overview of how to work with other team stakeholders on your projects in STACK
Written by
Katie Blue
Updated over a week ago
Some more Good Stuff
How to Manage and Assign Users
Here's how you can view and manage your active and deactivated users.
Written by
Katie Blue
Updated over a week ago
How to Use More than One Monitor
Using two or more monitors with STACK
Written by
Matt Hayden
Updated over a week ago
How to Work More Efficiently with STACK Hotkeys
Here's an overview of STACK's keyboard shortcuts
Written by
Katie Blue
Updated this week
How to Use Metric
Metric
Written by
Matt Hayden
Updated over a week ago
How to Use STACK Mobile
You can view your plans, measurements, and reports - all from your iPhone, Android phone, iPad, tablet or any other mobile device!
Written by
Matt Hayden
Updated over a week ago
How to use Google Earth Images
Using Google Earth images with STACK
Written by
Troy Newman
Updated over a week ago