User Guide

How to Create a Desktop Shortcut

Quickly login into your STACK Account

Written by Matt Hayden
Updated over a week ago

Creating and Editing Takeoffs

This article will help you understand the basics of creating and editing takeoffs in STACK.

Written by Katie Blue
Updated over a week ago

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

Uploading Additional Plans and Documents

How to upload plans and other documents into a new project

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 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

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 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 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 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 an area from an existing measurement

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

What is an Item?

How items work to convert takeoff data into various costs

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!

Written by Justin Ogilby
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

What Is An Assembly?

Overview of an assembly

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

Written by Ryan Bender
Updated over a week ago

Working with Assembly Formulas

How to edit your item calculations on assemblies

Written by Ryan Bender
Updated over a week ago

Mastering Custom Formulas

Common conversions to use in your custom assembly formulas

Written by Ryan Bender
Updated over a week ago

Excel Functions in Formulas

Excel-based functions you can use in custom formulas

Written by Ryan Bender
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 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 Build an Assembly

Building an assembly

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.

Written by Katie Blue
Updated over a week ago

How to Use STACK Reports

Here's an overview of STACK's pre-built reports.

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

How to Export Custom Items to Excel

Export all your items and folder structure into an Excel worksheet or Apple Numbers

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

STACK Estimate Summary Section

To better understand your estimate

Written by Troy Newman
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 Troy Newman
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

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 Locate a Team Member within STACK

Presence Indicator

Written by Troy Newman
Updated over a week ago

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

How to Use More than One Monitor

Using two or more monitors with STACK

Written by Matt Hayden
Updated over a week ago

STACK Keyboard Shortcuts

Here's an overview of STACK's keyboard shortcuts

Written by Justin Couchot
Updated over a week ago

How to Use Metric

Metric

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

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