Javier Salas Rios
Articles
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Custom Forms with Adobe Acrobat
Key Information Custom PDF forms can be prepared in Adobe Acrobat and attached to workflows as completed, non-editable documents. This method works as a workaround for creating custom forms inside ...
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Daily Reports Workflows
Without a ReviewerThis flow applies when the report creator assigns a Reporter but does not assign a Reviewer to the report. With a ReviewerThis flow applies when the report creator assigns both a ...
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iOS - Delete Your STACK Account via the Field App
Key Information In line with Apple’s iOS app guidelines, you have the option to delete your account directly through the STACK Field iOS app. If you choose to delete your account, any assigned Issu...
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Access the Web Portal
Key Information You will be invited to first login to STACK if you either start a free trial or if another user invites you to collaborate on a project. You only need to validate your email the fir...
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STACK for Excel Powered by Velixo
NOTEThe Velixo connector is a paid integration. To get access, please contact your STACK Account Manager to discuss licensing and enable the connection for your organization.With the Velixo integra...
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Export Estimate Worksheet Data to QuickBooks Desktop (TE)
If QuickBooks Desktop (QBD) is part of your workflow, you can streamline your accounting and invoicing by exporting Estimate Worksheet data from STACK directly into QBD.After completing the initial...
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Add or Delete Additional Costs from an Estimate Worksheet
To create an estimate that fully captures the entire cost of a project, you’ll likely want to include overhead costs, sales tax, and various other costs that may not be directly tied to one specifi...
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STACK Quick Start Assemblies - Division 4, Masonry
OverviewSTACK currently offers two assemblies under Division 04. The brick assembly contains a large selection of brick types, and the block wall contains several choices for CMU block size.04 Maso...
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Mastering Custom Formulas
Adding a custom formula to items in an assembly gives you greater control over what is displayed in the final line items on your Reports and in Estimates. Below are some of the most commonly used f...
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Import Items into a Library (TE)
Items can be imported directly into a Custom Library using a CSV or XLSX file. Importing Items provides an efficient way to create or update multiple Items, costs, and folder structures without ent...