Javier Salas Rios
Articles
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Limit Estimate Types for Your Account
There are different types of estimates - Estimate Worksheet, Material and Labor Estimate, and Unit Cost Estimate - that can be created in STACK. By default you can create any or all of these estima...
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User Roles and Permissions (TE)
STACK offers a wide array of capabilities and information that can be useful to different people/departments throughout your organization. This makes it beneficial to give several members of your t...
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Copy a Project or Plan Sheets
Copying a project or plan sheet allows you to quickly reuse existing work without starting from scratch. This is especially helpful when managing similar scopes, templates, or project versions.The ...
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Procore Integration
IMPORTANTTo enable the Procore integration in STACK | Build & Operate, you must contact your account manager so they can help you set it up. Visit the STACK + Procore page for more details.NOTESTAC...
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Settings
Key Information The PROJECT INFO Settings tab allows you to edit the project details that were entered when the project was created. The project that appears in Settings is the one that has been se...
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Daily Reports Sections
Key Information All sections of the Daily Report must be filled out. If a section does not need to be filled out, check the None checkbox so it is marked as completed. A warning message will appear...
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Toolbar
Key Information The Toolbar is used to create annotations and raise issues on documents. Layers can be added on which permissions can be added in order to control who sees and who can edit the anno...
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Download the STACK Field App
Key Information The STACK Field App is where you will be doing all the markups on your plans. The App is available on iPad, iPhone (with limited use), Windows, and Android. Once you have created ...
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Locate a Team Member within STACK
Within a Project STACK offers the ability to know if team member(s) are working in the same project at the same time by displaying a circle icon with the team members initials. This creates awarene...
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Customize and Download a Proposal
IMPORTANTUnit Cost Estimates & Material and Labor Estimates have been retired and are only available for use in STACK accounts created prior to August 4, 2025.If your STACK account was created on o...