Javier Salas Rios
Articles
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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 ente...
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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 ...