STACK takeoff to JobTread budget

Drop in a STACK takeoff export, check the totals, download the file for JobTread. Everything runs in this browser tab; nothing is uploaded anywhere.

1Add the STACK export

Any job's takeoff breakdown CSV from STACK. Line items can be anything; extra columns and column order don't matter.

Drop the CSV here, or click to choose it No file added yet

2Check the totals

Add a STACK export above to see its lines here.

Options (usually nothing to change here)

Round quantities up to the next whole number Combine takeoffs with the same name across plan sheets into one line Write the source plan sheets into each line's description Cost group for everything that isn't an alternate

Units

STACK's units are converted to Premium Painting's JobTread units automatically. Only change one if it's flagged above.

3Download and import

The download unlocks once a STACK export is loaded.

In JobTread, open the job's Budget tab, choose Import, and select the downloaded file. Check that Cost Group, Cost Item Name, Quantity, Unit, Unit Price Formula and Cost Type are mapped.
Each takeoff comes in as its own group with two lines: "- Labor" and "- Materials". Type the labor rate into Unit Cost on the Labor line and the material rate into Unit Cost on the Materials line. The group row shows that item's total. Then check the budget's quantities against the totals in step 2.
Need an extra item? Add a cost group inside the bid named for the item, then add a "- Labor" line (Cost Type Labor) and a "- Materials" line (Cost Type Materials) and type their Unit Cost.
For total labor and total materials, switch the budget to the Cost Summary view (grouped by Cost Type). That view includes alternates; the proposal page's cost summary splits them out.