I recently worked with a customer at a billion-dollar supply company. They provide materials to a lot of different contractors, and each contractor has their own specific requirements for how they want order forms formatted. This user was having trouble organizing things exactly the way their clients wanted. 

The main challenge was with takeoffs. He wanted to color-code them by category and have those same color groups export together in reports. Traditionally, STACK’s reporting system sorts items alphanumerically, not by color. 

When we got on the phone, I first suggested he could use letters in front of his takeoff names — something like “A – Sewer” or “B – Sanitation” — to help control the order. But wanted to share there was a better way. I showed him how to use Label Groups to organize everything by division. That way, he could label each takeoff under categories like Sewer, Water, or Sanitation and have everything export cleanly and consistently. 

He loved it. The solution was simple but made a huge difference. It saved him a ton of time, helped his reports line up perfectly, and even made their integration with their custom-built ERP system smoother (something our competitors don’t support!).