Tagging System in MeasureSquare Stone & Tile

Tagging System in MeasureSquare Stone & Tile

Tagging System in MeasureSquare Stone & Tile

Overview

Tags are the primary organizational mechanism in MeasureSquare Stone & Tile. They replace the room-based grouping model used in MeasureSquare 8 (flooring) and are central to how Stone handles multi-unit projects, shop drawing generation, and slab optimizer batching.


A tag is a label applied to one or more drawn pieces that groups them for reporting, scheduling, shop drawing output, and optimizer runs. Multiple tags can be applied to a single piece, and tags can be renamed globally in system settings.

How Tags Work

Applying Tags

Tags are applied at the piece level — not the room or floor level. Each piece drawn in Stone can carry one or more tags. To tag a piece:

  • Select the piece in the drawing area.

  • Open the Tag panel (right-side property view).

  • Type a new tag name or select an existing tag from the dropdown. Multiple tags can be stacked on a single piece.

Tag Naming Conventions

MeasureSquare does not enforce a naming convention, but consistent naming is critical for large commercial projects. Recommended conventions:


Project Type

Example Tag Format

Notes

Multi-family residential

A01 Kitchen, A01 Bath, A02 Kitchen

Unit + room — enables batch shop drawing by unit

Hotel / hospitality

Rm101 Bath, Rm102 Bath

Room number prefix for floor batching

Commercial lobby

Lobby Floor, Lobby Feature Wall

Area descriptor — one or two tags max

Residential kitchen

Kitchen, Island, Wet Bar

Simple room label — adequate for single jobs

StoneApp workflow

Must match StoneApp project structure

Tag names map directly to StoneApp — coordinate before setup


Renaming Tag Groups

Tag group names (the category labels shown in the tag panel) can be renamed in System Settings [1] under the Takekoff tab [2] and edit the Tag Group fields [3]. This change applies globally to all new projects. Existing projects are not affected. Use this to match company-specific terminology — for example, renaming the default group to match a client’s project phase structure.




Use Cases

1. Multi-Unit Commercial Projects

The primary use case for tags on commercial jobs. Tags allow an estimator to draw one unit, copy it across floors or phases, and generate separate shop drawings and optimizer runs for each unit type.


  • Draw Unit Type A (kitchen + baths) on the first floor.

  • Tag all pieces: A Kitchen, A Primary Bath, A Guest Bath.

  • Copy the tab to create Floor 2, Floor 3, etc. Rename tabs and update floor tags as needed.

  • Run the slab optimizer grouped by unit type — batches identical unit types together for maximum yield.

  • Generate shop drawings by tag — produces separate dimensioned PDFs per unit.

2. Slab Optimizer Batching

The slab optimizer’s Group By function uses tags to split a large project into manageable batches.

  • Apply consistent tags to all pieces (e.g., by floor, by unit type, or by phase).

  • In the Slab Optimizer import, select Group By and select the relevant tag group.

  • The optimizer runs independently for each tag group, producing separate slab layouts per batch.

  • Results populate the worksheet by tag group — making material ordering and scheduling straightforward.

3. Shop Drawing Generation

Shop drawings can be generated by tag or by tab. Tags give the most precise control over which pieces appear in each drawing package.


  • Generate by tab for automatic separation of full floors or phases.

  • Generate by tag for custom drawing packages — for example, a single shop drawing set for all “A01” unit countertops across all floors.

  • Turn off auto-dimension for complex layouts and add manual dimensions to specific edges only.

  • Title blocks are fully customizable and export cleanly to PDF.


4. Worksheet and Quote Reporting

Tags control how line items roll up in the worksheet and quote views:


  • Material quantities and slab counts aggregate per tag group.

  • Multiple worksheet tabs can be combined into a single quote package, each tab keyed to a tag group.


5. StoneApp Integration Workflow

For companies using both MeasureSquare Stone and StoneApp ERP, tags are the critical link between the two systems.


  • Tag structure in MeasureSquare maps directly to the project structure in StoneApp.

  • Coordinate tag naming with StoneApp project setup before beginning takeoff.

  • StoneApp users typically skip the MeasureSquare worksheet and quote steps — the tag-to-StoneApp handoff is the end of the M2 workflow for these accounts.

  • Mismatched tag names between the two systems require manual reconciliation in StoneApp.

6. Residential Single-Job Tagging

Even for simple residential jobs, basic tagging improves reporting clarity and proposal quality:


  • Tag pieces by room: Kitchen, Island, Primary Bath, Powder Room.

  • Enables per-room material breakdowns in the worksheet.

  • Allows selective shop drawing generation if fabrication is phased.

  • Required if the job will ever be duplicated or used as a template for a similar future project.


Quick Reference

Task

How To

Apply a tag to a piece

Select piece → Tag panel (right) → type or select tag

Apply multiple tags to one piece

Repeat the tag application step for each tag

Rename tag group labels

System Settings → Tag Groups → edit name (applies to new projects only)

Group optimizer by tag

Slab Optimizer settings → Group By → select tag group

Generate shop drawings by tag

Shop Drawings → Generate by Tag → select tag(s)

Copy a unit to a new floor

Copy entire tab → rename tab → update floor tag on copied pieces

Filter worksheet by tag

Worksheet → Group/Ungroup Item Name column by tag group



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