Question 1

How do I change my subscription plan?

Accepted Answer

Go to Settings in the app sidebar. Under the "Subscription" section you can upgrade or downgrade your plan. Changes take effect immediately. If you downgrade, you keep access to your current plan until the billing period ends.

Question 2

How do I invite team members?

Accepted Answer

Go to Settings > Team Members and click "Invite User." Enter their email and select a role (admin, manager, or worker). They'll receive an invitation email to create their account.

Question 3

What are the user roles and what can each role do?

Accepted Answer

Owner: Full access including billing and tenant settings. Admin: Full access except billing. Manager: Can manage operations, inventory, and tasks but not accounting or settings. Worker: Can view and complete assigned tasks only.

Question 4

How do I cancel my account?

Accepted Answer

Go to Settings > Subscription and click "Cancel Subscription." Your data will remain accessible in read-only mode for 30 days. After that, you can request a full data export by contacting support.

Question 5

Do you offer refunds?

Accepted Answer

Yes — we offer a 30-day money-back guarantee, no questions asked. If you're not satisfied within 30 days of subscribing, contact us and we'll issue a full refund.

Question 6

What is the difference between a task template, runlist, and occurrence?

Accepted Answer

Task Templates define reusable work (e.g., "Feed cattle"). Runlists are scheduled collections of templates (e.g., "Morning chores"). Occurrences are the actual tasks generated for a specific date. Think of it as: Template = what, Runlist = when, Occurrence = the actual to-do.

Question 7

How does inventory allocation work on tasks?

Accepted Answer

When creating a task template, you can attach inventory items. In TOTAL mode, the full quantity is deducted once when the task is completed. In PER_ANIMAL mode, the quantity is multiplied by the number of animals in the assigned group.

Question 8

Can I reorder tasks?

Accepted Answer

Yes. On the Today's Tasks page, drag and drop tasks to reorder them. The order is saved automatically. You can also set priority levels (urgent, high, medium, low) on task templates.

Question 9

How do recurring tasks work?

Accepted Answer

Set a recurrence pattern on your runlist (daily, weekly, biweekly, monthly, quarterly, annually). When you generate occurrences, SteadStack creates tasks for each date in the range based on the pattern.

Question 10

How do I track individual animals vs. managing a flock by head count?

Accepted Answer

SteadStack supports both. For flocks (chickens, turkeys, ducks), use Flock Adjustments to add/remove birds by head count — no individual records needed. For cattle, goats, horses, and pigs, add individual animal records for per-head tracking with health records, pedigrees, breeding events, and production logs.

Question 11

How does animal pedigree tracking work?

Accepted Answer

For individually tracked animals, open the animal's detail page and click the Pedigree tab. You'll see a visual family tree showing sire, dam, and up to three generations of ancestors. Set the sire and dam from your existing animal records in the animal edit form. Birth events automatically link offspring to their parents.

Question 12

How do I log egg, milk, or honey production?

Accepted Answer

Open an individual animal's detail page and click the Production tab. Click "Log Yield" and enter the date, yield type (Eggs, Milk, Honey, or Other), quantity, and unit. To see all production across your operation in one view, go to Assets > Animals > Production Log.

Question 13

How do I update many animals at once?

Accepted Answer

Go to the animal list for a group and check the boxes next to the animals you want to change. A bulk action bar appears at the bottom of the screen. You can bulk update Group, Status, or Location for all selected animals in one action.

Question 14

How do withdrawal periods work?

Accepted Answer

When logging a health record for a treatment, enter the Meat Withdrawal Days and/or Milk Withdrawal Days on the record. SteadStack automatically calculates the clearance date (treatment date + withdrawal days). If an animal has an active withdrawal period, a warning banner appears at the top of their detail page until the period clears — no manual tracking needed.

Question 15

How do I record a breeding event?

Accepted Answer

Open an individual animal's detail page and click the Breeding tab. Click "Record Breeding" and enter the breeding date, method (Natural Service, AI, Embryo Transfer, Hand Breeding, or Synchronized AI), sire name, and any notes. The breeding history shows all events in reverse chronological order with days since breeding.

Question 16

How is the average cost per unit calculated?

Accepted Answer

SteadStack uses weighted average cost. When you receive new inventory: new total value = (current qty x current avg cost) + (received qty x receipt cost). New avg cost = new total value / new total qty. This gives you a blended cost that accounts for price fluctuations.

Question 17

How do reorder alerts work?

Accepted Answer

Set a reorder point on each inventory item. When the quantity on hand at any site drops below that point, the item is flagged. You can create a requisition directly from the alert to start the purchasing process.

Question 18

Can I track inventory across multiple locations?

Accepted Answer

Yes. Each site maintains its own inventory balances. You can transfer inventory between sites, and each transfer creates a movement record at both the source and destination.

Question 19

What inventory categories are supported?

Accepted Answer

Four categories: Feed, Medicine, Supplies, and Equipment Parts. Each category maps to a specific inventory account in the chart of accounts for accurate financial tracking.

Question 20

What is the procure-to-pay workflow?

Accepted Answer

The full flow is: Requisition (request to buy) > Purchase Order (order sent to vendor) > Receipt (goods received) > Vendor Bill (invoice from vendor) > Payment (check or ACH). Each step creates an audit trail.

Question 21

Can I email purchase orders to vendors?

Accepted Answer

Yes. Make sure the vendor contact has an email address set. When creating or viewing a PO, use the "Send" action to email it directly. The vendor receives a formatted PO with line items and totals.

Question 22

What happens when I post a receipt?

Accepted Answer

Posting a receipt triggers several automatic actions: inventory quantities update with weighted average cost, a ledger transaction is created (debit inventory, credit accounts payable), and the PO status updates to partially or fully received.

Question 23

How do I record a payment to a vendor?

Accepted Answer

Use the Check Writer in the Accounting section. Select the vendor, choose which bills to pay, and specify the bank account. Posting the check debits accounts payable and credits your bank account.

Question 24

How does double-entry accounting work in SteadStack?

Accepted Answer

Every financial transaction creates at least two entries: a debit and a credit that must balance. For example, buying feed debits the feed inventory account and credits accounts payable. This ensures your books always balance and provides a complete audit trail.

Question 25

What account types are available?

Accepted Answer

Six types: Asset (things you own), Liability (things you owe), Equity (owner's stake), Income (revenue), Expense (operating costs), and COGS (cost of goods sold). Each account also has a subtype for more specific categorization.

Question 26

How do I create and post a journal entry?

Accepted Answer

Go to Accounting > Journal Entries > New. Add line items with accounts and debit/credit amounts. The entry must balance (total debits = total credits). Save as draft first, then post when ready. Posted entries create ledger transactions and update account balances.

Question 27

Can I reverse a posted journal entry?

Accepted Answer

Yes. Open the posted journal entry and click "Reverse." This creates a new entry with the debits and credits swapped, effectively undoing the original. Both entries are linked for audit trail purposes.

Question 28

How does bank reconciliation work?

Accepted Answer

Go to Accounting > Bank Reconciliation. Import or enter your bank statement lines, then match them against checks, deposits, and other ledger transactions. The system shows you the reconciled balance versus your book balance to identify discrepancies.

Question 29

How do I generate a Schedule F report?

Accepted Answer

Go to Accounting > Schedule F in the sidebar. Set your tax year date range and click Generate Report. SteadStack maps your income and expense accounts to the appropriate Schedule F line categories and calculates totals you can share with your accountant or enter into tax software. Export as a file for easy sharing.

Question 30

What is the Garden module?

Accepted Answer

The Garden module is a dedicated section for managing your grow-to-preserve operation. It includes a Seed Library (varieties and packets), Beds & Plots (your physical growing spaces), Crop Plans (tracking plantings from seed to harvest), Harvests (recording yields), Preservation (recipes and batches), and Climate & Frost (hardiness zone and frost dates).

Question 31

How do seed varieties and seed packets differ?

Accepted Answer

A Seed Variety is your master catalog entry — the plant type and cultivar (e.g., "Cherokee Purple Tomato"). A Seed Packet is a physical instance of that variety: a specific packet from a specific supplier, with its own seed count, germination rate, and storage location. One variety can have multiple packets from different years or sources.

Question 32

What is a Crop Plan?

Accepted Answer

A Crop Plan links a seed variety to a specific bed with target planting, transplant, and harvest dates. It tracks the plant's progress through growth stages (Planned → Seeded → Germinated → Growing → Ready to Harvest → Harvested) and includes a Growth Journal for logging observations, pest pressure, and weather notes throughout the season.

Question 33

How do I track germination rates?

Accepted Answer

From a seed packet detail page, log a germination test by entering the number of seeds tested and the number that sprouted. SteadStack calculates the rate automatically. Packets below 70% germination are flagged with an alert on the Seed Library overview so you know which packets to use first or replace before planting season.

Question 34

How does Preservation work?

Accepted Answer

Preservation has two parts: Recipes (your preservation methods — canning, freezing, fermenting, dehydrating, pickling) and Batches (individual production runs using a recipe). You link batches to specific harvest records to trace produce from bed to shelf. Batches track raw input quantity, finished product quantity, and storage location.

Question 35

How do I set my frost dates?

Accepted Answer

Go to Garden > Climate & Frost. Enter your USDA hardiness zone and your average last spring frost and first fall frost dates. You can find these at your local cooperative extension office or by searching your county name plus "average frost dates." With these set, a frost banner appears across all garden pages showing how many days until your next frost.

Question 36

Where is my data stored?

Accepted Answer

All data is stored in Google Cloud Firestore, hosted on Google Cloud Platform infrastructure. Data is encrypted at rest and in transit. Servers are located in the United States.

Question 37

Can I export my data?

Accepted Answer

Yes. You can export your chart of accounts, transactions, and inventory data. We believe your data is yours — no lock-in, no hostage situations. Contact support for a full tenant data export.

Question 38

How is tenant data isolated?

Accepted Answer

Every record in SteadStack includes a tenantId field. Firestore security rules enforce that users can only read and write data belonging to their own tenant. There is no way to access another tenant's data.

Question 39

What happens to my data if I cancel?

Accepted Answer

Your data remains in read-only mode for 30 days after cancellation. During this period you can request a full export. After 30 days, data is scheduled for deletion unless you request an extension.

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