CSI 11 40 00 — for foodservice equipment dealers

Bid package in. Deliverables out.

What used to take days now takes minutes: upload the invite exactly as it arrived — spec, full drawing set, addenda, a 900 MB zip. Minutes later you have an itemized equipment schedule with manufacturers and models, quote requests routed to the right rep groups, an install estimate built on your rates, a fab quote request ready to send, and an import file for your quoting software. From there the whole bid lives here — reps, replies, addenda, audit, submission.

Start free trialWatch it work
Free while we're in early access. Every line in the takeoff cites the spec page and drawing sheet it came from.
Riverside Culinary InstituteELAPSED 0:00
Pacific Crest Construction · School · Bid Feb 14, 2026
Unpacking RIVERSIDE CULINARY INST.zip0 / 512 MB
Items0Rep groups0Fab0Alerts0
Item #DescriptionQtyMFRModelRep group
Custom fabNeeds repAccessory0 of 62 shown
takeoff.xlsxspec section.pdfkitchen drawings.pdfquote-import.csv9 quote requestsRUNNING
UNPACKINGSCROLL TO RUN
Takeoffs run
0+
Real Division 11 packages, spec and drawings, start to deliverables
Scope quoted
$0M+
Foodservice equipment scope quoted through SmartTakeoffs
Typical run
0:00
A full spec and drawing set, start to deliverables
Dealer experience behind it
0 yrs
A working Texas dealership — every feature built on live bids, not demos
Not just the takeoff

The takeoff is where a bid starts, not where it ends.

Everything after the takeoff — the reps, the replies, the addenda, the submission — happens in the same place, on the same bid, with your whole team looking at it.

01

Every bid in one board

Open bids with readiness, bid dates and value. You know where a job stands without asking the estimator running it.

02

Quote requests and replies

Requests go out per rep group and replies are tracked against the items they cover — who quoted, who is still owed, what is outstanding.

03

Your team on the same job

Seats for your estimators, comments and @-mentions on the bid, and quote emails that sign as whoever sent them.

04

Addenda without a restart

A new addendum re-runs against the takeoff you already reviewed and marks the reps whose quote just went stale.

05

Audit before submission

Takeoff against quote, spec against both — thirty seconds before it goes out the door.

06

A record after the fact

Submitted bids, versions and what changed, so a job you bid in February still makes sense in June.

07

Service agencies, not just reps

Your installers, hood and Ansul crews, refrigeration techs and fabricators are in here too — quote requests route to them for the items they cover.

08

Install estimated, fab routed

The install estimate runs on your crew rates and lands as a tab in the takeoff spreadsheet. Fab items go out as a quote request to your shop or fabricator, alongside the rep requests.

09

Your discounts, already pulled

Every manufacturer on the bid is matched to your discount structures and buying-group programs, so the numbers are already in front of you when it's time to price.

For the whole sales team

Not every job arrives as a GC invite.

Plenty of work walks in as a set of drawings, a walk-through or a quote from a rep. Your outside sales people work out of the same account — and open it most days without a bid at all, just to look something up.

Who reps what, and your discount on it

The MFR lookup and rep directory are the same records the takeoffs run on, so they can’t drift the way a shared spreadsheet does. Salespeople use it daily just to answer who carries a line and what you buy it at.

Measure drawings

Scale a plan and take your own measurements on screen — counts, lengths, areas — when there is no schedule to read from.

Upload a quote instead of a spec

A rep quote or an equipment list reads the same way a project manual does. Small jobs without a Division 11 book still get a full takeoff.

Straight into your quoting software

However the job came in, the output is an import file — so a salesperson can turn a walk-through into a priced quote the same day.

One upload. Four files and the quote requests.

Measurement tools hand you numbers. This hands you the finished paperwork — the takeoff spreadsheet with your install estimate on it, the spec section and kitchen sheets split out, the import file, and a drafted quote request for every rep group. The actual deliverables a Division 11 bid owes, ready for you to review and send.

Nested zips get unpacked. Scanned sheets get read. Addenda get applied on top of the takeoff you already have. No renaming, no splitting, no re-exporting.

Four downloads
01Takeoff spreadsheet — full takeoff, install estimate tab.xlsx02Spec section — Division 11 40 00, extracted.pdf03Kitchen drawings — the foodservice sheets, split out.pdf04Quoting-software import — drops straight in.csv
Plus the quote requests
One drafted email per rep group, with that group’s items attached and signed as the sender — and the custom-fab request to your shop or fabricator alongside them. You read them and send.
On the sample bid: 4 files, 9 rep groups, one fab request.
The run

Six stages. You watch every one.

The same pipeline the product shows you live, with an elapsed stamp on every step. Nothing happens in a black box you can't inspect afterward.

+0:00
Upload

The invite as it arrived. Nested zips unpacked, junk folders ignored.

+0:14
Classify

Spec section, kitchen sheets and addenda separated from 412 sheets.

+1:04
Read

Every page of 11 40 00, including image-only scans.

+3:40
Extract

62 items with manufacturer, model and quantity — each citing its source.

+4:52
Enrich

Rep groups mapped, fab scope separated, 4 ambiguous items flagged.

+6:12
Finalize

Four files and the quote requests, waiting for your review.

How it reads a spec

Pick a paragraph. Watch the line assemble.

Three paragraphs of real Division 11 language from a sample bid. A canned demonstration — the same reading your own documents get.

Section 11 40 00 — 2.14.Cpage 12

2.14.C THREE COMPARTMENT SINK: Fabricate from 16 gauge type 304 stainless steel, compartments 24" x 24" x 14" deep, with integral drainboards each end. Provide pre-rinse assembly with add-a-faucet at left drainboard. Shop drawings required prior to fabrication.

idle
Takeoff lines produced
1213-compartment sink, fabricated
MFRCustom fabModelshop drawing req'dQty1Sourcep.12 · K-204RoutedRouted to your fab shop
121APre-rinse w/ add-a-faucet
MFRT&S BrassModelB-0133-ADF12Qty1Sourcep.12RoutedRep group: Lone Star Foodservice Reps
One paragraph, two line items: a fab item for your shop and a purchased accessory for a rep. The faucet is the line that goes missing by hand.
Watch it work

A full bid, start to finish.

Real bid package, real screen recording, real time. Upload to finished deliverables.

Traceability

Check the work. Don't redo it.

Click any line. Every item carries the drawing sheet and the spec page it was read from, captured at extraction and never overwritten by an edit. Red means one thing on this page and in the product: needs review.

ItemDescriptionMFRQtySource
101Air curtain, 48"needs reviewMars1K-201 · p.5
102Walk-in cooler / freezerneeds reviewThermokool1K-301 · p.7
103Combi oven, gas, 20-panneeds reviewRational1K-203 · p.9
1213-compartment sinkneeds reviewCustom fab1K-204 · p.12
121APre-rinse w/ add-a-faucetneeds reviewT&S Brass1K-204 · p.12
152Type I exhaust hoodneeds reviewCaptiveAire2K-203 · p.14
160Conveyor dishmachineneeds reviewHobart1K-206 · p.17
7 of 62 items shown · Riverside Culinary Institute, 6:12 run.
Where item 103 came from
Combi oven, gas, 20-pan
Spec — 11 40 00, page 9
2.11.A — Combination oven/steamer, gas, 20-pan, "or approved equal." No basis-of-design model given.
Drawing — sheet K-203
Tagged 103 on the cooking line; utilities shown but no model on the schedule.
Needs reviewNo rep group mapped — assign before sending
From the estimators who use it daily
"A full bid day used to be eight hours of spec reading and rep emails. It's under an hour. We're bidding the tight-deadline jobs we used to skip."
Senior estimator · 40-year foodservice equipment dealer, Texas
SmartTakeoffs was built inside a working dealership and runs on live bids every day. Every feature exists because one of our own estimators needed it on a job that was due.
Two people have to say yes

Why you'd want this — depending on who you are.

The estimator is protecting a bid with their name on it. The owner is protecting margin and capacity. Same software, two different reasons.

Nothing is guessed quietly

Every line cites the spec page and drawing sheet it was read from. When something is ambiguous it comes back flagged, not filled in with a plausible model number.

Checking beats building

Verifying 62 cited lines takes minutes. Building them from a 412-sheet set takes a day — and the second pass is where things get missed.

The rep emails are already written

One per rep group, correct items attached, signed as you. You read them and hit send instead of writing nine emails at 4pm.

Addenda don't restart your day

Addendum 3 re-runs against the takeoff you already reviewed, shows what moved, and marks which reps need a re-quote.

What lands on your desk4 to clear · 58 verified
ItemNeeds your callWhy
103Combi oven, gas, 20-panNo rep mapped
160Conveyor dishmachineModel unclear
300POS terminalScope question
204Hand sink, wall mount × 2Added by addendum

The other 58 items are routed and cited. Red always means the same thing: needs review.

Bid more without hiring

One estimator covering 12 bids a month can cover 20 on the same salary. The jobs you skip for lack of hours are the ones a competitor wins uncontested.

Margin you don't hand back

Every bid can be audited before it goes out — takeoff against quote, spec against both. One missed hood run costs more than a year of subscription.

The process isn't in one head

Same rep routing, same install rates, same output whether it's your 20-year estimator or someone in their second week. When the veteran retires, the method stays.

You can see it without asking

No status meeting to find out where a bid stands. Readiness, outstanding quotes and bid dates on one screen.

Bids in flight4 open · $1.81M quoted
ProjectBid dateReadyQuotesValue
Riverside Culinary InstitutePacific CrestFeb 144/57 of 9$412k
Aldine Carver High SchoolBalfour BeattyFeb 202/50 of 11$688k
Mercy Regional cafeteria remodelJE DunnMar 111/50 of 6$530k
Test kitchen retrofitTurnerMar 035/59 of 9$184k

Sample data. Every open bid, its readiness and what's still owed by reps — without asking anyone.

Completeness

The items that hide.

A missed line doesn't show up until the job does. These are the six places scope goes missing on a Division 11 bid — accessories written into prose, sub-items with no schedule tag, quantities that only exist on the drawing, and anything an addendum moved.

On the Riverside Culinary Institute sample bid below, they add up to nearly four points of margin on a $400k package. Your name is on the bid; the point of the takeoff is that none of them are yours to remember.

Sample bid, anonymized. Costs are representative dealer sell prices.
Where it hidesItemWhat it isCost if missed
Accessory in spec prose121APre-rinse w/ add-a-faucetOne sentence inside the sink paragraph. No schedule tag of its own.$310
Sub-items, not scheduled103Floor stand + connection kitNamed in the combi oven paragraph, absent from the equipment schedule.$1,200
Referenced, not scheduled160ABooster heaterCalled out in the dishmachine paragraph; never given its own line.$2,800
Qty only on the drawing152Second Type I hood runSpec says "lengths per plan." The schedule says two.$9,400
Added by addendum204Hand sink, wall mount × 2Addendum 2, four days before bid. Easy to miss on a re-read.$1,650
In spec, no drawing tag300POS terminalFlagged as a scope question instead of silently dropped or guessed.flagged
Scope caught on one bid$15,360
Time to verify all six against their source: under 4 minutesTime to find them by hand: the afternoon

See what actually comes out.

Anonymized previews of the real deliverables. All names and contacts are synthetic.

ItemDescriptionMFRModelQtySource
101Air curtain, 48"MarsLPV2-EP-481K-201 p.5
102Walk-in cooler / freezerThermokoolper plan1K-301 p.7
103Combi oven, gas, 20-panRationalreview1K-203 p.9
1213-compartment sinkCustom fabshop dwg1K-204 p.12
152Type I exhaust hoodCaptiveAire5424 ND-22K-203 p.14
+ 57 more rows · one tab per rep group · totals and net pricing carried through
FromSample Estimator, Northwood Equipment Co.ToGulf Coast Equipment Group <bids@gulfcoasteg.example>SubjectQuote Request — Riverside Culinary InstituteAttached11 40 00 spec section.pdf · K-sheets.pdf

Hi team — we're bidding the project below and would like your lines quoted on the Division 11 foodservice equipment items listed. Bid date: May 7, 2026.

102 · Walk-in cooler / freezer · per plan · Qty 1
103 · Combi oven, gas, 20-pan · iCombi Pro 20-1/1 · Qty 1
103A · Floor stand + connection kit · Qty 1

Signed with the sender's name, title and phone. Your logo, your company info — the rep sees your dealership.

Project typeSchool / institutional
Items to set58
Your institutional pace9 units / day
Your loaded crew rate$1,850 / day
Crew days6.5
Install estimate$12,025
Custom fabrication, identified and routed
121 · 3-compartment sink w/ drainboards
124 · Wall-mount work shelf, 16 ga
133 · Dish table, soiled, w/ pre-rinse cutout

Flagged as fab rather than purchase, packaged with the dimensioned sheet. Fab pricing is not automatic: an estimator measures it in the Fab tool, or the package goes to your fabricator for a quote. The install estimate above is the automatic one — it runs on your rates.

riverside-culinary_import.csv
Items62
Net pricing on41 lines
FormatIndustry standard
Size14 KB

One file. Pick it in your quoting software's import dialog — nothing to reformat, rename or retype.

How it lands in your quoting software
ItemDescriptionMFRModelQtyNet
101Air curtain, 48"MarsLPV2-EP-4811,180.00
102Walk-in cooler / freezerThermokoolper plan142,600.00
121APre-rinse w/ add-a-faucetT&S BrassB-0133-ADF121awaiting quote
152Type I exhaust hoodCaptiveAire5424 ND-2226,900.00
+ 58 more items · your catalog still handles vendor links, freight and discount chains the way you configured them.
1 critical3 warnings12 info
Item 204 is in the takeoff and missing from your quote export
Item 151 quoted qty 1, takeoff qty 2
Item 121A discount differs — 50% on file vs 46.6% quoted
Item 160 model number unclear in spec

The 6pm Friday check

Run the audit against your finished bid before you submit. It compares what the spec asked for, what your takeoff says, and what your quote actually contains — and tells you where the three disagree.

Thirty seconds. It has caught real discrepancies on real bids minutes before submission.

Addendum 3, four days out.

The takeoff re-runs against the new spec, shows exactly which items moved, and marks the rep groups whose quote is now stale — so they get re-quoted instead of double-counted.

151 Range, 6-burnerV6B → SX-60
204 Hand sink (added)Qty 2
152 Type I hoodRe-quote sent
The clock

Invite Thursday 4:00 pm. Bid Friday 2:00 pm.

Twenty-two hours, six of them workable. The same package, scheduled two ways.

Bid clockBy handWith SmartTakeoffsThu 4:00 pmGC invite lands — 512 MB zip, scanned K-sheetsThe same zip, uploaded as receivedThu 4:06 pmStill downloading and printing the setTakeoff back — 62 items, 4 flagged for reviewThu 5:20 pmSet organized. Spec still unread.Flags cleared. 9 rep quote requests out, fab request with themOvernightNothing out to reps yetReps have the full package and a real deadlineFri 8:00 amSpec reading begins — four hours of itQuotes arriving, priced against the takeoffFri 10:00 amRep emails going out now — four hours to quoteFab pricing back from the shop. Bid audit run — one critical discrepancy caughtFri 2:00 pmBid dueFab and install still eyeballed. Quoting-software entry half done.Submitted at 11:00 am — three hours back on the next bid
Reps get a full evening. Quote requests go out Thursday instead of Friday noon — the difference between a real quote and a rushed one.
The audit happens before submission, not after. Thirty seconds against your finished bid while there's still time to fix it.
Nothing gets cut for time. The install estimate is done on your rates, and fab scope is identified and out for pricing instead of eyeballed at 1pm.
How it handles the messy ones

Not every run comes back clean.

A takeoff that claimed to be perfect wouldn’t be one you could trust. Here is what actually happens on a messy bid, and what you get instead of a guess.

No invented fab numbers

A guessed fab price is how bids lose money. The takeoff identifies fab scope and packages it with its sheets and specs — the number comes from your estimator measuring it in the Fab tool, or from your fabricator’s quote. Real dimensions or no price.

A bad scan is still a bad scan

Image-based sheets are read, but a faxed-then-scanned-then-rotated K-sheet reads worse than a clean PDF. Low-confidence lines come back flagged rather than filled in.

Scope questions stay questions

Whether the owner or the GC furnishes an item is a judgment call on the bid, not something to assume. Those land on your review list with the language that caused them.

Your number stays yours

It carries known net pricing into the import and tracks rep quotes as they land — but margin and the final bid number are written in your quoting software, not invented here.

A new line takes a minute

A manufacturer that isn’t in your list won’t route until you add it and point it at a rep group. Once. Then it routes itself forever.

You still review it

Nothing goes to a rep before you clear the flags. The claim is that checking a cited takeoff is faster than building one — not that review disappears.

Two sliders. Honest math.

More bids. Fewer mistakes. Same team.

Assumes 7 hours of Division 11 bid prep saved per package — manual spec reading, rep emails and quoting-software entry, less the estimator review on a SmartTakeoffs draft.

84
Estimator hours back per month
$5,460
Bid-labor cost recovered per month
10
More bids that time could cover
Outsourcing the same volume at $350 a takeoff: $4,200 per month. Your plan: Team, $250/mo.
Coverage

Is your catalog in there?

Type a manufacturer you carry. This is the real list the product reads — 656 lines, the same lookup your estimators use.

Anything not on it takes about thirty seconds to add, and it stays mapped for every bid after that.

The full lookup, with your own rep-group mapping against each line, lives inside your account.

Lines you'll recognize656 manufacturers loaded
HobartVulcanTrue MfgTraulsenRATIONALCaptiveAireManitowocHoshizakiScotsmanAlto-ShaamHenny PennyFrymasterPitco FrialatorGarlandSouthbendCleveland RangeGroenBlodgettMiddleby MarshallTurbo AirBeverage-AirAtosaDelfieldHatcoAdvance TabcoJohn BoosEagle GroupT&S Brass
19 / 51Buying group coverage, shown per bid. Load your group's program list alongside your catalog and every takeoff tells you which manufacturers on that job fall under it — and which don't.
Not on this list yet. That doesn't mean it won't read — the spec is read either way. It means you'd add the line to your MFR list once, point it at a rep group, and it routes itself from then on.
Getting set up

Four steps. An afternoon.

Most rep groups are already loaded, so you're selecting rather than typing. Or hand it to us and we'll set it up with you.

STEP 01

Import your catalog

Export the manufacturer list out of your quoting software and upload it — or load your buying group's program list. That's your MFR list, exactly as you already maintain it.

STEP 02

Pick your reps and service agencies

Most rep groups are already in the system — select the ones covering your territory. Same for installers, hood crews, refrigeration techs and fabricators.

STEP 03

Align lines to reps

Point each manufacturer at the rep group that quotes it. This is the mapping that makes every future quote request route itself.

STEP 04

Invite your estimators

Add seats and run a live bid. Quote emails sign as whoever sends them, with your logo and company info.

Up and running: a few hours, most of it spent on the MFR-to-rep mapping.Or we do it with you: send your catalog export and rep list and we'll have it configured before your first bid.

Pricing

Every paid plan includes the full toolset — you’re only choosing how many takeoffs and users you need.

No contracts. No setup fees. Cancel anytime.

Trial
Free
2 takeoffs total
2 users
Takeoff spreadsheet only
Start free trial
Starter
$50/mo
3 takeoffs
2 users
Full toolset
Start free trial
Team
$250/mo
20 takeoffs
3 users
Full toolset
Start free trial
ProMost popular
$500/mo
50 takeoffs — $10 per takeoff
5 users
Full toolset
Start free trial
Pro Plus
Custom
100+ takeoffs
Unlimited users
Priority support + custom onboarding
Talk to us

Trial runs the takeoff spreadsheet only, so you can see the extraction on a real bid before committing. Full plan comparison →

Questions

The things dealers actually ask.

Anything not covered here, ask on the call — we’d rather answer it against your own bid documents than in the abstract.

How does this work with my existing quoting software?+

SmartTakeoffs complements your existing tools — it doesn’t replace them. Use it to read the spec, build the takeoff and assign reps, then export an import-ready file in one click. Your pricing tools stay where they are; we handle the takeoff side.

Will it work with my rep groups and manufacturers?+

Yes — any rep group structure. Your rep groups, contacts and MFR mappings are fully configurable: during onboarding we help you import your existing setup, and you can edit it anytime from the Rep Groups page.

Can I use my own install rates and fab pricing?+

Yes. Every install rate — cost per day, commercial versus school pace — is configurable in Settings, and your numbers drive every install estimate the platform generates. Custom fab is handled differently: the takeoff identifies and flags fab scope, and the price comes from measuring it in the Fab tool or sending the package to a fabricator for a quote.

What happens if the spec is unusual or non-standard?+

It is built for the variety you see in real bids — equipment schedules, addendums, approved alternates, scope questions. Anything the platform isn’t confident about is flagged for your review with a note explaining why.

Can I edit items after the takeoff is done?+

Yes — every item is fully editable after generation. Change a manufacturer and the rep group updates automatically, and every change is tracked with version history so you can restore any previous state of the project.

What about addendums?+

Addendums are handled as incremental updates to an existing project. Only the affected items are re-extracted, and only the affected rep groups get new quote emails — the rest stay untouched.

What if the tool misreads something?+

Every item is editable. If something looks off — a wrong MFR, a missed accessory, a model number lookup — fix it inline and the spreadsheet, quote emails and import file update to match. Low-confidence items are flagged so you know where to double-check before sending.

Do I need a full Division 11 spec book?+

No. Many smaller bids ship without a formal Division 11 40 00 manual — just a foodservice equipment quote and drawings. Items are read off a quote the same way they are read off a spec, and the output is identical: spreadsheet, rep emails, install estimate, fab package and import file.

What kinds of bid documents work best?+

Any combination of project manual, drawings and addendums — text-based PDFs work best. Image-based and scanned PDFs are handled too, though the cleaner the source, the more accurate the extraction. Zip files are fine; they unpack automatically.

Can my team share projects?+

Yes — accounts are shared across your dealership. Everyone under the same account sees the same projects, rep groups and MFR lookups, and edits are captured with version history so nothing gets lost when two people work the same bid.

Why not just outsource the takeoff?+

Outsourced takeoffs run $200–500 each and come back on someone else’s schedule — which is the problem when an addendum lands four days out. Here the takeoff is yours, re-runs in minutes, and every line cites its source so you can check it. Compared side by side, and the same for how it compares to manual Excel takeoffs.

Is my data secure?+

Yes. All data is encrypted in transit (HTTPS) and at rest (AES-256) on enterprise-grade cloud infrastructure. Each dealer’s projects, files and data are fully isolated — your information is only accessible to your authorized team members.

Are my discount structures and rep relationships private?+

Yes — your discount programs, net pricing, rep group contacts and any other competitive information are private to your dealer account. Other dealers on the platform cannot see, access or query your data, and we never share or aggregate it across customers.

What does it cost?+

$50/month on Starter (3 takeoffs, 2 users). Pro is $500/month for 50 takeoffs and 5 users — $10 per takeoff. Pro Plus scales beyond that with custom pricing. A free trial runs 2 takeoffs total on real bids before you commit — after that, pick a plan to keep going.

What if I need to cancel?+

No long-term contracts. Cancel anytime and keep access through the end of your current billing period. Your takeoff history, rep groups and MFR mappings stay exportable, so you never lose your data.

Can I use it now?+

Yes. SmartTakeoffs is in early access and open to US foodservice equipment dealers today. Start a free trial and run a real bid through it — the trial gives you 2 takeoffs on your own projects before you pick a plan.

Start a free trial and run a real bid through it.

Sign up, upload a bid package the way it arrived, and minutes later you have the takeoff, rep routing, the quote requests including the fab request, the install estimate tab, and the import file — on your own documents. The trial runs 2 takeoffs before you pick a plan.

Start free trial
You bringA real bid package + rep list
We doSetup beforehand, 30–45 min call
CostFree. No credit card.
Encrypted in transit and at rest. Every dealer's projects, discount programs and rep contacts are isolated to their own account, and your bid documents are never used to train anything. Read the security page.
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Division 11 takeoff software for foodservice equipment dealers. SmartTakeoffs is a self-serve Division 11 40 00 takeoff platform built for commercial foodservice equipment dealers. It reads bid documents, identifies equipment, routes manufacturers to rep groups, drafts quote-request emails, produces install estimates, and flags custom fabrication for quote — and the output drops cleanly into the quoting software your team already uses. We write about the bid workflow this product was built around: the hidden cost of manual Division 11 bid prep, outsourcing versus automating, why takeoff software hasn’t caught up to other trades, and surviving addendum season on school bids.
© 2026 SmartTakeoffs. Built for commercial kitchen equipment estimators.
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