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How Do I Create Estimates in CSI Format?

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Written by Handoff Support
Updated this week

Handoff can generate estimates organized by CSI Division using AI — useful for commercial contractors and GCs who submit bids by division.


Create a CSI Estimate with AI

  1. Create a new estimate and open the AI chat.

  2. In your prompt, specify CSI organization. Example: "Create a detailed estimate for a 10,000 sq ft office TI. Organize by CSI division."

  3. The AI groups line items into CSI divisions (e.g., Division 03 – Concrete, Division 09 – Finishes, Division 26 – Electrical).


Organizing Sections Manually

  1. In the estimate table, tap Add Group to create a section.

  2. Name it (e.g., "Division 03 – Concrete").

  3. Drag line items into the correct sections.

  4. Repeat for each division.


Exporting for Submission

Tap the three-dot options menu and select Export as PDF or Export as CSV to submit to clients or general contractors.

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