White-label branding
Customize the estimator workbench with your firm's logo, brand colors, and proposal templates. Your client sees your brand, not ours. Available on Professional + Enterprise tiers.
Agency Partners
OmniTakeoff for design-build firms + bid-as-a-service consultants.
White-label branding, multi-client workspaces, agency billing, per-client permissions. Built for firms that estimate on behalf of multiple clients.
Agency-specific features
What we built for multi-client workflows
Multi-client workspaces
Separate workspaces per client with full data isolation. Switch contexts in one click. Roll-up reporting across clients for your own ops dashboard.
Per-client team permissions
Invite client estimators or PMs into specific client workspaces. Granular role-based permissions. Client-side review without exposing your other clients' work.
Agency billing
Single invoice across all client workspaces. Per-client cost-center allocation for client-billback. Bulk-seat pricing tier (terms negotiated in the partnership agreement).
Partner tiers
Two tiers, both grant agency benefits
Authorized Partner
Requirements
- Have one paying client on OmniTakeoff
- Complete partner onboarding (4 hours of self-paced training)
- Sign mutual NDA
Benefits
- Bulk-seat discount across all client workspaces (terms in partnership agreement)
- Listed on OmniTakeoff partner directory
- Co-marketing opportunities (case studies, joint webinars)
- Dedicated partner-success contact
Premier Partner
Requirements
- 5+ paying client workspaces on OmniTakeoff
- Trained team (3+ certified estimators on staff)
- Year-1 partner business review pass
Benefits
- Premier-tier bulk-seat discount (terms in partnership agreement)
- Featured in partner directory + case-study program
- Quarterly business reviews with OmniTakeoff product team
- Early access to roadmap features (preview window in agreement)
- Paid speaking opportunities at our events
Apply
Three steps to partner
- 01
Apply
Tell us about your firm — service mix, current clients, timeline. We respond within 5 business days.
- 02
Onboard
Self-paced partner training (4 hours). Get your first client workspace set up. Co-build a launch plan.
- 03
Refer + grow
Bring clients into OmniTakeoff. Earn bulk-seat discounts immediately, jump to Premier tier at 5 paying clients.
FAQ
Common agency questions
- Can we resell OmniTakeoff to our clients?
- Yes — Premier Partners can include OmniTakeoff seats as part of their service contract. Your client signs the OmniTakeoff DPA + Terms; you handle billing. We honor your client relationships.
- Do you sign white-label NDAs?
- Yes. We commit not to disclose your client list, your client engagements, or any data we see in your client workspaces. Standard mutual NDA covers it; custom NDAs welcome.
- Can clients see they're using OmniTakeoff under the hood?
- On Enterprise white-label, the platform appears branded as your firm — your logo, your URL via custom domain, your support email. The 'powered by' attribution is configurable but legally required to keep on certain compliance views (DPA, security pages).
- What's the minimum agency size?
- No minimum. Agencies as small as 2-3 estimators bringing client work into OmniTakeoff get the same partner benefits as larger firms — Authorized tier kicks in at the first paying client.
- Do you compete with us for our clients?
- No. We don't sell directly to your clients without your introduction. If a client comes to us through a different channel and you have an active engagement with them, we route them back through you.
Ready to partner?
Apply now — we'll respond within 5 business days.
Tell us about your firm, your client portfolio, and what you'd want to launch first. The partner team takes it from there.