BuildStax Reseller Playbook
B BuildStax by OCIDM · Reseller Playbook
BuildStaxby OCIDM
PARTNER TRAINING DECK · 2026

Construction and rentals,
one workspace.
Sold under your brand.

BuildStax Reseller Program
$997/mo platform · $199/mo per client workspace
sales@ocidm.io
01 · The opportunity

Clients keep finding reasons to look elsewhere.

Builders report double-digit renewal increases. Procore quotes only after a sales call. JobTread charges per user. That leaves a door open.

$339–$829
Buildertrend's monthly price range by tier (USD)
Double-digit
Renewal increases builders report on legacy platforms
$375–$5,000+
Procore's monthly range, quoted after a sales call
02 · Why partners join

Seven reasons to resell BuildStax.

Recurring monthly margin

You set the price and own the billing relationship with every client.

Four clients cover the platform fee

Every client after that is margin. See the example math later in this deck.

Sell against well-known pain

Renewal increases, quote-after-a-call pricing, per-user and per-unit charges, hard data exports. BuildStax is flat priced with unlimited users and one-click export.

White-label

Your brand across the app, the client portal and emails. Email and domain features need the platform keys connected.

Two markets, one product

Construction and rentals live in one workspace, so you can serve both.

Open by design

An MCP server and a public API on every plan, so your own tools and AI agents can work with client data.

Low risk to start

A monthly platform fee and a 30-day free trial for your clients.

03 · BuildStax in one slide

Construction & rental ops. One workspace. One login.

Projects

Jobs, RFIs, submittals, daily logs, schedules

Change orders & selections

Client e-signature, selections and allowances

Financials

Budgets, purchase orders, invoices, WIP report

Rentals

Properties, units, leases, rent ledger, maintenance, vendors

Mobile

Installable PWA and a native app, with offline sync and geofenced clock-in

MCP server + public API

On every plan. AI client updates and semantic search are Pro features

Client & sub portals

A client portal and a subcontractor portal

White-label

Your brand across the app, portal and emails

04 · Why clients switch

Four reasons clients say yes.

Flat pricing. Unlimited users.

Published pricing: $249 Starter and $449 Pro a month, unlimited users on every tier.

MCP and a public API on every plan.

Starter included. AI client-update drafts and semantic search start on Pro.

Construction + Rentals in one workspace.

One workspace for the build-out and the rental portfolio that follows it.

White-label + reseller model.

Your brand across the app and the client portal. Your resale price. Your margin.

05 · The competitive map

BuildStax vs. the field

PlatformPrice (USD/mo)Where it hurts themWhat we do
Buildertrend$339 · $499 · $829Double-digit renewal increases reportedFlat pricing, unlimited users
Procore$375 – $5,000+Quoted after a sales callPublic pricing, 30-day free trial
JobTread$159 + $18/userCharges per userUnlimited users from $249
Buildium$62 · $192 · $400Per-transaction payment fees on topFlat pricing, unlimited users. Online rent payments are in final testing.

Competitor prices as published or quoted. Check current pricing before you present.

06 · Product tour · Construction

The job, from kickoff to close-out.

Every job gets one record. The office, the field, the client, and the subs work from the same place.

Change orders carry a client e-signature. Selections track allowances. Daily logs can be written on a phone or dictated by voice on mobile.

Projects + RFIs + submittals

One record per job

Daily logs with voice

Voice dictation on mobile

Photos + documents + reality capture

Drawing sheets; OpenSpace and DroneDeploy webhooks

Schedule

Per project and cross-project

Change orders + selections

Client e-signature, allowances

Workforce

Geofenced clock-in and a live map

07 · Product tour · Financials

Financials in the same workspace as the job.

Budgets, purchase orders and invoices sit next to the project they belong to. The WIP report ties it together. On Pro, budgets carry embodied-carbon estimates.

QuickBooks Online sync is on the roadmap for Q4 2026. It is not available today.

In the financial workspace
  • · Budgets
  • · Purchase orders
  • · Invoices
  • · WIP report
  • · Embodied-carbon estimates (Pro)
08 · Product tour · Mobile

Built for sites with no signal.

The field app works offline and syncs when the phone is back online. Logs, photos and clock-ins do not wait for a signal.

There is an installable PWA and a native app. The native app adds a biometric lock and geofenced clock-in. It is not in an app store yet.

Offline sync

Work without signal, sync later

Biometric lock

Native app

Geofenced clock-in

GPS-verified, per site

Voice daily logs

Dictate instead of typing

09 · Product tour · Rentals

A property-management product, in the same workspace.

Properties, units, leases, rent ledger, maintenance and vendors, flat priced and next to the construction side.

Properties + units

Mixed-use, rental and single-family

Leases

Lease records and documents

Rent ledger

Charges and payments recorded

Maintenance kanban

Open · In progress · Resolved

Vendors

With a W-9 flag

Owner statements + reports hub

Owner statement records and reports

In final testing

  • Resident portal. Email sign-in link, balance, lease, maintenance requests.
  • Online rent payments through Stripe Connect, paid directly to landlords.

Roadmap

  • Tenant payment autopay
  • Late fees
10 · Product tour · AI + MCP

Open to AI agents by design.

BuildStax ships a native MCP server on every plan. Point Claude or any MCP-capable AI agent at a workspace and it can work with that client's data, with the audit log behind it.

On Pro, AI client-update drafts and semantic search are included.

Open on every plan
  • · MCP server
  • · Public REST API
  • · Webhooks
  • · One-click JSON export
11 · White-label

Your brand across the app, the portal and emails.

Logo, name and colors across the app, the client portal and client emails. Your clients see your brand, not ours.

White-label is included in the reseller price, so every client workspace you create carries your brand. (Direct customers pay +$400/mo on Pro; it is included with Enterprise.) Custom domains and branded sending addresses are available once the platform's domain and email keys are connected.

Logo + colors

Your brand in the app and portal

Client portal

Branded for your clients

Custom domain

Available once connected

Branded sending address

Available once connected

12 · The reseller tier · Example

$997/mo + $199/client workspace.
You set the resale price.

You pay the platform fee every month and $199 for each client workspace. You bill your clients directly at any price you choose. In this example, $499 a month, close to Buildertrend's mid tier, leaves $300 a client.

Platform fee
$997/mo
What you pay OCIDM
Per client
$199/mo
Your cost per client workspace
Example resale
$499/mo
Example only. You choose your price.
Margin per client
$300/mo
Recurring. Every month.
13 · The scale ladder · Example

Four clients cover the platform fee. Every client after that is margin.

Example: $499 resale, $199 cost per workspace, and the $997 platform fee. Your price and client count will vary.

Break-even
4 clients

$1,200 margin minus the $997 platform fee.

$203/mo net
In the groove
10 clients

$3,000 margin minus the $997 platform fee.

$2,003/mo net
Scale
50 clients

$15,000 margin minus the $997 platform fee.

$14,003/mo net
14 · Partner perks

What you get as a partner.

Setup

Your first workspaces, together

Help setting up your first client workspaces.

Early access

New modules first

Early access to new modules, such as the resident portal and online rent payments, before general release.

Sales kit

Co-branded kit

Deck, videos, one-pager and email templates with your logo.

Support

A direct line to OCIDM

Ask the OCIDM team your partner questions directly.

15 · Operations

You run the book. We run the platform.

Create · Open

Create a client workspace yourself and open it any time from your client list.

Suspend · Reactivate

Suspend a workspace when a client stops paying and reactivate it when they return. Archive it when they leave.

Your price, your billing

You bill your clients directly at any price you choose.

You manage your clients in Settings → Clients.

16 · Who to sell to

The reseller fit profile.

Software consultants

GTM shops, agencies, and services firms already selling to contractors or property managers.

Construction franchises

Networks of independent remodelers & builders.

Builder associations

HBAs, trade groups, buying cooperatives selling tools to members.

Property management consultants

Firms moving landlords off spreadsheets and email.

Vertical operators

Restoration, modular / prefab, build-to-rent portfolios running both sides.

Accountants & bookkeepers

Already managing job-cost books for contractor clients.

17 · The migration pitch

Switching is the usual objection. Here is the plan.

Every prospect on another platform asks how they will move. There is a CoConstruct CSV importer today. A Buildertrend importer is on the roadmap.

Clients get a 30-day free trial, so they can run both products side by side before they cancel the old one. And their data is never trapped: one-click JSON export, with a 12-month refund if an export ever fails, per the MSA.

Step 1
Export from the old system (CSV)
Step 2
Import with the CoConstruct CSV importer
Step 3
Invite the team and subs, run both for the 30-day trial
18 · Illustrative scenarios (examples, not real customers)

What the math can look like.

Example · Software consultant

Seven clients moved onto BuildStax in a month.

A services firm charges $649/mo per client against a $199 workspace cost.

$3,150/mo gross margin
7clients, month 1
Example · Franchise

42 franchise locations under one brand.

A remodeling franchise white-labels every location at $499 resale against a $199 cost.

$12,600/mo gross margin
42franchise workspaces
Example · PM consultant

Twelve landlords with 230 units between them.

A property-management consultancy resells BuildStax Rentals at $649 per client.

$5,400/mo gross margin
12property-manager clients

Illustrative math only, before the $997 platform fee. These are not customer results.

19 · Built for what's next

Where the platform is headed, and where it is today.

Built for AI agents

A native MCP server on every plan.

Open API and webhooks

It connects rather than locks in.

Distribution built in

Reseller and white-label are product features.

Build it, then run it

Construction plus rentals, maintenance and residents.

Offline-first field app

For sites with no signal.

Trust as a feature

Published pricing and an export guarantee.

Live today

  • MCP server and public API
  • White-label and reseller workspaces
  • Offline-first mobile app
  • One-click JSON export
  • Construction and core rentals records

In final testing

  • Resident portal
  • Online rent payments (Stripe Connect)

Roadmap

  • QuickBooks Online sync
  • Buildertrend importer
  • SOC 2 Type II readiness, target Q4 2027 (not issued)
20 · Objection handling

The questions every prospect asks.

Price looks too good. What's the catch?
Flat, published pricing with unlimited users on every tier. Starter is $249 and Pro is $449 a month. The pricing page has the detail.
What happens if I cancel? Can I get my data?
One-click JSON export any time. It is written into the MSA: if an export ever fails, you get a 12-month refund.
Does the mobile app work offline?
Yes. The app syncs when signal returns, with a biometric lock and geofenced clock-in on the native app.
What about AI? Is it a Premium add-on?
The MCP server and public API are on every plan. AI client updates and semantic search are on Pro.
Can I white-label the whole thing?
Yes. White-label is included in the reseller price for every client workspace you create. Custom domains and sending addresses are available once the platform keys are connected.
Do you have SOC 2?
Not yet. Our SOC 2 Type II readiness target is Q4 2027. Today: row-level security on every table, an audit log, MFA and passkeys, and break-glass access with dual approval.
Can my client run construction and rentals together?
Yes. Same workspace, same login, same team.
Can tenants pay rent online?
Not yet. The resident portal and online rent payments through Stripe Connect are in final testing. The rent ledger records charges and payments today.
21 · The thesis in one view

If you sell to builders, remodelers, GCs, or landlords,
the platform fee is covered at four clients.

22 · How onboarding works

From first call to first launch.

1

Talk with us

We scope your target clients and your pricing.

2

Set up your first workspaces

We create your first client workspaces together.

3

Brand and price it

Add your logo and colors, and set your resale price.

4

Launch with the kit

Go to market with the co-branded kit: deck, videos, one-pager and email templates.

23 · Try it yourself

Open the demo workspace and click around.

A shared demo login with sample projects. Use it to see the construction tools the way a client would.

Sign in athttps://buildstax.ocidm.io/login
Emaildemo@ocidm.io
Password2896898326

Sample data only, so please don't enter real client information. The demo login shows the construction suite. Rentals and admin settings are covered in the videos.

NEXT STEPS · HOW TO START

Ready to scope your first four clients?

Four clients is the break-even point in the example math. You launch with the co-branded kit: deck, videos, one-pager and email templates carrying your logo.

sales@ocidm.io

Partner support: support@ocidm.io

buildstax.ocidm.io

BuildStax by OCIDM · Reseller Program · $997/mo + $199/client workspace · 30-day free trial for every client
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