Billy

What Is Billy?

Billy is a cloud-based construction compliance software that provides an integrated environment for managing vendor-related insurance and compliance records. It specifically caters to users in the construction industry with assistance from experienced construction professionals. Billy handles common compliance management issues, including automating renewal alerts, identifying compliant vendors, and syncing compliance data with Procore.

The platform leverages document oversight and compliance tracking within a single system to replace disconnected paperwork. Billy helps professionals communicate and collaborate with compliance activities more effectively.

What Is Billy Best for?

Billy is best known for its subcontractor prequalification tool, which verifies compliance and insurance details before work begins. It is built for construction companies that handle multiple subcontractor and vendor relationships across ongoing projects. By embedding customizable prequalification forms into company websites and automating the process of document collection and review, it helps reduce administrative effort and keep vendor records organized. Billy is well-suited for organizations that need to standardize their requirements and reduce risks in managing subcontractor compliance at scale.

How Much Does Billy Cost?

Billy cost is estimated to fall between $200 and $800/organization/month. This range is intended for general budgeting purposes only, as actual pricing may vary based on the number of projects, vendors, document volume, required integrations, custom workflows, and implementation scope. In addition to the base subscription costs, organizations should account for the following expenses:

• Managed Services Plan Premium: Estimated at $300–$800+/month above self-service, based on compliance volume and level of specialist involvement required
• AI Review Assistant Add-on: Approximately $50–$200/month, depending on document volume and whether it is bundled within the selected plan tier
• Subcontractor Prequalification Tool: Ranges between $100–$400/month, based on the number of vendors being pre-qualified and workflow complexity
• Additional User Seats: Estimated at $10–$50/user/month, depending on the number of team members requiring platform access beyond the base seat allowance

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Billy Integrations

Billy supports integration with a variety of third-party applications, including:

• Procore
• Autodesk Construction Cloud
• Docusign
• Sage Intacct
• JD Edwards EnterpriseOne
• Viewpoint Vista
• Acumatica Cloud ERP

How Does Billy Work?

Follow the steps below to understand how Billy typically works:

• Log in and connect with supported construction platforms, including Procore
• Configure project-specific insurance and compliance document requirements
• Request certificates and compliance documents from vendors and brokers
• Upload documents through secure links without requiring login credentials
• Review submitted documents and monitor vendor compliance statuses
• Automate reminder emails for missing and expiring insurance documents
• Collaborate using shared documents, tasks, and real-time communication

Who Is Billy For?

The platform caters to general contractors, project managers, compliance and risk teams, and subcontractors across various industries and sectors, including:

• Construction
• Insurance
• Technology

Billy Use Cases

Based on our analysis of Billy's capabilities and user feedback, we have identified key scenarios where this software is a good fit for organizations:

General Contractors Managing Hundreds of Active Subcontractors

General contractors working on diverse projects often struggle to keep insurance activities aligned with large subcontractor networks. Billy facilitates organizations that require close compliance monitoring without relying on extensive paperwork. Its structured compliance processes keep projects moving while reducing delays caused by expired or missing certificates.

Construction Teams Transitioning Away from Spreadsheet-Based Compliance

Many construction companies continue managing certificates, endorsements, and compliance records through spreadsheets, shared folders, and email chains. Billy is suitable for organizations looking to replace these manual processes with a centralized workflow that provides visibility into active projects. Users mention that Billy makes insurance tracking less time-consuming than managing Excel spreadsheets.

Insurance Brokers Supporting Construction Clients Beyond Policy Renewals

Insurance brokers catering to construction clients often must remain in touch after policies are issued, specifically when contractual risk transfer and certificate management advance through a project. Billy fits agencies that want to help clients manage certificates, endorsements, and compliance activities beyond annual renewals. The platform also supports brokers looking to offer compliance services along with their insurance work.

Manufacturers Qualifying Vendors Before Supply Chain Onboarding

Manufacturers working with suppliers, distributors, and contract manufacturers often require insurance verification and compliance documentation before vendors are added to the supply chain. Billy assists insurers in establishing a comprehensive qualification process that continues even after onboarding. The software supports measurable improvements in manufacturers' compliance standards within days.

Is Billy Right For You?

If you're managing construction compliance across multiple teams or projects, Billy offers role-based access, AI-powered document review, and secure workflows. It allows organizations to assign customizable roles and permissions, helping team members protect sensitive compliance data.

Billy is trusted by ENR's Top 20 General Contractors, including Alair, Nexus Solutions, and Menemsha, to manage construction compliance needs. Overall, it is a practical solution for organizations seeking a structured approach to tracking, managing, and documenting all stages of the contract compliance process.

Still not sure if Billy software is right for you? Connect with us at (661) 384-7070 for personalized guidance.