Technology Integration

Automate COI and vendor compliance for your ProjectSight projects

Billy connects to Trimble ProjectSight so your contracts, vendors, and projects flow into one compliance workflow. Set your requirements once and let Billy handle the document requests, the follow-ups, the expiration tracking, and the first pass of the review.

Spend less time chasing paperwork. Get more visibility into every vendor on every project.

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Compliance shouldn’t live in spreadsheets and inboxes

Managing subcontractor and vendor compliance is still painfully manual. Somebody on your team has to:

  • Request certificates of insurance
  • Follow up when vendors don’t respond
  • Review documents against project requirements
  • Track policy expirations
  • Collect W-9s, licenses, bonds, and warranty letters
  • Work out who is actually compliant
  • Start over on the next project
  • Reconcile all of it against ProjectSight

Billy runs that workflow for you.

What moves between ProjectSight and Billy

Billy checks your connected ProjectSight projects every hour. New contracts become tracked vendor records automatically, and vendor changes carry over — so certificate tracking starts without anyone re-keying data.

Trimble ProjectSight Direction Billy
ProjectsActive project list → ProjectsCompliance scope
ContractsChecked hourly for new records → Tracked vendorsCreated automatically
Vendor recordsCompany details and trades → DirectoryOne record across all projects
Vendor changesUpdates on re-sync → Vendor recordKept current

Setup takes a few minutes in-app. Step-by-step instructions are in the ProjectSight setup guide, and how the hourly contract sync works is documented in the Help Center.

Run the whole compliance process in one place

Project-specific requirements

Requirements aren’t the same from job to job. Define coverage, limits, endorsements, and additional insured language per project — not one static rule for every vendor. See how requirements work.

Automated document collection

Billy requests what’s missing and follows up on its own. Vendors get a secure link and drag the document in. No inbox, no attachments, no reminder calendar.

Real-time compliance status

Know who is compliant, what’s outstanding, and which policies expire this month across every project a vendor touches — including directory-level requirements.

AI-assisted review

The AI Review Assistant pulls carriers, policy numbers, dates, limits, coverage types, and additional insured status, then points reviewers to the exact section to verify.

Vendor prequalification

Qualify subcontractors before they’re on site. Financial capacity, safety history, and licensure, scored against a written threshold. Explore prequalification.

Beyond certificates

W-9s, business licenses, bonds, and warranty letters live in the same workflow. Generate a W-9 or grab a warranty form free.

AI does the extraction. Your team keeps the compliance decision.

How it works

  1. Connect ProjectSight

    Authorize the integration and pick the projects you want Billy to watch.

  2. Assign requirements

    Set what applies to each project, contract, subcontractor, or vendor.

  3. Invite vendors

    Billy sends a simple request for the documents and information each vendor owes.

  4. Let Billy follow up

    Automated reminders replace the emails your team is sending by hand today.

  5. Review exceptions

    Billy organizes what came in and surfaces what’s missing, expiring, or non-compliant.

Built for how construction compliance actually works

A vendor can be compliant on one project and non-compliant on another. Requirements shift by project, contract, scope of work, owner, and general contractor. Billy is built around project-specific compliance rather than treating every vendor as a single static record — which is why it holds up on a portfolio, not just a job.

That matters most where losses land. Certificates are receipts; endorsements are the actual risk transfer, and they need verifying on the trades that generate claims.

More on this: COI tracking for general contractors · Certificate of insurance tracking software · Construction insurance compliance · For subcontractors

Stop chasing vendors. Start managing exceptions.

The goal isn’t to replace your compliance team. It’s to clear the repetitive work that keeps them from the judgment calls only they can make — the reminder emails, the spreadsheet updates, the inbox searches, the expiration tracking, the manual filing.

Prefer to hand the whole thing off? Managed Services puts Billy’s certificate review team on your account. Want to run it yourself? Self-Service is built for that.

Connect the rest of your stack

Compliance is only real when it reaches the systems that issue contracts and release payment.

Procore · Procore Side Panel · Autodesk · CMiC · Sage 300 · Sage Intacct · JD Edwards · Viewpoint Vista · Acumatica · Docusign

Frequently asked questions

What is Billy?

Billy is construction compliance software for managing certificates of insurance, vendor compliance, subcontractor documents, W-9s, business licenses, bonds, and other project requirements.

Does Billy work with Trimble ProjectSight?

Yes. Billy connects to ProjectSight, checks your connected projects hourly, and creates new contracts as tracked vendor records so COI tracking starts automatically.

How often does data sync?

Billy checks connected ProjectSight projects every hour for new contracts, and updates the vendor record when vendor details change.

Can Billy automate COI tracking?

Yes. Billy automates certificate collection, vendor follow-up, expiration tracking, and compliance status across every project a vendor works on.

Does Billy review certificates of insurance?

Billy’s AI Review Assistant extracts and organizes information from certificates and endorsements, and guides your reviewer to the sections that need verification. Your team makes the compliance decision.

Can requirements be different for each project?

Yes. Insurance and document requirements vary between projects and contracts, so Billy supports project-specific requirements as well as directory-level requirements that follow a vendor everywhere.

What other documents can Billy manage?

W-9s, business licenses, bonds, warranty letters, lien waivers, and prequalification packets, alongside certificates of insurance.

Bring your ProjectSight compliance workflow into Billy

Automate collection. Track compliance. Review certificates faster. See every vendor across every project.

Book a demo