Procore Side Panel Experience

Seamless COI Tracking and Construction Compliance Management with Billy + Procore Side Panel Experience.

Billy’s Procore Side Panel experience allows construction teams to manage their insurance and compliance documents directly from within the Procore platform. 

With Billy, you can now track, manage, and automate COI compliance directly within your Procore dashboard, reducing time-consuming tasks and minimizing risks. The integration allows for real-time syncing, streamlined document uploads, and automated reminders—ensuring your team stays compliant on every construction project.

Proactive Construction Compliance Management with Automated COI Alerts

Stay ahead of compliance risks with automated alerts for COI expirations and other critical issues. This feature empowers your entire team—project managers, coordinators, superintendents, and more—to proactively manage compliance. By preventing non-compliant vendors from accessing the job site, you ensure all insurance and compliance standards meet your project’s requirements, all without leaving Procore.

Site Control Based on Vendor COI & Compliance:

Stay ahead of compliance risks with automatic alerts for COI expirations or other critical compliance issues. This feature enables your project managers, project coordinators, superintendents, etc., to proactively manage compliance, preventing non-compliant vendors from entering the job site without insurance and ensuring compliance that meets your project-specific requirements without leaving Procore.

Daily Vendor COI & Compliance Syncing

Automatically synchronize COI data between Billy and Procore to eliminate manual data entry and ensure that all systems are consistently updated. This daily sync keeps your insurance records accurate and aligned across platforms, reducing the risk of errors and saving your construction team time and money.

Automate Payment Approvals Based on Vendor COI & Compliance

Enhance financial control by automating payment approvals based on up-to-date COI information. Ensure only compliant subcontractors are paid, reducing financial risks and enhancing overall compliance.

Mitigating Risk in Construction Projects

With automated alerts and synchronized COI data, you can reduce the risk of project delays or financial penalties, ensuring you’re always in control.

Ready to Start Streamlining Your Compliance Management?

Discover how the Billy + Procore Side Panel integration can simplify your COI tracking by seamlessly syncing compliance data and automating document management. With this integration, you can manage everything directly within Procore, reducing manual effort and ensuring you stay on top of compliance across all your projects.

Start a 30-day free trial today and experience how Billy + Procore can boost efficiency and streamline your compliance workflow process.