Faster Signatures, Fewer Delays: Inside the Billy + Docusign Integration

Faster Signatures, Fewer Delays: Inside the Billy + Docusign Integration

Construction projects run on tight timelines, and nothing stalls progress like waiting on signatures or chasing down outdated paperwork. That’s why Billy, the platform built specifically for construction, now integrates with Docusign, the leading solution for electronic agreements. This integration removes friction from the compliance process by combining document signing and tracking in one easy-to-use…

Why Prequalifying Contractors Matters: Reducing Risk Before Work Begins

Why Prequalifying Contractors Matters: Reducing Risk Before Work Begins

In construction, success hinges on preparation. One of the most impactful prep steps a construction project manager can take is prequalifying subcontractors. This process isn’t just a box to check before breaking ground: it’s a vital risk management tool that can make or break a project.  Whether you’re overseeing a residential development, a commercial build,…

Scaling Smart: Keith Construction Partners With Billy to Cut 190 Hours of Compliance Work

Scaling Smart: Keith Construction Partners With Billy to Cut 190 Hours of Compliance Work

Keith Construction, a family-owned construction management and general contracting firm, has been providing cost-effective, sustainable housing solutions to multifamily developers for nearly 30 years. Specializing in adaptive reuse, preservation, and new development, the Keith team is known for delivering complex projects on time and within budget, while remaining a trusted partner throughout every phase of…

Mastering Training, Safety, and Compliance Tracking with Ease

Mastering Training, Safety, and Compliance Tracking with Ease

If you’re a compliance manager or risk officer at a growing construction firm, you already know the complexities of staying on top of training certifications, safety documentation, and critical administrative paperwork. Each new project brings its own set of subcontractors, unique risks, and evolving requirements. As the construction field constantly changes, keeping everything organized can…

Unlocking Compliance Success: How Insurance Partnerships Drive Efficiency for Residential Builders

Unlocking Compliance Success: How Insurance Partnerships Drive Efficiency for Residential Builders

Residential construction projects require more than just quality craftsmanship, they demand strict adherence to compliance standards and an understanding of evolving regulations. Among the tools available to ensure that builders meet these requirements, insurance partnerships stand out as a key component to managing risk, simplifying compliance, and avoiding costly setbacks.  When residential builders leverage the…

Does Billy Work with Procore Pay? Everything You Need to Know

Does Billy Work with Procore Pay? Everything You Need to Know

Payment management in construction is rarely simple. Between coordinating with multiple subcontractors, managing compliance documents, and keeping cash flow on track, financial workflows can quickly become overwhelming—especially without the right tools in place. It’s no surprise that one of the most common questions we hear during Billy demos is: Does Billy work with Procore Pay?…

Trustlayer vs. Billy: What Contractors Need to Know

Trustlayer vs. Billy: What Contractors Need to Know

As a contractor, staying on top of Certificates of Insurance is no easy feat. Handling them manually can quickly turn into a time-consuming task that distracts you from what truly matters—delivering projects on schedule and within budget. Luckily, automated solutions like TrustLayer and Billy are designed to make COI tracking easier and more efficient. But…

Overcoming the Top 3 Objections to COI Automation: Cost, Setup, and Training

Overcoming the Top 3 Objections to COI Automation: Cost, Setup, and Training

We hear it all the time: “Automating COI tracking and compliance management sounds amazing, but…” In construction management, efficiency and compliance aren’t just priorities—they’re essential for protecting your projects and your bottom line. Yet, time and time again on demo calls, we hear the same concerns: We get it. Many construction firms still rely on…

Building Confidence: How Insurance Brokers, Carriers, and Technology Protect Residential Construction Projects

Building Confidence: How Insurance Brokers, Carriers, and Technology Protect Residential Construction Projects

Success in residential construction isn’t just about skilled craftsmanship or meticulous planning—it’s about trust. Every project, whether a new build or a major renovation, carries risks that can threaten timelines, budgets, and safety. From material delays to workplace accidents, contractors, builders, and developers must stay ahead of potential setbacks. Without the right risk management strategies,…

The Power of Compliance in Earning General Contractors’ Trust

The Power of Compliance in Earning General Contractors’ Trust

Staying compliant isn’t just about paperwork—it’s your reputation. In construction, general contractors don’t just look for skilled subcontractors; they look for partners they can trust and rely on. Compliance isn’t just about following regulations—it’s about proving your reliability, commitment to safety, and dedication to quality.  A strong compliance track record can open doors to more…

Building Stronger Partnerships: How Builders, Brokers & Carriers Can Simplify Compliance

Building Stronger Partnerships: How Builders, Brokers & Carriers Can Simplify Compliance

Construction projects are inherently complex, involving multiple stakeholders such as contractors, subcontractors, suppliers, and property owners. Each project carries unique risks, including financial, legal, environmental, and safety concerns. Without proper risk management strategies in place, businesses may face costly claims, project delays, or even legal disputes. Managing Risk in Construction Projects One of the most…

A Step-by-Step Guide to Managing Risk in Construction

A Step-by-Step Guide to Managing Risk in Construction

Unexpected challenges in construction can make or break a project. From financial uncertainties to safety hazards and environmental concerns, the risks are endless—but they don’t have to derail your success. The key? A strategic, step-by-step approach to construction risk management that keeps projects on track, budgets intact, and teams prepared for anything. Project managers can…

Streamline Your Insurance Documentation: A Guide for Subcontractors

Streamline Your Insurance Documentation: A Guide for Subcontractors

Managing certificates of insurance (COIs) is a time-consuming yet crucial task for subcontractors. With multiple projects, clients, and contractors to manage, ensuring proper compliance and documentation can feel overwhelming. Adopting efficient processes and innovative tools can save you time and money, allowing you to focus on what matters most: delivering quality work. Why COIs Matter…

Comparing Top COI Tracking Tools to Help Simplify Construction Compliance

Comparing Top COI Tracking Tools to Help Simplify Construction Compliance

In the construction industry, managing risk and ensuring compliance are crucial for project success. A key component of this process is effectively managing Certificates of Insurance (COIs). These documents, which provide proof of insurance coverage, play an essential role in mitigating risks and preventing costly legal disputes. However, managing COIs can be a time-consuming and…

Benefits of Using CRIS Experts for COI Review

Benefits of Using CRIS Experts for COI Review

Managing Certificates of Insurance (COIs) is critical for compliance in the construction industry. CRIS-certified experts are professionals with specialized knowledge in construction risk management and insurance. They possess a deep understanding of the nuances involved in construction contracts, insurance requirements, and regulatory compliance.  Their expertise extends beyond traditional insurance practices, enabling them to provide a…

Selling Your CEO on the Importance of a COI Tracking Tool

Selling Your CEO on the Importance of a COI Tracking Tool

In the construction industry, risk management and compliance are vital. One key aspect of this is the tracking of Certificates of Insurance (COIs). However, manual tracking of COIs is cumbersome and fraught with challenges. It’s time-consuming and prone to human error (one hiccup in a formula and the entire sheet is errored out), leading to…

How to Get a Certificate of Insurance: Everything Contractors Need to Know

How to Get a Certificate of Insurance: Everything Contractors Need to Know

In construction, clients are required to present a Certificate of Insurance (COI) to ensure that your business has the insurance coverage necessary to complete the job as defined in the signed contract. The COI document serves as proof of insurance, typically provided on an ACORD 25 form. It summarizes coverage details about your policy, such…

First-timers Guide to Attending Procore Groundbreak

First-timers Guide to Attending Procore Groundbreak

Procore Groundbreak is a construction technology conference and brand that brings together industry leaders to share their visions for the future of construction.

An annual event that features keynotes, sessions, product trainings, and an expo hall. The conference also includes the Procore Groundbreaker Awards, which recognize excellence in construction in categories like sustainability, innovation, and health and safety.

5 Misconceptions About COI Compliance Tracking

5 Misconceptions About COI Compliance Tracking

Deciding to implement new software and technology within your construction compliance management process can feel overwhelming. From onboarding, to integrating with all your preexisting software, it seems like a daunting task.  At Billy, we completely understand that feeling. As a result, we developed a seamless and intuitive solution for those across the construction industry tasked…

7 Essential Construction Compliance Documents You Should Be Tracking

7 Essential Construction Compliance Documents You Should Be Tracking

7 Essential Construction Compliance Documents You Should Be Tracking Construction Compliance Documents You Should Be Tracking Maintaining compliance in construction is crucial for risk mitigation and financial control. Construction document management is extremely important but can often be complex, time-consuming, and prone to errors when done manually and at scale. Automated compliance systems can streamline…

Top 5 Common Construction Compliance Issues in the Construction Industry and How to Solve Them

Top 5 Common Construction Compliance Issues in the Construction Industry and How to Solve Them

Almost all development projects around the world rely on construction loans. Navigating the construction insurance industry presents a unique set of challenges, particularly when it comes to compliance and making sure you’re covered.  From safety regulations to environmental standards, construction firms must adhere to many laws and guidelines. Non-compliance not only risks hefty fines but…

5 Steps for Managing COIs

5 Steps for Managing COIs

Managing certificates of insurance (COIs) in construction can be complex due to the numerous regulatory standards and legal details involved. Oversight can potentially cost you thousands and land you in legal trouble.  In the thick of it all, you may find yourself missing vital steps for managing certificates of insurance in construction.  This guide will…