ProjectSight is where your project team lives. Contracts, drawings, RFIs, submittals, and cost all sit there. Certificates of insurance usually do not. They sit in an inbox, a shared drive, a spreadsheet, or a separate compliance folder that only one person understands. That split is why COI tracking breaks. This guide covers the manual workflow…
Platform comparison · Updated 24 August 2026 Best ProjectSight integrations for construction compliance Trimble ProjectSight handles project management. It does not track certificates of insurance, endorsements, W-9s, or subcontractor prequalification. If you run compliance on ProjectSight projects, you need a compliance platform that connects to it, and far fewer of them do than you would…
Vista flags expired COIs only after a payment is blocked. Here’s how Vista contractors move compliance upstream and stop AP holds before they happen
Developer Documentation COI tracking and insurance compliance, fully programmable The Billy API lets you automate certificate of insurance (COI) tracking, vendor compliance, and requirement management from any system: your ERP, project management platform, or custom application. Conventional HTTP, JSON in and out, RESTful design. Request API Access Become a Partner Automate payment compliance Connect Billy…
Construction site at golden hour with crane silhouette ; third party risk and COI compliance for general contractors
COMPASS by Bespoke Metrics Alternative: Billy vs COMPASS for Subcontractor Prequalification | Billy Prequalification · Platform Comparison Billy vs COMPASS by Bespoke Metrics: Which Prequalification Approach Fits Your Team? If your COMPASS renewal is coming up and you’re weighing alternatives, this guide compares the two platforms honestly: standardized network prequalification versus prequalification built into your…
Compliance Guide Vendor Compliance Reporting: The 13 Reports That Protect Contractors From Risk Billy Team8 min readCOI Tracking & Compliance Every general contractor knows the feeling. A subcontractor gets hurt on site, a claim gets filed, and suddenly everyone is asking the same question: was that vendor insured, and can you prove it? Vendor compliance…
Subcontractor Prequalification in Procore: Complete Vendor Risk Workflow | Billy Vendor Risk · Procore Integration Subcontractor Prequalification: A Complete Vendor Risk Workflow Inside Procore From the moment a vendor applies to the day they get paid: how to run prequalification, bidding, and compliance in one place instead of five. If you’re a general contractor, you…
Billy + Sage Intacct — Configuration Guide Billy · Vendor Compliance Integration Configuring Sage Intacct for Billy Set up your Sage Intacct company so Billy can read and write vendor-compliance data through Sage Intacct Web Services. This guide is for Sage Intacct customers only. ⏱️ ~20–30 min · Requires a Sage Intacct administrator login ✅ First: book…
CG 20 10 Equivalents: Which Additional Insured Endorsements Actually Count? | Billy Construction Insurance Compliance CG 20 10 Equivalents: Which Additional Insured Endorsements Actually Count? When a general contractor asks a sub to name them as an additional insured, the CG 20 10 10 01 is the form everyone references. Here’s what it does, which…
AI-powered certificate of insurance tracking and vendor prequalification, synced with Viewpoint Vista’s vendor records and Pre-Construction module.
Automate COI tracking, W-9s, licenses and surety bonds in Viewpoint Vista. Built with general contractors and listed on the Trimble Marketplace.
Billy and HoundDog both automate COI tracking — but they serve very different buyers. This honest comparison covers integrations, AI review depth, ERP connections, and which platform is right for commercial construction GCs.
A vague COI request creates delays. A complete, specific request gets a compliant certificate on the first submission. Here’s exactly what to include — with a ready-to-send email template.
Every COI platform claims AI-powered review. Here’s what AI genuinely does well, where it still falls short, and why the best construction compliance programs combine both.
Every GC asks for your COI — often repeatedly and urgently. Here’s how to manage your outbound certificates efficiently, and how Billy’s free Insurance Wallet makes the whole thing a one-time setup.
Excel works for COI tracking at small scale and breaks predictably at larger ones. Here’s exactly where it fails, what it costs, and the 5 signals you’ve outgrown the spreadsheet — plus a free template.
A W9 is required for every subcontractor you pay over $600 per year. Here’s exactly how to fill it out, what errors to avoid, and how to collect W9s at scale without manual follow-up.
Billy vs. Constrafor · Prequalification · COI Compliance Constrafor built something genuinely useful: a free universal prequalification form that subs fill out once and share with any GC. Billy built something different: a prequalification process that connects directly to live COI tracking, ERP sync, AI endorsement review, and automated annual renewal. Here’s when each is…
Primary and non-contributory language determines which insurance pays first — and most GCs accept COIs without confirming PNC is in the policy. Here’s what it means and how to verify it.
CG 20 10 ends when work stops. CG 20 37 covers you after the subcontractor leaves the site — and most GCs forget to require it. Here’s why it matters and how to verify it.
CG 20 10 is the most required endorsement in construction — and the most commonly accepted without verification. Here’s what it covers and how to confirm your subs actually have it.
Autodesk Construction Cloud connects your project data, but COI collection, endorsement review, and renewal automation sit outside ACC’s scope. Here’s how Billy fills every gap.
CMiC manages your subcontracts and AP, but it was never built to collect COIs, review endorsements, or prevent insurance lapses. Here’s the gap and how Billy closes it.
