Still Wasting Time Vetting Vendors? Streamline Subcontractor Prequalification With Billy

Onboard the right construction vendor partners with ease.

Try Billy Free

Why Subcontractor Prequalification Matters

Finding the right subcontractors is more than just checking availability—it’s about ensuring compliance, risk mitigation, and project success. 

A streamlined prequalification process helps you:

  • Verify compliance upfront – Ensure subcontractors meet your insurance and safety requirements before they start.
  • Reduce project risk – Work only with fully qualified and insured subcontractors.
  • Save time on admin work – Automate the collection and review of key compliance documents.

With Billy’s Subcontractor Prequalification Form, you can centralize and automate prequalification—so you can focus on building quality teams.

Billy is our insurance and compliance tracking software partner that we take great pride in working with. Their amazing team assisted us with building out this pre-qualification data submission form to help ensure an efficient and effective set up process.

How Billy’s Subcontractor Prequalification Software Works

Billy makes subcontractor prequalification easy by embedding a customized form directly onto your website. This allows subcontractors to submit their qualifications without unnecessary back-and-forth emails, providing you with a quicker and more efficient method to screen and approve them.

Step-by-Step Process for Vendor Selection:

1. Set Up Your Custom Prequalification Form

Generate and embed the custom code into your website—no complicated development work is required.

2. Subcontractors Submit Their Information

Subcontractors can fill out the form on your website with their business details, compliance information, and insurance documentation.

Their submission is automatically sent to the Billy team for vetting.

3. Get Instant Notifications & Centralized Tracking

Each submission triggers an automated email alert, so your team knows when a new subcontractor has applied.

No more lost paperwork or forgotten email threads—every submission is stored in your Billy dashboard for easy access.

4. Review, Approve, or Save for Later

Within the Billy platform, your team can review each submission, update the subcontractor’s qualification status, and decide whether to approve or reject.

Need to revisit a contractor later? Easily save their information for future projects.

Key Benefits of Billy’s Prequalification Module


Embedded Directly into Your Website

There are no extra portals or logins—subcontractors apply right on your site (see example here), creating a seamless experience.

Gardner Builders set up a custom Billy prequalification tool directly within their websote

Automated Compliance & Document Collection

Easily gather COIs, W-9s, safety policies, and other required documentation upfront.

Instant Notifications for New Submissions

Never miss a subcontractor application with real-time email alerts.

Organized, Centralized Tracking

No more spreadsheets or scattered documents—manage everything within Billy’s easy-to-use platform.

Faster, More Reliable Approvals

Streamline vetting with a clear, structured workflow that ensures you only work with qualified, insured partners.

Who Benefits from Billy’s Prequalification Module?

  • General Contractors – Quickly verify subcontractor compliance before awarding contracts.
  • Project Managers – Save time on administrative tasks and focus on job site operations.
  • Compliance & Risk Teams – Ensure all contractors meet insurance and safety requirements upfront.
  • Subcontractors – A simple, frictionless process to submit documentation and get approved faster.

Get Started with Billy’s Prequalification Module Today

Stop wasting time with manual prequalification processes and start streamlining subcontractor compliance with Billy.

Already a Billy user? Log in to set up your prequalification form today.

New to Billy? Schedule a demo to see how our prequalification module can help your business.


Try Billy Free