Running Viewpoint Vista or Sage Intacct Construction? See how Billy integrates with each to automate COI tracking, connect compliance to AP, and eliminate manual certificate management — on either platform.
Viewpoint Vista vs Sage 300: How Billy Handles COI Compliance on Both
Jump to What compliance means in Vista Compliance codes Compliance groups The BILLY code AP Verify flag SLHD & SLIT tables Where Vista falls short How Billy fills the gaps If your company runs on Viewpoint Vista, you’ve probably heard that it “handles compliance.” And it does, to a point. Vista has real compliance infrastructure…
Earlier this year, Vertikal RMS published a “Best COI Tracking Software 2026” list on their own website — and ranked their own product, CertFocus, at #1. They gave themselves glowing praise, labeled competitors’ strengths as weaknesses, and tucked Billy in at #5 with a handful of carefully worded cons. We’re not upset about it. We’re…
We reviewed 8 COI tracking platforms for construction GCs. See how Billy, myCOI, Jones, TrustLayer, and others compare on features, AI, and pricing.
A detailed feature-by-feature comparison of Billy and PINS Advantage for construction COI tracking ,covering AI, integrations, managed services, and sub tools.
Most GCs still prequalify subcontractors with emailed PDFs, paper sign-offs, and scanned files. This guide breaks down the six-step digital workflow that replaces that cycle, from building your custom form and collecting documents to setting approval statuses, pushing vendors to Procore, and automating annual renewals. No enterprise implementation required, no fees charged to your subs.
Not every trade needs the same insurance. This guide breaks down CGL, workers’ comp, auto, umbrella limits, and specialty coverages for 15+ construction trades — so GCs can set the right requirements without over-insuring low-risk subs or under-insuring high-risk ones.
Direct Comparison TrustLayer vs. Billy: Which COI Platform Is Actually Built for Construction? 8 min read · Construction Compliance · Updated Feb 2026 TrustLayer is running aggressive ad campaigns right now. If you’ve searched for COI tracking software recently, you’ve seen them. Their content is polished, their interface looks modern, and their pitch is compelling….
2026 Buyer’s Guide Billy vs. Jones vs. TrustLayer vs. myCOI:The Honest GC’s Guide to COI Tracking Software 9 min read · Construction Compliance · Updated Feb 2026 If you’re a General Contractor shopping for COI tracking software, you’ve probably already looked at Jones, TrustLayer, and myCOI. Most comparison content out there is written by those…
Stagnant air increases heat stress risk. This guide explains how HVLS fans improve airflow, reduce heat-related injuries, support OSHA-aligned policies, and aid documentation.
Certificate holder isn’t the same as additional insured. Learn the difference, what to verify on a COI (including endorsements), and the GC workflow to prevent non-compliant subs from slipping through.
A simple 5-step Notice to Owner (NTO) workflow for Florida general contractors using Procore: log the NTO, link vendor + project, verify COIs, and keep a defensible audit trail.
Heat waves and heat-related workplace injuries can cost commercial and industrial facilities in workers’ compensation claims, lost productivity, and regulatory penalties. A recent study from UCLA shows that on days with high temperatures above 90 degrees Fahrenheit, workers have a 6% to 9% higher risk of injury than they do on days with high temperatures…
Construction compliance is one of those workflows that’s easy to underestimate until a missing endorsement, expired certificate of insurance, or unclear requirement delays payment, slows onboarding, or creates real risk on a job site. In our latest product webinar, we walked through the newest Billy platform updates built specifically for construction teams managing vendor compliance,…
Learn what CG 20 10, CG 20 37, and Primary & Noncontributory endorsements actually cover, why they matter in construction, and how Billy automates endorsement review with AI.
Learn how to review a Certificate of Insurance (COI) the right way. This guide covers what to look for, how to extract contract requirements, common compliance mistakes, and how Billy’s AI Review Assistant automates COI and endorsement review.
AI is transforming insurance compliance in construction. This 2026 guide explains what AI can truly automate—COI review, endorsement detection, vendor corrections, and predictive compliance—and what still requires human judgment.
Construction teams spend countless hours reviewing Certificates of Insurance (COIs), chasing vendors for corrections, and verifying coverage against project requirements. Manual COI review is slow, inconsistent, and expensive but it’s also one of the most critical parts of managing risk. Today, AI makes COI review faster, more accurate, and almost completely hands-off. In this guide,…
Looking for the best COI tracking software? This guide compares the top tools and explains why Billy’s AI delivers the most accurate COI and endorsement review for contractors.
In construction, few documents cause more confusion than Certificates of Insurance and insurance endorsements. Some construction teams treat them the same, but they play very different roles in protecting a project and your company. The problem is that misunderstanding these documents can leave a general contractor completely exposed during a claim. Our team talks to…
The Billy Sage Intacct integration helps contractors eliminate double entry, automate compliance updates, and speed up payment workflows. Learn how connecting Billy with Sage creates a seamless, real-time compliance system for construction teams.
Dimeo Construction has long been recognized for delivering complex commercial, institutional, and public projects across the Northeast. With decades of experience, their teams manage hundreds of subcontractors, each bringing unique compliance and documentation needs. As projects grew in scale and complexity, Dimeo faced a challenge common to large construction firms: ensuring that every subcontractor met…
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…
