A prequal form is only useful if it collects the right information and connects to your compliance workflow. Here’s exactly what to include plus a free downloadable template GCs can use immediately.
Jump to Why tracking breaks down What scale changes The 5-step process Manual vs automated ERP integration What to look for in software Quick-start checklist Tracking certificates of insurance is simple when you have five vendors. You request a COI, file it, set a calendar reminder for the expiration date, and move on. At five…
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…
Most prequalification platforms were built for oil and gas hiring clients managing global supply chains. Regional GCs don’t need RAVS audits, ESG reporting, or cybersecurity assessments to vet a drywall contractor. This guide breaks down the six features that actually matter, the four you can safely ignore, and why the subcontractor experience is the feature most platforms get wrong.
Wrap-up insurance projects (OCIP/CCIP) create the most complex COI workflows in construction. This guide shows GCs how to track enrolled vs. non-enrolled sub compliance, handle insurance credits, and avoid the coverage gaps that surface during audits.
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.
If you’re a general contractor using Procore, COI tracking usually breaks for one simple reason: Procore is where project management happens, but COIs often live somewhere else, email threads, shared drives, spreadsheets, or a separate compliance inbox. This guide shows general contractors how to track COIs in Procore with a simple workflow for intake, validation,…
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.
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.
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…
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…
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…
According to McKinsey, construction is one of the largest industries in the world, with more than $10 trillion spent on construction goods and services. Because of fragmentation and underinvestment in digital technology in business operations such as accounting and compliance, labor productivity has averaged only 1 percent yearly compared to 2.8 percent in other industries. …
Imagine this scenario: A construction company is building on a tight budget. To keep costs down and ensure the project stays on track, the team relies on manual methods, like tracking insurance in Excel. However, when a subcontractor’s insurance policy expires, it goes unnoticed by the project team, and they fail to request an updated…
