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 feel like a full-time job—one that takes you away from managing the real work of ensuring job site safety and staying on top of compliance obligations.

Managing all of this documentation can be time-consuming and often involves using multiple systems, spreadsheets, or paper files. This process can result in missed deadlines, overlooked requirements, or misplaced paperwork, which can lead to costly compliance violations or delays. 

This is where Billy comes in!

Specifically built for construction compliance, Billy is designed to simplify the management of essential documents and compliance tracking. Whether it’s training records, safety protocols, or vendor paperwork, Billy makes it easy to stay organized and audit-ready.

Billy allows compliance teams to centralize and automate document management, ensuring that everything is readily accessible and up-to-date. No more chasing down paperwork or scrambling to find a missing certificate. Billy keeps everything in one system, eliminating the need for spreadsheets or complex workflows and providing a streamlined solution for your construction compliance needs.

What Can Billy Track for You?

Construction compliance can involve tracking and maintaining a variety of records, from employee training to vendor documentation and safety compliance. With Billy, you can easily manage and track key documents that are critical for staying compliant with industry standards and regulations. The platform allows you to centralize and automate the tracking process, saving you valuable time and reducing human error.

Training Records

Training is a cornerstone of workplace safety and compliance. Proper documentation of employee training ensures that your workforce is equipped with the necessary skills and knowledge to operate safely. Billy makes it simple to manage training records for your team and subcontractors. 

You can track a wide range of training certifications, including:

• OSHA 30/10 Construction Cards (valid for 5 years)
• Fall Protection Training (annual)
• NFPA 70 / 70e Certification (every 3 years)
• PPE Training (annual)
• Electrical Program Training (annual)
• Arc Flash Training (annual)
• Hazard Communication (HazCom) (annual)
• First Aid / CPR Certification (valid for 2 years)
  Heat & Cold Illness Prevention (annual)
• Working at Heights (if applicable – annual)
• Ladder Safety Training (annual)
• Equipment Operator Certifications (tracked per manufacturer guidelines or every 3 years)
• Competent Person Training (as applicable – annual)
  

Billy enables you to assign training requirements to vendors or internal teams, and the system will automatically collect and store the relevant documentation. Through a self-service portal, employees and vendors can upload certificates, and Billy will proactively send reminders when certifications are about to expire. This proactive feature ensures that you are never caught off guard by expired training certifications, and helps keep your projects on track and compliant.

Administrative Documents Made Easy

In addition to training records, construction firms need to track a variety of administrative documents that demonstrate vendor eligibility and legal readiness. Billy makes it easy to manage these documents in one place. 

Key administrative documents tracked by Billy include:

• Certificates of Insurance (COIs) – with AI-powered validation
• Business Licenses
• State-specific Electrician’s Licenses (with auto-expiration tracking)
  

Billy helps you organize these documents into custom requirement sets (for example, “Catalyze Vendor Requirements”), which can then be assigned to specific vendors or project scopes. By centralizing this information, you can quickly verify the eligibility of your vendors and ensure they meet all necessary legal and compliance requirements. This reduces the manual work involved in document verification and ensures that all relevant documents are accessible at your fingertips.

Safety Documentation at Your Fingertips

Maintaining safety documentation is another critical aspect of construction compliance. Billy’s platform is designed to streamline the management of safety records, ensuring that your company stays on top of key safety protocols and compliance requirements. 

Safety documentation that can be managed through Billy includes:

• Current Year EMR Data (Experience Modification Rating)
• OSHA 300A Summaries (last 3 years)
• Corporate Safety Program Documents
• Site-Specific Safety Plans (uploadable when ready)
• Incident and Accident Reporting Procedures (including timeline workflows)
  

Vendors can submit their safety documents directly through Billy’s portal, and your compliance team can review them with AI-assisted checks, saving valuable time on manual document review. This integration helps ensure that your safety documentation is always up-to-date and compliant with OSHA standards, and it streamlines your workflows by reducing the manual work required to keep track of all safety-related documentation.

Automation + Integration = Peace of Mind

Billy’s platform doesn’t just help you stay organized—it integrates with other software tools to ensure your compliance data is consistent across systems. With integrations to platforms like Procore, Billy ensures that your compliance data is synced seamlessly without the need for duplicate entries. This level of integration eliminates the errors that often occur when compliance data is entered multiple times in different systems and ensures that you always have accurate and up-to-date information at your disposal.

In addition, Billy offers API access, allowing you to connect your compliance management system with other software that your organization already uses (such as Procore and Autodesk). This flexibility enables you to integrate Billy with your existing systems, creating a streamlined process for managing compliance.

Billy also simplifies vendor onboarding by allowing you to embed prequalification forms directly on your website. Through these forms, you can collect important data from vendors upfront, such as insurance coverage, union affiliation, services offered, and EMR ratings. Collecting this information at the beginning of the process helps you quickly assess whether vendors meet your compliance standards, saving time and reducing potential delays.

Why It Matters

When your compliance process is disorganized, it can lead to major headaches, including delays, compliance violations, or even costly fines. Managing compliance manually or using multiple disconnected systems makes it difficult to stay on top of all the necessary documentation and certifications. With Billy, you can eliminate this complexity and focus on what truly matters: keeping your job sites safe, ensuring projects stay on schedule, and passing audits with ease.

By centralizing training records, safety documentation, and vendor paperwork, Billy allows you to streamline compliance and reduce administrative overhead. The platform’s automation features help reduce the risk of human error, while its integrations ensure that your compliance data is always accurate and synchronized across systems. Ultimately, this means less time spent chasing paperwork, more time spent managing your projects, and a stronger, more efficient compliance process overall.

Ready to Simplify Your Compliance Process?

Billy is already helping construction firms, compliance managers, risk officers, and project administrators reduce busywork, improve subcontractor onboarding, and stay audit-ready—all while ensuring that safety documentation and compliance standards are met without lifting a finger.

Interested in seeing how Billy can help simplify your compliance process and keep your team organized? 

Schedule a Demo today and discover how Billy’s platform can centralize training records, safety documentation, and vendor paperwork in one smart system.

Billy helps compliance managers and risk officers focus on managing the business of construction, rather than spending time on tedious paperwork. Let Billy handle the admin while you keep your job sites safe and compliant.

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