Billy + Viewpoint Vista: COI Tracking and Subcontractor Prequalification Inside Your ERP

If your company runs on Trimble Viewpoint Vista, your vendor data, subcontracts, and job costs already live in one system. Your certificates of insurance probably don’t. Billy’s Viewpoint Vista integration connects COI tracking, AI-powered certificate review, and subcontractor prequalification directly to the vendor records and Pre-Construction workflows your team already uses, so compliance stops being a spreadsheet that lives next to your ERP and becomes part of it.

Why COI tracking breaks down next to Viewpoint Vista

Vista is exceptionally good at being the financial system of record. Vendors, subcontracts, change orders, and payments all flow through it. What Vista was never designed to do is read an insurance certificate. It can store a PDF and hold a compliance flag on a vendor, but someone still has to collect the certificate from the sub or their broker, review the ACORD form line by line against your requirements, catch the missing additional insured endorsement, track the expiration date, and chase the renewal.

That work usually happens in email and spreadsheets, disconnected from the vendor records in Vista. The result is a familiar gap: accounting sees a vendor that looks fine in the ERP while the actual coverage expired three weeks ago. Every general contractor that has absorbed a claim because of a lapsed certificate knows exactly how expensive that gap is.

How the Billy + Viewpoint Vista integration works

Billy sits on top of Vista as the compliance layer. The integration is available as Billy Insurance Compliance + Vista on the Trimble Marketplace and connects through Trimble AppXchange, keeping vendor data in sync between the two systems so the subs and suppliers in your Vista vendor master are the same ones Billy is collecting and reviewing documents for. Here’s how data moves through the connected workflow:

The practical effect is that nobody leaves their system to do compliance. Project teams and accounting keep working in Vista. Subs and brokers respond to Billy’s automated requests. And the compliance status that used to live in someone’s spreadsheet now lives on the vendor record where it can actually prevent a payment to a non-compliant sub.

How AI changes certificate of insurance review

Collecting certificates was never the hard part. Reviewing them is. A certificate review means checking limits, policy dates, additional insured language, waiver of subrogation, primary and non-contributory wording, and umbrella coverage against requirements that often vary by project and contract value. Done manually, it’s slow and inconsistent, and it doesn’t scale past a certain vendor count.

Billy’s AI Review Assistant does that review automatically. It reads the certificate, compares it to the requirements you’ve set, and flags exactly what’s deficient and why. Teams can add their own specific review instructions, so the AI applies your standards rather than generic ones. For Vista users, this means certificate review keeps pace with vendor volume even when your compliance team doesn’t grow.

Subcontractor prequalification that feeds Vista’s Pre-Construction module

Compliance doesn’t start when the first COI arrives. It starts before the contract is signed, when you’re deciding whether a subcontractor is safe to put on the job at all. Vista users handle that decision in the Pre-Construction module, where prequalification information is captured on subcontractor records and used in selection reports when it’s time to award work.

Billy’s subcontractor prequalification handles the collection and evaluation side of that process, then connects the results to Vista’s prequalification workflow. Instead of chasing financials, safety records, and insurance information over email and typing the results into Vista by hand, the data moves like this:

This closes the full vendor lifecycle inside one connected workflow: prequalify in Billy, award in Vista, then track COIs and compliance in Billy for the life of the project, with status flowing back to the vendor record the whole way through. The prequalification data also makes ongoing compliance smarter, because Billy already knows the vendor’s insurance program before the first certificate ever arrives.

Who the Billy + Vista integration is built for

Billy also integrates with Procore, Autodesk, CMiC, Sage Intacct, Sage 300, JD Edwards, and the broader Trimble ecosystem through the Trimble Marketplace, so multi-system environments are covered. See the full list on our integrations page.

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