Viewpoint Vista COI Tracking Software for General Contractors
In short: Billy is COI tracking software that connects to Viewpoint Vista. It automates certificate of insurance (COI) collection, W-9 and license verification, surety bonds, and renewals, then syncs real time compliance status to Vista so accounts payable knows who is safe to pay. Billy is listed on the Trimble App Marketplace and was built in partnership with general contractors.
If your accounting team runs on Viewpoint Vista, you already know where compliance work actually lives: in email threads, in a spreadsheet someone updates “when they get to it,” and in last minute AP holds when a certificate expires the day before a payment run. Vista is a powerful construction ERP, but the work of collecting, verifying, and renewing compliance documents still lands on your people.
That is the gap Billy closes. Billy automates Viewpoint Vista COI tracking, W-9 collection, license verification, and more, then connects that compliance evidence directly to the system your team already uses. You can find us on the Trimble App Marketplace: Billy Insurance Compliance + Vista.
Built in partnership with general contractors
We did not design this integration in a vacuum. We built it alongside general contractors already on Billy who wanted one simple thing: an easy way to manage every compliance workflow in a single place, while staying connected to the other systems their teams rely on every day, starting with their Vista ERP.
That origin shapes the whole product. Instead of forcing teams to choose between “compliance lives in Vista” and “compliance lives in a separate tool,” Billy keeps the workflows where the work happens and pushes clean, structured, auditable status back to where AP needs it.
Benefits of Billy for general contractors
Here is what general contractors gain by running Viewpoint Vista COI tracking through Billy:
| Benefit | What it means for your team |
|---|---|
| Fewer payment holds | Real time compliance status in Vista means AP knows who is safe to pay without chasing documents. |
| Automated renewals | Billy tracks expiration dates and chases renewals, so coverage never lapses mid project. |
| Faster vendor onboarding | Subcontractors complete a baseline in minutes, with key fields extracted automatically. |
| Lower risk exposure | Continuous monitoring keeps coverage live instead of a one time snapshot at onboarding. |
| Audit ready records | Every vendor record carries source, a last verified timestamp, and a link to the evidence. |
| One connected system | Compliance lives in Billy and syncs to Vista, so no one maintains two vendor lists. |
| Less manual data entry | Structured records remove duplicate keying across systems and free up your team. |
Company level workflows: onboard a vendor once
Billy unlocks the compliance work that happens at the company (vendor) level, the records that should follow a vendor across every project:
- Vendor prequalification to vet financial capacity, safety, and experience before work starts
- Business license collection and verification
- W-9 collection with automatic field extraction and vendor profile pre fill, captured once and reused everywhere
- MSAs and other master agreements stored against the vendor record
The result: vendors complete a baseline in minutes, you get structured records plus the underlying documents, and your team stops re keying the same data across systems.
Project level workflows: keep every job compliant
Compliance is not just a vendor attribute. It is project specific. Billy manages the documents that have to be current for a given job:
- COI collection and tracking with automated requests, expiration monitoring, and renewal reminders, so coverage never lapses mid project
- Warranty letters tied to the right scope and project
- Surety bonds collected and tracked alongside the rest of the project’s compliance evidence
Because Billy tracks expiration dates and chases renewals automatically, COI tracking stops being a manual fire drill and becomes a background process.
Insurance specific workflows for general contractors
Billy goes beyond document collection into the insurance workflows GCs actually carry risk on, most notably continuous driver monitoring, so you are not relying on a snapshot taken at onboarding. Risk status stays live, which means fewer onsite surprises and a defensible compliance position when something goes wrong.
The Insurance Wallet: embed your broker, stay in your system
One of Billy’s most distinctive capabilities is the Insurance Wallet, which embeds brokers directly into the customer workflow. Instead of a subcontractor leaving to email their broker, requesting a corrected certificate, and waiting, the broker is brought into the process inside the system the customer is already in. Less back and forth, faster turnaround on compliant documents, and no leaving the workflow to get there.
Why this matters for Vista AP teams
Vista’s compliance tracking can directly affect Accounts Payable and related modules. Billy complements that by making the compliance inputs, the actual COIs, W-9s, licenses, and bonds, easy to collect, validate, and keep current. Every vendor record in Billy can carry its source, a last verified timestamp, and a link to the underlying evidence, so AP can make a fast, confident payable or not payable call without digging through inboxes.
For controllers and AP managers, that means fewer payment blockers. For compliance and admin teams, it means an end to manual renewal chasing. And during an audit, it means a single, clean compliance trail per vendor instead of a hunt across file servers.
Frequently asked questions
Does Viewpoint Vista already track COIs?
Vista includes compliance tracking that can affect Accounts Payable. Billy complements it by automating the collection, verification, and renewal of the underlying documents, then syncing current status back to Vista.
What documents does Billy track for Vista contractors?
Most teams start with COIs and endorsements, W-9s, and business licenses, then expand to surety bonds, warranty letters, MSAs, safety documents, and lien waivers as needed.
How long does implementation take?
Most teams start quickly with vendor onboarding and baseline documents, then expand to deeper sync patterns once requirements are confirmed.
Is Billy on the Trimble Marketplace?
Yes. Billy Insurance Compliance + Vista is listed on the Trimble App Marketplace.
Ready to connect Billy to Viewpoint Vista?
If you are running Vista and want to eliminate manual Trimble COI tracking, reduce AP hold chaos, and standardize vendor compliance, Billy can help.
