Procore’s prequal module is great for collecting vendor info, routing approvals, and connecting to their bidding tool. But it doesn’t handle the insurance compliance side: automated COI collection, endorsement verification, additional insured and waiver of subrogation checks, renewal tracking, or W9/license monitoring. Billy plugs into Procore via a native side panel and adds the compliance engine that Procore’s prequal wasn’t designed to be. Many of our GC customers use both — Procore for project management and basic prequal, Billy for the full compliance lifecycle. You can also opt for Billy’s managed services where our CRIS-certified team handles all of it for you.

No. Subcontractors never pay to submit prequalification information through Billy. There are no registration fees, no annual subscriptions, and no account creation required. Subs simply fill out your custom form and upload documents — that’s it. This is one of the biggest differences between Billy and platforms like ISNetworld (which charges subs $875+/year) and Avetta.

Most general contractors are fully live within a few business days. Billy’s team works with you to configure your prequalification form, connect your Procore or Autodesk environment, set up approval workflows, and import your existing vendor data. There’s no 30–45 day onboarding process like enterprise platforms.

Yes — Billy offers a native Procore integration through an embedded side panel. Your project teams can view vendor compliance status directly from the vendor directory, budget, commitments, and purchase orders without leaving Procore. Billy also integrates with Autodesk, Sage 300, Viewpoint Vista, CMiC, and JD Edwards.

Absolutely. Billy’s prequalification forms are fully customizable. You choose which fields to include — insurance requirements, EMR thresholds, bonding capacity, trade scope, diversity certifications, safety records, project references — and update them at any time without contacting support. The form can be embedded directly on your company website or sent as a branded link.

With Self-Service, your team uses Billy’s platform to manage prequalification and compliance tracking directly. With Managed Services, Billy’s CRIS-certified certificate management team handles the entire process for you — reviewing COIs, verifying endorsements, chasing renewals, and operating as an extension of your compliance department.

Billy is built exclusively for commercial construction general contractors. Unlike ISNetworld and Avetta (which were designed for oil & gas and global supply chains), Billy focuses on the features GCs actually need: custom prequal forms, automated COI tracking, native Procore/Autodesk integration, and zero cost to subs. Read the full comparison: Billy vs. ISNetworld vs. Avetta.

iSqFt is primarily a bid management and project sourcing platform. Its prequalification module integrates with bid workflows and a private directory, but it doesn’t include insurance compliance features like automated COI tracking, endorsement verification, or renewal alerts. Billy focuses on the post-bid compliance side — making sure every sub you award work to is insured, has current W9s, and stays compliant through project closeout. Many GCs use a bid management tool alongside Billy for complete coverage.

TradeTapp is a financial risk scoring and subcontractor qualification tool that benchmarks subs against industry peers and integrates with BuildingConnected. It’s strong on financial analysis but doesn’t handle ongoing insurance compliance — things like automated COI collection, endorsement and additional insured checks, W9 tracking, or renewal reminders. Billy covers that full compliance lifecycle. TradeTapp tells you if a sub can financially handle the work; Billy makes sure they’re properly insured for it.

Switching to Billy is straightforward. Billy’s team handles the migration: your existing vendor data imports into the platform, subcontractors receive branded invitations to submit through your new form (no registration required on their end), and compliance data transitions with renewal reminders active from day one. Most GCs complete the switch in 2–4 weeks.

Yes. Billy is a complete construction compliance platform that includes vendor prequalification, automated COI tracking, W9 collection, endorsement verification, business license monitoring, and renewal reminders. You also get an AI Review Assistant and the Insurance Wallet for subcontractors.