For our Procore partners, we know how essential it is for key stakeholders to have easy access to compliance information. Billy's Procore Side Panel provides real-time compliance information with the click of a button inside many of Procore's tools. Let's explore how to set this up in your Procore account, how to use it, and how different team members can use this feature to improve operational efficiencies across your team.
Billy's Procore Side Panel = "Connecting the Field to The Office"
See the Procore Side Panel in Action:
Install the Procore Side Panel
After installing the Billy application on Procore, you're ready to add the Procore side panel for the embedded experience.
Navigate to App Management.
If there's a blue update tag by Billy this must be updated first. Once updated, click View to the left of Billy.
Navigate to the Configurations tab, then click + Create Configuration.
Do not select any projects. Select Global Project Config to follow the side panel rules for all projects. Title: "Billy Side Panel," and then click Create.
Now you're ready to start using the side panel throughout Procore!
How to Access the Side Panel
Once installed, Billy's Procore Side Panel is accessible by all internal Procore users on your account through various tools in Procore. Access the panel by clicking the blue Billy icon at the top right of every tool in Procore. Login to your Billy account if needed.
The information shown in the Side Panel mirrors the project and vendor information currently on the screen in Procore, providing the exact information needed based on the work being done in Procore.
Scrolling down, the coverages, documents, and notes tabs are viewable, including the compliance status and details behind non-compliance, all without leaving Procore.
Common Use Cases
Because the Procore Side Panel is accessible across all Procore tools, nearly every internal team member can benefit from compliance data at their fingertips. Not only does the side panel provide visibility into vendor compliance, it also empowers teams in the field and in the office with the ability to proactively communicate non-compliance to vendors.
Budget
The Billy side panel within Procore's budget tool provides Brokers, CFOs, Accountants, Controllers, and Project Managers with real-time visibility into contractor compliance when evaluating project budgets.
One key application of this tool is streamlining the process of enrolling contractors in Controlled Insurance Programs (CCIP/OCIP) by providing instant access to compliance data directly within the budgeting workflow.
Schedule
Superintendents, Project Managers, and Project Engineers can zero in on the compliance status of those on site that day to know who should or shouldn't be on-site based on their compliance status.
Even better, they can look ahead to the upcoming week to proactively communicate with vendors scheduled to be on-site who need to prioritize compliance paperwork.
Commitments + Invoicing
When Project Managers or Project Engineers are managing commitments or invoices, they can proactively communicate with non-compliant vendors who are expecting payment to avoid payment delays.
If you have any questions about the Procore Side Panel, please use the in-app chat to reach out to our team!