Overview
When reviewing a vendor for prequalification, Billy automatically assigns your default requirement group to the vendor. However, you have the flexibility to select a different requirement group — including any custom groups your team has created — directly from the review screen.
How It Works
When a vendor's prequalification submission is opened for review, Billy pre-selects the default requirement group configured for your account. This ensures vendors are evaluated against the right set of insurance and compliance requirements without any manual setup.
If the vendor requires a different set of requirements — for example, for a specific trade, project type, or risk level — you can override the default and choose any other requirement group available in your account, including custom ones.
How to Select a Different Requirement Group
Open the vendor's prequalification submission for review.
Locate the Requirement Group field on the review screen.
Click the dropdown to see all available requirement groups.
Select the requirement group you'd like to apply to this vendor.
Continue with your review — the selected requirement group will be used to evaluate the vendor's compliance.
💡 Tip: Custom requirement groups can be created in Settings → Requirement Groups. If you need a group tailored to a specific project type or vendor category, set it up there before starting your review. |
Frequently Asked Questions
What is a requirement group?
A requirement group is a defined set of insurance and compliance requirements that a vendor must meet to be considered prequalified. Different vendors or project types may require different levels of coverage, which is why multiple groups can be configured.
What is the default requirement group?
The default requirement group is the one your team has designated as the standard baseline for vendor prequalification. It is automatically selected during review to streamline the process, but can be overridden at any time.
Can I create custom requirement groups?
Yes. Custom requirement groups can be created and managed under Settings → Requirement Groups. Once created, they will appear in the dropdown during any prequalification review.
Does changing the requirement group affect other vendors?
No. Selecting a different requirement group during a review only applies to that specific vendor's prequalification. It does not change the default requirement group or affect any other vendors.
📌 Need help? If you need assistance setting up requirement groups or have questions about your prequalification workflow, reach out to the Billy support team via the chat bubble below. |