Project teams shouldn't have to log into Billy every Thursday to figure out which subcontractors are out of compliance. With a report subscription, Billy delivers your Single-Project Non-Compliant Report straight to your inbox on the first Thursday of every month — so you have a fresh list of who's missing what right when pay applications go out and vendor follow-ups need to happen.
This article walks through what the Single-Project Non-Compliant Report covers, why teams subscribe to it, and how to set up a recurring subscription for any project.
What the Single-Project Non-Compliant Report covers
The Single-Project Non-Compliant Report is a focused COI tracking report scoped to one project. Unlike account-wide compliance rollups, it only includes the vendors and subcontractors tied to the project you select — and only the ones whose certificates of insurance, W9s, business licenses, or other required documents are missing, expired, or otherwise non-compliant.
For each subcontractor on the report you'll see:
Vendor name and primary contact
Compliance status and which requirement(s) they're failing
Document expiration dates, where applicable
The last time Billy reached out for the missing documents
It's the same report you can pull on demand from the Reports tab of any project — just delivered to your inbox on a schedule.
Why teams subscribe
Most teams subscribe for one of two reasons:
1. Process subcontractor payments with confidence.
Many general contractors withhold payment from non-compliant vendors until their documents are in order. Receiving the report on the first Thursday of the month lines up cleanly with month-end pay application cycles, so AP and project managers can cross-reference the report before cutting checks.
2. Push vendors to submit their compliance documents.
A recurring report keeps non-compliance visible. Project teams can use it to follow up directly with subcontractors and their brokers, and to escalate repeat offenders before they become a bigger risk on the job.
Some teams also share the subscription with their risk, AP, and project engineering teams so everyone is working off the same list each month.
How to subscribe to the report
Open the project in Billy that you want to subscribe to.
Go to Reports in the project's left-hand navigation.
Select Non-Compliant Report.
Click Subscribe in the top right of the report view.
In the subscription panel:
Recipients — Your email is added by default. Add teammates, AP, or external stakeholders as needed.
Cadence — Defaults to Monthly, first Thursday, which matches most pay cycles. You can change this if your team runs on a different schedule.
Optional note — Add a short message that will appear at the top of every emailed report (e.g., "Please review before Friday AP cutoff").
Click Save subscription.
That's it. Your first report will arrive on the next first Thursday of the month. You can edit recipients, change the cadence, or unsubscribe at any time from the same panel.
What you'll receive each month
On the first Thursday of every month, each subscriber gets an email from Billy with:
A summary of how many vendors on the project are non-compliant
A breakdown by document type (COI, W9, business license, etc.)
The full report as both a PDF attachment and a CSV
A link back into Billy to take action on any line item
If every vendor on the project is fully compliant when the report runs, you'll still get an email confirming the project is clean — a useful paper trail for audits.
Tips
Set it up at project kickoff. Subscribing the day you start a project means no one has to remember to chase compliance later — the report shows up on its own.
Add your subcontractor coordinators. Including the people who actually contact vendors makes follow-up faster than forwarding the email every month.
Pair with Procore. If your project is synced from Procore, Billy reflects the current vendor list automatically, so the report stays accurate even as scopes change mid-project.
Use it as a discussion doc. Bring the latest report into your weekly project meeting to align AP, PMs, and risk on which vendors need attention.
Still have questions about setting up a subscription? Reply to this article or reach us at support@billyforinsurance.com.