Below are Billy's product feature releases by month. Check back for monthly updates on the improvements we are making to Billy!

Connect the office and field teams with Billy’s Procore Side Panel

Whether in the commitment, budget, or schedule tool, this embedded experience delivers compliance information to your team working in Procore.

Vendors can now view the compliance status and rejection reasons for each requirement directly in the portal. This gives vendors the contextual information they need when uploading revised documents and reduces the need for your team to explain what’s required for compliance.

Track prequalification, blanket COIs, and any other company-level insurance tracking in the Directory. The state of document collection (Needs Review, Needs Request, Non-Responsive) is visible in the Needs Attention Page, providing a centralized location for actions to take in Billy

Billy seamlessly integrates with ERP systems like Sage 300, CMiC, and JD Edwards. This helps finance teams prevent non-compliant payments, streamline workflows, and enhance financial oversight on projects.

Contracts compliance on the Dashboard tracks compliance on active and warranty projects, providing visibility into the progress of the vendors contracts you care most about.

Are you tracking other required documents such as endorsements, w9s and business licenses? Now the compliance statuses of these additional requirements sync to the project directory insurance tab in Procore.

At the bottom of the Dashboard, download General Liability and Workers Compensation audit reports to proactively monitor missing or expired certificates needed for your upcoming audits.

Did you accidentally create a duplicate version of a vendor in Billy or no longer want to use a vendor on future projects? Now you can archive vendors in the directory to keep your account clean.

At the bottom of your Dashboard are 4 downloadable reports that contain valuable insights into non-compliant vendors, policies about to expire, non-responsive vendors, and waived policies. These reports are useful for PMs, controllers, contract administrators - any stakeholder across your company that wants granular visibility into compliance details to inform business decisions.

You asked and we delivered! Add start and end dates to projects in warranty to keep track of when compliance no longer needs to be tracked.

When company-level insurance is tracked in Billy’s Directory, this policy information syncs to Procore’s Company Directory. This allows you to report on global insurance with Procore’s Global Vendor Insurance canned report.

Boost your efficiency with actionable insights on a single page! Easily see all projects or navigate between them to identify documents that need review, requests, or are non-responsive.

Billy’s Dashboard shows high-level metrics of your Billy account, including number of non-compliant contracts, vendor count, expired policies and more!

If you are an Autodesk user, our Autodesk integration saves you time by automatically syncing contracts (vendors) to projects in Billy.

Do you want to track compliance at the company level, and not only by project? Or track blanket COIs? Now you can do this in the Directory. Click any vendor’s name to access the Company Profile Page where you can assign and track company-level documents.

On every project, the “Non-Responsive” filter in the contracts tab shows the contracts (vendors) who have not responded to the automated emails for:

Customize your project page with project status filters that remember your selections even when you return to the project page later on.

Save time entering additional contacts into Billy. Now all invoice contacts saved on a commitment or in the project directory sync to Billy! The first contact is the one that loads to a project.

Centralize contract compliance communication for vendors by utilizing Contract Notes, allowing Admin and Standard users to document contract specifics on a project. Email notifications can be sent to other Billy users to draw attention to notes, ensuring efficient communication. Read Only users have viewing access without the ability to add notes or send notifications.

Vendor information entered in Procore now automatically syncs to the Billy Directory, saving you time by reducing duplicative data entry. Click the vendor name or vendor row to view details, contacts, documents, and contracts for each of your vendors.

Centralize your vendor information in Billy! Now you can track diversity information, edit contacts, track company-level documents, and more in the Vendor Directory. Click the vendor name or vendor row to expand and view details, contacts, documents and contracts for each of your vendors.

Differentiate between projects in progress vs ones in warranty period to help prioritize tracking across different types of projects.

Your team now has the most relevant insurance information on the Insurance tab in Procore. Compliance information is updated in real time after document reviews are completed in Billy.

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Permissions empower individuals to control access to their data and functionality within the system. By assigning specific permissions, users can safeguard sensitive information, maintain privacy, and ensure that only authorized individuals can perform certain actions or access particular features.
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There are now 3 roles to choose from when adding a new user or editing a current user:

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Do you need help troubleshooting vendor-syncing errors in your Procore projects in Billy? We hear you loud and clear! If a contract does not import successfully, you can now see which commitment statuses were selected when the project was imported. This allows you to make sure the commitment status in Procore matches the commitment statuses that are allowed to be imported into Billy.

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Increase the speed and efficiency of document reviews with the status of each requirement now visible on your review screen. This gives the reviewer visibility into the state of each requirement so they know what is outstanding to take action on.

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Now you can get even more granular with requirement requests by tracking project-specific and vendor-specific requirements.

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It is now even easier to review existing coverages to see what requirements are needed for the vendor to become compliant. Coverage statuses begin as "unreviewed" and update as reviews are made so you can keep track of the vendor's progress toward compliance.

But that's not all! You can also waive a requirement before documents have been received, yet another way to customize the requirements you request from your vendors!

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Is project information required in your Description of Operations? We hear that a lot! Reduce administrative time setting up project-specific requirement groups by eliminating the need to enter this information in the Policy Options because project number, name, and address are now visible in the Vendor Submission Portal!

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Nothing to see here. We went heads down to work on everything released in November!👩🏻‍💻

We love using color to improve the experience in our application. Quickly review documents against requirements with the help of the policy limit visual indicators.

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This historical record of sync errors helps uncover what data is missing in Procore to successfully sync vendors or contracts to Billy.

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Keep track of the policies marked as "Approved Non-Compliant" in the Coverages Page.

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Stay in control of the contracts Billy imports by selecting the contract status(es) during project import.

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Collect compliance documents per contract and make more informed decisions with Procore contract information now exposed in Billy.

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Easily move between Billy and Procore with our new Procore links. These links exist on the project list page, inside of a project page, and in vendor profile pages.

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Clean up your list of projects by filtering by project statuses.

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Stay in control of the vendors/contracts you collect insurance for by marking Procore contracts inactive in Billy.

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