Overview
Billy's Prequalification tool lets you embed a custom vendor prequalification form directly on your website so subcontractors can submit their prequalification information for your review. The questions on the form are controlled by a Custom Form, giving you full flexibility over what information you collect.
When a subcontractor submits the form, their prequalification is automatically imported into Billy for you to review and approve, discard, or save for later. This allows you to evaluate and vet subcontractors before they are hired to work on a project.
Step 1: Set Up Your Prequalification Form
To find your Prequalification connection settings:
Go to Settings in the left-hand navigation.
Click Prequalification.
Enter the URL of the page on your website where you want the form to appear. Make sure the URL begins with https://.
Click Create Prequal Form.
💡 Tip: The questions displayed on your Prequalification Form are controlled by your Custom Form settings. To add, remove, or update questions, navigate to Settings > Surveys and edit your Prequalification Custom Form. |
Step 2: Share or Embed Your Form
Once your form is created, Billy gives you two ways to share it with subcontractors:
Option A: Direct Link
Copy your Prequal Form Link and share it directly with subcontractors via email, a portal, or any other channel. You can also paste the link into a browser to preview how the form looks.
Option B: Embed on Your Website (iframe)
To embed the form on your website, click Copy Embed Code. This gives you an iframe snippet that your web developer can paste into your website to display the form inline on the page.
📌 Note Your web developer will need to add the embed code to your website to complete the connection. Reach out to your developer or website administrator to get this set up. |
Step 3: Set Up Submission Notifications
Choose which team members should be notified when a new prequalification form is submitted. Selected users will receive an email notification for every new submission.
Submission notification emails are sent from Billy <no-reply@billyforinsurance.com> with the subject line: New Prequalification Submission.
The email includes a direct link to review the submission in Billy, or you can click View in Billy from the notification email.
Reviewing Prequalification Submissions
You can navigate to the Needs Attention section. Within the Directory Tab you will see the PreQual tab.
Once you have reviewed their submission, you can update their status:
New vendors will automatically populate in the Directory with the status of Pending. Once you have reviewed their submission, you can change the status to Qualified or Unqualified.
📌 Note Only Published Custom Forms will appear as options for your Prequalification Form. Make sure your form is set to Published in Settings > Surveys before setting up your Prequalification connection. |