Billy + Your Vendors
Vendor Submission Portal, Billy's automated emails, Directory, and more!
By Catherine and 2 others3 authors21 articles
- Daily Report Email Subscriptions in Billy: Get Reports Delivered Every DayReport email subscriptions in Billy now support a Daily frequency — get your compliance reports delivered every day, in addition to the existing Weekly and Monthly options.
- Billy's Automated EmailsThe emails Billy sends your vendors.
- Email an Internal Note to Multiple Recipients in BillyYou can now select multiple recipients when emailing an internal note from Billy — share vendor context with your whole team in one send instead of emailing one person at…
- Prequalification Activity Report in Billy: Track All Vendor Prequalification SubmissionsLearn how the Prequalification Activity Report in Billy gives you a full table view of all vendor prequalification submissions, with Days Waiting tracking, sorting on every column, Excel export, and…
- Automatically Requalify Vendors with Expiring Prequalification FormsSet an expiration interval on your Vendor Prequalification form so vendors are automatically flagged to requalify on your schedule — no manual tracking required.
- How Prequalification Review Notes Are Saved to Vendor Internal NotesAny notes you write during a vendor prequalification review are automatically saved to that vendor's Internal Notes tab — so your review history stays visible on the vendor record without…
- Can Read-Only Users View and Download Documents?Users assigned the Read-Only role in Billy can view and download any document they have access to — at both the project and directory level. Here's how it works.
- Automated Expiration Emails for Custom Form RequirementsBilly now sends automated 30-day, 15-day, and day-of expiration emails for custom form requirements — keeping vendors on track to resubmit before forms lapse, just like COI tracking.
- Using Conditional Questions in Custom FormsShow or hide follow-up questions in your custom forms based on how a vendor answers an earlier question — perfect for use cases like asking union shops for their union…
- Archiving Documents in BillyKeep your active Documents view clean by archiving expired or historical documents — they're hidden from the default view but fully retained for audit, search, and direct-link access.
- How Vendors Upload COIs to Billy
- DirectoryManage vendor information in Billy
- Understanding the Vendor Submission PortalUnderstand your vendor's experience with Billy, access the Sample COI, send vendors a link to the upload portal, and more!
- Vendor Compliance Guide
- GC Admin User GuideHow to manage vendor compliance, projects,and common workflows in Billy
- Understanding Vendor Compliance Statuses in BillyA breakdown of every vendor and document-level compliance status in Billy: what each one means, when it applies, and where to find them.
- How to Generate Your W-9 as a Subcontractor (Step-by-Step)A step-by-step guide for subcontractors on how to generate, download, and submit a W-9 form using Billy's free W-9 Generator — no account required.
- How to Get Email Notifications When a Vendor Submits a Prequalification FormLearn how to add team members to prequalification email notifications in Billy so the right people are automatically alerted when a new vendor submits a prequal form — and how…
- COI Tracking by Trade Type: Construction Trades Supported in BillyBilly's COI tracking software supports all 123 standard construction trade types from Procore. See the full list and learn how trade-based certificate of insurance tracking works for general contractors.
- Not Getting Billy Emails? Here Is How to Fix ItTroubleshooting guide for bounced/blocked emails.
- Vendor Numbering: Assign a Unique ID to Every Vendor for COI Tracking and ComplianceHow to set up Billy's Vendor Numbering feature to automatically assign a unique identifier to each new vendor, keeping COI tracking, W-9s, and compliance records organized.