Settings
Permissions, Billy Teams, Add and Edit Insurance Requirments, and more!
By Catherine and 1 other2 authors14 articles
- Settings PageUseful tips for setting up your profile, changing your password, sender signature, adding users, and setting requirement groups.
- Reordering Questions in Custom FormsUse the Reorder Questions feature to drag and drop questions across sections in your Custom Form — without deleting and recreating them.
- Sharing & Embedding Your Prequalification Form on Your WebsiteShare your Prequalification Form with subcontractors via a direct link, or embed it seamlessly on your website using Billy's iframe embed code.
- Setting Up Email Notifications for Prequalification SubmissionsChoose which team members get notified every time a subcontractor submits a Prequalification Form — and manage that list at any time.
- Uploading Sample Documents at the Company LevelLearn how to upload sample documents at the Company Level in Settings so vendors can reference them when submitting insurance on any project.
- Vendor Prequalification Submission Confirmation EmailLearn how Billy automatically sends vendors a confirmation email immediately after they submit a Prequalification Form, closing the loop and setting clear expectations.
- Creating a Vendor in Procore When a Prequalification Form is ApprovedLearn how Billy automatically creates a new vendor in Procore or Autodesk Construction Cloud when a Prequalification Form is approved, eliminating double entry between the two systems.
- PermissionsAdmin, Standard, Read-Only and Read+Request Permissions
- Multiple TeamsOrganize your Billy platform by teams to manage projects only visible to people belonging to the team.
- Required DocumentsRequired Documents with and without Expirations
- Vendor Prequalification ToolCollect subcontractor prequalification information through a custom form on your website — powered by Billy.
- Adding & Editing Insurance RequirementsHelpful tips for adding and editing insurance requirements both globally and on a project specific basis.
- Custom FormsBuild structured forms to collect information from your vendors, contractors, or team members all directly within Billy.
- Automate Project COI Tracking: Subscribe to the Single-Project Non-Compliant ReportSet up a recurring email subscription for your project's Non-Compliant Report so Billy automatically sends a fresh COI tracking list on the first Thursday of every month.