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Settings
Permissions, Billy Teams, Add and Edit Insurance Requirments, and more!
Settings PageUseful tips for setting up your profile, changing your password, sender signature, adding users, and setting requirement groups.
PermissionsAdmin, Standard and Read-Only 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
Prequalification ConnectionBilly provides you with a form your subcontractors can use to submit their prequalification information for your review.
Adding & Editing Insurance RequirementsHelpful tips for adding and editing insurance requirements both globally and on a project specific basis.