Settings
Permissions, Billy Teams, Add and Edit Insurance Requirments, and more!
By Catherine and 1 other2 authors13 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.