Billy Reviews

Makes our lives easier, easy to use and learn

None, they have a great product and good customer service.

You don't need a log in/ user to upload insurance, it's synced with our construction platform (Procore) and the compliance team is quick to respond and are very helpful.

The transfer of documents from our previous platform was a bumpy road, sometimes it feels like documents are reviewed too fast and errors are made.

Easy to review insurance certificates and info is autofilled

If a trade partner is not needed, no easy way to just delete them. I do not like that we do not get notifications when certs are uploaded on our projects

Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use!

The only feature we would like to see integrated into the program is a way to sort the project # column.

Hi Trinaty - Thank you for taking the time to leave a review. You will be happy to know we took your feedback on sorting the Project columns to our team after our last discussion and it has been prioritized for work as a new feature. We will be in touch as soon as this functionality is released!

The Team at Billy are the Best of the Best! The Application is simple to use and has made a major POSITIVE impact on our workflow. It has reduced the number emails regarding insurance by at least 90%. This has allowed our team to focus on value added processes. Due to the volume we were always reactive when it came to getting the documents. Billy has allowed us to be Proactive and work wtih our subcontractors in a timely and efficient way.

I have asked for the World from the Billy team and they have delivered! No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible.

Their team! I cannot say enough about their customer service and live chat. The way they work with us to make sure we are as efficient as possible is amazing. They continually go above and beyond. Billy immediately updates compliance and allows us to manually upload and override any issues. We have shaved off days and hours of wait time for both our company and our subcontractors wait time to get paid.

I would like to options to "sort" columns and rows to view our home pages/dashboards to the view that we would like to see. For example, we would like to move our project # to be the first column vs the project name. Or we would like to be able to put the project # in ascending order if we want. This is minor in comparison to what Billy has done for us so it is something we are willing to get used to.

I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar. It makes reviewing insurance faster and limits the scope of error from typing manually. Another impactful aspect is the availability to export the information to an excel document. This makes a major impact on my process when I need to transfer large amounts of data weekly into our accounting system.

One aspect of Billy that could be improved is the addition of customizable review options for specific vendors. We have certain acceptations for Umbrella coverage and based on the state the vendor is located and could really benefit from Billy automatically picking up on these details.

Our team of 5 project accountants uses Billy to track sub-contractor and owner direct insurance compliance across approximately 60 projects. We love that Billy is user friendly, summarizes compliance status across all projects, and saves us significant time as compared to our previous system of manually tracking insurance compliance in excel spreadsheets.

Some additional report options may be a useful feature.

The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance.

All features are great! No complaints! [sensitive content hidden] helps understand your processes and suggests new ways to ensure Vendor's are in compliance.

What I like about Billy the most is that it gives me a place where I can store vendors paperwork. The software is easy to navigate and helps promote organization in my office.

There is not much that I do not like, but there are some glitches every now and then. Nothing major.

We are very pleased with our overall experience with the team at Billy. Their customer service is outstanding and very responsive. They develop features very quickly and they solve real problems that save us lots of headaches, time and make us that much more efficient.

Not much, just minor things that could make life better such as export capabilities into other platforms.

Billy is easy to use, on the user end as well as the subcontractor end. The links provided in the email are easy to use, and once the subs were used to using the platform, they appreciated how easy it was to use.

The only item I struggle with (and I know the team is working on a solution) is that I'm not able to see the emails that the platform sends on our behalf. However, if I have a particular question, all I need to do is contact our customer success rep and she is able to give me the information I'm looking for immediately.

The customer service and user-friendly product.

There are no cons to this product. The customer support team works closely with us to identify these needs and identify best workflow and enhancements as needed.

Billy has made our lives so much easier. Everything in one place, easy to use, great people. Just can't say enough good about this product!

There really isn't anything I don't like about Billy. However, I think all things can be improved upon. I would like to see Billy add things like a license check and then check every time it is due to expire, a bond check, W9, etc.

Billy listens to our needs and makes sure they are able to design the software to see fit and they always try to make things easier for us.

I do not have complaints about billy product at this time.

easy friendly system.. quick turnaround!

kind of repetitive initially- we repeat ourselves often with what subs do and don't need tracking.

I think the customer service is fantastic. [sensitive content hidden] has been with us since day one. She is very knowledgeable, patient and very easy to communicate with. If she doesn't have an answer immediately, she will get one ! The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.

I don't there is anything I actually dislike about Billy. They have promised and come through with new features that are really helpful and continue to do so. We made the right choice.

The ease of review COIs and that the program updates into our Procore Program.

At this time I don't have any issues until I use more.

The customer support is outstanding. Turn around time on questions is very quick. Communication is key.

It would be nice to be able to have more than 1 contact for a subcontractor.

Billy has made the COI reviewing process quick & easy.

Everything is great, I don't think anything needs to be improved yet.

Works with Procore makes it easy to work with

No answer at this time for I like the softeware

No longer have to email COI requests. One repository for all COIs. Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

I wish there was a way to require the additional insured documents and COIs are all saved as 1 PDF.

The product is very intuitive and the staff is super helpful.

Being able to track and request other start-up/closeout documentation would be nice. I know this is already in the works.

How they go in and upload their documents. It is less steps for me, makes tracking a lot easier.

I wish you could delete out unnecessary parties. Example we have our own company in our lists, its not needed. I would like to exclude things like that.

Great product to keep our Risk department happy

Not much , they take feedback seriously and help implement change for the better