Billy Launches Trimble ProjectSight Integration to Automate Vendor Compliance for General Contractors

Project teams can now prequalify vendors in Billy and apply insurance requirements to every ProjectSight project, without re-keying data.

BROOKLYN, NY, UNITED STATES, November 10, 2026 /EINPresswire.com/ -- Billy, the vendor compliance software built for construction, today announced its integration with Trimble^® ProjectSight^® project management software. For users who elect to share their ProjectSight info with Billy, the integration connects Billy's vendor prequalification and certificate of insurance (COI) tracking to ProjectSight, where project teams already manage contracts, drawings, RFIs and costs. This lets general contractors manage subcontractor and supplier compliance from prequalification through project closeout in one connected workflow.

The problem: compliance lives outside the project

Although insurance typically accounts for 3 to 5 percent of a project's costs, it remains largely a manual process on most jobs. Project managers run their jobs in ProjectSight, but certificates of insurance, W-9s, licenses, and prequalification questionnaires usually sit in inboxes, spreadsheets, and shared drives. New projects start without insurance requirements applied, vendors get re-keyed by hand, and documents collected during prequalification get collected all over again once a contract is signed. Large contractors manage upwards of 1,000 vendors and 6,000 certificates of insurance a year.

How the Billy and ProjectSight integration works

• Vendor prequalification in Billy. A custom form on the contractor's own website collects business details, W-9s, licenses, and COIs upfront. The contractor approves the vendor and assigns the project's insurance requirements in one step.

• Automatic import from ProjectSight. Once the integration is configured, project, contract, and vendor information flows from ProjectSight into Billy. Billy pulls projects, contracts, and vendors from ProjectSight every hour, so new contracts become tracked vendors automatically.

• Project-based compliance. Insurance and document requirements are assigned per project, so Billy tracks every subcontractor against that project's contract requirements.

• AI certificate review. Billy's AI Review Assistant checks incoming COIs and endorsements against requirements and flags gaps, such as a missing additional insured endorsement, before someone opens the PDF.

• Automated renewals. Vendors are notified before coverage expires, keeping compliance status current for the life of the job.

• Works with AI agents. Teams can connect Billy to an AI assistant such as Microsoft Copilot, Claude, or ChatGPT and ask, "Which vendors are non-compliant on Riverside Tower?" The assistant checks status and sends certificate requests, so compliance reviews run without anyone opening a spreadsheet.

"Project teams shouldn't have to leave ProjectSight to find out whether a sub is insured," said Nyasha Gutsa, co-founder & CEO of Billy. "With ProjectSight, a vendor is prequalified once in Billy, and that compliance follows them onto every project automatically. That's how you track subcontractor insurance without a spreadsheet."

Availability

The Billy integration is available now to Trimble ProjectSight customers and comes with a free 30-day trial. Setup takes a few minutes with a Trimble ID. Find Billy on Trimble Marketplace at
https://marketplace.trimble.com/en/product/871552 request a demo at
billyforinsurance.com/request-demo, or learn more at
billyforinsurance.com/integrations/trimble-projectsight-coi-tracking.

Trimble Marketplace is a centralized hub that simplifies the discovery and purchase of verified integrations, applications, and extensions — from both Trimble and trusted third parties — to complement Trimble solutions and expand connected technology ecosystems.

About Billy

Billy is a construction insurance compliance platform that automates the vendor compliance lifecycle: prequalify, verify, track, renew, and audit. It combines software, AI document review, and a CRIS-certified managed services team to help general contractors, owners, and developers manage COIs, W-9s, licenses, and more. Billy integrates with Procore, Autodesk, Trimble ProjectSight, Viewpoint Vista, Sage 300, Sage Intacct, CMiC, JD Edwards and Acumatica. Billy is a trademark of BuildAP, Inc. Learn more at billyforinsurance.com.

Trimble and ProjectSight are trademarks of Trimble Inc., registered in the United States and in other countries. All other trademarks are the property of their respective owners.

Media contact: Billy Goat · hello@billyforinsurance.com

Kyle Tallman
Billy For Insurance
hello@billyforinsurance.com
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