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Description
Billy is a comprehensive solution for managing insurance and compliance effortlessly. It allows you to pre-qualify subcontractors and streamline the tracking of essential documents like Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. Integrating seamlessly with platforms such as Procore, Autodesk, Sage 300, and JD Edwards, Billy eliminates the need for duplicate data entry, reducing errors and saving time. With automated reminders for expiring documents, real-time compliance monitoring, and proactive alerts, the platform helps businesses stay on top of their compliance needs. Billy also offers advanced features like an insurance wallet and AI-driven solutions that connect contractors, brokers, and carriers, creating seamless workflows. Tailored for the construction industry, Billy simplifies complex processes, enabling teams to focus on winning projects and ensuring compliance efficiently.
Description
The Site Book serves as a compliance platform for CDM tailored specifically for construction professionals in the UK. It swiftly produces site-specific RAMS (Risk Assessment and Method Statements), Construction Phase Plans, COSHH assessments, site inductions, emergency plans, toolbox talks, permits to work, and ready-to-audit documentation, all customized for your unique project rather than relying on generic templates. Among its features are digital worker sign-off, tracking for certificates and training records, a portal for client and designer sharing, and connectivity options with Google Drive, Xero, and Zapier. This platform is designed to assist sole traders, small builders, subcontractors, and principal contractors who adhere to the CDM 2015 regulations. A free plan is offered for one project, granting complete access to all types of documents, while the Pro plan starts at £30 per month, with founding member pricing secured for life. Additionally, this innovative solution not only enhances compliance but also significantly streamlines project management for its users.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista
Integrations
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista
Pricing Details
Annual Subscription
Free Trial
Free Version
Pricing Details
£30
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Billy
Founded
2021
Country
United States
Website
billyforinsurance.com
Vendor Details
Company Name
Redclan Ventures Ltd
Founded
2026
Country
United Kingdom
Website
thesitebook.co.uk
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation