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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Ontraccr is a versatile workflow automation software tailored for construction and field service industries, bringing together various functions like project management, scheduling, time tracking, job costing, document management, and reporting into a unified cloud-based platform that can adapt to the specific needs of each business. This software empowers teams to create automated workflows without requiring any coding expertise, allowing for the digitization of forms and documents while centralizing operational data to minimize paperwork and eliminate information silos. Features include real-time time tracking equipped with geofencing and facial recognition options, along with seamless integration with popular tools such as QuickBooks, Sage, and Gmail, facilitating easy data synchronization across different systems to optimize payroll and accounting processes. Users benefit from comprehensive project management capabilities that extend from the bidding phase all the way to invoicing, supported by customizable tracking boards, in-depth job costing analysis, client portals, and performance dashboards that provide valuable insights into profitability and efficiency. Additionally, Ontraccr enhances collaboration among team members, ensuring that everyone stays informed and engaged throughout the project lifecycle.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Procore Yes 
Sage 300 Yes 
Adobe Acrobat Reader No 
BIM 360 Yes 
CMiC Yes 
COINS Yes 
Eclipse No 
Gmail No 
JD Edwards EnterpriseOne Yes 
Microsoft 365 No 
QuickBooks Online No 
Sage 100 Contractor No 
Sage Payroll No 
SalesRabbit No 
Stripe No 
Viewpoint Vista Yes 
Zapier No 

Integrations

Docusign Yes 
Procore Yes 
Sage 300 Yes 
Adobe Acrobat Reader Yes 
BIM 360 No 
CMiC No 
COINS No 
Eclipse Yes 
Gmail Yes 
JD Edwards EnterpriseOne No 
Microsoft 365 Yes 
QuickBooks Online Yes 
Sage 100 Contractor Yes 
Sage Payroll Yes 
SalesRabbit Yes 
Stripe Yes 
Viewpoint Vista No 
Zapier Yes 

Pricing Details

Annual Subscription
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Billy

Founded

2021

Country

United States

Website

billyforinsurance.com

Vendor Details

Company Name

Ontraccr

Founded

2019

Country

Canada

Website

www.ontraccr.com

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) Yes 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation Yes 

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

Alternatives

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