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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

BIM 360 Yes 
CMiC Yes 
COINS Yes 
Docusign Yes 
JD Edwards EnterpriseOne Yes 
Procore Yes 
Sage 300 Yes 
Viewpoint Vista Yes 

Integrations

BIM 360 No 
CMiC No 
COINS No 
Docusign No 
JD Edwards EnterpriseOne No 
Procore No 
Sage 300 No 
Viewpoint Vista No 

Pricing Details

Annual Subscription
Free Trial Yes 
Free Version No 

Pricing Details

£30
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
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) No 
In Person No 

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 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

Alternatives

Alternatives

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