Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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