Is there hidden risk in your COI review process?
Returning myCOI user?
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Right now a subcontractor gets set up twice, once in Vista and again wherever you track certificates of insurance, and the two records drift apart.
illumend connects to Viewpoint Vista, so you can see who’s compliant without leaving Vista.
Compliance status shows up in Vista’s Subcontractor Ledger, Purchase Order, Job Costing and Accounts Payable modules. Data syncs every two hours.
illumend does. Jobs, subcontracts and vendors come across from Vista, illumend checks each subcontractor’s COIs and endorsements against your requirements, and compliance status writes back to Vista by policy line every two hours.
Through Trimble AppXchange, Trimble’s own connector platform, so there’s no third-party middleware in between. Records sync both ways every two hours.
In Vista’s Subcontractor Ledger, Purchase Order, Job Costing and Accounts Payable modules. Compliance status and expiration date sit on each policy line, and the compliant checkbox fills in on its own, so you can check coverage before you release payment.
Every synced record carries an External Integration ID. You’ll see it on the agreement, third-party partner and project records in illumend.
Submit an illumend demo form and we’ll show you the integration running on a job set up like yours. Already an illumend customer? Ask your rep about adding Vista to your plan. The connection runs through Trimble AppXchange.
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