Retain Desk
SmallConstruction · Contractor, subcontractor, site accounting
Track retention held from progress payments and release dates so held money comes back.
Built in this build
- Release condition and date tracking
- Retention awaiting release list
- Retention rate and release rule setup
- Held retention report per project
- Held vs released retention summary per project
Vision (needs external services)
- Retention amount held per progress payment
- Alert when a retention release date approaches
- CSV export to accounting
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Retention amount held per progress payment
- Release condition and date tracking
- Retention awaiting release list
Admin modules
- Retention rate and release rule setup
- Held retention report per project
AI capabilities
- Extracts retention deduction from a payment document
Automations
- Alert when a retention release date approaches
Analytics & reports
- Held vs released retention summary per project
Integrations
- CSV export to accounting
Mobile
- Log progress payments and deductions on site
Roles & permissions
- Site manager
- Accounting
Construction →
Site Ledger
Construction site management: full field + office operation with daily logs, progress billing and subcontractors.
Punch Pad
Photo-backed punch list tracking before handover.
After Build
Defect and warranty requests from homeowners after handover.
Tool Yard
Tool/equipment checkout tracking across sites.
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