Retain Desk

Small
Construction · Contractor, subcontractor, site accounting

Track retention held from progress payments and release dates so held money comes back.

Coding Ideas

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

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