Set the contract once. Track it to the day it's paid.

Retention Track reads the retention already sitting in your accounting ledger, groups it by contract, works out when each half falls due, and tells you before the date passes.

The four steps

Most of the work happens once, at the start.

Connect your ledger

Xero, MYOB or Fergus. Retention Track reads the line items you post to your nominated retention account and finds what has been withheld.

Three minutes to set up an account

Log the contract

Contract value, retention percentage, practical completion and the defects liability period. Invoices already in your ledger attach themselves to it.

Two minutes per contract

Claim when it falls due

When practical completion or the defects period is reached, Retention Track drafts a payment claim written to your state's Security of Payment Act and tells you the date it has to be served by.

You review and send. Nothing goes out on its own

Nothing is ever sent automatically. Every payment claim is an explicit action you take. Retention Track prompts; it never acts on your behalf.

The contract lifecycle

Two halves, two dates, one register.

Retention is usually released in two halves: one at practical completion, the other at the end of the defects liability period, typically twelve months later.

If they don't pay

The next step is already prepared.

After a payment claim is served, Retention Track walks you through the response. If a payment schedule comes back short, or nothing comes back at all, it prepares an adjudication notice: notice of your intention to apply for adjudication.

  • Payment schedule deadlines tracked from the date of service
  • Adjudication notice drafted, not the adjudication application
  • Adjudication notices are generated for NSW, VIC, ACT, SA, TAS and WA. Working in Queensland or the Northern Territory? Talk to us โ€” retention tracking and payment claims work the same everywhere, and we want to hear where the notice would help.

Retention Track automates a legislative process. It is not a law firm and does not give legal advice.

What stays in your hands
  • Nothing leaves the building until you press send
  • Every document is yours to read and change first
  • The dates come from your subcontract, entered once
  • The record stays neutral: withheld, released, and when

Trades this fits well

Anywhere retention is standard and contracts run long enough for the defects period to be forgotten about.

PlumbingElectricalHVAC and mechanicalFire servicesCarpentry and fitoutConcretingSteel fabricationGlazing and facadePaintingLandscapingCivilRoofing

Common questions

Do I need to change how I invoice?

No. Keep invoicing the way you do now. Retention Track finds the retention in what you have already posted, and where you invoiced in full it pushes a credit note so the balance moves to a retention debtor account.

What if my retention goes back years?

That is the normal case. Load the old contracts, and anything still within its claim window becomes actionable straight away. Bulk upload is available if there are a lot of them.

Does it work if my head contractor uses different terms?

Yes. You enter the retention percentage, the practical completion date and the defects period from your own subcontract, so unusual terms are handled by entering them once.

Is this legal advice?

No. Retention Track automates the process the legislation sets out and produces the documents it calls for. It does not advise you on your legal position, and you should take your own advice on anything contested.

Get your retention money back easily.

Set it up once. Ten minutes a week after that.

Free
Your first 3 contracts
A$20
Per contract after that, plus GST
A$0
Monthly subscription. Multi user included

Or see the full pricing for Australia.