Audience:
Contractors across the construction industry
Retention is one of the easiest ways to lose money — because it’s often forgotten.
Release dates get missed. Defects periods pass without action. Payments aren’t chased at the right time.
Across multiple jobs, it becomes difficult to see what’s due and what’s already been received.
👉 And that usually means money is left unclaimed.
The Retention Recovery System gives you a clear view of all retention held, when it’s due, and what’s been received — so nothing slips through the cracks.
What it does:
Tracks retention deducted, release dates, and payment status across all contracts in one place. Automatically calculates release dates and flags what is upcoming, due, overdue, or received.
Who it is for:
- QS’s managing retention across multiple contracts
- Commercial managers needing a company-wide view of retention
- Contractors who want to avoid missing release dates
- Teams currently tracking retention manually or inconsistently
What’s included:
Instructions tab
Full user guide covering setup, status colours, and how to manage entries
Retention Tracker tab
Tracks contract value, retention %, amounts held, PC date, release dates, received payments, and live status across multiple phases and jobs
Dashboard tab
Summary of total retention held, amounts due, overdue items, and upcoming releases — no manual input required
