Advice and answers from the Retention Track Team

New to Retention Track? Start here. Set up your workspace, invite your team, and get your billing in place.

Set up the core records Retention Track uses to track your retentions: your companies, the head contractors you work with, and the contracts under which retention is being withheld.

Your day-to-day workflow in Retention Track: how retention is calculated, logging invoices, raising payment claims and reminders, recording retention payments, and exporting reports.

Xero Integration Guides

Track your Retentions from Fergus

Workspace-level admin — configure who gets CC'd on outbound emails and review activity in the workspace event log.