Fergus and Retention Track
Fergus is purpose-built for trade and service businesses — handling quoting, job management, scheduling, and invoicing. But once an invoice goes out and retention is withheld, Fergus's job is essentially done.
That's where Retention Track picks up. It takes the invoicing data from Fergus and turns it into a live, managed retention schedule — tracking balances, alerting you to upcoming claim dates, and walking you through the legislative process of recovering what you're owed.
Together, the two platforms cover the full lifecycle of a construction contract: from quote to job completion in Fergus, through to final retention claim in Retention Track.
Key Benefits
Complete Workflow — No Spreadsheets Required
Your Fergus invoices flow through to Retention Track, which picks up the retention on them automatically. There's no need to manually re-enter or import invoice data. One connected workflow from job creation to final retention payment.
Full Visibility of What You're Owed
Retention Track gives you a single dashboard across all your contracts - retention balances, practical completion dates, defects liability periods, and upcoming release dates. You'll always know exactly how much retention is outstanding and when to claim it.
Legislation-Aware Claim Process
When it's time to claim, Retention Track doesn't just send a reminder — it generates compliant payment claim documentation in line with the relevant legislation for your region:
New Zealand: The Construction Contracts Act 2002, including the Retention Money Amendment Act 2023
Australia: Your state's Security of Payment Act (each state has its own version and Retention Track knows the differences)
No legal expertise required — Retention Track walks you through each step of the process.
How the Integration Works
Once you connect Fergus to Retention Track, the two systems work together directly. Here's how the data flows:
You create jobs and invoices in Fergus, recording any retention withheld on each invoice.
Fergus pushes those invoices to Xero, your accounting system.
In Retention Track, you link the Fergus job to a contract — or create the contract straight from the job.
Retention Track matches the job's invoices to your Xero invoices by invoice number and pulls them onto the contract automatically — no manual importing.
Retention Track monitors the retention balance, sends alerts when claim dates approach, and guides you through issuing a compliant payment claim.
⚠️ Important Prerequisite
This integration requires you to be using Xero as your accounting package. Retention Track matches your Fergus invoices to your Xero invoices to pull them in — if you're not on Xero, you'll need to set it up before proceeding.
Getting set up
Three steps to get going:
Connect your Fergus account to Retention Track and link it to your company.
Make sure retention is recorded correctly on your Fergus invoices — see Setting up retention invoicing in Fergus.
Link your Fergus jobs to contracts and let the invoices flow in.
What You'll Need to Get Started
An active Fergus account
Xero, connected to both Fergus and Retention Track
A Retention Track account (your first 3 contracts are free)