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 (via Xero) 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 Xero, where Retention Track picks them up. There's no need to manually re-enter 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
The Fergus + Retention Track integration currently works through Xero as the connecting layer. Here's how the data flows:
You create a job and invoice in Fergus
Fergus pushes the invoice to Xero
Retention Track connects to your Xero account and identifies invoices where retention has been recorded.
You allocate each invoice to a contract in Retention Track and enter key dates (practical completion, defects liability end date)
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 connects to Xero to identify and pull in your invoices — if you're not on Xero, you will need to set it up before proceeding.
What You'll Need to Get Started
An active Fergus account
A Xero account connected to Fergus
A Retention Track account (your first 3 contracts are free)