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Use caseUC0180

Check retainage held back from every subcontractor

Five percent of every payment is held back, and the running total can drift from what the contract requires. This app recomputes each subcontractor's retainage from the contract terms and shows which way any balance is wrong.

For the contracts managerConstruction & Engineering

Why it matters

Today's manual process, and the same job with the app

A contracts manager or project accountant working retainage on a construction project with several subcontractors.

✕Today's manual process

1Read the subcontract to find the retainage percentage and when it steps down.
2Walk every pay application at the rate in force that period, and add it up.
3Check each release for a project manager's approval and a contracts manager's confirmation.
4Miss one balance and a subcontractor goes unpaid, or required security isn't held.
Every project reconciled manually

✓With the app

1The contract terms are read and applied to every certified pay application, period by period.
2Every application is recomputed at its own rate, and totalled per subcontractor.
3Releases are checked against the two-signature rule, and correspondence is checked for dated changes.
4Each balance is called over-held, under-held, or agreeing, with the dollar amount and why.
Every balance checked, both directions

See it work

One real case, read by the app, step by step

At the Norbeck Hollow project, a roofing subcontractor's application is pulled back, but the ledger still holds retainage against it.

Check retainage held back from every subcontractorReference appBuilt to be shaped to your process
  1. 1The application PA-4, CLM-1's certified $108,000.55, for the period through 2026-06-30.
  2. 2The note that governs CORR-3 says PA-4 was pulled back by the claimant.
  3. 3What didn't count CORR-1: a routine inspection, dated a month earlier.
  4. 4The app's call CLM-1 is over-held by $6,480.03, more than the contract terms support.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
119 of 126balances called the right waymeasured in 06 Evals →
19 of 20over-held balances foundmeasured in 06 Evals →
19 of 22under-held balances foundmeasured in 06 Evals →
4.4¢to check one projectmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour retainage percentage, step-downs, and what counts as a valid release.
Your recordsYour subcontracts, pay application register, release register, and dated correspondence.
Your systemsReads from your accounting system's ledger; results post back to your own files.
Your screensThe claimant list, the balances, and the wording your contracts team already uses.

Want this for your team?

Talk to us

We can run this on your own projects, with your own contract terms, inside your environment.

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