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Retention Tracker

Track construction retainage/retention amounts. Monitor held amounts by subcontractor, track release conditions, and manage retainage billing.

Why use this skill?

Efficiently track subcontractor retainage, monitor release milestones, and manage construction billing compliance with the Retention Tracker skill for OpenClaw.

skill-install — Terminal

Install via CLI (Recommended)

clawhub install openclaw/skills/skills/datadrivenconstruction/retention-tracker
Or

What This Skill Does

The Retention Tracker is a specialized OpenClaw skill designed for construction project managers and financial controllers to monitor retainage amounts held back from subcontractors. In construction, a portion of payment (often 10%) is withheld from each progress billing to ensure performance and quality. This skill automates the tracking of these amounts, ensuring compliance with contract terms, monitoring release milestones, and validating documentation requirements like lien waivers and consent of surety. It manages the complex lifecycle from initial progress billing through substantial completion and final release, providing a real-time dashboard of balances held by subcontractor and trade.

Installation

To install this skill, run the following command in your terminal: clawhub install openclaw/skills/skills/datadrivenconstruction/retention-tracker

Use Cases

  • Subcontractor Payment Audits: Quickly calculate how much total retention is currently being held for a specific subcontractor across multiple pay applications.
  • Milestone-Based Release: Automatically trigger alerts or generate documentation requests when a project hits a milestone like 'Substantial Completion' to facilitate the release of half the held retention.
  • Compliance Management: Maintain a verified ledger of 'Consent of Surety' and 'Lien Waivers' for every release transaction to protect the General Contractor from legal claims.
  • Financial Reporting: Generate high-level summaries of total retainage liability to assist in cash flow forecasting for the broader construction project.

Example Prompts

  1. "What is the total balance of retention currently held for 'Precision Electrical' and which of their pay applications are still pending release?"
  2. "Log a 50% retention release for 'Apex Steel' based on Substantial Completion; verify that the lien waiver has been received first."
  3. "Show me all subcontractors who have not yet reached the 'Substantial Completion' milestone and calculate their total combined withheld amount."

Tips & Limitations

  • Data Integrity: Always ensure that the gross billing amounts and retention rates are verified against the original subcontract agreement before adding entries to the tracker.
  • Documentation: While the tracker logs status, it does not automatically scan uploaded PDFs for signatures. Ensure that someone verifies the physical documents before marking 'lien_waivers_received' as True.
  • Scope: This tool is designed for project-level tracking. If you are managing a massive portfolio of hundreds of projects, consider grouping by 'Project ID' to avoid ledger bloat within a single instance.
  • Rules of Thumb: Most projects follow a standard 10% hold. You can configure the RetentionTracker to flag any entry deviating from this standard for manual review to prevent human input errors.

Metadata

Stars1100
Views0
Updated2026-02-17
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Add to Configuration

Paste this into your clawhub.json to enable this plugin.

{
  "plugins": {
    "official-datadrivenconstruction-retention-tracker": {
      "enabled": true,
      "auto_update": true
    }
  }
}

Tags(AI)

#construction#accounting#project-management#billing
Safety Score: 4/5

Flags: data-collection