Progress invoicing and retention, the way UK contractors actually need it
Raise applications for payment by percentage across a job, hold retention automatically, and see the exact amount due — with reverse charge VAT and CIS handled. Built for UK subcontractors working under JCT and equivalent contracts.
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24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
The problem it solves
Applications for payment live in spreadsheets
Tracking cumulative claims, this-period values, and retention across a long job in Excel is error-prone. One wrong cell and you under-claim or get the application bounced by the QS.
Retention gets forgotten
The first half releases at practical completion, the rest at the end of the defects period. Without a system holding those dates, retention you are owed quietly slips through the cracks.
Reverse charge VAT and CIS make every line harder
Get the domestic reverse charge or the CIS deduction wrong on an application and it costs you time, credibility, and sometimes cash. The maths has to be right every time.
How it works
- 1
Set the retention on the job
Each job carries a retention percentage, defaulting to 5% — the UK industry standard. Every scope line tracks its contract value, percentage complete, this-period value, retention deducted, net now, and remaining balance.
- 2
Claim by percentage, cumulatively
Raise an application by setting the percentage complete on each line. The system validates that cumulative claimed is at least what was previously certified — the same check a QS applies under JCT standard forms — and blocks the application if not.
- 3
Submit, issue, and release retention
Send for internal approval to catch calculation issues before the application reaches the main contractor or QS. Retention releases in two halves — 50% at practical completion, 50% at the end of the defects liability period — with the release date held and shown on your calendar.
What you get
- JCT-style applications for payment
- Retention tracking (5% default), released 50/50
- Cumulative claim validation against previous certificates
- Domestic reverse charge VAT handled per line
- CIS-aware deduction logic
- Internal approval step before issue
- Deterministic figures — AI never edits a financial number