Retention & Lien Waiver Tracker
Track construction retention ledgers and the four lien waiver types with payment-blocking waiver gates and notice deadlines
Retention & Lien Waiver Tracker Purpose-built for general contractors who must reconcile owner retention receivable against subcontractor retention payable, application by application, while never releasing a payment without the matching lien waiver in hand.
Key Features
Payment Application
Payment Application. Tracks Contract, Application No., Period Date, Final Application, Payment Release Date. One-click submit, approve, release payment, close, reset to reset to draft.
Contract Change Order
Contract Change Order. Tracks Contract, Description, Amount, Date. One-click approve, reject.
Retention Contract
Retention Contract. Tracks Contract No., Project, Contract Type, Counterparty, Trade / Scope. One-click activate, close, reset to reset to draft.
Retention Release Milestone
Retention Release Milestone. Tracks Contract, Milestone, Type, Trigger % Complete, Release % of Retention Balance. One-click mark ready, release, reset to pending.
Construction Project
Construction Project. Tracks Project, Project Code, Project Owner, Site Address, Start Date. One-click activate, close, reset to reset to draft.
Lien Waiver
Lien Waiver. Tracks Payment Application, Contract, Counterparty, Waiver Type, Through-Date Amount. One-click issue, send, collect, void.
Use Cases
Screenshots
Payment Applications
Contracts
Notice Deadlines
Projects
Lien Waivers
Why Choose This Module
Retention ledger per project and per contract (prime/customer receivable and subcontractor payable), with per-application accrual and a configurable retention-reduction threshold once completion crosses a percentage trigger. Scheduled retention release milestones (percent-complete, substantial completion, final completion) that snapshot the released amount off the live retention balance. Lien waiver engine for the four AIA-style waiver documents: conditional on progress payment, unconditional on progress payment, conditional on final payment and unconditional on final payment, matched one-for-one to payment applications. Waiver-required gates: a payment application cannot be released without its matching conditional waiver collected, and the next application on the same contract cannot even be submitted until the prior application's unconditional waiver is collected back. Preliminary notice / notice-of-intent / mechanics-lien deadline tracking with automatic overdue detection.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1290 |
| Technical Name |
retention_lien_waiver_tracker |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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