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Retainage & AIA Billing Without the Headaches

Retainage doesn’t have to be a manual mess. In this session, we’ll show how top builders are using Adaptive to track retainage cleanly, build accurate AIA-style draws, and keep payments flowing — without the back-and-forth.

Updated this week

You’ll learn:

  • How retainage works in Adaptive for both fixed price and cost-plus jobs

  • Common pitfalls to avoid when handling retainage, especially across multiple projects

  • How to structure your draw process to reduce friction with banks, owners, and internal approvers

  • Real examples of how Adaptive simplifies the math, flags issues early, and ensures you’re not leaving money on the table

We’re joined by Andrea Gallion, director of client accounting services at Melton & Melton, who brings deep expertise in construction accounting and billing workflows.

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