Can I do progress claims and retention?
Yes, on projects, on the Connected and Unlimited plans.
Yes. Bigger work goes in a project, split into stages with a budget. From the project's Claims tab you claim the work done each period, stage by stage. Each claim takes off what you claimed before and the retention the builder holds, and goes out as a tax invoice with your state's wording. See Progress claims.
The Retention tab keeps a ledger of what is held, and helps you claim it back at practical completion and when the defects liability period ends. See Retention held and released.
Projects and claims are on Connected (up to 5 active projects), Unlimited (no limit) and the free trial.