This guide walks through the first setup jobs in Phase so your farm workspace is ready to use.

Phase works best when the map, paddocks, season, crop plans and inventory are connected. You can enter records manually, import existing files, or use a mix of both.

After signing in, Phase opens to Overview. New users may see a welcome setup prompt.

Before adding records, check:

If records look missing later, check the selected farm and season first.

On a computer, the farm's name and the season are one button at the top right of the app, for example "Hillside │ 2027", with the notification bell and the On farm button to its left. Select it and a Seasons panel drops down under it. Its first row is your organisation with Switch, which drops down the Organisations list from the same button; below are the seasons, each with its ••• menu, and Create season.

On a phone, the same button sits at the top right of Overview, Map and Inventory, beside the bell and the On farm button. On a phone it shows the season only, such as "2027"; the farm's name no longer sits beside it. Tap it to open Manage seasons from the bottom; the organisation row at the top, with the farm's name and Switch, changes farm.

The On farm button is for signing on and off in one tap. See Safety And People.

You can also change farm from the top of More. On a phone the first row names your organisation with Switch; on a computer Switch organisation sits beside the farm's name. With only one organisation it says Join another instead.

The farm list puts your current farm first with a tick, then every other farm with your role and its owner. With seven or more farms or clients, a search box appears.

Overview is the home screen: the first page after you sign in on the web, and Overview in the bottom navigation on a phone. It opens with today's date and a Customise button; the farm and season are already in the app header above it. Below is a grid of widgets (Forecast, Conditions, Radar, Rain gauges, Jobs, Lists, Livestock, Notes, Favourites and so on), and you can change which ones show and where they sit. It works the same way on the phone, on an iPad and on the web:

Only Customise or holding a widget starts rearranging. Tapping a control inside a widget, such as the Rainfall widget's list of sources, just uses that control.

Hiding a widget only changes what Overview shows. Your records, stations, mobs and jobs are untouched, and the order and sizes you choose are remembered on every device you sign in on.

Every widget carries a visible way in at its bottom-right corner, such as Open →, Open plan → or Expand →, and the whole tile still opens on a tap. Three widgets also have buttons beside it for what you most often do there:

You see only the buttons your role allows. When one of these widgets is narrow (half width on a phone, or four across on a smaller laptop screen), its buttons show as icons only: a clipboard with a tick and a + on Jobs, a microphone and a camera on Notes, a microphone and a pen on Recommendations.

On a phone the Forecast, Rainfall, Finance, Farm progress and metric tiles stay full width because they have no half-width layout. There is no Bottom metrics tile any more; its season figures live in Crop Plan Studio and Financial Performance, and the Progress and Finance tiles carry the ones people looked at.

The Progress tile shows how much of the season's area has been planted, fertilised, sprayed and harvested. A paddock counts as fertilised once any finished job on it includes a fertiliser product, whatever kind of job it was, so fertiliser that went down with the seed counts. A seeding job with fertiliser on it counts for planting and for fertiliser.

The Finance tile shows what has been spent this season against what was planned. It counts each job against the season of the crop plan it belongs to, the same way Financial Performance does, so the two agree. Work from an earlier season that was marked done this year shows under its own season in Financial Performance, not in this season's spending.

The Rainfall tile opens on the year so far. Tap the period beside the rain source at the top of the tile (for example 2026 YTD) and choose Last 12 months to see the rain over the past year instead: the figure, the difference from the long-term normal and the curve then cover the twelve months up to the latest day. Phase remembers the choice for that farm on that device. A connected station needs a full year of records first; until then the choice reads "Last 12 months (needs a year of records)". See Weather, Sensors And Rainfall.

Two Overview widgets show the things you check most, side by side. Select Edit at the top of either one to pick from the list, put your picks in order with the arrows or take one off. Each holds up to 8: the square widget shows the first 4, and the wide one shows all 8.

Your picks are kept for you on that farm, so the phone, the iPad and the web show the same favourites, and pinning something does not change what anyone else on the farm sees. If the farm has nothing to pin yet, the picker says where to add it. People who cannot record against an asset see its level and history but not the buttons.

Lists are shared lists the whole crew can add to and tick off: what to pick up in town, harvest spares, what the workshop needs. Open More → Lists (under Farm Operations), or the Lists tile on Overview.

The tabs. Along the top, All shows every open line, grouped by list, with Open list beside each list's name. Each list has its own tab with how many things are still open on it. Done holds the lists where every line is got: a list moves there by itself, and comes back as soon as you add something to it.

Make a list. Choose New list (or Start a list on a farm with none). Type a name, such as Town, Harvest spares or Workshop, then Make the list. The name box starts empty. A farm can have as many lists as it likes.

Add to a list. Type what you need and How many, then Add (or press Enter). This is the quick way for a run of rags, grease and the like. On All with more than one list, choose which list it goes on beside On.

Tick things off. Each line has a square tick box. Ticking a thing to get means it was picked up; ticking a thing on order means it was delivered. Untick it to put it back on the list. On a list's tab, lines sit under To get, On order and Got it; Got it folds away, with Show and Hide.

Each line says who last did something with it and when, for example "Added by Sam · today", "Ordered by Kim · yesterday" or "Picked up by Jo · 2 hours ago", with their initials at the end. The machine, paddock, number of parts, attachments and tagged people show under the line.

Open a line. Tap anywhere on a line to open it. There you can change:

Press Save to keep the changes. Remove takes the line off the list for everyone, after asking.

Clear and share. On a list's tab, Actions → Clear got-it lines takes the got lines off for everyone. Actions → Share as text copies the open lines, or opens the phone's share sheet, so you can paste the list into a group chat or your phone's reminders.

From a part or a product. Add to list is on every part in a machine's Parts tab in Jobs & Maintenance, and on a product's panel in Inventory. Both put it on the farm's Town list, making that list if there is none, and say so if it is already on it. From a machine's Parts tab the line is also linked to that machine.

The Lists tile on Overview shows what is still to get, with an Add button. Hide or move it like any other widget. The tile, Lists in More and the New: Lists note only show to people who can open Lists. A view-only login, and an adviser on a farm their practice manages, don't see them.

Who can do what. Anyone who can record work, edit Inventory or edit the farm can add lines, open and change them, tick them off and make a list. Renaming a list, putting it away (Put list away) and deleting it (Delete list) need permission to edit the farm. A list that is put away keeps its lines.

Who is told. Being tagged on a line sends a notification straight away, in Phase and to your phone, like being given a job. Switch it off in More → Notifications → Jobs and machinery → You're tagged on a list. The bell's Team tab also gets one line per person per list each day, for example "Sam added 3 things to the Town list". That one is in Phase only, never a phone notification or an email, and you can switch it off in More → Notifications → Team updates → Someone adds to a list.

Export everything includes your lists and their lines. There is no reminder yet for something on order that is overdue, Phase Agent cannot read or write lists yet, and a scanned machine tag has no Add to list.

When a screen you already use changes, Phase shows a short note there once, saying what moved and where to find it. Notes like this appear on Overview (New: Lists, with Open Lists), on a machine's page in Jobs & Maintenance (New: Fluids, pressures & specs, with Open Details), in Crop Plan Studio, in Templates, in an adviser's workspace, for signing on and off (New: sign on and off) and in Livestock's Feedlot (Feedlot is now one list).

New workspaces see a Welcome to Phase popup. It shows your access (for example the trial days left) beside a small dot, then Your setup as one list: each step says Done, Start here or Next, and team invitations are marked Optional. Farms & fields counts as done once both a property and a mapped field exist. Returning growers keep their completed steps and can choose Continue setup (or Add farms & fields on a new farm) or Explore first. Untick Show this at log in to stop it opening. Open help chat and Email us / arrange a call are in the popup; answers are available around the clock and the Phase team monitors the chat.

Every main view has a short walkthrough on first visit that explains how to start, what to check before saving or importing, and where to find the result. To replay it, choose Quick walkthrough in the menu at the top of the page (usually Actions). On the Map it is under Layers → Quick walkthrough, on phones too.

Go to More → Farms & Fields.

From here you can add land farms, add paddocks, draw or fix boundaries, import or export boundaries, edit paddock names, split fields and merge fields.

If you only do one setup job first, add your paddocks. Most of Phase starts from the paddock map.

Go to Map, then tap a paddock.

That opens the paddock sheet. This is where you can review the plan, soil, yield, Notes, livestock and history for that paddock.

To build manually:

To reuse or copy a plan:

To import a supported plan PDF:

Have a CSV instead? You can ask your current farm management platform for a CSV export of your farm data (paddocks, crop plans, applications, products and costs). A CSV is much easier for us to import than a PDF. There's no CSV upload in the app, so email it to support@phase.ag and we'll import it for you. If an import fails or doesn't look right, email us the PDF and we'll process it for you.

Manual planning is fully supported. You do not need to import a PDF to use Phase. While a farm is on trial, Phase reads five crop plan or farm performance reports, ten invoices, ten soil reports and forty grain contracts; a Phase subscription has no limit.

Open Inventory to add the main products you use, such as chemicals, fertiliser, seed, fuel, and workshop parts and fluids. Inventory has a section for each kind of stock: Chemicals, Fertiliser, Seed, Grain & Hay, Fuel, Water, Machinery, Parts & other and Locations. On a tablet or a computer they are tabs along the top. On a phone, tap the section name at the top of Inventory to see every section with a line about what is in it, and pick one.

Add a product from the section it belongs in: Add chemical, Add fertiliser or Add seed (just Add on a phone), or Add item in Parts & other for filters, oils, diesel and anything else you keep. If you are moving from another system, use Inventory → Import stock levels (in the Actions menu) to review a CSV, Excel or PDF stock list and bring products and opening quantities across together. Each product lands in its own section.

When adding stock, choose the product, quantity, unit and storage location.

For storage places, open Inventory -> Locations. Add key places such as chemical sheds, fuel tanks and fertiliser sheds. Storage locations help with stocktakes, Phase tags, reports and finding what is on farm.

Grain, seed and hay in silos, sheds and stacks are kept in Inventory → Grain & Hay, which is the whole Grain & Hay Storage page: Load in, Load out, Activity and Contracts all open there. More → Data Centres → Grain & Hay Storage still works as a shortcut to it.

Your machines and tools are in Inventory → Machinery as well as in Jobs & Maintenance. They are the same fleet, so add a machine in either place.

Open More -> John Deere Operations Center.

After connecting, you can import fields from More → Farms & Fields → Actions → Import from John Deere.

Phase Ultra users can also review completed machine work in More → Data Feeds → John Deere (on a computer, More → Farm Operations → Data Feeds → John Deere), or from the Work queue tile on Overview. This review, called Reconcile, helps turn completed work into paddock records, plan completion and inventory adjustments.

Case IH, New Holland and STEYR farms can connect CNH FieldOps from More → Farm Setup & Connections → CNH FieldOps, then use More → Farms & Fields → Actions → Import from CNH. CNH imports paddocks and boundaries on every plan; on Phase Ultra its engine hours also go onto your machines and keep their service reminders current (see Jobs And Maintenance). It does not import completed work or yield maps.

If you deliver grain to CBH, connect CBH LoadNet from More → Data Feeds → CBH LoadNet (on a computer, More → Farm Operations → Data Feeds → CBH LoadNet) to bring in every load CBH weighs, with its grade and quality. See Data Feeds for connecting, and Yield Center for your deliveries.

Every new farm gets 14 days of full Ultra access, with no card needed. Phase Pro (A$1,495 a year inc GST) has every feature in Phase; Phase Ultra (A$2,495 a year inc GST) adds John Deere automation, machine hours from John Deere and CNH, and Phase Spatial. Choose a plan on the website under More → Subscription & Billing; choosing one ends the trial and starts the paid plan straight away. Employees and advisors are included, with no per-user fee. See Billing, Subscription And Trial.

Sign up at phase.ag as Advisor or agronomist. There is one advisor account for all your clients. If a client has Phase, enter their access code on the first screen; that's free for you. If they don't, choose Set up a client's farm under Client doesn't use Phase? to run their farm with Phase Advisor. See Adviser Workspace, Client Products And Consignment Stock.

Check:

If you are still stuck, open More → Help chat. Include the farm, page, what you expected and a screenshot. Use More → Help centre to browse guides, or More → Email Phase support if chat will not open.