The Advisor tab gives agronomists and advisers one place to work across their clients: recommendations and what happened to them, spoken Notes from the paddock, plan templates, your own price list, the products clients plan to use and hold, and consignment stock. What you can see is still controlled by each client's sharing and farm permissions.

There is one advisor account. From it you can work with two kinds of client, and you decide client by client:

Open Advisor in the main navigation. When you open Phase in the advisor view, it starts here. On a computer the client list is down the left, with All clients at the top; on a phone or tablet, clients are a drop-down in the header. When you have both kinds of client, the list is split into Managed by you and On Phase. All clients covers your whole book; select a client to see only theirs.

Across the top is one row of tabs: Recommendations, Notes, Templates, Prices, Products and Consignment. Under it is one header: the client's name (or All clients), Open farm on a client's page, an Actions menu and New recommendation. Actions holds Products board, Add a client, Manage a farm for a client, Quick walkthrough and What's new. These used to be a strip of tool buttons under the header.

Your practice's page is Advisor settings: at the foot of the client list on a computer, or More → Advisor settings (the row reads "Phase Advisor: your practice, advisors, seats and billing"). It used to be labelled Phase Advisor; the product is still called Phase Advisor. The full product board is Actions → Products board, or More → Client products.

The walkthrough runs once, the first time you open the Advisor tab: picking a client, the six views (Recommendations, Notes, Templates, Prices, your own price list, Products and Consignment), New recommendation, the Actions menu and where Advisor settings is. Actions → Quick walkthrough replays it. Advisor settings has its own three-step walkthrough (Access, Advisors, Managed farms) under its own Actions → Quick walkthrough; it never opens by itself.

In the farm switcher, each client's farm says whose it is: a client on Phase shows its owner's name (or email), and a farm your practice runs shows Grower: and the grower's name. Your own organisation shows its Owner chip instead.

It is one advisor login either way, and you can add clients of both kinds at any time. If you signed up from the Phase Advisor Start your free trial button on the pricing page, the client-farm card shows first, already open, with the code box below it.

This is free for you. Send your client these steps:

Then choose Actions → Add a client (or, on a computer, Client on Phase — enter code at the foot of the client list) and enter the code. Repeat for each client; you can switch between client farms at any time. The client's farm needs an active Phase plan or trial for the code to work.

With Phase Advisor you create the farm, draw or import the paddocks, build the crop plan in Crop Plan Studio (with Ask Phase), write recommendations and notes, and hand the grower PDFs, emailed recommendations or a paddock booklet. The grower does not need a subscription.

To start:

When the trial starts, Phase confirms it: "Your Phase Advisor trial has started", how long it runs and until when, and what to do first: set up a farm for a client who doesn't use Phase, invite more advisors, and track stock under Consignment. Set up a client's farm opens the new-farm form straight away, and a line at the top of Advisor settings keeps saying the trial is on. On the iPhone and Android apps it says Phase Advisor is on and until when.

On Advisor settings an admin can see the trial or subscription under Access, subscribe, manage advisors under Advisors, and create farms with New managed farm. Invite advisors by email under Advisors. A practice can have more than one admin: an admin can make any advisor an admin or step down, but the last admin cannot be removed or demoted. During the trial a practice can have up to 3 advisors; after subscribing, each extra advisor is a paid seat.

Who sees your clients. The main account (any admin) sees every client the practice manages. Every other advisor sees the clients they added themselves, plus those a colleague has shared with them. Once the practice has more than one advisor, Advisor settings → Who sees your clients lists each colleague with a switch, and the words Sees yours or Doesn't say where it stands; the main account shows "Main account · sees every client" with no switch. Sharing covers your whole client list, including clients you add later, and the colleague gets the same access to those farms as you. Someone invited but not signed in yet can be shared with once they accept. When an advisor leaves the practice, their clients pass to the main account.

A managed farm is for planning and advice. On a farm your practice manages, you see the overview, map, paddocks, crops, Crop Plan Studio, reports, soil, weather, plan imports and Map Creator. A strip at the top says it is an Advisor Managed farm.

Jobs, machinery, livestock, inventory, grain, finances, Phase Spatial, the full Phase Agent and machinery connections are not available on a managed farm. They come with the grower's own Pro or Ultra plan. The farm's products and stock do show, read-only, on the Products board; recording or changing stock needs the grower's own plan. So its Overview has no Livestock card or Lists card, More lists only the pages you can open there (on a computer as well as a phone), and its setup checklist and welcome popup don't ask for products and stock or a John Deere connection.

PDFs from a managed farm say "Powered by Phase · phase.ag".

In Crop Plan Studio, choose Share season plan → Layout → Paddock booklet for one page per paddock, with its outline and program. It is the default on a managed farm. Grouped plan, where identical paddocks share one program section, is still the default on other farms. The Reports page can print the same layout: Reports → Crop Plan → PDF layout → Paddock by paddock.

Send to the farm, in the same sheet, files the PDF in the farm's Documents and tells the farm's owners and admins. A farm your practice manages has no owner or admin in Phase, so nobody is told there: put the grower's email in Also email the PDF to so they get the PDF too.

On Advisor settings, under Managed farms, open the ••• beside a farm and choose Give grower view access, then enter the grower's email. The grower gets a free, view-only login to their farm, paddocks, crop plans, recommendations, notes, soil results, and the farm's weather and rainfall (More → Data Centres → Weather & Climate, and the weather cards on Overview). They cannot change anything. The farm shows Grower can view once they have joined, View invite sent until then, or No view access.

If the grower's Rainfall card says rainfall isn't set up yet, open the farm and go to More → Data Centres → Weather & Climate once. Phase prepares the farm's rainfall from its paddock locations (it needs at least one paddock with a boundary), and the grower sees it from then on.

Growers can also have no login at all and just get the PDFs and emailed recommendations.

A grower with view access sees Use Phase yourself at the top of their farm. They choose Phase Pro or Ultra and pay at checkout on the website. There is no trial, because they have already been using Phase. When the payment goes through, the farm becomes theirs. Nothing is imported again, you stay connected as their advisor, and you get an email. The farm leaves your managed farms, and your Phase Advisor subscription carries on for the others.

Recommendations is one list of every recommendation on your clients' farms, or one client's, with a search box (title, client or paddock) and a Filter button. Filter → Status picks Drafts, Sent, In plan, Applied or Declined, each with its count; the status in use shows under the search box with an × to clear it. A recommendation written for several paddocks shows once.

Each one says where it's up to in plain words, such as "Sent 23 Sept", "Added to the plan 21 Sept" or "Applied 11 Sept · Glyphosate 450 at 1.5 L/ha", read from the grower's own completed job. A declined one shows the grower's reason if they gave one, and a withdrawn one says when.

Tap one to open it at the side: the paddocks, Apply before, the water rate, who wrote it and when, the products and rates, Notes for the client, and What was applied, paddock by paddock. The ••• on each row holds the same actions as the side panel:

Only the person who wrote a recommendation can edit, send, withdraw or delete it here. On the farm itself, the farm's owners and admins can also change or delete it; another adviser on the same farm cannot.

Choose New recommendation. From All clients, pick who it's for first; clients who haven't let you write recommendations aren't listed. Choose the paddock and Apply before, add more paddocks under Also apply to, then give it a title, the products and rates, the water rate and Notes for the client. Checks runs as you add products: rates and units filled in, registration, poison schedule, withholding periods from the label, and a mode-of-action group repeated in the mix. Each check shows as a word beside the line: OK, Review, Blocked or Not checked, and a blocked paddock says "Blocked" inside its chip.

Save draft keeps it for later. Send to the client:

Notes shows the latest spoken Notes from your clients' paddocks, read only: what was said, where, and any products Phase heard (Heard:). Where Phase heard a treatment, Draft recommendation opens the composer with those paddocks, products and rates already filled in; otherwise Write recommendation starts one for that paddock. Review product matches, rates, units, water rate, timing and every paddock before saving; nothing is created automatically.

A recommendation covering several paddocks remains one recommendation in the adviser and grower inboxes. Sending it produces one PDF covering the combined area, while adding it to plans creates the required activity for each paddock. Approve, ignore and delete act on the whole recommendation, so split it first if one paddock needs a different decision.

Templates is one list with a search box, switched between My library and On clients at the top:

A copy is a copy. Products are priced from each client's own stock and machines are left for them to add, so nothing from one farm's shed or fleet lands on another. Passes marked "if needed" stay conditional. Copying needs a client who lets you edit their crop plans. To put a template on paddocks, open the farm and apply it in Crop Plan Studio, as before.

Prices, beside Templates, is one list of your own prices, the same on every client farm. Use Add a product, or copy Product, Price and Unit columns from Excel or Google Sheets and use Paste from a spreadsheet (pasting straight onto the list works too). Each price is per t, kg, g, kL, L, mL or unit, chosen under Per, and Set shows the day it was set. A pasted row updates the product of the same name on your list, or adds it. Nothing is kept until Save; Discard drops the changes. Search your prices finds one.

When you add a product to a client's plan, in Crop Plan Studio or on a paddock's Plan tab, and the client's inventory has no price for it, Phase fills in your price, converted to the line's unit ($850/t becomes $0.85/kg), and says "From your price list". It is saved as that plan's own price. If the farm's inventory has a price, that price is used, as before. The client's products, stock and prices are never changed, which is why Products stays view-only on a farm you manage.

In Crop Plan Studio, Actions → Plan check… offers Use my price list for lines with no price that your list covers. It shows in the preview first, is saved as each line's own plan price, and can be undone.

The list is yours alone: growers, their staff and the other advisers in your practice don't see it. Advisers who were using Phase before 15 October 2026 see a short note once, New: your own price list, with Open Prices; closing it on one device closes it everywhere, and Actions → What's new brings it back.

Products shows, for your whole book or one client, how many products are Planned, In stock and Used this year. Actions → Products board (or More → Client products) opens the full board, which can show, for each product you are allowed to see:

Every advisor has the Products board, free or on Phase Advisor. On Phase Advisor it includes the farms your practice manages, read-only: you see their products and stock but can't change them. Filter to planned products or ones used recently, and search. Open a product row to review the split client by client before relying on the total. On Phase Advisor, a Consignment filter and each client's holding (Consignment, Owned, Owned + consignment or Planned only) show which products are your stock. What's been used, what's left and what's invoiced of it is on the Consignment tab.

Consignment stock is product owned by a reseller or supplier (such as your business) but held on a grower's farm until it is used. Consignment in the Advisor tab tracks yours on clients' farms, accurately enough to invoice from. It is part of Phase Advisor, on its free trial or paid. A free advisor sees what it does and a link to start Phase Advisor instead.

Consignment has four tabs: Stock, Usage, Jobs to check and Invoices. Under them, Is it up to date? comes first, headed for example "Up to date: all 3 clients" with when Phase last checked. For each client it says Up to date, or what needs a look: uses still to decide, jobs that didn't take stock off, or numbers that don't add up. It also shows the last use recorded. The Consignment menu beside it holds Export for the tab you are on (for example Export usage CSV), Import invoice numbers and Check again, which reads everything again.

The four tabs:

Usage and Jobs to check pick what they show from a drop-down with counts, for example "Not invoiced (4)", "To decide", "Invoiced", "Grower's own" or "All" in Usage, and "To check", "Counted", "Set aside" or "Now in stock" in Jobs to check.

To invoice, select a client's consignment lines in Usage and choose Add to invoice. Make a new invoice (the invoice number as in your own system, the date, the owner of the stock, notes and the PDF if you have it) or add to an existing one. The PDF is saved in the client's documents, so they see it too. If the grower later changes a billed job, the invoice shows what was billed against what the farm shows now, and the difference counts as not invoiced. Once you've adjusted it in your own system, Update billed to brings the invoice into line. Take off invoice and Delete invoice put lines back to not invoiced.

Each tab exports as a CSV from the Consignment menu, with active ingredients, chemical group and APVMA number. To link invoices you raised in your own system, export Usage, add each line's invoice number (and date) beside its Phase line ID, then choose Consignment → Import invoice numbers and bring the sheet back. You see exactly what will link before anything is saved.

On the grower's side, Consignment stock with Owned by can be ticked for any product when adding stock, and changed later on an existing lot. See Inventory, Products And Stock.

When you open a client's farm, its Overview says whose farm it is ("You're advising" the client), with Their recommendations and All clients to take you back. A farm your practice manages has its own Advisor Managed strip instead.

It starts with the cards an agronomist needs: weather, conditions, recommendations, Notes, plan summary, farm progress and rainfall. The rest are in the widget picker. Your arrangement on clients' farms is kept apart from your own farm's, so hiding a card on a client doesn't change the Overview of the farm you run. The Recommendations card counts what's open, such as "3 open". If rainfall isn't set up on the farm, the Rainfall card says what it's waiting for; see Weather, Sensors And Rainfall.

Select the client and choose Open farm at the top of their page (Back to farm view if it's the farm you're already in) to use their paddocks, map, records and inventory as they see them. Features the client has not shared remain unavailable. A farm your practice manages opens with the planning and advice areas only (see What a managed farm includes above). If expected information is missing, confirm the selected client and their permissions instead of asking for broader access as a workaround.