How First In Phase & Last In Phase Works

When creating Reports, you can see totals for a Phase, rather than add up the entire Job. Just like Jobs, Phases can have multiples of the same Activity. Sometimes these Activities take place in different months.

Using First In Phase or Last In Phase is how to designate which month to put the totals in, when there are multiples of the same Activity in each Phase.

Selecting First in Phase will put the totals for the Phase on the date when the first of the same Activity happens.

Selecting Last in Phase will put the totals for the Phase on the date when the last of the same Activity happens.


Let's take a look at a sample Job that has two Phases, and two Install Activities in each PhasePhase 1 has both Activities completed in the same month. Phase 2 has one Activity completed in one month, one in the next month.

Selecting First in Phase in the example below would put the square feet Installed on April 11 for Phase 1 and April 25 for Phase 2.

Selecting Last in Phase in the example below would put the square feet Installed on April 18 for Phase 1 and May 2 for Phase 2.

examples of jobs with multiple phases and multiple activities in each phasse