What are Pro-Phases?

Purpose

Pro-Phases let you break a single job into bonus-tracked phases. Each phase has its own budget vs actual calculation.

When To Use This

Use this when:

A job has distinct stages (foundation → framing → finish)
You want to bonus per-phase instead of waiting for the whole job to finish
Your work has natural phase breaks based on service type or division

Pro-Phases vs Group ProPays

These get confused. They're different.

If your customer is asking about a single job with stages — that's Pro-Phases. If they're asking about a weekly route with multiple jobs — that's Group ProPays.

How Pro-Phases Get Defined

Three ways to identify what counts as a phase:

You configure these in Settings → ProPays → Pro-Phases.

How Pro-Phases Show on a ProPay

The ProPay detail page has a Pro-Phases section listing each phase with its own budget, actual, and savings.

Each phase can be approved separately, allowing for staged payouts on a long-running job.

Worked Example

Job: Build a new kitchen.

Phases configured by service:

Phase 1: Demolition — 8 hours budget, 6 actual = $50 saved (paid early)
Phase 2: Cabinets — 24 hours budget, 22 actual = $50 saved (paid mid-job)
Phase 3: Finishing — 12 hours budget, 14 actual = $-50 over (no bonus)

Crew earns bonus on phases 1 and 2 as they complete, even before the job is fully done.

Common Mistakes & How To Fix Them

"All my line items showed up as one phase" Phase config didn't match. Check service / keyword / division definitions.
"I want phases but my integration doesn't have services" Use keyword matching instead. Define phases by what's in the line item name.

What's a "Group ProPay"?
How is a ProPay calculated? (Hours budget type)
How do I approve a Group ProPay?