"Offline Mode" allows users to continue accessing critical customer information even when an internet connection is unavailable. When a device goes offline, customer records remain accessible, ensuring work can continue without interruption while in the field or in areas with limited connectivity. This feature is designed to support productivity by maintaining access to essential customer and job details until the device reconnects and resumes normal operation. The "Offline Mode" of Customer Information is currently a view-only feature.
Best Suited for:
- Field technicians working in areas with limited or unstable connectivity
- Mobile users who need access to customer details while offline
- Teams that rely on uninterrupted access to customer information
- Mobile users frequently switching between online and offline environments
Important Information:
- "Offline Mode" activates automatically when connectivity is lost
- Only previously viewed customer records are available while offline
- A visible banner confirms when "Offline Mode" is active
Best Practices:
- Watch for the "Offline Mode" banner to confirm connectivity status
- Allow time for the system to resume normal operation after reconnecting
How "Offline Mode" Is Activated:
"Offline Mode" is triggered automatically when a device loses its internet connection. Common scenarios include:
- Enabling airplane mode
- Disabling Wi‑Fi
- Temporary loss of cellular service
When "Offline Mode" is active, a banner appears at the top of the screen confirming that the device is currently without service.
Accessing Customer Information While Offline:
While offline, users can still access customer records that were viewed previously while the device was online. Available information includes:
- Customer details
- Recently viewed customer records
- Jobs assigned to those customers
This ensures that essential information remains available even without an active internet connection.
Working While Offline:
Customer Information "Offline Mode" supports continued access to information, but is view-only access at this time. Key behaviors include:
- Customer details remain viewable
- No manual action is required to enable "Offline Mode"
Once connectivity is restored, the system resumes normal operation automatically and applicable edit mode is resumed.