"Offline Mode" allows users to continue creating and editing notes even when an internet connection is unavailable. When a device goes offline, notes can still be managed directly within the job or estimate, and any updates made are saved locally until connectivity is restored. Once the device reconnects, all offline note changes automatically sync to the system. This feature ensures that important details are not lost and that work can continue uninterrupted in areas with limited or no internet access.
Best Suited for:
- Field technicians working in low‑connectivity environments
- Mobile users who need to capture job or estimate notes on‑site
- Teams that rely on accurate, real‑time record documentation
- Users frequently moving between online and offline conditions
Important Information:
- "Offline Mode" activates automatically when service is unavailable
- Job or estimate notes created or edited while offline are not lost
- Pending sync indicators show when updates have not yet uploaded
- All changes sync automatically once the device reconnects
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.
How Offline Notes Work:
Offline Notes functionality activates automatically when a device loses internet connectivity. When offline:
- A banner appears at the top of the screen indicating the device is currently without internet connectivity
- Users can continue working without interruption
- Notes can be created and edited as normal within supported records
All note activity is stored locally on the device until it can be synced.
Creating and Editing Notes While Offline:
While offline, users can:
- Open a job or estimate
- Navigate to the Notes section
- Create new notes
- Edit existing notes
These actions function the same way they do while online, with the system handling syncing automatically in the background once connectivity returns.
Offline Changes and Sync Indicators:
Any job or estimate notes that are created or edited while offline, are marked with an orange indicator. This indicator:
- Identifies changes that have not yet synced
- Helps users recognize which updates are pending
- Remains visible until the device reconnects
Automatic Syncing When Reconnected:
- All newly created job or estimate notes and edits automatically sync to the system
- No manual action is required to trigger syncing
- Orange indicators are removed once syncing is complete
This ensures notes are captured accurately and reflected system‑wide as soon as connectivity is restored.