"Offline Mode" allows users to continue viewing and uploading documents even when their mobile device temporarily loses internet connectivity. When a mobile device is offline, documents remain accessible and new documents can still be added. Once connectivity is restored, all changes automatically sync back to the system. This functionality ensures productivity is not interrupted due to poor service, travel, or temporary network outages.
Best Suited for:
- Field workers operating in areas with limited connectivity
- Technicians working on‑site without reliable internet access
- Users who need uninterrupted access to job and estimate documents
- Teams that rely on real‑time updates syncing automatically
Important Information:
- "Offline Mode" does not require manual activation
- Changes made offline are not lost when connectivity is restored
- Syncing occurs automatically as soon as service is available
- The orange indicator confirms which updates are pending sync
How "Offline Mode" Is Activated:
"Offline Mode" activates automatically when a device loses its internet connection. This can occur when:
- Airplane mode is enabled
- Wi‑Fi is turned off
- Cellular service is unavailable
When "Offline Mode" is active, a banner appears at the top of the screen indicating that the device is currently without service.
Best Practices:
- Confirm syncing is complete before logging out or switching devices
- Watch for the orange indicator to ensure all changes are captured
- Allow a brief moment after reconnecting for automatic syncing to finish
What You Can Do While Offline:
While offline, users can continue working with documents on estimates and jobs. Available actions include:
- Opening existing documents
- Adding new documents to estimates and jobs
- Viewing documents
All changes made while offline are stored locally on the device.
Offline Changes and Sync Indicators:
Any updates made 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:
Once the device regains internet connectivity:
- All offline changes automatically sync with the system
- No manual action is required to trigger syncing
- Orange indicators are removed once syncing is complete
This ensures estimate and job documents are accurately uploaded across the platform.