Field operations
Offline sync
Prepare devices, work without signal, and protect unsynced field data.
Before leaving coverage
Sign in while online, open the assigned inspection, allow its template and property data to load, and confirm that the device has enough free storage.
While offline
Continue completing items, notes, photographs and signatures. Do not uninstall the app or sign out while data is unsynced because local field data can be removed.
Synchronize safely
Reconnect to a stable network, keep the app active and wait for uploads to finish. Do not mark the inspection complete until synchronization is confirmed. Signing out other devices does not erase data on the current device.
Knowing what is unsynchronised
Synchronisation status is operational information, not a technical detail. Field teams should be able to see which inspections are still held only on the device, because they are the only people who can act on it.
Treat an inspection as unfinished business until it has synchronised, regardless of whether every question has been answered.
If synchronisation does not complete
Confirm the device is online, keep the application in the foreground and allow time for photographs to upload — images are usually the largest part of an inspection and the slowest to transfer on a weak connection.
Do not sign out, delete the application or clear data while anything is pending. These are the actions most likely to remove the only copy of the work, and they are also the instinctive first response when something appears stuck.
Planning for poor coverage
Where a property is known to have no signal, prepare the device while still in coverage: open the assigned inspection, let the template and property data load, and confirm free storage before arriving.
For a run of properties in a poor-coverage area, plan a point in the route where the device is likely to reconnect. Synchronising in stages is safer than carrying a full day of unsynchronised work.
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