How Offline Mode Works
- FieldPulse automatically switches to Offline Mode when you’re out of cell range or in Airplane Mode.
- Anything you create or edit while offline is saved locally on your device.
- When you reconnect to the internet, your changes sync automatically — no extra steps required.
- Offline Mode is available to Admins, Team Managers, and Service Agents.
Offline Mode Capability Reference
Legend:
Yes = fully supported Limited = partial support with caveats No = not available offline| Record Type | View Existing | Create New | Edit Existing | Cache Limits & Notes |
|---|---|---|---|---|
| Customers | Yes Customers linked to your cached Jobs and Projects are available offline. | No New customers must be created once you’re back online. | Limited Edit linked Custom Forms (up to 200 per record type). | • Customer records cache automatically when they’re tied to your scheduled Jobs and Projects. • All edits sync once you reconnect to the internet. |
| Jobs | Yes Jobs are cached for 1 week. | No Create new Jobs once back online. | Yes Add notes, upload up to 50 photos at a time, and change Custom Status Workflow. | • Edit linked Custom Forms (up to 200 per record type) and create unlimited new draft forms. • All changes sync automatically when you reconnect. |
| Projects | Yes Projects are cached for 1 week. | No Create new Projects once back online. | Limited Edit linked Custom Forms (up to 200 per record type). | • Linked Customer and Job records cache alongside Projects. • Updates sync automatically when you reconnect. |
| Custom Forms | Yes Up to 600 total — 200 each for Jobs, Projects, and Customers. | Yes Create unlimited new draft Custom Forms. | Yes Edit any of the 600 cached forms. | • Up to 20 Custom Form templates are available offline. • All drafts and edits sync once you reconnect. |
| Estimates | Yes Up to 600 cached Estimates and Invoices combined. | Limited New drafts can’t be previewed, signed, or converted to an Invoice until back online. | Yes Preview, collect signatures, and update status on cached Estimates. | • Up to 100 Estimate templates and 10,000 cached line items are available. • Search by Title, ID, or Customer Name in List view. |
| Invoices | Yes Up to 600 cached Estimates and Invoices combined; payment records are view-only. | Limited New drafts can’t be previewed or signed until back online. | Yes Preview, collect signatures, and update status on cached Invoices. | • Up to 100 Invoice templates and 10,000 cached line items are available. • Payment collection is unavailable offline. Payments resume once reconnected. • Deduct Inventory from this record. |
| Material Lists | Yes Up to 300 cached Material List records, prioritized by recent use and your weekly schedule. | Yes Create new Material Lists linked to cached Customers, Jobs, or Projects. | Yes Edit cached lists, add line items, Tags, Internal/Transfer Notes, and Groupings, and update status. | • Up to 10,000 cached Line Items, 100 Bundles, and your Material List templates are available. • Add Material List items to new or existing Estimates and Invoices. • Deduct Inventory from this record. |
| Timesheets | Limited Your own time entries for the current day only. | Yes Clock in and out on General Timesheets and Job Timesheets. | Yes Save and update your current-day time entries. | • Time entries can be linked to any Job cached for the current day. • Other team members’ timesheets and prior days are available once reconnected. |
How to Manually Access Offline Mode
To access Offline Mode, click your Profile Icon and then select Offline Mode.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.