Can I record visits offline?

Yes. The phone app is built for places with no signal. Your places, visits and reports download once, then work offline.

What works offline

• Starting and ending visits, voice notes, photos, video, typed notes, metrics and checklists.
• Signing a report that is already on the phone. It shows Signed on this phone until it syncs.
• Sending a signed report. It shows Send queued and goes out when you reconnect.
• Creating and updating tasks.

What needs a connection

• Transcription and drafting the report.
• Editing a report’s text, versions and report languages.
• Ask Propel and briefings.
• Address search, notification settings and deleting your account.

Check what is waiting

The sync badge shows Synced, Offline, Uploading with a count, or Sync paused. Tap it, or open More, then Sync, to see what is waiting, when the phone last synced and any items that failed. Tap Sync now to try right away.

While you work offline a visit shows Offline with the number of captures on the phone.

Good to know

• Captures upload on their own when you reconnect, including in the background.
• Do not sign out while items are waiting. Signing out removes them from the phone.
• Download offline maps before you leave coverage. See the offline maps article.
• The web app needs a connection. Plan offline work on the phone.