FieldGenius

Offline Mode

Keep working when there's no signal — what FieldGenius stores locally, how data queues for sync, and what requires a connection.

intermediate6 min

FieldGenius is built for the real world — where basements, rural job sites, and concrete structures kill your signal. Core job work is fully available offline. Data queues locally and syncs automatically the moment connectivity returns.

How Offline Mode Works

When FieldGenius detects no internet connection, it switches to local mode automatically — no action required. A small Offline banner appears at the top of the screen.

All writes (notes, photos, checklist completions, signatures, invoices) are stored in an encrypted local database on your device. When connectivity is restored, the app syncs all queued changes to DramTrade in the background.

What's Available Offline

Feature Offline
View assigned jobs Yes — last synced data
View job details and customer info Yes
Checklist completion Yes
Diagnostic notes and fields Yes
Quote and invoice building Yes — uses cached price book
Photo capture and annotation Yes
Signature capture Yes
Payment collection (card reader) Card-present only — no manual entry
Push notifications No
Company switching No
Price book updates No — uses last synced version
Payment processing via card reader in offline mode is limited to contactless/chip transactions stored for batch submission. ACH and manual card entry require a live connection.

Price Book in Offline Mode

The price book is downloaded to your device during each app open when you're online. If your company recently updated pricing and you haven't synced, you may be working from an outdated price book. To force a fresh sync:

  1. Open the app with an internet connection.
  2. Pull to refresh on the Jobs screen.
  3. Wait for the sync indicator to complete before going offline.

Data Sync on Reconnect

When connectivity is restored:

  1. FieldGenius detects the connection automatically (no manual action needed).
  2. A sync indicator appears in the top bar.
  3. All queued items upload in order: notes first, then photos, then payment records, then signatures.
  4. Conflicts (e.g., a dispatcher also edited the job while you were offline) are resolved in favor of the most recent write, with both versions logged in DramTrade's audit history.

The sync runs in the background — you can keep working while it completes.

Viewing Sync Status

Go to Profile > Sync Status to see:

  • Last successful sync timestamp
  • Number of items queued for upload
  • Any items that failed to sync with error details

If an item fails to sync after three attempts, it stays in the queue and you'll receive a notification to review it manually.

Offline Best Practices

  • Sync before leaving the shop. Open FieldGenius on Wi-Fi before heading to a job site to ensure you have the latest job data and price book.
  • Don't clear app data. Clearing storage on your device will delete the local queue and unsynced data cannot be recovered.
  • Keep the app open in the background. Closing the app doesn't lose data, but keeping it open in background allows sync to complete faster when signal returns.

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