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Mobile / Offline capture

Offline capture

How field capture is planned to work without signal. What can be captured offline, how records queue and sync, and how conflicts are handled. Planned.

Planned

This is on the roadmap and not built yet.

On this page

Basements, mechanical rooms, steel structures, rural sites: jobsites have dead zones. A field app that only works with signal gets used in the trailer at the end of the day, from memory. This page describes how offline capture is planned to work. It is not built yet.

The goal

A super should be able to do the common field tasks with no signal, and trust that nothing is lost:

  • Write a daily log entry: manpower, work performed, weather, delays, deliveries.
  • Take photos with notes and location.
  • Draft an RFI or flag a change event from what they see.
  • Create and close punch items.
  • Record safety items like toolbox talks and inspections.

How it’s planned to work

  1. Capture without signal

    Records are saved on the device first. The super sees them immediately, marked as waiting to sync.

  2. Queue

    The device holds an offline queue in the order things were captured. Photos are kept at full quality until uploaded.

  3. Sync when connected

    When signal returns, the queue uploads in the background. Each record keeps the time it was captured, not the time it synced, so the log reflects when things happened.

  4. Land in the job record

    Once synced, the record is part of the job like any other, linked to RFIs, change events and cost. See Field tools on phones.

What needs a connection

Some things depend on the latest data and will need signal:

Works offline (planned) Needs a connection
Creating logs, photos, punch items, draft RFIs Sending an RFI to the design team
Viewing job info downloaded before going offline Seeing changes others made since your last sync
Flagging a condition as a possible change Approving records
Editing your own unsynced records Anything that changes cost or billing

Approvals stay online on purpose. An approval should be made against current data, and the approver should see what everyone else has changed.

Conflicts

Two people can edit the same record while one of them is offline: a punch item closed on site while the PM reassigns it in the office. The planned approach:

  • New records never conflict. A daily log or photo captured offline is simply added.
  • Edits to the same field are shown to the person syncing, with both versions, so a person decides. Nothing is overwritten silently.
  • Every version is kept in the record’s history. See Audit log and history.

Downloads before you go

Viewing job information offline (drawings, specs, open RFIs, punch lists) requires it to be on the device first. We’re exploring how much to download automatically, since drawing sets can be large and phones have limited storage. Choosing which jobs and sets to keep offline is likely to be a per-user setting.

Security on the device

Data stored on the phone for offline use is planned to be encrypted on the device and cleared when a user signs out or loses access to a job. Company administrators will be able to revoke access. Details will be confirmed as the design is finalized; see Security for our current approach.

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