Work Offline and Manage Pending Changes

FORGE Mobile™ uses local-first data for approved technician flows. Supported offline changes are stored locally and synced automatically when connectivity returns.

Prepare for Offline Work

1. Connect the device to the network.

2. Open Settings.

3. Select Refresh Data.

4. Wait for the page-level loading mask to clear.

5. Confirm the header sync pill shows Synced.

6. Open the appointments you expect to use to verify they fall inside the configured offline sync range.

Make Changes While Offline

1. Open supported local appointments and workflow data.

2. Perform supported work such as task updates, time entries, timers, notes, Details edits, costs, purchase orders, or equipment actions.

3. Look for Pending sync on affected records and changed-field labels.

4. Open the sync-status pill to review queued work.

5. Reconnect. The app automatically syncs pending edits and runs incremental catch-up.

6. Confirm the sync status returns to Synced or resolve any failed item.

Review Pending Changes

1. Select the app-header sync pill, or open Settings > Offline Data and select Open Pending Changes.

2. Review groups ordered by attention: Failed, Waiting, Syncing, and Pending.

3. Review the compact changed-field summary and the applied Sync Date Range.

4. Select Open record to review the owning record.

5. Select Retry for a failed group only when online.

6. Select Undo to remove a supported pending record change, or Undo all to remove all supported pending changes.

Understand Pending Server-Assigned Numbers

Offline-created appointments, purchase orders, purchase-order lines, and equipment may require the server to assign a final business number.

1. Look for Pending in the number field.

2. Reconnect the device.

3. Wait for synchronization to create the record and reconcile its final number.

4. Do not attempt actions that depend on the final numbered server record until synchronization succeeds.

Know Which Actions Require a Connection