Zoho FSM | Using FSM Mobile Offline

Using FSM Mobile Offline

The Offline Mode of the Zoho FSM Mobile app enables you to access the data in your mobile app even when the internet connectivity is poor or non-existent. The offline mode of the Zoho FSM mobile app will come into effect when the offline mode is enabled and there is no internet connectivity. The offline mode is supported in the following versions of the mobile app:
  1. Android app (Version 1.6.0 and above)
  2. iOS app (Version 1.2.66 and above)
When the offline mode is enabled, the following takes place:
  1. Details of the latest (by Created Time) 200 service appointments will be cached to be made available offline. Related details of these service appointments like Service Reports, Time Sheets, Trips, Notes, and Work Orders will also be cached to be made available offline.
  2. This automatic caching of the mobile app data will be scheduled for 8 am daily.

Enabling the Offline Mode

In the iOS app, by default offline data will be automatically cached at 8 am daily. However, in the Android app, to enable the offline mode, do the following:
  1. Log in to the Zoho FSM mobile app.
  2. Click Settings in the left menu.



  3. Click Offline Mode.



  4. Enable Offline Mode.


Once the offline mode is enabled, the data for the offline mode will be fetched and stored in the device's internal storage.



You can also manually perform the caching of offline data using the Sync Now option. The Sync Now option will be available in the left menu only if the Offline Mode has been enabled.

     

Automatic Data Synchronization

When the offline mode is enabled, automatic caching of data will be scheduled for 8 am daily. This scheduled data caching will not be executed in the following scenarios:
  1. The user has logged out of the mobile app
  2. The user hasn't used the mobile app for three days continuously
  3. There is no internet connectivity
  4. Any settings (e.g. battery optimization) in the phone that restricts such activity
The offline data will be lost when the user logs out of the mobile app.

Using the Offline Mode

When internet connectivity is not available, the offline mode will come into effect. To access the cached data for offline use, simply tap on the Reload option located at the bottom of the screen. Click Proceed in the confirmation message.

     

In the offline mode, users will be able to view the details of the appointments in READ-ONLY mode.
  1. Details of the latest (by Created Time) 200 service appointments will be available offline. Related details of these service appointments like Service Reports, Time Sheets, Trips, Notes, and Work Orders will also be available offline.


The offline mode will offer functionalities in a diminished capacity. No editing of data will be allowed. Refer the table below for the details:

Feature

Availability

Android

iOS

Check-In or Check-Out

Not supported

Notifications

Not supported

Search

Not supported

Logout

Not supported

Allowed

Service Appointments

Status Updates

Not supported

Service And Parts tab

Read-only

Service Tasks tab

Read-only

Time Sheets tab

Read-only

Service Reports tab

Read-only

Read-only

Trips tab

Read-only

Notes tab

Attachments can be viewed if already viewed in normal mode

 

Read-only

Map View

Not supported

Navigation to details page of lookup fields

Only Work Order Details can be viewed

Edit, and other record actions in Details page

Not supported

Filter, and Sort in List View

Not supported

Filter Not supported

Sort supported

Standard List Views

Limited Views

Work Orders

Status Updates

Not supported

Service Tasks tab

Read-only

Service And Parts tab

Read-only

Service Appointments tab

Read-only

Notes tab

Attachments can be viewed if already viewed in normal mode

Read-only

Invoices

Not supported

Related List

            Read-only
Skills, Follow Up Work Orders and Estimates for which Appointments have been created

Read-only

Skills, Only Follow Up Work Orders (for which Appointments have been created)  

Navigation to details page of lookup fields

Not supported

Edit, and other record actions in Details page

Not supported

Filter, and Sort in List View

Non supported

Filter Not supported

Sort supported

Standard List Views

Only All Work Orders

Menu Items

Customers

Not supported

Services and Parts

Not supported

Assets

Not supported

Time Off

Not supported

Profile

Not supported

Details under the Personal tab can be viewed

Syncing Data

After using the app in offline mode, when you go online, you need to synchronize your app data to fetch the latest data. To do so, click Reload.


Disable Offline 

To disable the offline mobile, do the following:
  1. Click Settings in the left menu.
  2. Click Offline Mode.
  3. Turn off Offline Mode.


Remove Offline Data  

To remove offline data stored locally, do the following:
  1. Click Settings in the left menu.
  2. Click Offline Mode.
  3. Click Delete Cached Data.



  4. Click Delete in the confirmation message.


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