Using FSM Mobile Offline
- Android app (Version 1.6.0 and above)
- iOS app (Version 1.2.66 and above)
- 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.
- This automatic caching of the mobile app data will be scheduled for 8 am daily.
Enabling the Offline Mode
- Log in to the Zoho FSM mobile app.
- Click Settings in the left menu.
- Click Offline Mode.
- Enable Offline Mode.
Automatic Data Synchronization
- The user has logged out of the mobile app
- The user hasn't used the mobile app for three days continuously
- There is no internet connectivity
- Any settings (e.g. battery optimization) in the phone that restricts such activity
Using the Offline Mode
- 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.
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 | |
Job Sheets tab | Fill job sheet and save it | |
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 |
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 | Add, Edit, and Delete notes Add attachments Once you go online, all the offline changes will be synced with your data. | |
Invoices | Not supported | |
Related List | Read-only | 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 |
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
Disable Offline
- Click Settings in the left menu.
- Click Offline Mode.
- Turn off Offline Mode.
Remove Offline Data
- Click Settings in the left menu.
- Click Offline Mode.
- Click Delete Cached Data.
- Click Delete in the confirmation message.
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