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Offline Sync Best Practice on Mobile

To ensure your work is safely synced to the cloud, we recommend following this structured daily and weekly protocol

Updated over a month ago

Using FieldKo Offline

You can use the FieldKo mobile app fully offline — no network connection is needed to complete Visits, fill out forms, capture data, or move between screens.

A strong network connection is only required when performing Sync operations (manual syncs, Reset Syncs, or automatic syncs after login).

Recommended Daily Sync Protocol

Always keep the app open whenever performing a sync

  1. Start of Week – Monday Morning

    1. Connect to a strong, stable internet connection (Wi-Fi or reliable mobile data).

    2. Log in to the FieldKo app.

    3. A sync will automatically start. When prompted, tap “Yes” to download any images or attachments. There is no need to manually perform a Reset Sync after login.

  2. Start of Day – Each Morning

    1. Connect to a strong network.

    2. Open the Offline Sync screen.

    3. Tap the green Sync button to refresh your data.

    4. Keep the app open and screen awake until the sync is fully complete.

  3. After Each Customer Visit

    1. Connect to a strong network.

    2. Tap the green Sync button to immediately upload visit data. No Reset Sync is required here.

  4. End of Day

    1. Ensure you're connected to a strong network.

    2. Tap the green Sync button to ensure all updates from the day are uploaded. Check that sync completes successfully.

  5. End of Week – Friday Logout (Final Step)

    1. Before logging out on Friday, ensure you're on a strong, stable connection.

    2. Tap the green Sync button and wait for the sync to finish.

    3. On the Offline Sync screen, verify all of the following:

      1. Data to be Synced: 0KB

      2. Images to be Synced: 0

      3. Failures: 0 (if any failures are listed, do not log out — instead, contact your admin or FieldKo Support for assistance).

      4. Last Synced: Shows the current date and time, confirming a recent successful sync.

    4. Once all values are confirmed and sync is complete, you can safely log out of the app.

Sync Status & Troubleshooting

Use the Offline Sync screen to monitor:

  • Data to be Synced (should be 0KB)

  • Images to be Synced (should be 0)

  • Failures (should be 0)

  • Last Synced (should reflect the current time after your last sync)

If sync appears stuck or pending:

  • Ensure your have good connectivity and retry using the green Sync button.

  • If that fails, perform a Reset Sync (red button) while connected to a strong network.

  • If failures persist, contact your admin or FieldKo Support.

Sync Best Practices Summary

Action

Sync Type

Network Required

What to Check

Login Monday morning

Auto Sync

✅ Yes (for syncing)

Accept image/ attachments download prompt

Start of day

Sync (Green)

✅ Yes (for syncing)

Manual sync before first visit

After each visit

Sync (Green)

✅ Yes (for syncing)

Push data captured in the field

End of day

Sync (Green)

✅ Yes (for syncing)

Confirm daily data is uploaded

Friday pre-logout check

Sync (Green)

✅ Yes (for syncing)

0KB data, 0 images, 0 failures, Last Synced up to date

Troubleshooting issues

Reset Sync (Red)

✅ Yes (for syncing)

Use only if standard sync fails

FieldKo works fully offline during your day - just remember to sync when back online to upload your work.

Understanding the Two Types of Syncs in FieldKo

FieldKo gives you two ways to sync your app with the cloud. Both are important — they just serve different purposes.

Sync (Green Button) – Your Everyday Sync

This is the sync you’ll use most of the time.

  • What it does: It quickly updates any changes you’ve made — like completed Visits, filled-in forms, or new images — and checks for updates from your manager or admin.

  • How long it takes: Usually 1 to 2 minutes, depending on your internet connection and how much you’ve done since your last sync.

  • When to use it: After logging in (if not triggered automatically), after each customer Visit, at the end of the workday and on Friday before logging out

Think of this as a quick refresh that keeps your work backed up and your app up to date.

Reset Sync (Red Button) – A Full App Refresh

This is a deeper, more complete sync — used less often, but very powerful when needed.

  • What it does: It does everything a normal sync does, plus it refreshes extra background info like: Which tasks, forms, or visit types are available, Updates to dropdowns or options in your templates, Changes made by your company in how the app is set up

  • How long it takes: Can take several minutes — so it’s best to do this when you're on good Wi-Fi and not in a rush.

  • When to use it: If something looks out of date in the app, if Visits or Torms aren’t showing up correctly, if you’ve been told by support to run it or if you're having sync issues

Think of this like giving the app a full reset — like reloading the whole playbook so everything works the way it should.

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