Working offline & syncing
What works offline
Viewing recently-loaded contacts and conversations (cached)
Reading appointment details for today
Drafting messages (queued to send when online)
Drafting notes on contact records (synced when online)
What does NOT work offline
Sending SMS, email, or making calls
Syncing new inbound messages
Loading older conversations not yet cached
Workflow triggers
Booking new appointments (the slot may already be taken when you reconnect)
Sync behavior when you come back online
App detects connection restored
Pulls all new inbound messages, calls, appointments
Pushes any drafts you wrote offline
Resolves conflicts — if you edited a contact offline AND the web app changed it, the server version wins
NOTE — If you work in a low-signal area regularly
Service businesses operating in basements, large buildings, or rural areas should use Wi-Fi calling and offline drafting. Pre-load the contacts you'll visit by opening their record while on Wi-Fi (caches automatically).
