Sync

The application must be synced to get the most recent updates from the web application, such as the latest template revisions, permissions, or access to newly assigned projects.

When you are in a connected environment, tap the Sync icon at the top of any list page to manually sync the data. A banner at the top of the application informs you when the last sync took place.

You can access Sync Status and Sync Settings from the Menu page.

Sync status

You can check the status of your syncs in Menu > Sync Status.

Sync Settings

You can customize how the mobile application syncs with the web application in Menu > Settings > Sync Settings.

Sync in Advance – Syncing in advance lets you choose whether to sync items from the web in 7, 14, or 21 days in the future.

As events and tasks are assigned, they need to be available on your mobile device days ahead of the due date so that they can be done on time.

Sync Over – You can choose whether to allow syncing only over Wi-Fi or over both Wi-Fi and Cellular.

This gives you the flexibility of choosing the most reliable connection available in your location.

Sync Profile – The Sync Profile setting lets you sync assigned work items to your device.

• You can enable syncing for events and tasks. Both are disabled by default. When you have assigned work items on your device and you disable one of the sync toggles, you are asked to confirm whether you want to remove the work items from your assignments and unlock them on the web.

• Integrated lists for the current supported items, equipment, and vendors are available offline. You can download up to 6,000 items in the items list. If the list exceeds the limit, you can narrow the relevant content using the yellow filters.

• The Cache Clear option lets you clear out your current project’s database and results in a clear update. The Cache Clear option eliminates the need to reinstall the app when support is unable to recreate a reported issue.