What syncs, and what stays on this device

Everything you do saves on the device first, then syncs to your account whenever there’s a connection, with no button to press.

What syncs

Jobs, contacts, bookings, estimates, invoices, payments, settings and document numbers, plus the photos and files on each job. When a change reaches your account, your other devices and your team get it too.

Only the change is sent, not the whole job, so syncing is quick even on a weak signal.

When it syncs

• Online: straight away, as you work.
• Offline: changes wait on the device and go by themselves when the connection comes back.
• If something can’t sync, the app tries again by itself. You can also tap Try now in the sync details.

Which jobs each device keeps

Each device keeps the work you’re likely to need, so it opens with no signal:

• jobs that aren’t finished yet
• jobs with a fitting date in the last 30 days or still to come
• jobs changed in the last 90 days
• jobs you’ve turned on Keep offline for on this device
• jobs with changes on this device that haven’t synced yet

Any other job downloads when you open it and stays for a while. Copies you haven’t opened for 30 days are taken off the device to save space; they’re still in your account.

Photos and PDFs

Recently viewed photos and PDFs are kept on the device for offline use. Older ones download again when you open them. You can see and clear these under Settings › Storage; files still uploading are never cleared.

Good to know

• On a new device, the first sync downloads your data. Keep the app open and online until it finishes.
• On the Team plan, each person’s device only gets what their role allows. A fitter’s phone never holds prices.
• If the device’s date or time is wrong, changes may not sync. Set the date and time to automatic.