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Editing Offline

  • Editing Offline

    Summary

    BuilderPalThis allowstutorial youexplains how to continueedit workingprojects offline—creatingoffline tasks,using loggingBuilderPal's time,local adding notes,cache and editingsync documents—andchanges automaticallywhen syncsback everythingonline. onceIt's youuseful regainfor anjob internetsites connection.with poor internet.

    Prerequisites

      ●

    • Role or permission needed: Any team member

    • ● Any setup required: LogHave in tothe BuilderPal atapp leastinstalled onceand (offlinelogged modein

      is

      Steps

      automatically enabled)

    Steps

    1. Go Offline

      1. Instruction:Open the Project Normally While Online

        Turn

        ○ onLaunch AirplaneBuilderPal. ModeOpen orthe disconnectproject from/ Wi-Fiestimate on/ yournotes device.

        2. you
      2. want. This loads the project data into the phone’s local cache. Once it’s loaded, you can usually keep editing offline.

        ○ Screenshot: Insert immediately after thisthe step to show the appUI.

        in offline mode or the connection indicator.

    2. Keep Working as Normal

    • Instruction:Go Offline and Edit Normally
      Continue working in BuilderPal as usual. You can:

        *Typical

      • Createthings tasksthat still work offline: Edit notes, Change task lists, Update measurements, Modify line items / materials, Add photos (stored to your device first). 

        These edits are saved locally on the device.

      • Log time
      • Add notes
      • Upload photos
      • Edit documents

      Reconnect to Sync

      ○ When your device gets internet again: BuilderPal will saveauto-sync allthe changeschanges. locallyOr whileyou you’remay offline.

      need
      • to
    tap
    Sync

    3./ ReconnectRefresh. The app pushes: updated estimates. new photos. edited notes. to the Internet

    cloud
      version.

    • Know What Doesn't Work Offline

      ○ Instruction: TurnThings offthat Airplaneusually Modewon’t orwork reconnectoffline: toCreating Wi-Fi.new Allprojects. offlineSending changesclient willestimates. automaticallyPulling syncprice oncedatabases. aInviting connectioncollaborators. isAI restored./ automated features.

      ○ Screenshot: Only if not obvious.

    Confirmation

    “You’ll know it worked when the sync icon completes and your offline changes sync and appear forin the wholecloud team.version upon reconnection.”

    Tips

      ●

    • Pro tip:tip or best practice: Before leaving service: Open BuilderPal. Open the specific project you’ll be working on. Scroll through sections so everything loads. Then go offline. This ensures the full project cache downloads.

      ● Shortcut or time saver: Always check the sync status inafter the top bar before logging outreconnecting to makeconfirm sureall everythingedits has synced.

    • Shortcut: No extra steps are required—offline mode works automatically in the background.
    uploaded.

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