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Punch List Mobile Offline Sync

How to use punch list offline with the SiteMax app. Sync offline punch items from the offline queue.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over 7 months ago

We understand that having a reliable internet connection is not always possible, so we have added an offline sync feature for our Punch List tool. This feature allows you to continue using Punch List without an internet connection!


Creating Offline Punch Items

To use offline sync, follow these steps:

  1. Navigate to Project > Punch List

  2. Click on the three-dot action button

  3. Click on +Add Punch Item

  4. Select +Add New Punch Item

  5. Take a Photo

  6. Fill out the open fields

  7. Click Save when complete

Note: Not all fields can be added when creating an offline Punch Item. Every Punch Item requires a Phase to be selected and a Phase must be filled out when back online.

When completed, the Punch Items will appear in the Punch Item Queue. This will automatically sync all of your data to your device, allowing you to access it even when you are offline.


Punch Item Queue

Once you have an internet connection again, all of your changes will be automatically synced. This ensures that your data is always up-to-date and accessible from any device.

To sync your offline Punch Items:

  1. Ensure you are connected to a stable Wi-Fi network

  2. Navigate to Project > Punch List > Punch Item Queue

  3. Click on the Punch Item

  4. Select View or Modify Item

  5. Add a Phase to the Punch Item

  6. Complete all required fields

  7. Select Save when complete

  8. Click on the Punch Item

  9. Select Sync This Item

Punch Items that have successfully synced will now appear in the Punch List.


Sync Multiple Punch Items

Sync multiple or all Punch Items in the Queue at once. Remember, every Punch Item requires a Phase to be selected and a Phase must be filled out when back online.

To do this, simply:

  1. Ensure you are connected to a stable Wi-Fi network

  2. Navigate to Project > Punch List > Punch Item Queue

  3. Click on the three-dot action button

  4. Select the Sync Punch Items option

  5. Select Sync all Punch Item


Bulk Edit Punch Items

Make syncing offline Punch Items easier by using the Bulk Edit function. Change the Status, Priority, or Type for multiple Punch Items in one action.

To bulk edit Punch Items:

  1. Ensure you are connected to a stable Wi-Fi network

  2. Navigate to Project > Punch List > Punch Item Queue

  3. Click on the three-dot action button

  4. Select the Bulk Edit Punch Items option

  5. Select Punch Items you would like to edit

  6. Click Edit

  7. Update the Status, Priority, or Type for selected Punch Items

  8. Select Save to complete

Please note that while offline, you will not be able to access any new project updates or changes made by other users. However, once you are back online, all of these updates will be synced to your device.

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