Offline Mode
The Deratix application fully supports work without an internet connection. This guide explains how offline mode works.
Connection Status Indicator
The application automatically detects connection status:
- Online - normal state, no special indicator
- Offline - red dot on the Dashboard icon in the side menu / bottom navigation
On the dashboard, a “Waiting for synchronization” card appears with the number of offline protocols.
What You Can Do Offline
Fully Available
- ✅ Create new protocols
- ✅ Add photos
- ✅ Capture signatures
- ✅ Work with drafts
- ✅ View already synchronized clients
- ✅ View codebooks (materials, pests, installations)
- ✅ View already synchronized protocols
Limited
- ⚠️ Search - only in locally stored data
- ⚠️ Filtering - only for locally stored protocols
Not Available Offline
- ❌ Creating new clients
- ❌ Editing existing clients
- ❌ Downloading protocol PDFs
- ❌ Loading new data from the server
- ❌ Dashboard statistics
- ❌ “Nearby clients” feature (GPS)
- ❌ Email notifications
How Offline Protocol Saving Works
When you create a protocol without a connection:
- The protocol is saved locally in the browser
- Photos are saved together with the protocol
- GPS location is recorded (if available)
- The protocol receives the temporary label “Waiting for sync”
Synchronization
Automatic Synchronization
When the internet connection is restored:
- The application automatically detects the online state
- Synchronization of waiting protocols starts
- For each protocol:
- Photos are uploaded first
- The protocol is then sent
- Synchronization GPS location is recorded
- After successful synchronization, the protocol appears in history with an assigned number
Synchronization States
| State | Meaning |
|---|---|
| Waiting | The protocol is waiting to be sent |
| Synchronizing | Sending is in progress |
| Error | Synchronization failed |
After successful synchronization, the protocol disappears from the waiting list and appears in the standard list.
Retry Attempts
If synchronization fails:
- The application tries again automatically (max. 3 attempts)
- If the failure persists, the protocol remains waiting
- You can try synchronization later
Drafts
Drafts are in-progress protocols stored locally:
- They are saved automatically while you type
- They remain stored after closing the browser
- They are not sent to the server until you finish them
- The limit is 5 drafts
Stored Data
What Is Stored Locally
- Clients and addresses - synchronized from the browser’s local storage
- Codebooks - materials, pests, work types, installations
- Offline protocols - waiting for synchronization
- Drafts - in-progress protocols
- Static files - company logo, fonts, icons
Data Safety
Data is stored in the browser:
- It is not deleted when closing the browser
- It is not deleted when restarting the device
- It is deleted only when browser data is cleared
Warning: Do not clear browser data while you have unsynchronized protocols!
Installing as an App (PWA)
For a better offline experience, we recommend installing the application on your device.
PWA Benefits
- Faster launch
- More reliable offline mode
- Icon on the home screen
- No browser address bar
Android / Desktop (Chrome, Edge)
- After opening the application, an installation banner appears
- Click Install
- Confirm installation
iPhone / iPad (iOS)
- Tap the Share icon in the browser (in the URL bar)
- Choose Add to Home Screen
- Confirm with Add
Note: On iOS, PWA installation works from Safari, Chrome, and other browsers from iOS 16.4 onward.
Troubleshooting
Protocol Does Not Synchronize
- Check the internet connection
- Make sure the connection is stable (not only a weak signal)
- Wait and try later - synchronization runs automatically
- If the problem persists, contact support
Clients Are Missing in Offline Mode
Clients are stored for offline use when first loaded. Before going to the field:
- Open the client database
- Optionally open the details of clients you will need
- The data is saved automatically for offline use
Application Does Not Work Offline
- Check that the application is installed as a PWA
- Try closing and reopening the application
- Check that the browser is not blocking the application’s offline features
Tips for Offline Work
Tip 1: Before going to the field, open the application with a connection and go through the clients you will need.
Tip 2: Synchronize regularly when you have a stable connection.
Tip 3: Install the application as a PWA for more reliable offline mode.
Tip 4: On the dashboard, watch the number of waiting protocols to make sure everything is synchronized.
Tip 5: GPS location is recorded offline too and synchronizes together with the protocol.