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 and protocol changes waiting to be sent. The “Waiting for your decision” card shows changes that need to be reviewed or sent.

Waiting for your decision cardDesktop

What You Can Do Offline

Fully Available

• ✅ Create new protocols
• ✅ Edit a saved protocol — the change is saved once you are online (see Editing a Saved Protocol Offline below)
• ✅ 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
• ⚠️ Protocol PDFs and photos - only those you opened before while online
• ⚠️ Submitting for review - with mandatory review this needs a connection; offline you can only save the change

Not Available Offline

• ❌ Creating new clients
• ❌ Editing existing clients
• ❌ Sending a protocol to the client (prepare the change for sending and send it once you are online)
• ❌ 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:

1. The protocol is saved locally in the browser
2. Photos are saved together with the protocol
3. GPS location is recorded (if you are the protocol technician and the location is available)
4. The protocol receives the temporary label “Waiting for sync”

Editing a Saved Protocol Offline

You can edit a saved protocol you are allowed to change (for example, one in progress) without a connection too. The change is saved to the same protocol — a new protocol is never created.

1. Open the protocol and click Edit
2. Make your changes (including photos and signatures)
3. Click Save or Prepare for sending
4. The change is saved on your device and the protocol detail shows Change waiting to be sent
5. Once you are online, the change is saved to the protocol automatically

A protocol is never sent to the client on its own. If you chose Prepare for sending, after saving the detail shows Saved – ready to send. Send it to the client with one tap on Send — select the email addresses as usual. If your workflow does not allow you to send it, For review is shown instead. With mandatory review, a technician offline sees only Save; the protocol is submitted for review once online.

Saved – ready to sendDesktop

When Someone Else Changed the Protocol in the Meantime

If someone else (for example, the office) saved the protocol after you opened it, your change is not saved and nothing is overwritten. The detail shows The protocol has changed in the meantime.

The protocol has changed in the meantimeDesktop

1. Click Open my change — the form shows the differences: what is on the server and what is in your change
2. Decide:
   • Replace with my version — your change is saved; changes someone else saved in the meantime are overwritten (requires confirmation)
   • Discard my change — the protocol stays as saved on the server

Differences between the server version and your changeDesktop

The same applies online if you save a form that has been open for a while and someone else saved the protocol in the meantime.

Other Change States

If another user is editing the protocol right now, your change waits and the app tries again. If they saved it in the meantime, you see the differences as for a change by someone else. In the protocol list, a protocol with a change has a badge with the state of the change.

Change status label in the protocol listDesktop

Synchronization

Automatic Synchronization

When the internet connection is restored:

1. The application automatically detects the online state
2. Synchronization of waiting protocols starts
3. For each protocol:
   • Photos are uploaded first
   • The protocol is then sent
   • Synchronization GPS location is recorded
4. After successful synchronization, the protocol appears in history with an assigned number

Synchronization States

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 retry synchronization
• After three failed attempts, you can open the protocol with Repair offline protocol
• The form highlights the specific problematic photo; you can remove it and upload a replacement from the gallery or camera
• Repair preserves the protocol’s original intent (save, send for review, or send to the client)
• If the local protocol was created by an older version without owner information, you must explicitly claim it before continuing

Drafts

Drafts are in-progress protocols stored locally:

Draft protocolsDesktop

• 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
• Changes to saved protocols - waiting to be sent
• Drafts - in-progress protocols
• Protocol photos and PDFs - those you opened while online
• Static files - company logo, fonts, icons

Signing Out and Another User on the Device

• Signing out does not delete photos and PDFs — when you sign in again, the files you opened before are available offline too
• When another user signs in on the device, the app never shows them your photos and PDFs and deletes them
• Waiting protocols, changes and drafts belong to the user who created them; another user does not see them

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)

1. After opening the application, an installation banner appears
2. Click Install
3. Confirm installation

iPhone / iPad (iOS)

1. Tap the Share icon in the browser (in the URL bar)
2. Choose Add to Home Screen
3. 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

1. Check the internet connection
2. Make sure the connection is stable (not only a weak signal)
3. Wait and try later - synchronization runs automatically
4. After three failed attempts, use Repair offline protocol for the affected protocol
5. Remove or replace the highlighted photo, then save or send the protocol again
6. If the problem persists after repair, contact support

Clients Are Missing in Offline Mode

Clients are stored for offline use when first loaded. Before going to the field:

1. Open the client database
2. Optionally open the details of clients you will need
3. 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 by the technician the protocol is assigned to, offline too; it synchronizes together with the protocol. Edits of the protocol by other users do not change it.

Tip 6: Before heading out to the field, open the PDFs and photos you will need while online — offline, only those opened before are available.