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  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
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  1. Help Center
  2. /Technician mobile and offline
  3. /Work offline and sync later

Work offline and sync later

What the app saves without a signal, what needs a connection, and how to tell when everything has synced.

For
Technician
Where
Android app
Updated
October 16, 2026

Before you start

  • Open the app once while you have a connection, so your jobs are saved on the phone.

What works offline#

  • Viewing your jobs, schedule and job details from what was last loaded. The app shows "Viewing cached data" or "Offline mode".
  • On My Way, Start job and Complete Job, including partial completion.
  • Notes, photos, videos, signatures, forms and checklists, parts, and time entries.
  • Recording cash and check payments.
  • Creating a quote or an invoice. It is saved and sent when you reconnect.

What needs a connection#

  • Tap to Pay and card or bank payments. Cash and check still work.
  • Sending a quote or invoice to the customer.
  • Seeing changes the office makes, claiming a Work Network job, and Marni.

Finish a job with no signal#

  1. Do the job as normal: start it, take photos, get the signature.
  2. Tap Complete Job and submit. The app saves it and shows a "will sync" message.
  3. When you reconnect, the app sends everything in order. Check the Today pill: Offline, Sending, then Synced.

The app checks your required items (photos, signature and so on) from what it last loaded. Complete them before you leave the site, since the office may not see the job as complete until it syncs.

Check that everything sent#

  1. Look at the Today pill or the More badge, which reads "changes waiting to sync" if anything is queued.
  2. To force it, go to More, then Profile & Settings, Sync & Offline, and tap Sync now. It shows "You're synced" when done.
  • The app also syncs by itself when the network returns, when you open it, and every 30 seconds.

What if this fails?

"items failed to sync" (amber banner).
Tap Retry once you have a good signal. Only tap Discard if you are sure the change is not needed, because it deletes it.
"items need attention" (red banner).
The office changed the same record while you were offline. Open the job, check it, and re-apply your change. If a signature is held, tap to capture it and the rest syncs after.
"Offline mode unavailable".
The phone could not set up offline storage. Stay connected while you work and contact your administrator.

Related tasks

  • Start and finish a job from your phoneTechnician mobile and offline
  • Changes made offline are not syncingTroubleshooting
  • Take a payment in the fieldTechnician mobile and offline

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

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(972) 944-0404
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On this page

  • What works offline
  • What needs a connection
  • Finish a job with no signal
  • Check that everything sent
  • What if this fails?
  • Related tasks
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