| Customers | Yes — customers linked to your cached jobs and projects | No — create new customers once back online | Limited — edit linked custom forms (up to 200 per record type) | Customer records cache automatically when tied to your scheduled jobs and projects. All edits sync on reconnect. |
| Jobs | Yes — cached for 1 week | No — create new jobs once back online | Yes — add notes, upload up to 50 photos at a time, change Custom Status Workflow | Edit linked custom forms (up to 200 per record type) and create unlimited new draft forms. All changes sync automatically on reconnect. |
| Projects | Yes — cached for 1 week | No — create new projects once back online | Limited — edit linked custom forms (up to 200 per record type) | Linked customer and job records cache alongside projects. Updates sync on reconnect. |
| Custom forms | Yes — up to 600 total (200 each for jobs, projects, and customers) | Yes — create unlimited new draft forms | Yes — edit any of the 600 cached forms | Up to 20 custom form templates are available offline. All drafts and edits sync on reconnect. |
| Estimates | Yes — up to 600 cached estimates and invoices combined | Limited — new drafts can’t be previewed, signed, or converted to an invoice until back online | Yes — preview, collect signatures, and update status on cached estimates | Up to 100 estimate templates and 10,000 cached line items. Search by title, ID, or customer name in list view. |
| Invoices | Yes — up to 600 cached estimates and invoices combined; payment records are view-only | Limited — new drafts can’t be previewed or signed until back online | Yes — preview, collect signatures, and update status on cached invoices | Up to 100 invoice templates and 10,000 cached line items. Payment collection is unavailable offline and resumes once reconnected. Deduct inventory from this record. |
| Material lists | Yes — up to 300 cached records, prioritized by recent use and your weekly schedule | Yes — create new material lists linked to cached customers, jobs, or projects | Yes — edit cached lists; add line items, tags, internal/transfer notes, and groupings; update status | Up to 10,000 cached line items, 100 bundles, and your material list templates. Add material list items to new or existing estimates and invoices. Deduct inventory from this record. |
| Timesheets | Limited — your own time entries for the current day only | Yes — clock in and out on general timesheets and job timesheets | Yes — save and update your current-day time entries | Time entries can link to any job cached for the current day. Other team members’ timesheets and prior days are available once reconnected. |