Terros for iOS works offline-first: your data is stored on your device and kept in sync with the server automatically. This guide explains how syncing works, what happens when you're offline, and how to check on sync status.
Automatic Background Sync
The app keeps your data fresh without you needing to do anything:
When you open the app or return to it: Any data older than its refresh window reloads from the server automatically.
When a teammate updates something you're viewing: Many types of data (accounts, dispositions, tasks, team info, calendar events, and more) update in near real time over a live connection, not just on a timer.
When you reconnect to the internet: Any changes you made offline upload automatically.
Most data refreshes automatically after about 15 minutes if it hasn't already been updated in real time, but this can vary slightly by screen.
Pull to Refresh
Most list screens (tasks, teams, plans, programs, stats, and conversation lists) support pull-to-refresh: pull down on the list to force an immediate reload from the server, bypassing the normal wait time.
Offline Changes
If you make a change while offline — logging a disposition, editing an account, adding a note, and so on — it's saved to your device and queued for upload.
Queued changes upload automatically as soon as your device reconnects to the internet.
If an upload fails, the app retries automatically up to 3 times before flagging it as needing your attention.
You can review everything waiting to sync under Settings > Offline Changes. Each entry shows its status (queued, retrying, or needing attention), and you can manually retry or delete an item from there.
Downloaded Map Locations
Canvass map data you've viewed is cached on your device for up to 7 days so nearby areas stay available offline, then it's cleared and re-downloaded as needed.
You can see how much space this is using, and clear it manually, under Settings > Clear Downloaded Locations. Clearing it only removes downloaded map data — it does not affect any of your saved changes.
Database Settings
Under Settings > Database Settings, you can see the total size of the data stored on your device and clear all local data with Clear All if needed. This deletes local data (including cached info and pending changes) and reloads everything from the network the next time you're online — so only use it if you're not currently relying on unsynced offline changes.
When Something Looks Out of Date
Pull down to refresh the screen you're on.
Check your internet connection.
Check Settings > Offline Changes for anything stuck or needing attention.
If it's still off, try again in a few minutes — recent activity can take a moment to fully sync.