Best practices for mobile field work
Last updated: 7 May 2026
What this does
Use this guide to help staff work reliably in impact-client, especially when tasks, checklists, uploads, and sync matter in the field.
Current access and functionality
- Verified against the current
impact-client,impact-web, andimpact-marketplacecode on 2026-05-07. impact-clientsupports day-to-day work such as assigned tasks, checklists, surveys, projects, notifications, and workspace switching.- Some checklist and task updates can be stored locally and synced later.
- Upload-heavy evidence such as files, images, videos, and location inputs needs device permissions and a stable connection.
Daily field routine
- Open the app and confirm the correct workspace.
- Check notifications and assigned tasks before starting work.
- Open each task and review checklist evidence requirements.
- Capture photos, files, notes, or location data while the work is fresh.
- Save or submit results before leaving the site.
- Reconnect and refresh before assuming teammates can see your updates.
Offline practices
- Open key tasks while online before going into poor coverage areas.
- Avoid editing the same task from multiple devices while offline.
- Do not uninstall or clear app data while unsynced work may exist.
- Reopen task/checklist screens after reconnecting so pending updates can sync.
Admin practices
- Keep checklist items clear enough for mobile use.
- Avoid very long checklist items that are hard to read on a phone.
- Use file/image inputs only where evidence is truly required.
- Train staff to check workspace selection before reporting missing work.
Common issues
- Issue: A field user says work disappeared. Fix: Check workspace, filters, assignment, and sync status.
- Issue: Uploads fail repeatedly. Fix: Check permissions, file size, connection quality, and retry from the checklist item.
- Issue: Checklist evidence is incomplete. Fix: Rewrite checklist items to specify exactly what photo, file, value, or note is needed.