Why don't my changes show up on my other device?

When a save succeeds, the change is stored on WorkZen's servers, and every device reads from that same place. So when another device looks out of date, one of these five things is almost always the reason. Work through them in order.

1. Refresh the screen you are looking at

Screens do not all update on their own. Messages and clock-in status arrive live on the web and on both mobile apps. Most other screens show what was loaded when you opened them.

Pull to refresh works on the Dashboard, Schedule, Messages, the main lists, and the detail screens for clients, jobs, leads, estimates, invoices, and visits.

2. Check whether the change left the phone

The mobile apps keep a copy of recently loaded jobs, visits, clients, leads, and conversations, so you can still look at them without signal. When the phone is offline, a banner says Offline. Showing cached data (iPhone) or You're offline. Showing cached data. (Android).

A few field actions are saved on the phone and sent later when there is no signal:

• Starting, completing, or cancelling a visit, marking it as a no-show, and dispatching it
• Completing a job
• Recording a payment
• Creating an expense
• Sending a message
• Clocking in or out

Until they are sent, no other device can see them. The banner then shows changes waiting to sync with a count. They send by themselves when signal returns or when you reopen the app. To send them right away, tap the banner to open Pending sync, then tap Sync now.

Any other edit, like changing a client's phone number, needs a connection. If that save fails, it is not kept for later: make the change again once you have signal. The web app has no offline saving at all.

If WorkZen refuses a waiting change (for example, the office already cancelled the visit you completed), it shows as Failed in Pending sync. Tap Retry to send it again, or remove it: Discard on iPhone, the trash icon on Android.

3. Update the app

On the web, when a newer version is out, a banner says A new version is available. Refresh to get the latest updates. Click Refresh. The mobile apps do not prompt you, so an older version can keep running for a long time and may be missing screens and fields the newer ones show. Check for a WorkZen update in the App Store or Google Play.

4. Confirm both devices use the same account

Each email address is one WorkZen account in one company. If you ever signed up a second time with another email (or with Google or Apple on a different address), that login opens a separate company that looks empty. Compare the email on each device:

• Web: click the profile icon at the top right; your name and email are at the top of the menu.
• iPhone: tap More, then Settings; your email is under your name at the top.
• Android: tap the menu icon at the top left, open Tools, then tap Settings; your email is under your name at the top.

If they differ, sign out and sign back in with the right email (on iPhone, Sign Out is at the bottom of Settings; on Android, Logout is at the bottom of the menu). Sync any waiting changes first. Trouble getting in? See Why can't I log in?

5. Your role may hide the record

If a teammate sees a job, client, or invoice that you cannot, the change did sync; your role limits what you see. Ask an admin to check your role. Roles and permissions explains what each role can see.