Mobile App

The Survey Mobile App provides native performance with offline support for field work. Complete surveys using voice or form entry, capture photos, and sync when you're back online.

Platforms

Platform	Status
Android	Available
iOS	Available
Web (PWA)	Available

Getting the App

Android

Download from the Google Play Store or contact your administrator for the installation link.

iOS

Download from the App Store or use TestFlight for beta versions.

Web App

Access directly in your browser — works on any device with a modern browser.

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Survey List Screen

The main screen shows all your surveys with filtering and organisation tools.

Status Filter Tabs

Filter surveys by their current status using the tabs at the top of the screen:

Tab	Shows
All	Every survey regardless of status
Not Started	Surveys that haven't been opened yet
In Progress	Partially completed surveys
Completed	Finished surveys

My Surveys vs Team Surveys

Use the toggle at the top of the list to switch between:

• My Surveys — surveys assigned to you
• Team Surveys — all surveys across your team (requires appropriate permissions)

Survey Cards

Each survey appears as a card showing:

• Template name
• Survey title (if set)
• Progress percentage
• Current status
• Sync status indicator

Refreshing the List

Pull down on the survey list to refresh. This downloads:

• Any new survey assignments
• Updated templates
• Status changes from other devices

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Creating a New Survey Session

You can create new survey sessions directly from the mobile app.

Steps

1. Tap the + button at the top of the survey list
2. Select a survey template from the list
3. Optionally link the session to a Work Item — this can be a Service Job Line or a Maintenance Job
4. Optionally enter a session title
5. Tap Create

A session can be created without selecting a work item — it becomes a standalone session.

Requirements

• Creating a new session requires an internet connection — you cannot create sessions while offline
• The template must be downloaded to your device (happens automatically when online)

Linking to a Work Item

The Work Item dropdown shows both Service Job Lines and Maintenance Jobs assigned to you. Each option displays its type (Service Job or Maintenance) along with a reference or due date.

When you link to a Job Line:

• Metadata from the job line (title, assignee, dates, reference) can pre-populate survey fields
• The survey appears in the Job Line's survey sessions card on the web app
• See Job Lines for details on metadata defaults

When you link to a Maintenance Job:

• Repeatable group instances can be auto-created — one per allocated asset
• Asset metadata (tag, class, status, inspection dates) pre-populates each instance
• The survey session detail page shows a Maintenance Job context card with the linked job and items

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Online vs Offline Mode

Online Mode

When connected to the internet:

• Full voice assistant with AI
• Real-time transcript display
• AI streaming responses
• Reference image display
• Instant progress sync

Offline Mode

When disconnected:

• Form-based data entry — all field types supported
• Client-side validation — rules still enforced
• Photo and video capture — stored locally
• Auto-save — prevents data loss
• Data syncs when connection returns

The app automatically detects connection status and shows an Offline banner at the top of the screen.

What Works Offline

Feature	Offline	Online
Form data entry	Yes	Yes
Voice chat	No	Yes
Photo capture	Yes	Yes
Auto-save	Yes	Yes
Create new session	No	Yes
Sync data	No	Yes
Download templates	No	Yes

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Voice Mode

Tap the microphone button to enter voice mode. See the Voice Assistant guide for full details on speaking naturally, commands, and navigation.

Controls

Button	Action
Red mic	Recording — speak now
Gray mic	Idle — tap to start
Stop	End recording manually

Background Audio

Voice chat continues working when:

• The screen goes dark
• You're multitasking with other apps
• The phone is in your pocket

The app uses wake lock to prevent sleep during active surveys.

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Headset vs Speaker Mode

The voice experience behaves differently depending on whether you're using a headset or the device speaker. The app auto-detects your audio output and switches mode automatically.

Speaker Mode (Default)

When using the device speaker:

• Microphone mutes while the AI is speaking — this prevents the mic from picking up the AI's voice and creating an echo
• Microphone unmutes automatically after the AI finishes, with a short buffer delay
• You must wait for the AI to finish before speaking

Headset Mode

When using headphones, earbuds, or AirPods:

• Microphone stays open while the AI speaks — since audio goes to your ears, not the speaker, there's no echo risk
• Barge-in enabled — you can start speaking at any time, even while the AI is still talking. The AI stops immediately and processes your input
• Conversations are significantly faster

Auto-Detection

The app detects your audio output automatically:

• Bluetooth headphones/earbuds connected — switches to headset mode
• Wired headphones plugged in — switches to headset mode
• No headphones detected — stays in speaker mode

Manual Override

You can override the auto-detection:

1. Tap the headphone icon in the voice chat header
2. The icon toggles between speaker and headset mode
3. A small dot indicator on the icon shows which mode is active

Icon Reference

Icon	Meaning
Headphone icon (no dot)	Headset mode — auto-detected
Headphone icon (with dot)	Headset mode — manually enabled
Speaker icon	Speaker mode

When to Override

• Force headset mode when using a speakerphone in a quiet room and you want barge-in
• Force speaker mode when your Bluetooth headset has poor mic quality and is causing echo

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Form Mode

Tap the Form button to enter form mode.

Features

• All field types — text, number, select, date, rating, etc.
• Conditional fields — only shows relevant questions
• Auto-save — saves every 30 seconds automatically
• Field notes — add observations to any field
• Progress sidebar — shows completion and allows jumping to sections

Navigation

• Scroll through fields naturally
• Tap section headers to collapse/expand
• Use the progress sidebar to jump to specific fields

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Voice Note Extraction (AI Auto-Fill)

In form mode you can record voice notes describing field values, then have AI automatically extract and populate fields from your recordings. This combines the speed of speaking with the control of form entry.

How It Works

1. Record voice notes — tap the microphone icon next to a field group or repeatable instance to record a voice note describing the data
2. Automatic transcription — voice notes are transcribed in the background
3. Tap the sparkles button — once transcripts are ready, a sparkles icon appears next to the group or instance
4. AI extracts values — the system analyses your transcript against the survey template and auto-fills matching fields
5. Review results — a results modal shows which fields were populated, skipped, or created

Where the Extraction Button Appears

Location	Button Style	When Visible
Field group header	Small sparkles icon	When transcribed voice notes exist for the group
Repeatable group instance	"Extract from N note(s)" button	When transcribed notes exist for the instance
Nested group instance	"Extract from N note(s)" button	When transcribed notes exist for the nested instance

Confidence Indicators

After extraction, small coloured sparkle icons appear next to auto-filled field labels:

Indicator	Meaning
Green sparkle	High confidence — AI is very sure about the value
Yellow sparkle	Medium confidence — review recommended
Orange sparkle	Low confidence — verify carefully

What Gets Extracted

• Text fields — names, descriptions, serial numbers
• Number fields — measurements, counts, readings
• Select fields — matches against available options (including voice aliases)
• Date fields — resolves natural language dates
• Boolean fields — yes/no determinations
• New instances — for repeatable groups, AI can create new instances from your description

Example

You record a voice note while standing at an equipment panel:

"The operating pressure is 142 PSI, temperature is 75 degrees Fahrenheit, and the unit is in good condition. Serial number is Alpha Bravo Charlie one two three."

Tap the sparkles button, and the AI fills in:

• Operating Pressure: 142
• Temperature: 75
• Condition: Good
• Serial Number: ABC123

Tips

• Speak naturally — describe values as you see them, the AI understands context
• Cover multiple fields — one voice note can populate many fields at once
• Record per section — record separate notes for each group or instance for best results
• Check confidence — review yellow and orange sparkle fields before submitting

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Capturing Media

Photos

Capture photos at the field level or session level:

1. Tap the camera icon next to a field
2. Take a photo or select from gallery
3. Photo is attached and syncs with the survey

Voice-Prompted Photos

During voice mode, the AI will prompt you to take photos when the template has photo hints configured on specific fields or groups:

AI: "Before we record the serial number, take a photo of the equipment nameplate." [Camera opens — take the photo] AI: "OK, what's the serial number?"

You can also ask for a photo at any time by saying:

• "Take a photo"
• "Take a picture of the damage"
• "Photograph this"

The AI opens the camera and attaches the photo to the current field. After capture, the conversation continues where it left off.

GoPro Camera

On Android, you can connect a GoPro camera for hands-free photo capture via USB-C cable or Bluetooth. When a GoPro is connected, all photo capture buttons use the GoPro instead of the phone camera.

See the full GoPro Integration guide →

Multiple Photos

• Each field can have multiple photos
• Session-level photos apply to the whole survey
• Photos appear in the media gallery and print preview

Voice Notes

Record audio observations attached to field groups or repeatable instances:

1. Tap the microphone icon next to a group header or instance
2. Record your note — describe what you see, measurements, conditions
3. The note is transcribed automatically in the background
4. Use Voice Note Extraction to auto-fill fields from transcripts

Voice notes are also included in the print preview and PDF reports.

Offline Media

Photos captured offline are:

• Stored locally on the device
• Uploaded automatically when connection returns
• Shown with a sync pending indicator

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Syncing Data

Automatic Sync

When online, data syncs automatically:

• Field updates sync in real-time
• Photos upload in the background
• Conflicts are resolved automatically

Pull to Refresh

Pull down on the survey list to force a sync. This downloads:

• Updated templates (new versions, new templates)
• Survey session updates (status changes, assignments)
• Media files (reference images)

Sync Status Indicators

Indicator	Meaning
Green check	Fully synced
Spinning arrow	Sync in progress
Warning triangle	Sync pending (offline or error)

Conflict Resolution

If the same survey is edited on multiple devices:

• Most recent changes win for survey data
• All photos are preserved (no deletion)
• Server template changes update locally

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Clearing Local Data

If you need to reset the app's local storage — for example, after a template update doesn't appear or data seems stale — you can clear local data.

Steps

1. Tap the three-dot menu (top right of the survey list)
2. Tap Clear Local Data
3. Read the confirmation message
4. Tap Confirm

What Gets Deleted

• All locally cached survey sessions
• Downloaded templates
• Cached reference images
• Pending sync queue (if any)

What Gets Preserved

• Your login credentials
• App settings
• Any data that has already been synced to the server

After Clearing

The app will re-download all your data from the server on the next sync:

1. Pull to refresh the survey list
2. Templates and sessions re-download
3. Reference images re-cache as you open sessions

When to Use

• Templates not updating to the latest version
• Survey list showing stale or duplicate entries
• Sync seems stuck or inconsistent
• After switching between staging and production environments

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Completing Surveys

Review Before Completing

1. The app shows a summary of all fields
2. Required fields are highlighted if incomplete
3. Tap any field to edit before submitting

Marking Complete

1. Review all required fields are filled
2. Tap Complete Survey
3. Confirm in the dialog
4. Survey moves to Completed list

After Completion

• Generate PDF reports from the completed session (via the web app)
• View the read-only survey summary
• Export or share as needed

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App Settings

Access settings from the menu icon.

Sync Settings

• Auto-sync — Enable/disable automatic syncing
• Sync on WiFi only — Preserve mobile data

Voice Settings

• Headset mode — Toggle for barge-in capability
• Audio volume — Adjust AI voice volume

Storage

• View storage used by offline data
• Clear cached templates (re-downloads on next sync)

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Battery and Performance

Tips for Long Field Days

• Close other apps to free memory
• Lower screen brightness when possible
• Use headphones to reduce speaker battery drain
• Enable battery saver if needed (voice still works)

Expected Battery Usage

Mode	Impact
Form mode	Low
Voice mode (active)	Medium
Voice mode (listening)	Medium-Low
Background sync	Minimal

Data Usage

• Voice transcription requires approximately 10-50 KB per utterance
• Photos are compressed before upload
• Templates and reference images are cached locally

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Troubleshooting

App won't start surveys

• Check internet connection for template download
• Pull to refresh the survey list
• Ensure you're assigned to the survey

Surveys not appearing in the list

• Check the My Surveys / Team Surveys toggle — you may be viewing the wrong scope
• Pull to refresh to download latest assignments
• Verify you have permission to access the survey template

Cannot create a new session

• Creating sessions requires an internet connection — connect to WiFi or mobile data
• Ensure the template is available and published
• Check that you have permission to create sessions

Voice not working

• Check microphone permission is granted in device settings
• Ensure you're not in airplane mode (voice requires internet)
• Try switching to form mode and back
• Restart the app if the microphone seems stuck

Voice chat not connecting

• Check your internet connection — voice chat requires a stable connection
• Try switching between WiFi and mobile data
• Close and reopen the voice chat
• If using a VPN, try disconnecting temporarily

Photos not uploading

• Check internet connection
• Verify storage permissions
• Force sync from the survey list
• Check available device storage

Sync stuck

• Check internet connection
• Try pulling to refresh
• Try clearing local data and re-syncing
• If persistent, restart the app

Offline data concerns

• Data is stored securely on device
• Multiple backups during auto-save
• Never lost during normal operation
• Syncs automatically when connection restores
• If worried about data loss, connect to WiFi and verify the sync indicator shows green