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The mobile app lets you create and manage records while in the field. Submit forms, capture photos, attach documents, and sync your work—all from your phone or tablet, even without an internet connection.

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Create a record

The most common way to create records is directly from a property on the map:
1

Find the property

Navigate to the property on the map. You can:
  • Pan and zoom to find it visually
  • Use the search icon to search by address
  • Tap a parcel to see associated properties
2

Tap the property

Tap the property marker to open the property info panel.
3

Open records

In the info panel, tap Records to see existing records and create new ones.
4

Add a new record

Tap Add record or the + button to start creating a record.
5

Select the record type

Choose the type of record you want to create from the list. Available record types depend on your community’s configuration.
6

Fill out the form

Complete each form field. Required fields are marked with an asterisk (*).
7

Submit

Tap Submit to save the record. If you’re online, it syncs immediately. If offline, it saves locally and syncs later.
If you’re working from a task, tap the task and select Add [record type] to go directly to the correct record form with the property already selected.

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Create a record from a task

When tasks are linked to specific record types, you can create the required record directly:
1

Open your tasks

Go to the Tasks tab to see your assigned tasks.
2

Tap the task

Select the task you want to work on.
3

Select the record action

From the action sheet, tap Add [record type name]. This opens the form for the specific record type linked to the task.
4

Complete and submit

Fill out the form and submit. The record is automatically associated with the task’s property.

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Fill out form fields

Mobile forms match the same record types available on the web. Complete fields as you would on the web platform—the mobile app adapts the interface for touch input.
Form fields and requirements are configured by your community administrator. If you’re unsure what to enter in a field, check the field’s help text or contact your administrator.

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Conditional fields

Some forms have fields that appear or change based on other selections:
  • Fill out fields in order from top to bottom
  • As you complete fields, additional fields may appear
  • Some fields may hide if they’re no longer relevant based on your selections
  • Required fields that become visible must be completed before submitting

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Capture photos and documents

Most record types include fields for attaching photos and documents.

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Take a photo

1

Tap the upload field

Find the document or photo field in your form and tap Add or the camera icon.
2

Select Take Photo

Choose Take Photo from the options that appear.
3

Capture the image

Your device camera opens. Frame your shot and tap the capture button.
4

Review and use

Review the photo. Tap Use Photo to add it to the form, or Retake to try again.

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Select from your photo library

1

Tap the upload field

Find the document or photo field and tap Add.
2

Select Choose from Library

Choose Choose from Library or Photo Library from the options.
3

Find your file

Browse your device’s photos. Tap to select.
4

Confirm selection

The selected file appears in the form field.

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Attach a document

For PDFs and other document types:
1

Tap the upload field

Find the document field and tap Add.
2

Select Browse Files

Choose to browse your device’s files.
3

Find the document

Navigate to the file on your device and tap to select it.
4

Set document details

Some fields prompt for additional information like document type or date. Fill these out as needed.

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Photo tips for the field

Lighting - Take photos with good lighting. Avoid shadows and backlighting. Context - Include reference points in photos to show scale and location. Multiple angles - When documenting conditions, capture multiple angles for complete coverage. Review before leaving - Check photos before leaving a site. It’s easier to retake immediately than return later. Clean your lens - Wipe your camera lens before important documentation photos.

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Photo metadata

When you take photos with the mobile app, Forerunner automatically captures metadata:
  • Timestamp - When the photo was taken
  • Location - GPS coordinates where the photo was captured
  • Orientation - The original orientation of the image
This metadata is preserved and appears as columns in the Files table, making it easy to verify when and where photos were taken.
Location metadata requires your device’s camera to have access to location services with precise location enabled. If location access isn’t configured, the timestamp and orientation will still be captured, but location will be empty.
To enable location metadata:
  1. Open Settings
  2. Tap Privacy & Security
  3. Tap Location Services
  4. Scroll down and tap Camera
  5. Select While Using the App
  6. Ensure Precise Location is turned on

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Edit existing records

Update records you created or have permission to edit:
1

Open the property

Navigate to the property and tap to open the info panel.
2

Find the record

Tap Records and locate the record you want to edit.
3

Open the record

Tap the record to view its details.
4

Tap Edit

Select Edit to open the record form with current values.
5

Make changes

Update fields as needed. You can add or remove photos and documents.
6

Save changes

Tap Save or Submit to save your edits.

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View existing records

Before creating a new record, review what’s already been submitted:
1

Open the property

Tap a property marker on the map.
2

Go to Records

In the info panel, tap Records.
3

Browse records

See all records associated with the property, including:
  • Record type
  • Creation date
  • Record status
4

View details

Tap any record to see its full details and attached files.

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Work with records offline

Records fully support offline workflows:

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Creating records offline

  • Create records normally while offline
  • Records save locally to your device with a “Pending” indicator
  • When you reconnect, records automatically sync to the server
  • If sync fails, you’ll see an error indicator with retry options

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Editing records offline

  • Edit records that are available in your offline pack
  • Changes save locally and sync when you’re back online
  • If you edit a record that was also edited on the web while you were offline, your changes will overwrite the web changes

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Record types offline

  • Only record types included in your offline pack are available offline
  • If you need a specific record type offline, ensure it’s included when your offline pack is configured
  • Connect to the internet to access all available record types
Photos and documents attached to records while offline are stored on your device and upload when you sync. Ensure your device has sufficient storage before capturing many photos offline.

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Complete field inspections

For inspection workflows, combine tasks and records:
1

Review your tasks

Check the Tasks tab for assigned inspections before heading to the field.
2

Navigate to the property

Use the task’s View on map option to navigate to the location.
3

Conduct your inspection

Document conditions with photos and complete the inspection record form.
4

Submit the record

Fill out all required fields and submit the inspection record.
5

Update the task

Mark the task as complete after submitting the inspection.

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Best practices

Prepare before going out - Review your task list and download offline packs for your work area. Work systematically - Move through properties in a logical order to avoid backtracking. Document thoroughly - Capture sufficient photos and fill out all relevant fields while on site. Submit before moving on - Submit completed records before going to the next property. Don’t batch submissions. Verify the property - Confirm you’re at the correct property before creating records, especially in areas with many nearby properties. Sync when possible - When you have connectivity, let records sync before continuing. This provides a backup and lets others see your progress.

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Troubleshooting

Why this happens: Record types must be included in your offline pack or you must be online.Solutions:
  • Verify you’re in an area covered by your offline pack
  • Check that the record type is enabled for your account
  • Connect to the internet to access all available record types
Why this happens: Required fields are incomplete or contain invalid data.Solutions:
  • Scroll through the form to find fields marked with errors
  • Check that required fields (marked with *) are completed
  • Verify data format (dates, numbers) is correct
  • Review conditional fields that may have appeared
Why this happens: Device storage may be full, or there’s a file permission issue.Solutions:
  • Check available device storage
  • Verify camera permissions are granted for Forerunner
  • Try restarting the app
  • Clear space on your device if storage is low
Why this happens: Easy to tap the wrong property on a crowded map.Solutions:
  • If still in the form, cancel and start over at the correct property
  • If already submitted, edit the record (if permitted) or contact your administrator
  • Zoom in further on the map to distinguish between nearby properties