Use “Add a service site” in Recued. Geocode one service address once and store its coordinates.
Add a service site
Use “Add a service site” in Recued. Geocode one service address once and store its coordinates.
Complete workflow
Field Service Day Plan
7 pinned recipes
Use Field Service Day Plan in Recued for weather, geocoding, scheduling, and records. It includes 16 built-in actions and 5 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Schedule a site visit” in Recued. Book one visit to an existing site on a date and time window. The visit is keyed on site, date and window start, so re-running the same booking converges on the same row instead of double-booking the slot.
Use “Plan today's service day” in Recued. Reads today's visits, fetches the forecast at each weather-sensitive site's stored coordinates, and records a verdict on every visit — holding the ones the weather will not allow and releasing the ones it will.
Use “Show the day plan” in Recued. Reads one day's visits in window order and shows each with its site, work, weather verdict and status. It reads information without changing data in the connected service.
Use “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.
Use “Tell the customer a visit is weather-held” in Recued. Records watcher for visits that move to weatherhold. Re-reads the visit and its site, mails the customer once, and stamps notifiedat.
Show all 7 recipes
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Adding a site
Run this once per place you work at. It resolves the address to coordinates and stores them on the site row.
⛔ Geocoding happens HERE and nowhere else. The Nominatim pack states plainly that it "is not for bulk or periodic geocoding; cache results and stay within the public service policy". plan-service-day therefore never geocodes — it reads lat / lon off the stored site. Re-running this recipe on an address that already has a site skips the lookup entirely, so a mistaken re-run costs the service nothing.
⚠ Check the resolved address on the card. Nominatim returns its best guess for a free-text string and this recipe takes the FIRST of up to five results. A partial address ("14 Elm Rd" with no town) will resolve to somewhere — usually the wrong country. The card shows what it actually matched; if that is wrong, delete the site and re-add with a fuller address.
⚠ Weather sensitive is what makes a site gateable. Leave it on for roof work, groundwork, exterior painting, tree work. Turn it OFF for indoor jobs — plan-service-day will never hold a site that is not weather sensitive, no matter what the forecast says.
The customer email is yours to enter. It is only used if you later send a weather-hold notice, and only from the mail account you name here.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (32 steps)
label
trim
Trim whitespace from setting label
address
trim
Trim whitespace from setting address
contact_name
trim
Trim whitespace from setting contact name
email_trimmed
trim
Trim whitespace from setting customer email
customer_email
lowercase
Convert email trimmed to lowercase
sender_mail_instance
trim
Trim whitespace from setting sender mail instance
access_notes
trim
Trim whitespace from setting access notes
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
existing
?
existing_rows
default
Apply default
existing_count
count
Count items in existing rows
site_exists
compare
Check if existing count is greater than 0
geo
?
skip: step.site_exists equal true
geo_rows
default
Apply default
geo_count
count
Count items in geo rows
geo_hit
compare
Check if geo count is greater than 0
defaults
defaults
Apply defaults
lat
to_number
Convert lat raw to a number
lon
to_number
Convert lon raw to a number
coords_usable
all
Check if all conditions are true
geocode_failed
all
Check if all conditions are true
geocode_guard
guard
Stop if geocode failed equals
geocoded_at
date_add
Add 0 seconds to
site_create
?
skip: step.site_exists equal true
site_id
coalesce
Use the first available value from: site create record id, existing rows 0 id
site_recorded
compare
Check if site id has data
site_guard
guard
Stop if site recorded equals
shown_resolved
ternary
Apply ternary
shown_lat
ternary
Apply ternary
shown_lon
ternary
Apply ternary
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
label
setting
=
[object Object]
address
setting
=
[object Object]
nominatim
setting
=
access notes
setting
=
contact name
setting
=
customer email
setting
=
weather sensitive
setting
=
true
sender mail instance
setting
=