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Add a service site

by recued-core v3 34 views

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.

Add a service site
This recipe

Use “Add a service site” in Recued. Geocode one service address once and store its coordinates.

pack:field-service-day-planfield-servicegeocodingnominatim
by recued-core pinned v3

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.

pack:field-service-day-planfield-serviceschedulingrecords
by recued-core pinned v2

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.

pack:field-service-day-planfield-serviceweatheropen-meteo
by recued-core pinned v3

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.

pack:field-service-day-planfield-serviceday-planboard
by recued-core pinned v2

Use “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.

pack:field-service-day-planfield-serviceday-planrecords
by recued-core pinned v3

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.

pack:field-service-day-planfield-serviceweatherwatcher
by recued-core pinned v3
Show all 7 recipes
View pack details, dependencies, and permissions →

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 32 steps

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 recued-core.field-service-day-plan.site.search
Search site on field service day plan
■ 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 recued-core.nominatim.geo.search
Search geo on nominatim
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 recued-core.field-service-day-plan.site.create
Create site on field service day plan
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
▼
Output
summary card
Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

label setting = [object Object]
address setting = [object Object]
access notes setting =
contact name setting =
customer email setting =
weather sensitive setting = true
sender mail instance setting =

Uses (3 operations)

Pack operation Search site on field service day plan recued-core.field-service-day-plan.site.search
Pack operation Search geo on nominatim recued-core.nominatim.geo.search
Pack operation Create site on field service day plan recued-core.field-service-day-plan.site.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Write Pack Field Service Day Plan external change
Read: site.search · No approvalWrite: site.create · No approval

1 more isn't listed here. You'll see it at install.

About

Tags

pack:field-service-day-planfield-servicegeocodingnominatimrecordsv2

Details

32 steps 7 configurable settings recipe_id: add-service-site