Use “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.
Close a site visit
Use “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.
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 “Add a service site” in Recued. Geocode one service address once and store its coordinates.
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 “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.
Closing a visit
Run it from the board with the visit id. Outcome is done or skipped — anything else is refused rather than written, because the board filters on this field and a free-text status would quietly vanish from every count.
⚠ A closed visit is not re-planned. plan-service-day only reads planned and weather_hold visits, so closing is what takes a visit out of the daily forecast loop.
⚠ Closing does not mail anybody. The only mail this pack sends is the weather-hold notice.
The note goes in weather_note, which is also where the plan writes its forecast line — closing overwrites it. That is the intended trade: after the fact, what happened matters more than what was forecast.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (15 steps)
visit_id
trim
Trim whitespace from setting visit id
outcome_trimmed
trim
Trim whitespace from setting outcome
outcome
lowercase
Convert outcome trimmed to lowercase
note
trim
Trim whitespace from setting note
outcome_known
compare
Check if outcome is one of done,skipped
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
visit
?
visit_found
compare
Check if visit record id has data
visit_guard
guard
Stop if visit found equals
already_closed
compare
Check if visit record status is one of done,skipped
closed_guard
guard
Stop if already closed equals
note_to_write
default
Apply default
close
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
note
setting
=
outcome
setting
=
done
visit id
setting
=
[object Object]