Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Records runtime compatibility canary
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
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 “Close a site visit” in Recued. Mark one visit done or skipped, with an optional note.
Show all 7 recipes
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.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (1 steps)
require_runtime
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