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.
Schedule a site visit
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.
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 “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.
Booking a visit
The site must already exist — run Add a service site first, and take the site id from its card.
Date defaults to today when left blank. Window start is a 24-hour HH:MM and is what the board sorts on, so it is required even when the window is loose; Window label is free text for display ("morning", "09:00–11:00").
⚠ Re-running the same site, date and window start converges — it updates nothing and creates nothing. To move a visit, book the new slot and close the old one; the pack does not reschedule in place, because a visit that silently changed time is a visit someone gets told about twice.
⚠ A visit starts with verdict unknown, not clear. It stays that way until plan-service-day reads a forecast for it. An unknown verdict on the board means "not yet checked", and that is deliberately distinguishable from "checked and fine".
Job reference is a free-text slot for an id from another pack — a job-status-board job, an invoice, a work order. Nothing in this pack reads it; it is there so your board can point at whatever else you run.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (28 steps)
site_id
trim
Trim whitespace from setting site id
window_start
trim
Trim whitespace from setting window start
window_label
trim
Trim whitespace from setting window label
work_summary
trim
Trim whitespace from setting work summary
job_ref
trim
Trim whitespace from setting job ref
date_input
trim
Trim whitespace from setting visit date
now_iso
date_add
Add 0 seconds to
today
date_format
Format as a date
visit_date
default
Apply default
date_length
string_length
Apply string_length
date_well_formed
compare
Check if date length equals 10
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
site
?
site_found
compare
Check if site record id has data
site_guard
guard
Stop if site found equals
site_ref
template
Generate text from a template
same_day
?
same_day_rows
default
Apply default
same_slot_rows
filter
Filter by condition
same_slot_count
count
Count items in same slot rows
visit_exists
compare
Check if same slot count is greater than 0
visit_create
?
skip: step.visit_exists equal true
visit_id
coalesce
Use the first available value from: visit create record id, same slot rows 0 id
visit_recorded
compare
Check if visit id has data
visit_guard
guard
Stop if visit recorded equals
day_count
count
Count items in same day rows
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
job ref
setting
=
site id
setting
=
[object Object]
visit date
setting
=
window label
setting
=
window start
setting
=
09:00
work summary
setting
=