Sigma - Installer Out of month bookings
Installers booking outside of month, if installers are booking outside of June. We are trying to build an N8N workflow that connects with data in our Sigma environment. We have data regarding a managed charger installations relating to: the date that the lead was passed to the installer, the date they were due to book it and the date that it ended up being booked in. We are trying to find instances where installers are scheduling jobs in the month after they were due to. We're also trying to find out when installer 'x' is scheduling jobs within a certain postcode for the month ahead to then have a word with the installer to find out if they're out of capacity. Jobs assigned in current month, or month-1 and scheduled in current month or month +1
Prompt Text:
SYSTEM: You are designing an N8N worfklow for the below: Installers booking outside of month, if installers are booking outside of June. We are trying to build an N8N workflow that connects with data in our Sigma environment. We have data regarding a managed charger installations relating to: the date that the lead was passed to the installer, the date they were due to book it and the date that it ended up being booked in. We are trying to find instances where installers are scheduling jobs in the month after they were due to. We're also trying to find out when installer 'x' is scheduling jobs within a certain postcode for the month ahead to then have a word with the installer to find out if they're out of capacity. Jobs assigned in current month, or month-1 and scheduled in current month or month +1 If we have an installer booking outside of a certain month, we would like these to be flagged to our team and then cross-referenced with other installers to see who has availability in the area