FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 12:00 to 12:30

Flat 401, Meridian Wharf, 2 Anchor Street

SE10 9QT · Greenwich · 2 bed · £2500 pcm

Agent told, renter notcommunicatedwaiting for the agent's OKAccess check overdue
Blocked

Access check overdue

Access has not been confirmed. The check was due 2 d ago.

Access:
Building manager or concierge
Opens the door:
Meridian Wharf concierge, 020 7946 0400
Viewing:
12:00, in 1 h, Daniel Boateng (agent)

What it means: Renter and agent have been told. Without access, Daniel travels for nothing.

Escalated. Access still not confirmed close to the viewing. Owner Alex Morgan, due 11:10 (in 30 min). It closes by itself when the step below is done.
Ready checklist0 of 3 ticked
Access check overdue: what to do, in order0 of 3 done
  1. 1
    Ask Meridian Wharf concierge020 7946 0400
  2. 2
    Log what Meridian Wharf concierge said
  3. 3
    Mark it: Access is fine, or Access failed
    Now

    Records the check as passed and clears the access reminders. Access failed raises a disruption and a re-plan proposal instead.

    Access failed…

    Raises a disruption and a re-plan proposal in the same click. You decide on it next.

    Meridian Wharf concierge answered? Record it here
    Only for a different day or time: the day and hours they can do

    Goes on the timeline as Meridian Wharf concierge's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

People for this decision

RenterOlivia Hughes
07700 939943 · prefers whatsapp
AgentDaniel Boateng
07700 900106 · 6/6
Opens the doorMeridian Wharf concierge
020 7946 0400
Show full details
Renter prefersWhatsApp

Correct Olivia's name, number or channel

LandlordPriya Haddad
Operational ownerAlex Morgan
RequestedSun 30 Aug, 07:44 via email

Access

TypeBuilding manager or concierge
ContactMeridian Wharf concierge
020 7946 0400
HowConcierge desk on the left. Sign the visitor book.
Check dueTue 1 Sept, 12:00 (2 d ago)
Details last confirmed12 days ago
Mark access now
Why this agent Daniel Boateng, 0 min from Flat 401, Meridian Wharf, 2 Anchor Street

Daniel Boateng is the closest available agent (already at Flat 401, Meridian Wharf, 2 Anchor Street), inside the requested window (12:00 to 14:00), daily load stays within limit (5/6). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.

Not selected (9)
  • Sarah Okonkwo: at daily limit (7/7 viewings)
  • James Whitfield: possible, but adds 65 min of travel instead of 0
  • Aisha Rahman: possible, but adds 79 min of travel instead of 0
  • Tom Ferreira: possible, but adds 79 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 36 min of travel instead of 0
  • Hannah Lindqvist: possible, but adds 87 min of travel instead of 0
  • Omar Haddad: possible, but adds 49 min of travel instead of 0
  • Chloe Marchetti: possible, but adds 36 min of travel instead of 0
  • Ravi Sharma: possible, but adds 36 min of travel instead of 0
More you can do heresomething happened, someone got in touch, change the plan
Something happened
Renter cancelled

Closes this viewing as cancelled and offers the freed slot to a request from the waiting list.

Renter running late

Shifts the rest of the agent's day by the delay. Anything pushed past a renter's window becomes a proposal for you.

Agent running late

Shifts the rest of the agent's day by the delay. Anything pushed past a renter's window becomes a proposal for you.

Agent called in sick

Takes the agent off every viewing of theirs today and proposes the least bad way out, one recommended of three. The path then asks the covering agent before you decide.

Access check failed

Parks this viewing on the waiting list as a proposal and lists who to call. If people were told, nothing moves until you confirm.

Access provider not available

Parks this viewing on the waiting list as a proposal and lists who to call. If people were told, nothing moves until you confirm.

Someone got in touch
Record Olivia's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Olivia's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Daniel's response (agent)

Goes on the timeline as Daniel's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Meridian Wharf concierge's response (access)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Meridian Wharf concierge's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

Record Priya's response (landlord)

Goes on the timeline as Priya's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

A call counts too: pick Phone as the channel, the call goes on the timeline as a call.

Change the plan
Move to another agent or time

People were told about the current slot: the new one needs telling again.

Send a free message

Olivia prefers WhatsApp.

Lock this assignment

The engine leaves it alone from then on. Re-plans list it as yours to decide.

Close it
All the words ready for this viewing (3)
Tell the renter, ask for a yesAvvisare il renter e chiedere confermato Olivia Hugheswhatsapp first

La visita ha un agente e un orario ma il renter non è ancora stato avvisato.

Message (WhatsApp, SMS)

Hi Olivia, it's Alex from the lettings team. Your viewing at Flat 401, Meridian Wharf, 2 Anchor Street is booked for Thu 3 Sept at 12:00. Daniel Boateng will meet you at the door. Reply YES to confirm, or let me know if the time does not work for you.
Ciao Olivia, sono Alex del team lettings. La tua visita a Flat 401, Meridian Wharf, 2 Anchor Street è fissata per Thu 3 Sept alle 12:00. Daniel Boateng ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.

Email

Subject: Your viewing at Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 12:00
Hi Olivia, Thank you for your interest in Flat 401, Meridian Wharf, 2 Anchor Street. Your viewing is booked for Thu 3 Sept at 12:00 and will take about 30 minutes. Our colleague Daniel Boateng will meet you at the property. If the time does not work, just reply to this email with a day and time that suits you and we will do our best. Best wishes, Alex Lettings team
Ciao Olivia, Grazie per l'interesse per Flat 401, Meridian Wharf, 2 Anchor Street. La tua visita è fissata per Thu 3 Sept alle 12:00 e durerà circa 30 minuti. Il nostro collega Daniel Boateng ti incontrerà alla proprietà. Se l'orario non va bene, rispondi a questa email con un giorno e un'ora che ti vanno bene e faremo il possibile. Cordiali saluti, Alex Team lettings

Phone call

Opening · Apertura
Hi, is that Olivia? It's Alex calling from the lettings team, about Flat 401, Meridian Wharf, 2 Anchor Street.
Ciao, parlo con Olivia? Sono Alex, chiamo dal team lettings, per Flat 401, Meridian Wharf, 2 Anchor Street.
Is now a good time? It will only take a minute.
È un buon momento? Ci vuole solo un minuto.
The point · Il punto
I'm calling to confirm your viewing on Thu 3 Sept at 12:00. Our colleague Daniel Boateng will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 12:00. Il nostro collega Daniel Boateng ti incontrerà lì.
Does that still work for you?
Ti va ancora bene?
If they say... · Se dice...
They cannot make it. (Non può venire.)
No problem at all. What day and time would suit you better? I'll check with the team and text you the new slot within the hour.
Nessun problema. Quale giorno e orario ti andrebbero meglio? Verifico con il team e ti mando il nuovo orario per messaggio entro un'ora.
They ask questions about the property (price, bills, furniture). (Fa domande sulla casa (prezzo, bollette, arredi).)
Good question. I'll send you the listing link after this call, and Daniel will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Daniel ti spiegherà tutto alla visita.
They ask what to bring. (Chiede cosa portare.)
Just yourself. If you decide to apply, some photo ID will be useful, but it's not needed for the viewing.
Solo te stesso. Se decidi di fare domanda, un documento con foto sarà utile, ma per la visita non serve.
They sound unsure or want to think about it. (Sembra indeciso o vuole pensarci.)
Of course. I'll keep the slot for you until later today. Just text me YES or NO when you know.
Certo. Ti tengo il posto fino a più tardi oggi. Mandami YES o NO quando sai.
Voicemail · Segreteria
Hi Olivia, it's Alex from the lettings team about your viewing at Flat 401, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 12:00. Could you reply to my text to confirm? Thanks, bye.
Ciao Olivia, sono Alex del team lettings, per la tua visita a Flat 401, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 12:00. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 12:00. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 12:00. A presto.

One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Olivia answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Daniel Boatengwhatsapp first

L'agente ha ricevuto la visita sulla sua lista ma non ha risposto. Un OK dice che l'ha vista e che ci sarà.

Message (WhatsApp, SMS)

Hi Daniel, quick one: Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 12:00, with Olivia Hughes is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Daniel, una cosa veloce: Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept alle 12:00, con Olivia Hughes è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Daniel, it's Alex. Two seconds?
Ciao Daniel, sono Alex. Due secondi?
The point · Il punto
Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 12:00, with Olivia Hughes is on your list. Are you good for it?
Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept alle 12:00, con Olivia Hughes è sulla tua lista. Ci sei?
If they say... · Se dice...
Yes, all good. (Sì, tutto ok.)
Perfect, thanks. I'll mark it confirmed.
Perfetto, grazie. La segno come confermata.
It overlaps with something. (Si sovrappone a qualcosa.)
Okay, tell me what and I'll re-plan it now. Nothing moves until we've agreed.
Ok, dimmi cosa e la ripianifico adesso. Non si muove nulla finché non ci siamo messi d'accordo.
Voicemail · Segreteria
Hi Daniel, Alex here. Just checking you've seen Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 12:00, on your list. A quick OK by text is enough. Thanks.
Ciao Daniel, sono Alex. Volevo solo verificare che hai visto Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept alle 12:00, sulla tua lista. Basta un OK per messaggio. Grazie.
Closing · Chiusura
Thanks, speak later.
Grazie, a dopo.

One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Daniel answered? Record it here” below.

Ask the building manager for accessChiedere l'accesso alla portineriato Meridian Wharf conciergeemail first

La visita è pianificata e chi apre la porta non ha ancora confermato.

Message (WhatsApp, SMS)

Hi there, it's Alex from the lettings team. We'd like to show Flat 401, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 12:00, for about 30 minutes. Could you confirm the concierge can let our agent Daniel Boateng in at that time? Thank you!
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 401, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 12:00, per circa 30 minuti. Puoi confermare che la portineria può far entrare il nostro agente Daniel Boateng a quell'ora? Grazie!

Email

Subject: Access request: Flat 401, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 12:00
Hi there, We have a viewing booked at Flat 401, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 12:00, lasting about 30 minutes. Our agent will be Daniel Boateng. Could you confirm that access is possible at that time? If a different time works better on that day, please let me know and I will move the viewing. Many thanks, Alex Lettings team
Ciao there, Abbiamo una visita fissata a Flat 401, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 12:00, durata circa 30 minuti. Il nostro agente sarà Daniel Boateng. Puoi confermare che l'accesso è possibile a quell'ora? Se quel giorno va meglio un altro orario, dimmelo e sposto la visita. Grazie mille, Alex Team lettings

Phone call

Opening · Apertura
Hi, is that there? It's Alex from the lettings team, about Flat 401, Meridian Wharf, 2 Anchor Street.
Ciao, parlo con there? Sono Alex del team lettings, per Flat 401, Meridian Wharf, 2 Anchor Street.
The point · Il punto
We have a viewing on Thu 3 Sept at 12:00, about 30 minutes. Could the concierge let our agent Daniel Boateng in at that time?
Abbiamo una visita Thu 3 Sept alle 12:00, circa 30 minuti. La portineria potrebbe far entrare il nostro agente Daniel Boateng a quell'ora?
If they say... · Se dice...
They are not available at that time. (Non è disponibile a quell'ora.)
I understand. Is there a time that day that works for you? Or, if easier, a spare key we could collect?
Capisco. C'è un orario quel giorno che ti va bene? Oppure, se è più semplice, una chiave di riserva che potremmo ritirare?
They say they need more notice. (Dice che serve più preavviso.)
Fair enough, sorry about that. How much notice do you need in future? I'll write it down so we never ask late again.
Giusto, mi scuso. Quanto preavviso ti serve in futuro? Lo annoto così non chiederemo più in ritardo.
They ask who the renter is. (Chiede chi è il renter.)
A prospective tenant who has been checked by our team. Our agent stays with them for the whole visit.
Un potenziale inquilino già verificato dal nostro team. Il nostro agente resta con lui per tutta la visita.
Voicemail · Segreteria
Hi there, it's Alex from the lettings team. We'd like to show Flat 401, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 12:00. Could you call or text me back to confirm access? Thank you.
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 401, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 12:00. Puoi richiamarmi o scrivermi per confermare l'accesso? Grazie.
Closing · Chiusura
Perfect, thank you. I'll confirm the time with Daniel. Have a good day.
Perfetto, grazie. Confermo l'orario con Daniel. Buona giornata.

One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Meridian Wharf concierge answered? Record it here” below.

Timeline

  1. Escalated to Alex Morgan: Access still not confirmed close to the viewing
    Flat 401, Meridian Wharf, 2 Anchor Street starts in 80 min and access is overdue. Due 11:10.
    Thu 3 Sept, 10:40 · FieldFlow
  2. Confirmation sent to Daniel Boateng by WhatsApp
    "Confirmed: Flat 401, Meridian Wharf, 2 Anchor Street, 12:00, renter Olivia Hughes." (automatic)
    Thu 3 Sept, 09:03 · FieldFlow
  3. Told the agent
    Daniel Boateng, at 12:00. They know, they have not said yes yet. From here on, changes have a real cost.
    Thu 3 Sept, 09:02 · Alex Morgan
  4. Access check due Tue 1 Sept 12:00
    b2b building manager, 48 h before the viewing
    Sun 30 Aug, 07:52 · FieldFlow
  5. Planned with Daniel Boateng for Thu 3 Sept at 12:00
    Daniel Boateng is the closest available agent (already at Flat 401, Meridian Wharf, 2 Anchor Street), inside the requested window (12:00 to 14:00), daily load stays within limit (5/6). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Sun 30 Aug, 07:52 · FieldFlow
  6. Viewing requested by Olivia Hughes
    Thu 3 Sept, between 12:00 and 14:00, 30 min, standard priority, via email
    Sun 30 Aug, 07:44 · Alex Morgan

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