FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 11:45 to 12:05

Flat 5, 137 Windmill Row

SW4 5RM · Clapham · 2 bed · £1700 pcm

Everyone toldcommunicatedwaiting for the renter to say yeswaiting for the agent's OKAccess verified
Waiting

Told, waiting for a yes from both

Noah Kowalski (renter) was told by sms 3 d ago and has not answered. Omar Haddad (agent) was told by whatsapp 3 d ago and has not answered. Access verified. 11:45, in 1 h.

What it means: Neither has answered. A yes from Noah avoids a wasted trip; an OK from Omar says they saw it.

Ready checklist1 of 4 ticked
Told, waiting for a yes from both: what to do, in order0 of 4 done
  1. 1
    Ask Noah to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Omar to confirm they have itA quick OK says they saw it and will be there.
    Now
    Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Omar Haddadwhatsapp 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 Omar, quick one: Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, with Noah Kowalski is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
    Ciao Omar, una cosa veloce: Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, con Noah Kowalski è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.
    More ways to say it (1)

    Phone call

    Opening · Apertura
    Hi Omar, it's Alex. Two seconds?
    Ciao Omar, sono Alex. Due secondi?
    The point · Il punto
    Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, with Noah Kowalski is on your list. Are you good for it?
    Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, con Noah Kowalski 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 Omar, Alex here. Just checking you've seen Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, on your list. A quick OK by text is enough. Thanks.
    Ciao Omar, sono Alex. Volevo solo verificare che hai visto Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, 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 “Omar answered? Record it here” below.

    Omar answered? Record it here

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

  3. 3
    Record Noah's yesTheir words go on the timeline. With Omar's OK too, the viewing is ready.
  4. 4
    Record Omar's OKTheir words go on the timeline and the agent line of the checklist turns green.

People for this decision

RenterNoah Kowalski
07700 964099 · prefers sms
AgentOmar Haddad
07700 900108 · 5/7
Opens the doorChloe Lindqvist
07700 941223
Show full details
Renter prefersSMS

Correct Noah's name, number or channel

LandlordChloe Lindqvist
Operational ownerAlex Morgan
RequestedMon 31 Aug, 14:54 via web

Access

TypeOwner or tenant opens
ContactChloe Lindqvist
07700 941223
HowOwner opens in person, ring the bell twice.
Check dueWed 2 Sept, 11:45 (23 h ago)
VerifiedMon 31 Aug, 18:27
Details last confirmed12 days ago
Why this agent Omar Haddad, 14 min from 8 Lavender Walk

Omar Haddad is the closest available agent (2.3 km from 8 Lavender Walk, about 14 min), inside the requested window (11:45 to 13:45), daily load stays within limit (5/7). 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 50 min of travel instead of 9
  • Aisha Rahman: outside the renter's window or the property's access window
  • Tom Ferreira: possible, but adds 15 min of travel instead of 9
  • Mei Lin Chen: possible, but adds 32 min of travel instead of 9
  • Daniel Boateng: outside the renter's window or the property's access window
  • Hannah Lindqvist: possible, but adds 87 min of travel instead of 9
  • Chloe Marchetti: possible, but adds 32 min of travel instead of 9
  • Ravi Sharma: possible, but adds 32 min of travel instead of 9
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 Noah's response (renter)
Only for a different day or time: the day and hours they can do

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

Record Omar's response (agent)

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

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

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

Record Chloe's response (landlord)

Goes on the timeline as Chloe'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

Noah prefers SMS.

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)
Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Noah Kowalskiwhatsapp first

Il renter è stato avvisato dell'orario ma non ha mai risposto. Un sì evita all'agente un viaggio a vuoto.

Message (WhatsApp, SMS)

Hi Noah, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 5, 137 Windmill Row is on Thu 3 Sept at 11:45 with Omar Haddad. Could you reply with a quick yes so Omar knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Noah, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 5, 137 Windmill Row è Thu 3 Sept alle 11:45 con Omar Haddad. Puoi rispondere con un sì veloce così Omar sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45: can you confirm?
Hi Noah, A quick check that you received our confirmation: your viewing at Flat 5, 137 Windmill Row is on Thu 3 Sept at 11:45, and Omar Haddad will meet you there. Could you reply to confirm you are coming? If the time no longer works, let me know and we will find another one. Thanks, Alex
Ciao Noah, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 5, 137 Windmill Row è Thu 3 Sept alle 11:45, e Omar Haddad ti aspetterà lì. Puoi rispondere per confermare che vieni? Se l'orario non va più bene, dimmelo e ne troviamo un altro. Grazie, Alex

Phone call

Opening · Apertura
Hi Noah, it's Alex from the lettings team. Do you have a second?
Ciao Noah, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 5, 137 Windmill Row on Thu 3 Sept at 11:45. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 5, 137 Windmill Row Thu 3 Sept alle 11:45. Ti abbiamo mandato la conferma ma non abbiamo avuto risposta. Vieni ancora?
If they say... · Se dice...
Yes, I'm coming. (Sì, vengo.)
Perfect, thank you. Omar Haddad will meet you at the door at 11:45. See you then.
Perfetto, grazie. Omar Haddad ti aspetterà alla porta alle 11:45. A dopo.
I didn't get any message. (Non ho ricevuto nessun messaggio.)
Sorry about that. Which is best, WhatsApp or email? I'll send it again now. It's Thu 3 Sept at 11:45, Flat 5, 137 Windmill Row.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 11:45, Flat 5, 137 Windmill Row.
The time doesn't work any more. (L'orario non va più bene.)
No problem. What day and time would suit you? I'll check who's free and come back to you today.
Nessun problema. Che giorno e orario ti andrebbero? Controllo chi è libero e ti richiamo oggi.
Voicemail · Segreteria
Hi Noah, Alex from the lettings team. Just checking you're still coming to Flat 5, 137 Windmill Row on Thu 3 Sept at 11:45. A quick text back would be great. Thanks.
Ciao Noah, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 5, 137 Windmill Row Thu 3 Sept alle 11:45. Un messaggio veloce sarebbe perfetto. Grazie.
Closing · Chiusura
Thanks, speak soon.
Grazie, a presto.

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

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Omar Haddadwhatsapp 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 Omar, quick one: Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, with Noah Kowalski is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Omar, una cosa veloce: Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, con Noah Kowalski è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Omar, it's Alex. Two seconds?
Ciao Omar, sono Alex. Due secondi?
The point · Il punto
Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, with Noah Kowalski is on your list. Are you good for it?
Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, con Noah Kowalski 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 Omar, Alex here. Just checking you've seen Flat 5, 137 Windmill Row, Thu 3 Sept at 11:45, on your list. A quick OK by text is enough. Thanks.
Ciao Omar, sono Alex. Volevo solo verificare che hai visto Flat 5, 137 Windmill Row, Thu 3 Sept alle 11:45, 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 “Omar answered? Record it here” below.

Send a reminder before the viewingMandare un promemoria prima della visitato Noah Kowalskisms first

La visita è tra poche ore e il renter non ha ricevuto un promemoria.

Message (WhatsApp, SMS)

Reminder: your viewing at Flat 5, 137 Windmill Row is today at 11:45. Omar Haddad will meet you at the door. See you there! If you can't make it, please let me know.
Promemoria: la tua visita a Flat 5, 137 Windmill Row è oggi alle 11:45. Omar Haddad ti aspetterà alla porta. A dopo! Se non puoi venire, per favore dimmelo.

Timeline

  1. Access verified by Alex Morgan
    Chloe Lindqvist confirmed access (email)
    Mon 31 Aug, 18:27 · Alex Morgan
  2. Chloe Lindqvist replied by Email
    "Confirmed, I will be there."
    Mon 31 Aug, 18:25 · Chloe Lindqvist
  3. Access check sent to Chloe Lindqvist by Email
    "We need access to Flat 5, 137 Windmill Row on 11:45 for a 20 minute viewing. Can you confirm?"
    Mon 31 Aug, 16:12 · Alex Morgan
  4. Confirmation sent to Omar Haddad by WhatsApp
    "Confirmed: Flat 5, 137 Windmill Row, 11:45, renter Noah Kowalski." (automatic)
    Mon 31 Aug, 15:56 · FieldFlow
  5. Confirmation sent to Noah Kowalski by SMS
    "Hi Noah, your viewing at Flat 5, 137 Windmill Row is confirmed for 11:45. Omar Haddad will meet you there." (automatic)
    Mon 31 Aug, 15:56 · FieldFlow
  6. Told the agent and the renter
    Omar Haddad, Thu 3 Sept at 11:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Mon 31 Aug, 15:55 · Alex Morgan
  7. Access check due Wed 2 Sept 11:45
    b2c occupier, 24 h before the viewing
    Mon 31 Aug, 15:17 · FieldFlow
  8. Planned with Omar Haddad for Thu 3 Sept at 11:45
    Omar Haddad is the closest available agent (2.3 km from 8 Lavender Walk, about 14 min), inside the requested window (11:45 to 13:45), daily load stays within limit (5/7). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Mon 31 Aug, 15:17 · FieldFlow
  9. Viewing requested by Noah Kowalski
    Thu 3 Sept, between 11:45 and 13:45, 20 min, standard priority, via web
    Mon 31 Aug, 14:54 · FieldFlow

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