FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 10:45 to 11:00

Flat 3, 58 Copper Lane

N1 9PG · Islington · 1 bed · £2600 pcm

Everyone toldcommunicatedrenter said yesagent said OKAccess verified
Ready

Viewing ready

Everyone told, the renter said yes, the agent said OK, video viewing, no access needed. 10:45 with Sarah Okonkwo, in 5 min.

What it means: Every line of the checklist is ticked. If something changes, report it below and FieldFlow re-plans.

Ready checklist4 of 4 ticked
  • Renter: Grace Costatold by phone, said yes
  • Agent: Sarah Okonkwotold, said OK, 7/7 today
  • Accessvideo viewing, nobody goes in
  • Remindersent 2 h ago
No further action required.

People for this decision

RenterGrace Costa
07700 927295 · prefers phone
AgentSarah Okonkwo
07700 900101 · 7/7
Show full details
Renter prefersPhone

Correct Grace's name, number or channel

LandlordLeo Novak
Operational ownerAlex Morgan
RequestedMon 31 Aug, 19:21 via sales

Access

TypeKey held at office
HowKey set in the office safe, hook by property code.
VerifiedThu 3 Sept, 08:22
Details last confirmed11 days ago
Front door setin the office safe register
Why this agent Sarah Okonkwo, 0 min from wherever the agent is (video call)

Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (10:45 to 12:45), daily load stays within limit (7/7). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.

Not selected (9)
  • James Whitfield: possible, but adds 0 min of travel instead of 0
  • Aisha Rahman: possible, but adds 0 min of travel instead of 0
  • Tom Ferreira: possible, but adds 0 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 0 min of travel instead of 0
  • Daniel Boateng: possible, but adds 0 min of travel instead of 0
  • Hannah Lindqvist: possible, but adds 0 min of travel instead of 0
  • Omar Haddad: possible, but adds 0 min of travel instead of 0
  • Chloe Marchetti: possible, but adds 0 min of travel instead of 0
  • Ravi Sharma: possible, but adds 0 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.

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

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

Record Sarah's response (agent)

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

Record Leo's response (landlord)

Goes on the timeline as Leo'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

Grace prefers Phone.

Lock this assignment

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

Close it

Timeline

  1. Sarah Okonkwo said OK, they have the viewing
    whatsapp: Castellano
    Thu 3 Sept, 10:40 · Alex Morgan
  2. Told the agent
    Sarah Okonkwo, at 10:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Thu 3 Sept, 10:40 · Alex Morgan
  3. Sarah Okonkwo replied by WhatsApp
    "Castellano"
    Thu 3 Sept, 10:40 · Alex Morgan
  4. Grace Costa said yes to the slot
    whatsapp: Castellano yes
    Thu 3 Sept, 10:40 · Alex Morgan
  5. Told the renter
    Sarah Okonkwo, at 10:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Thu 3 Sept, 10:40 · Alex Morgan
  6. Grace Costa replied by WhatsApp
    "Castellano yes"
    Thu 3 Sept, 10:40 · Alex Morgan
  7. Other sent to Sarah Okonkwo by WhatsApp
    "Hi Sarah, quick one: Flat 3, 58 Copper Lane, Thu 3 Sept at 10:45, with Grace Costa is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything."
    Thu 3 Sept, 10:40 · Alex Morgan
  8. Other sent to Grace Costa by WhatsApp
    "Hi Grace, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 3, 58 Copper Lane is on Thu 3 Sept at 10:45 with Sarah Okonkwo. Could you reply with a quick yes so Sarah knows you're coming? If the time doesn't work, tell me and we'll find another."
    Thu 3 Sept, 10:40 · Alex Morgan
  9. Reminder sent to Grace Costa by SMS
    "Reminder: your viewing at Flat 3, 58 Copper Lane is today at 10:45." (automatic)
    Thu 3 Sept, 08:45 · FieldFlow
  10. Access verified by Alex Morgan
    key set seen in the safe (in person)
    Thu 3 Sept, 08:22 · Alex Morgan
  11. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 3, 58 Copper Lane, 10:45, renter Grace Costa." (automatic)
    Mon 31 Aug, 20:16 · FieldFlow
  12. Confirmation sent to Grace Costa by Phone
    "Hi Grace, your viewing at Flat 3, 58 Copper Lane is confirmed for 10:45. Sarah Okonkwo will meet you there." (automatic)
    Mon 31 Aug, 20:16 · FieldFlow
  13. Told the agent and the renter
    Sarah Okonkwo, Thu 3 Sept at 10:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Mon 31 Aug, 20:15 · Alex Morgan
  14. Planned with Sarah Okonkwo for Thu 3 Sept at 10:45
    Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (10:45 to 12:45), daily load stays within limit (7/7). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Mon 31 Aug, 19:32 · FieldFlow
  15. Video viewing requested by Grace Costa
    Thu 3 Sept, between 10:45 and 12:45, 15 min, standard priority, via sales
    Mon 31 Aug, 19:21 · Alex Morgan

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