FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 11:14 to 11:44

Flat 2, 79 Merrick Street

SE1 4QB · Southwark · 3 bed · £2800 pcm

Everyone toldcommunicatedrenter said yesagent said OKAccess verified
Ready

Viewing ready

Everyone told, the renter said yes, the agent said OK, access verified. 11:14 with Sarah Okonkwo, in 34 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: Layla Ibrahimtold by email, said yes
  • Agent: Sarah Okonkwotold, said OK, 7/7 today
  • Access: Nadia Duboisconfirmed now
  • Remindersent 1 h ago
No further action required.Back to Now

People for this decision

RenterLayla Ibrahim
07700 918772 · prefers email
AgentSarah Okonkwo
07700 900101 · 7/7
Opens the doorNadia Dubois
07700 913464
Show full details
Renter prefersEmail

Correct Layla's name, number or channel

LandlordNadia Dubois
Operational ownerAlex Morgan
RequestedTue 1 Sept, 04:05 via web

Access

TypeOwner or tenant opens
ContactNadia Dubois
07700 913464
HowOwner opens in person, ring the bell twice.
Check dueWed 2 Sept, 11:14 (23 h ago)
VerifiedThu 3 Sept, 10:40
Details last confirmed0 days ago
Why this agent Sarah Okonkwo, 14 min from home in Southwark

Sarah Okonkwo is the closest available agent (2.4 km from home in Southwark, about 14 min), 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 43 min of travel instead of 12
  • Aisha Rahman: possible, but adds 54 min of travel instead of 12
  • Tom Ferreira: possible, but adds 58 min of travel instead of 12
  • Mei Lin Chen: possible, but adds 14 min of travel instead of 12
  • Daniel Boateng: outside the renter's window or the property's access window
  • Hannah Lindqvist: possible, but adds 46 min of travel instead of 12
  • Omar Haddad: outside the renter's window or the property's access window
  • Chloe Marchetti: possible, but adds 14 min of travel instead of 12
  • Ravi Sharma: possible, but adds 14 min of travel instead of 12
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 Layla's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Layla'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 Nadia's response (access)
Only for a different day or time: the day and hours they can do

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

Record Nadia's response (landlord)

Goes on the timeline as Nadia'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

Layla prefers Email.

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: She confirm
    Thu 3 Sept, 10:40 · Alex Morgan
  2. Told the agent
    Sarah Okonkwo, at 11:14. 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
    "She confirm"
    Thu 3 Sept, 10:40 · Alex Morgan
  4. Layla Ibrahim said yes to the slot
    whatsapp: She confirm
    Thu 3 Sept, 10:40 · Alex Morgan
  5. Told the renter
    Sarah Okonkwo, at 11:14. They know, they have not said yes yet. From here on, changes have a real cost.
    Thu 3 Sept, 10:40 · Alex Morgan
  6. Layla Ibrahim replied by WhatsApp
    "She confirm"
    Thu 3 Sept, 10:40 · Alex Morgan
  7. Other sent to Sarah Okonkwo by WhatsApp
    "Hi Sarah, quick one: Flat 2, 79 Merrick Street, Thu 3 Sept at 11:14, with Layla Ibrahim 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 Layla Ibrahim by WhatsApp
    "Hi Layla, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 2, 79 Merrick Street is on Thu 3 Sept at 11:14 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. Escalation closed by FieldFlow
    Closed by itself: access verified at 10:40.
    Thu 3 Sept, 10:40 · FieldFlow
  10. Access verified by Alex Morgan
    Castellano yes (whatsapp)
    Thu 3 Sept, 10:40 · Alex Morgan
  11. Nadia Dubois replied by WhatsApp
    "Castellano yes"
    Thu 3 Sept, 10:40 · Alex Morgan
  12. Call to Nadia Dubois
    Chased Nadia Dubois about access to Flat 2, 79 Merrick Street today at 11:14. Decided: asked
    Thu 3 Sept, 10:40 · Alex Morgan
  13. Escalated to Alex Morgan: Access still not confirmed close to the viewing
    Flat 2, 79 Merrick Street starts in 34 min and access is overdue. Due 11:10.
    Thu 3 Sept, 10:40 · FieldFlow
  14. Reminder sent to Layla Ibrahim by SMS
    "Reminder: your viewing at Flat 2, 79 Merrick Street is today at 11:14." (automatic)
    Thu 3 Sept, 09:14 · FieldFlow
  15. Access check sent to Nadia Dubois by Phone
    "We need access to Flat 2, 79 Merrick Street on 11:14 for a 30 minute viewing. Can you confirm?"
    Tue 1 Sept, 05:08 · Alex Morgan
  16. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 2, 79 Merrick Street, 11:14, renter Layla Ibrahim." (automatic)
    Tue 1 Sept, 04:42 · FieldFlow
  17. Confirmation sent to Layla Ibrahim by Email
    "Hi Layla, your viewing at Flat 2, 79 Merrick Street is confirmed for 11:14. Sarah Okonkwo will meet you there." (automatic)
    Tue 1 Sept, 04:42 · FieldFlow
  18. Told the agent and the renter
    Sarah Okonkwo, Thu 3 Sept at 11:14. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 04:41 · Alex Morgan
  19. Access check due Wed 2 Sept 11:14
    b2c occupier, 24 h before the viewing
    Tue 1 Sept, 04:17 · FieldFlow
  20. Planned with Sarah Okonkwo for Thu 3 Sept at 11:14
    Sarah Okonkwo is the closest available agent (2.4 km from home in Southwark, about 14 min), 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.
    Tue 1 Sept, 04:17 · FieldFlow
  21. Viewing requested by Layla Ibrahim
    Thu 3 Sept, between 10:45 and 12:45, 30 min, standard priority, via web
    Tue 1 Sept, 04:05 · FieldFlow

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