FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 14:30 to 14:45

Flat 9, 53 Observatory Close

SE10 3AL · Greenwich · 1 bed · £2100 pcm

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

Told, waiting for a yes from both

Kwame Novak (renter) was told by whatsapp 2 d ago and has not answered. Sarah Okonkwo (agent) was told by whatsapp 2 d ago and has not answered. Video viewing, no access needed. 14:30, in 4 h.

What it means: Neither has answered. A yes from Kwame avoids a wasted trip; an OK from Sarah 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 Kwame to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Sarah to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Kwame's yesTheir words go on the timeline. With Sarah's OK too, the viewing is ready.
  4. 4
    Record Sarah's OKTheir words go on the timeline and the agent line of the checklist turns green.
    Now

    Pick They said yes to the slot and the agent is confirmed in the same click. If it overlaps with something else, move it under More you can do here.

    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.

People for this decision

RenterKwame Novak
07700 946013 · prefers whatsapp
AgentSarah Okonkwo
07700 900101 · 7/7
Show full details
Renter prefersWhatsApp

Correct Kwame's name, number or channel

LandlordMarcus Haddad
Operational ownerAlex Morgan
RequestedTue 1 Sept, 14:51 via web

Access

TypeLockbox with code
HowLockbox on the railing, left of the door.
Codehidden
VerifiedThu 3 Sept, 09:43
Details last confirmed12 days ago
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 (14:15 to 16:15), 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 Kwame's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Kwame'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 Marcus's response (landlord)

Goes on the timeline as Marcus'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

Kwame 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)
Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Kwame Novakwhatsapp 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 Kwame, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 9, 53 Observatory Close is on Thu 3 Sept at 14:30 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.
Ciao Kwame, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 9, 53 Observatory Close è Thu 3 Sept alle 14:30 con Sarah Okonkwo. Puoi rispondere con un sì veloce così Sarah sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 9, 53 Observatory Close, Thu 3 Sept at 14:30: can you confirm?
Hi Kwame, A quick check that you received our confirmation: your viewing at Flat 9, 53 Observatory Close is on Thu 3 Sept at 14:30, and Sarah Okonkwo 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 Kwame, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 9, 53 Observatory Close è Thu 3 Sept alle 14:30, e Sarah Okonkwo 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 Kwame, it's Alex from the lettings team. Do you have a second?
Ciao Kwame, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 9, 53 Observatory Close on Thu 3 Sept at 14:30. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:30. 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. Sarah Okonkwo will meet you at the door at 14:30. See you then.
Perfetto, grazie. Sarah Okonkwo ti aspetterà alla porta alle 14:30. 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 14:30, Flat 9, 53 Observatory Close.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 14:30, Flat 9, 53 Observatory Close.
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 Kwame, Alex from the lettings team. Just checking you're still coming to Flat 9, 53 Observatory Close on Thu 3 Sept at 14:30. A quick text back would be great. Thanks.
Ciao Kwame, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:30. 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 “Kwame answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Sarah Okonkwowhatsapp 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 Sarah, quick one: Flat 9, 53 Observatory Close, Thu 3 Sept at 14:30, with Kwame Novak is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Sarah, una cosa veloce: Flat 9, 53 Observatory Close, Thu 3 Sept alle 14:30, con Kwame Novak è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Sarah, it's Alex. Two seconds?
Ciao Sarah, sono Alex. Due secondi?
The point · Il punto
Flat 9, 53 Observatory Close, Thu 3 Sept at 14:30, with Kwame Novak is on your list. Are you good for it?
Flat 9, 53 Observatory Close, Thu 3 Sept alle 14:30, con Kwame Novak 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 Sarah, Alex here. Just checking you've seen Flat 9, 53 Observatory Close, Thu 3 Sept at 14:30, on your list. A quick OK by text is enough. Thanks.
Ciao Sarah, sono Alex. Volevo solo verificare che hai visto Flat 9, 53 Observatory Close, Thu 3 Sept alle 14:30, 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 “Sarah answered? Record it here” below.

Send a reminder before the viewingMandare un promemoria prima della visitato Kwame Novaksms first

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

Message (WhatsApp, SMS)

Reminder: your viewing at Flat 9, 53 Observatory Close is today at 14:30. Sarah Okonkwo 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 9, 53 Observatory Close è oggi alle 14:30. Sarah Okonkwo ti aspetterà alla porta. A dopo! Se non puoi venire, per favore dimmelo.

Timeline

  1. Access verified by Alex Morgan
    code checked with the landlord (in person)
    Thu 3 Sept, 09:43 · Alex Morgan
  2. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 9, 53 Observatory Close, 14:30, renter Kwame Novak." (automatic)
    Tue 1 Sept, 15:35 · FieldFlow
  3. Confirmation sent to Kwame Novak by WhatsApp
    "Hi Kwame, your viewing at Flat 9, 53 Observatory Close is confirmed for 14:30. Sarah Okonkwo will meet you there." (automatic)
    Tue 1 Sept, 15:35 · FieldFlow
  4. Told the agent and the renter
    Sarah Okonkwo, Thu 3 Sept at 14:30. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 15:34 · Alex Morgan
  5. Planned with Sarah Okonkwo for Thu 3 Sept at 14:30
    Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (14:15 to 16:15), 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, 15:15 · FieldFlow
  6. Video viewing requested by Kwame Novak
    Thu 3 Sept, between 14:15 and 16:15, 15 min, standard priority, via web
    Tue 1 Sept, 14:51 · FieldFlow

Back