FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 12:30 to 12:55

93 Curtain Yard

E2 6PA · Shoreditch · 2 bed · £1700 pcm

needs a decisioncommunicatedwaiting for the renter to say yeswaiting for the agent's OKAccess verified
Needs a decision

Key cannot be found

Key set not in the safe. Register says it went out yesterday and never came back. Reported 15 min ago by Sarah Okonkwo.

Key is with:
James Whitfield, 07700 900102
Signed out:
Wed 2 Sept, 18:40, due back 1 h ago
Needed in the office by:
11:45 for the 12:30 viewing

What it means: FieldFlow proposes: Moved from 12:30 with Sarah Okonkwo to the waiting list. 1 person would have to be told again.

Confirmation required. Someone was already told about this slot, so nothing moves until you decide.
Escalated. Key not returned and needed today. Owner Alex Morgan, due 11:40 (in 1 h). It closes by itself when the step below is done.
Ready checklist1 of 5 ticked
Key cannot be found: what to do, in order0 of 4 done
  1. 1
    Call or message James Whitfield07700 900102. Ask for the key back by 11:45.
  2. 2
    Log what James saidA call counts as an answer. A message needs the reply logged.
  3. 3
    Decide: confirm, hold or reject the proposalHold while you wait for the key, confirm if it will not come back in time.
  4. 4
    When the key is back, press Return in the key registerReturn closes this problem by itself: the proposal withdraws, the viewing stands.
    Now

    Return closes this problem by itself: the proposal withdraws, the viewing stands.

    Return the key in the register
Proposed change
key cannot be found: 1 moved to the waiting list. 1 already confirmed with people, so this needs your confirmation before anything changes.
Thu 3 Sept, 10:26
pending
Confirmation required. Someone was already told about a slot this touches, or a renter must agree to a new day. Nothing moves until you say so.
Keep as many viewings as possible
0 kept1 parked1 to inform again
  • 1 to the waiting list until it is sorted
  • 1 person to tell again
  • 93 Curtain YardSarah Okonkwo 7/7 12:30to the waiting listpeople to inform
    key cannot be found: the viewing cannot go ahead as planned, moved to the waiting list until access is sorted
If confirmed, these people will need to be told
  • Theo Okafor: Hi Theo, we need to move your viewing at 93 Curtain Yard. We will call you with new options today.
  • Sarah Okonkwo: 93 Curtain Yard at 12:30 is off for now.

Applies the changes still valid, then lists the people to tell as the next steps. Nothing is sent until you send it.

People for this decision

RenterTheo Okafor
07700 940906 · prefers whatsapp
AgentSarah Okonkwo
07700 900101 · 7/7
Has the keyJames Whitfield
07700 900102 · due back 1 h ago
Show full details
Renter prefersWhatsApp

Correct Theo's name, number or channel

LandlordDev Costa
Operational ownerAlex Morgan
RequestedTue 1 Sept, 13:16 via email

Access

TypeKey held at office
HowKey set in the office safe, hook by property code.
Check dueThu 3 Sept, 10:30 (10 min ago)
VerifiedThu 3 Sept, 09:58
Details last confirmed3 days ago
Front door setwith James Whitfield
since Wed 2 Sept, 18:40, due back 1 h ago · register
Why this agent Sarah Okonkwo, 18 min from Flat 2, 79 Merrick Street

Sarah Okonkwo is the closest available agent (3.3 km from Flat 2, 79 Merrick Street, about 18 min), inside the requested window (12:30 to 14:30), 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 35 min of travel instead of 0
  • Aisha Rahman: possible, but adds 31 min of travel instead of 0
  • Tom Ferreira: possible, but adds 78 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 18 min of travel instead of 0
  • Daniel Boateng: outside the renter's window or the property's access window
  • Hannah Lindqvist: possible, but adds 25 min of travel instead of 0
  • Omar Haddad: possible, but adds 43 min of travel instead of 0
  • Chloe Marchetti: possible, but adds 18 min of travel instead of 0
  • Ravi Sharma: possible, but adds 18 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.

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

Goes on the timeline as Theo'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 James's response (has the key)

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

Record Dev's response (landlord)

Goes on the timeline as Dev'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

Theo 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 (2)
Call the colleague who has the keyChiamare il collega che ha la chiaveto James Whitfieldphone first

La chiave risulta ancora in mano a un altro agente e serve per una visita di oggi.

Message (WhatsApp, SMS)

Hi James, the key for 93 Curtain Yard is signed out to you since Wed 2 Sept 18:40. Sarah Okonkwo needs it for a viewing at 12:30 today. Can you get it back to the office by 11:45? If you can't, tell me now and I'll re-plan. Thanks!
Ciao James, la chiave di 93 Curtain Yard risulta presa da te da Wed 2 Sept 18:40. Sarah Okonkwo ne ha bisogno per una visita alle 12:30 oggi. Riesci a riportarla in ufficio entro le 11:45? Se non puoi, dimmelo subito e ripianifico. Grazie!

Phone call

Opening · Apertura
Hi James, it's Alex. Quick one about the key for 93 Curtain Yard.
Ciao James, sono Alex. Una cosa veloce sulla chiave di 93 Curtain Yard.
The point · Il punto
The register says it's still with you since Wed 2 Sept 18:40. Sarah Okonkwo needs it at 12:30. Can you bring it back by 11:45?
Il registro dice che è ancora con te da Wed 2 Sept 18:40. Sarah Okonkwo ne ha bisogno alle 12:30. Riesci a riportarla entro le 11:45?
If they say... · Se dice...
Yes, they can. (Sì, può.)
Perfect, thanks. Mark it returned in the app when you drop it, or text me and I'll do it.
Perfetto, grazie. Segnala come restituita nell'app quando la lasci, o scrivimi e lo faccio io.
They are far away. (È lontano.)
Okay. Could you meet Sarah halfway, or leave it somewhere safe near you? Otherwise I'll move the viewing, just tell me now.
Ok. Potresti incontrare Sarah a metà strada, o lasciarla in un posto sicuro vicino a te? Altrimenti sposto la visita, basta che me lo dici ora.
They think they returned it. (Pensa di averla restituita.)
It might be in the wrong hook. I'll check the safe again now. If it's not there, can you think back to where you last had it?
Potrebbe essere sul gancio sbagliato. Ricontrollo la cassaforte adesso. Se non c'è, riesci a ricordare dove l'hai avuta l'ultima volta?
Voicemail · Segreteria
Hi James, Alex here. The key for 93 Curtain Yard is still signed out to you and Sarah Okonkwo needs it at 12:30. Please call me back as soon as you get this. Thanks.
Ciao James, sono Alex. La chiave di 93 Curtain Yard risulta ancora presa da te e Sarah Okonkwo ne ha bisogno alle 12:30. Richiamami appena senti questo messaggio. Grazie.
Closing · Chiusura
Thanks, you're a star. Speak later.
Grazie, sei un grande. A dopo.

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

Chase the colleague who has the keySollecitare il collega che ha la chiaveto James Whitfieldphone first

Hai già chiesto la chiave, nessuna risposta, e la visita si avvicina. Telefono prima di tutto.

Message (WhatsApp, SMS)

Hi James, sorry to chase. Still need the key for 93 Curtain Yard back in the office by 11:45, Sarah Okonkwo has the viewing at 12:30. A quick YES, or tell me now if you can't make it and I'll re-plan. Thanks!
Ciao James, scusa se insisto. Mi serve ancora la chiave di 93 Curtain Yard in ufficio entro le 11:45, Sarah Okonkwo ha la visita alle 12:30. Un rapido SÌ, oppure dimmi subito se non ce la fai e ripianifico. Grazie!

Phone call

Opening · Apertura
Hi James, it's Alex again, about the key for 93 Curtain Yard.
Ciao James, sono di nuovo Alex, per la chiave di 93 Curtain Yard.
The point · Il punto
I haven't heard back. Sarah Okonkwo needs it at 12:30, so it has to be in the office by 11:45. Can you make that?
Non ho avuto risposta. Sarah Okonkwo ne ha bisogno alle 12:30, quindi deve essere in ufficio entro le 11:45. Ce la fai?
If they say... · Se dice...
Yes, on the way. (Sì, sto arrivando.)
Great, thank you. I'll mark it returned when it's in the safe.
Ottimo, grazie. La segno restituita quando è in cassaforte.
They can't make it in time. (Non ce la fa in tempo.)
Okay, thanks for saying so. I'll move the viewing now and tell the renter.
Ok, grazie per averlo detto. Sposto la visita adesso e avviso il renter.
Voicemail · Segreteria
Hi James, Alex again. Still need the key for 93 Curtain Yard by 11:45. Please text me YES if you can, or NO and I'll re-plan. Thanks.
Ciao James, ancora Alex. Mi serve ancora la chiave di 93 Curtain Yard entro le 11:45. Scrivimi YES se ce la fai, o NO e ripianifico. Grazie.
Closing · Chiusura
Thanks, and sorry for the chase. Speak soon.
Grazie, e scusa per il sollecito. A presto.

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

Timeline

  1. Re-plan proposed, waiting for a decision
    key cannot be found: 1 moved to the waiting list. 1 already confirmed with people, so this needs your confirmation before anything changes.
    Thu 3 Sept, 10:26 · FieldFlow
  2. Key cannot be found
    Key set not in the safe. Register says it went out yesterday and never came back.
    Thu 3 Sept, 10:25 · Sarah Okonkwo
  3. Access verified by Alex Morgan
    key set seen in the safe (in person)
    Thu 3 Sept, 09:58 · Alex Morgan
  4. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: 93 Curtain Yard, 12:30, renter Theo Okafor." (automatic)
    Tue 1 Sept, 14:26 · FieldFlow
  5. Confirmation sent to Theo Okafor by WhatsApp
    "Hi Theo, your viewing at 93 Curtain Yard is confirmed for 12:30. Sarah Okonkwo will meet you there." (automatic)
    Tue 1 Sept, 14:26 · FieldFlow
  6. Told the agent and the renter
    Sarah Okonkwo, Thu 3 Sept at 12:30. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 14:25 · Alex Morgan
  7. Access check due Thu 3 Sept 10:30
    office key, 2 h before the viewing
    Tue 1 Sept, 13:56 · FieldFlow
  8. Planned with Sarah Okonkwo for Thu 3 Sept at 12:30
    Sarah Okonkwo is the closest available agent (3.3 km from Flat 2, 79 Merrick Street, about 18 min), inside the requested window (12:30 to 14:30), 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, 13:56 · FieldFlow
  9. Viewing requested by Theo Okafor
    Thu 3 Sept, between 12:30 and 14:30, 25 min, standard priority, via email
    Tue 1 Sept, 13:16 · Alex Morgan

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