FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 15:12 to 15:42

Flat 2, 31 Meridian Row

SE10 4NU · Greenwich · 1 bed · £1600 pcm

Everyone toldcommunicatedwaiting for the renter to say yeswaiting for the agent's OKAccess check overdue
Blocked

Access check overdue

Access has not been confirmed. The check was due 2 d ago, Copper Lane building manager was asked and has not answered.

Access:
Building manager or concierge
Opens the door:
Copper Lane building manager, 020 7946 0410
Viewing:
15:12, in 5 h, Daniel Boateng (agent)

What it means: Renter and agent have been told. Without access, Daniel travels for nothing.

Ready checklist0 of 4 ticked
Access check overdue: what to do, in order1 of 4 done
  1. Asked Copper Lane building manager 4 d agoSend again
  2. 2
    Chase Copper Lane building manager, no answer yetThe check is overdue and nothing came back. A second message or a call now, before the agent leaves.
  3. 3
    Log what Copper Lane building manager saidWhen they answer: Access is confirmed, or Access failed.
  4. 4
    Mark it: Access is fine, or Access failed
    Now

    Records the check as passed and clears the access reminders. Access failed raises a disruption and a re-plan proposal instead.

    Access failed…

    Raises a disruption and a re-plan proposal in the same click. You decide on it next.

    Copper Lane building manager answered? Record it here
    Only for a different day or time: the day and hours they can do

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

People for this decision

RenterSofia Dubois
07700 954072 · prefers sms
AgentDaniel Boateng
07700 900106 · 6/6
Opens the doorCopper Lane building manager
020 7946 0410
Show full details
Renter prefersSMS

Correct Sofia's name, number or channel

LandlordMarcus Mensah
Operational ownerAlex Morgan
RequestedSun 30 Aug, 01:11 via web

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
Check dueTue 1 Sept, 15:12 (2 d ago)
Details last confirmed21 days ago
Mark access now
Why this agent Daniel Boateng, 10 min from Flat 9, 53 Observatory Close

Daniel Boateng is the closest available agent (1.3 km from Flat 9, 53 Observatory Close, about 10 min), inside the requested window (14:00 to 16:00), daily load stays within limit (5/6). 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 74 min of travel instead of 10
  • Aisha Rahman: possible, but adds 53 min of travel instead of 10
  • Tom Ferreira: possible, but adds 43 min of travel instead of 10
  • Mei Lin Chen: possible, but adds 44 min of travel instead of 10
  • Hannah Lindqvist: outside the renter's window or the property's access window
  • Omar Haddad: possible, but adds 54 min of travel instead of 10
  • Chloe Marchetti: possible, but adds 44 min of travel instead of 10
  • Ravi Sharma: possible, but adds 44 min of travel instead of 10
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 Sofia's response (renter)
Only for a different day or time: the day and hours they can do

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

Record Daniel's response (agent)

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

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

Goes on the timeline as Copper Lane building manager'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

Sofia 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 (4)
Chase access before it costs the viewingSollecitare l'accesso prima che la visita saltito Copper Lane building managerphone first

La verifica dell'accesso è scaduta o fallita e la visita è vicina. Telefono prima di tutto.

Message (WhatsApp, SMS)

Hi there, sorry to chase. The viewing at Flat 2, 31 Meridian Row is today at 15:12 and I haven't had a reply. Can the concierge let our agent Daniel Boateng in? A quick YES or NO helps a lot. Thanks!
Ciao there, scusa se insisto. La visita a Flat 2, 31 Meridian Row è oggi alle 15:12 e non ho avuto risposta. La portineria può far entrare il nostro agente Daniel Boateng? Un rapido YES o NO aiuta molto. Grazie!

Phone call

Opening · Apertura
Hi there, it's Alex from the lettings team. Sorry to chase you, this is about Flat 2, 31 Meridian Row today.
Ciao there, sono Alex del team lettings. Scusa se ti sollecito, si tratta di Flat 2, 31 Meridian Row oggi.
The point · Il punto
We have a viewing at 15:12 and I need to be sure our agent Daniel Boateng can get in. Is that okay?
Abbiamo una visita alle 15:12 e devo essere sicuro che il nostro agente Daniel Boateng possa entrare. Va bene?
If they say... · Se dice...
Yes, fine. (Sì, va bene.)
Brilliant, thank you. Daniel will be there at 15:12.
Ottimo, grazie. Daniel sarà lì alle 15:12.
No, not today. (No, oggi no.)
Understood, thanks for telling me. I'll move the viewing and let the renter know. Which day this week would work?
Capito, grazie per avermelo detto. Sposto la visita e avviso il renter. Quale giorno di questa settimana andrebbe bene?
They are annoyed at being called. (È infastidito dalla chiamata.)
I'm sorry, I know it's short notice. I only want to avoid the renter and our agent turning up for nothing. It's a yes or no and I'll leave you alone.
Mi dispiace, so che è all'ultimo momento. Voglio solo evitare che il renter e il nostro agente arrivino per niente. È un sì o un no e non ti disturbo più.
Voicemail · Segreteria
Hi there, Alex from the lettings team. The viewing at Flat 2, 31 Meridian Row is today at 15:12. Please text me YES if access is fine, or NO if not. Thank you.
Ciao there, Alex del team lettings. La visita a Flat 2, 31 Meridian Row è oggi alle 15:12. Per favore scrivimi YES se l'accesso va bene, o NO se no. Grazie.
Closing · Chiusura
Thanks again, and sorry for the chase. Bye.
Grazie ancora, e scusa per il sollecito. Ciao.

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

Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Sofia Duboiswhatsapp 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 Sofia, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 2, 31 Meridian Row is on Thu 3 Sept at 15:12 with Daniel Boateng. Could you reply with a quick yes so Daniel knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Sofia, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 2, 31 Meridian Row è Thu 3 Sept alle 15:12 con Daniel Boateng. Puoi rispondere con un sì veloce così Daniel sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 2, 31 Meridian Row, Thu 3 Sept at 15:12: can you confirm?
Hi Sofia, A quick check that you received our confirmation: your viewing at Flat 2, 31 Meridian Row is on Thu 3 Sept at 15:12, and Daniel Boateng 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 Sofia, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 2, 31 Meridian Row è Thu 3 Sept alle 15:12, e Daniel Boateng 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 Sofia, it's Alex from the lettings team. Do you have a second?
Ciao Sofia, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 2, 31 Meridian Row on Thu 3 Sept at 15:12. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 2, 31 Meridian Row Thu 3 Sept alle 15:12. 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. Daniel Boateng will meet you at the door at 15:12. See you then.
Perfetto, grazie. Daniel Boateng ti aspetterà alla porta alle 15:12. 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 15:12, Flat 2, 31 Meridian Row.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 15:12, Flat 2, 31 Meridian 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 Sofia, Alex from the lettings team. Just checking you're still coming to Flat 2, 31 Meridian Row on Thu 3 Sept at 15:12. A quick text back would be great. Thanks.
Ciao Sofia, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 2, 31 Meridian Row Thu 3 Sept alle 15:12. 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 “Sofia answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Daniel Boatengwhatsapp 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 Daniel, quick one: Flat 2, 31 Meridian Row, Thu 3 Sept at 15:12, with Sofia Dubois is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Daniel, una cosa veloce: Flat 2, 31 Meridian Row, Thu 3 Sept alle 15:12, con Sofia Dubois è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Daniel, it's Alex. Two seconds?
Ciao Daniel, sono Alex. Due secondi?
The point · Il punto
Flat 2, 31 Meridian Row, Thu 3 Sept at 15:12, with Sofia Dubois is on your list. Are you good for it?
Flat 2, 31 Meridian Row, Thu 3 Sept alle 15:12, con Sofia Dubois 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 Daniel, Alex here. Just checking you've seen Flat 2, 31 Meridian Row, Thu 3 Sept at 15:12, on your list. A quick OK by text is enough. Thanks.
Ciao Daniel, sono Alex. Volevo solo verificare che hai visto Flat 2, 31 Meridian Row, Thu 3 Sept alle 15:12, 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 “Daniel answered? Record it here” below.

Send a reminder before the viewingMandare un promemoria prima della visitato Sofia Duboissms first

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

Message (WhatsApp, SMS)

Reminder: your viewing at Flat 2, 31 Meridian Row is today at 15:12. Daniel Boateng 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 2, 31 Meridian Row è oggi alle 15:12. Daniel Boateng ti aspetterà alla porta. A dopo! Se non puoi venire, per favore dimmelo.

Timeline

  1. Access check sent to Copper Lane building manager by Phone
    "We need access to Flat 2, 31 Meridian Row on 15:12 for a 30 minute viewing. Can you confirm?"
    Sun 30 Aug, 02:35 · Alex Morgan
  2. Confirmation sent to Daniel Boateng by WhatsApp
    "Confirmed: Flat 2, 31 Meridian Row, 15:12, renter Sofia Dubois." (automatic)
    Sun 30 Aug, 02:13 · FieldFlow
  3. Confirmation sent to Sofia Dubois by SMS
    "Hi Sofia, your viewing at Flat 2, 31 Meridian Row is confirmed for 15:12. Daniel Boateng will meet you there." (automatic)
    Sun 30 Aug, 02:13 · FieldFlow
  4. Told the agent and the renter
    Daniel Boateng, Thu 3 Sept at 15:12. They know, they have not said yes yet. From here on, changes have a real cost.
    Sun 30 Aug, 02:12 · Alex Morgan
  5. Access check due Tue 1 Sept 15:12
    b2b building manager, 48 h before the viewing
    Sun 30 Aug, 01:21 · FieldFlow
  6. Planned with Daniel Boateng for Thu 3 Sept at 15:12
    Daniel Boateng is the closest available agent (1.3 km from Flat 9, 53 Observatory Close, about 10 min), inside the requested window (14:00 to 16:00), daily load stays within limit (5/6). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Sun 30 Aug, 01:21 · FieldFlow
  7. Viewing requested by Sofia Dubois
    Thu 3 Sept, between 14:00 and 16:00, 30 min, standard priority, via web
    Sun 30 Aug, 01:11 · FieldFlow

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