FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 12:14 to 12:34

60 Mortlake Drive

SW2 1CK · Brixton · 2 bed · £1600 pcm

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

Told, waiting for a yes from both

Marcus Sharma (renter) was told by whatsapp 3 d ago and has not answered. Omar Haddad (agent) was told by whatsapp 3 d ago and has not answered. Access verified. 12:14, in 2 h.

What it means: Neither has answered. A yes from Marcus avoids a wasted trip; an OK from Omar says they saw it.

Ready checklist3 of 5 ticked
Told, waiting for a yes from both: what to do, in order0 of 4 done
  1. 1
    Ask Marcus to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Omar to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Marcus's yesTheir words go on the timeline. With Omar's OK too, the viewing is ready.
    Now

    Pick They said yes to the slot, or the new day and time they asked for.

    Only for a different day or time: the day and hours they can do

    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.

  4. 4
    Record Omar's OKTheir words go on the timeline and the agent line of the checklist turns green.

People for this decision

RenterMarcus Sharma
07700 957698 · prefers whatsapp
AgentOmar Haddad
07700 900108 · 5/7
Show full details
Renter prefersWhatsApp

Correct Marcus's name, number or channel

LandlordHannah Whitaker
Operational ownerAlex Morgan
RequestedMon 31 Aug, 18:09 via web

Access

TypeKey held at office
HowKey set in the office safe, hook by property code.
Check dueThu 3 Sept, 10:14 (26 min ago)
VerifiedThu 3 Sept, 10:07
Details last confirmed7 days ago
Front door setin the office safe register
Why this agent Omar Haddad, 9 min from Flat 5, 137 Windmill Row

Omar Haddad is the closest available agent (1 km from Flat 5, 137 Windmill Row, about 9 min), inside the requested window (11:00 to 13:00), daily load stays within limit (5/7), VIP priority, planned first. 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 47 min of travel instead of 9
  • Aisha Rahman: outside the renter's window or the property's access window
  • Tom Ferreira: possible, but adds 20 min of travel instead of 9
  • Mei Lin Chen: possible, but adds 30 min of travel instead of 9
  • Daniel Boateng: outside the renter's window or the property's access window
  • Hannah Lindqvist: possible, but adds 82 min of travel instead of 9
  • Chloe Marchetti: possible, but adds 30 min of travel instead of 9
  • Ravi Sharma: possible, but adds 30 min of travel instead of 9
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.

Key cannot be found

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 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 Marcus's response (renter)
Only for a different day or time: the day and hours they can do

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.

Record Omar's response (agent)

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

Record Hannah's response (landlord)

Goes on the timeline as Hannah'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

Marcus prefers WhatsApp.

Close it
All the words ready for this viewing (2)
Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Marcus Sharmawhatsapp 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 Marcus, it's Alex from the lettings team. Just checking you got our message: your viewing at 60 Mortlake Drive is on Thu 3 Sept at 12:14 with Omar Haddad. Could you reply with a quick yes so Omar knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Marcus, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a 60 Mortlake Drive è Thu 3 Sept alle 12:14 con Omar Haddad. Puoi rispondere con un sì veloce così Omar sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at 60 Mortlake Drive, Thu 3 Sept at 12:14: can you confirm?
Hi Marcus, A quick check that you received our confirmation: your viewing at 60 Mortlake Drive is on Thu 3 Sept at 12:14, and Omar Haddad 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 Marcus, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a 60 Mortlake Drive è Thu 3 Sept alle 12:14, e Omar Haddad 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 Marcus, it's Alex from the lettings team. Do you have a second?
Ciao Marcus, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at 60 Mortlake Drive on Thu 3 Sept at 12:14. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a 60 Mortlake Drive Thu 3 Sept alle 12:14. 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. Omar Haddad will meet you at the door at 12:14. See you then.
Perfetto, grazie. Omar Haddad ti aspetterà alla porta alle 12:14. 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 12:14, 60 Mortlake Drive.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 12:14, 60 Mortlake Drive.
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 Marcus, Alex from the lettings team. Just checking you're still coming to 60 Mortlake Drive on Thu 3 Sept at 12:14. A quick text back would be great. Thanks.
Ciao Marcus, sono Alex del team affitti. Volevo solo verificare che vieni ancora a 60 Mortlake Drive Thu 3 Sept alle 12:14. 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 “Marcus answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Omar Haddadwhatsapp 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 Omar, quick one: 60 Mortlake Drive, Thu 3 Sept at 12:14, with Marcus Sharma is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Omar, una cosa veloce: 60 Mortlake Drive, Thu 3 Sept alle 12:14, con Marcus Sharma è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Omar, it's Alex. Two seconds?
Ciao Omar, sono Alex. Due secondi?
The point · Il punto
60 Mortlake Drive, Thu 3 Sept at 12:14, with Marcus Sharma is on your list. Are you good for it?
60 Mortlake Drive, Thu 3 Sept alle 12:14, con Marcus Sharma 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 Omar, Alex here. Just checking you've seen 60 Mortlake Drive, Thu 3 Sept at 12:14, on your list. A quick OK by text is enough. Thanks.
Ciao Omar, sono Alex. Volevo solo verificare che hai visto 60 Mortlake Drive, Thu 3 Sept alle 12:14, 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 “Omar answered? Record it here” below.

Timeline

  1. Reminder sent to Marcus Sharma by SMS
    "Reminder: your viewing at 60 Mortlake Drive is today at 12:14." (automatic)
    Thu 3 Sept, 10:14 · FieldFlow
  2. Access verified by Alex Morgan
    key set seen in the safe (in person)
    Thu 3 Sept, 10:07 · Alex Morgan
  3. Locked by Alex Morgan
    Relocation client flying in today, do not move without asking me.
    Thu 3 Sept, 08:50 · Alex Morgan
  4. Confirmation sent to Omar Haddad by WhatsApp
    "Confirmed: 60 Mortlake Drive, 12:14, renter Marcus Sharma." (automatic)
    Mon 31 Aug, 19:29 · FieldFlow
  5. Confirmation sent to Marcus Sharma by WhatsApp
    "Hi Marcus, your viewing at 60 Mortlake Drive is confirmed for 12:14. Omar Haddad will meet you there." (automatic)
    Mon 31 Aug, 19:29 · FieldFlow
  6. Told the agent and the renter
    Omar Haddad, Thu 3 Sept at 12:14. They know, they have not said yes yet. From here on, changes have a real cost.
    Mon 31 Aug, 19:28 · Alex Morgan
  7. Access check due Thu 3 Sept 10:14
    office key, 2 h before the viewing
    Mon 31 Aug, 18:31 · FieldFlow
  8. Planned with Omar Haddad for Thu 3 Sept at 12:14
    Omar Haddad is the closest available agent (1 km from Flat 5, 137 Windmill Row, about 9 min), inside the requested window (11:00 to 13:00), daily load stays within limit (5/7), VIP priority, planned first. Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Mon 31 Aug, 18:31 · FieldFlow
  9. Viewing requested by Marcus Sharma
    Thu 3 Sept, between 11:00 and 13:00, 20 min, vip priority, via web
    Mon 31 Aug, 18:09 · FieldFlow

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