FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 11:45 to 12:00

Flat 10, 125 Curtain Yard

E2 7OZ · Shoreditch · 1 bed · £3000 pcm

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

Told, waiting for a yes from both

Marcus Okafor (renter) was told by email 2 d ago and has not answered. James Whitfield (agent) was told by whatsapp 2 d ago and has not answered. Video viewing, no access needed. 11:45, in 1 h.

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

Ready checklist2 of 4 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.
    Now
    Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Marcus Okaforwhatsapp 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 Flat 10, 125 Curtain Yard is on Thu 3 Sept at 11:45 with James Whitfield. Could you reply with a quick yes so James 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 Flat 10, 125 Curtain Yard è Thu 3 Sept alle 11:45 con James Whitfield. Puoi rispondere con un sì veloce così James sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.
    More ways to say it (2)

    Email

    Subject: Your viewing at Flat 10, 125 Curtain Yard, Thu 3 Sept at 11:45: can you confirm?
    Hi Marcus, A quick check that you received our confirmation: your viewing at Flat 10, 125 Curtain Yard is on Thu 3 Sept at 11:45, and James Whitfield 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 Flat 10, 125 Curtain Yard è Thu 3 Sept alle 11:45, e James Whitfield 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 Flat 10, 125 Curtain Yard on Thu 3 Sept at 11:45. We sent you the confirmation but haven't heard back. Are you still coming?
    Ti chiamo per la visita a Flat 10, 125 Curtain Yard Thu 3 Sept alle 11:45. 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. James Whitfield will meet you at the door at 11:45. See you then.
    Perfetto, grazie. James Whitfield ti aspetterà alla porta alle 11:45. 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 11:45, Flat 10, 125 Curtain Yard.
    Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 11:45, Flat 10, 125 Curtain Yard.
    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 Flat 10, 125 Curtain Yard on Thu 3 Sept at 11:45. A quick text back would be great. Thanks.
    Ciao Marcus, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 10, 125 Curtain Yard Thu 3 Sept alle 11:45. 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.

    Marcus answered? Record it here
    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.

  2. 2
    Ask James 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 James's OK too, the viewing is ready.
  4. 4
    Record James's OKTheir words go on the timeline and the agent line of the checklist turns green.

People for this decision

RenterMarcus Okafor
07700 935012 · prefers email
AgentJames Whitfield
07700 900102 · 2/7
Show full details
Renter prefersEmail

Correct Marcus's name, number or channel

LandlordNadia Dubois
Operational ownerAlex Morgan
RequestedTue 1 Sept, 04:26 via email

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
VerifiedTue 1 Sept, 07:19
Details last confirmed4 days ago
Why this agent James Whitfield, 0 min from wherever the agent is (video call)

James Whitfield is the free agent (a video viewing, no travel), inside the requested window (11:45 to 13:45), daily load stays within limit (2/7). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.

Not selected (9)
  • Sarah Okonkwo: at daily limit (7/7 viewings)
  • 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 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 James's response (agent)

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 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 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

Marcus prefers Email.

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)
Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Marcus Okaforwhatsapp 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 Flat 10, 125 Curtain Yard is on Thu 3 Sept at 11:45 with James Whitfield. Could you reply with a quick yes so James 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 Flat 10, 125 Curtain Yard è Thu 3 Sept alle 11:45 con James Whitfield. Puoi rispondere con un sì veloce così James sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 10, 125 Curtain Yard, Thu 3 Sept at 11:45: can you confirm?
Hi Marcus, A quick check that you received our confirmation: your viewing at Flat 10, 125 Curtain Yard is on Thu 3 Sept at 11:45, and James Whitfield 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 Flat 10, 125 Curtain Yard è Thu 3 Sept alle 11:45, e James Whitfield 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 Flat 10, 125 Curtain Yard on Thu 3 Sept at 11:45. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 10, 125 Curtain Yard Thu 3 Sept alle 11:45. 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. James Whitfield will meet you at the door at 11:45. See you then.
Perfetto, grazie. James Whitfield ti aspetterà alla porta alle 11:45. 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 11:45, Flat 10, 125 Curtain Yard.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Thu 3 Sept alle 11:45, Flat 10, 125 Curtain Yard.
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 Flat 10, 125 Curtain Yard on Thu 3 Sept at 11:45. A quick text back would be great. Thanks.
Ciao Marcus, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 10, 125 Curtain Yard Thu 3 Sept alle 11:45. 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 James Whitfieldwhatsapp 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 James, quick one: Flat 10, 125 Curtain Yard, Thu 3 Sept at 11:45, with Marcus Okafor is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao James, una cosa veloce: Flat 10, 125 Curtain Yard, Thu 3 Sept alle 11:45, con Marcus Okafor è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi James, it's Alex. Two seconds?
Ciao James, sono Alex. Due secondi?
The point · Il punto
Flat 10, 125 Curtain Yard, Thu 3 Sept at 11:45, with Marcus Okafor is on your list. Are you good for it?
Flat 10, 125 Curtain Yard, Thu 3 Sept alle 11:45, con Marcus Okafor 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 James, Alex here. Just checking you've seen Flat 10, 125 Curtain Yard, Thu 3 Sept at 11:45, on your list. A quick OK by text is enough. Thanks.
Ciao James, sono Alex. Volevo solo verificare che hai visto Flat 10, 125 Curtain Yard, Thu 3 Sept alle 11:45, 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 “James answered? Record it here” below.

Timeline

  1. Reminder sent to Marcus Okafor by SMS
    "Reminder: your viewing at Flat 10, 125 Curtain Yard is today at 11:45." (automatic)
    Thu 3 Sept, 09:45 · FieldFlow
  2. Access verified by Alex Morgan
    Copper Lane building manager confirmed access (phone)
    Tue 1 Sept, 07:19 · Alex Morgan
  3. Copper Lane building manager replied by Phone
    "Confirmed, I will be there."
    Tue 1 Sept, 07:17 · Copper Lane building manager
  4. Access check sent to Copper Lane building manager by Phone
    "We need access to Flat 10, 125 Curtain Yard on 11:45 for a 15 minute viewing. Can you confirm?"
    Tue 1 Sept, 06:26 · Alex Morgan
  5. Confirmation sent to James Whitfield by WhatsApp
    "Confirmed: Flat 10, 125 Curtain Yard, 11:45, renter Marcus Okafor." (automatic)
    Tue 1 Sept, 06:14 · FieldFlow
  6. Confirmation sent to Marcus Okafor by Email
    "Hi Marcus, your viewing at Flat 10, 125 Curtain Yard is confirmed for 11:45. James Whitfield will meet you there." (automatic)
    Tue 1 Sept, 06:14 · FieldFlow
  7. Told the agent and the renter
    James Whitfield, Thu 3 Sept at 11:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 06:13 · Alex Morgan
  8. Planned with James Whitfield for Thu 3 Sept at 11:45
    James Whitfield is the free agent (a video viewing, no travel), inside the requested window (11:45 to 13:45), daily load stays within limit (2/7). Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Tue 1 Sept, 04:58 · FieldFlow
  9. Video viewing requested by Marcus Okafor
    Thu 3 Sept, between 11:45 and 13:45, 15 min, standard priority, via email
    Tue 1 Sept, 04:26 · Alex Morgan

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