FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 14:37 to 15:02

Flat 9, 53 Observatory Close

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

Planned, nobody told yetproposedHIGHAccess check overdue
Blocked

Access check overdue

Access has not been confirmed. The check was due 3 min ago.

Access:
Lockbox with code
Sets the code:
Marcus Haddad, 07700 932667
Viewing:
14:37, in 4 h, Daniel Boateng (agent)

What it means: Nobody has been told yet, so the slot can still move without a call.

Ready checklist0 of 3 ticked
Access check overdue: what to do, in order0 of 3 done
  1. 1
    Ask Marcus Haddad if the lockbox code still works07700 932667. Codes change and nobody says.
  2. 2
    Log what Marcus saidSame code: pick Access is confirmed. New code: note it, then confirm.
    Now

    Same code: pick Access is confirmed and the check is done in the same click.

    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.

  3. 3
    Mark it: Access is fine, or Access failed

People for this decision

RenterTheo Okafor
07700 940906 · prefers whatsapp
AgentDaniel Boateng
07700 900106 · 6/6
Sets the lockbox codeMarcus Haddad
07700 932667 · details last confirmed 12 days ago
Show full details
Renter prefersWhatsApp

Correct Theo's name, number or channel

LandlordMarcus Haddad
Operational ownerAlex Morgan
RequestedThu 3 Sept, 08:56 via phone

Access

TypeLockbox with code
HowLockbox on the railing, left of the door.
Codehidden
Check dueThu 3 Sept, 10:37 (3 min ago)
Details last confirmed12 days ago
Mark access now
Why this agent Daniel Boateng, 0 min from Flat 9, 53 Observatory Close

Daniel Boateng is the closest available agent (already at Flat 9, 53 Observatory Close), inside the requested window (14:00 to 18:00), daily load stays within limit (5/6), HIGH 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 69 min of travel instead of 0
  • Aisha Rahman: possible, but adds 50 min of travel instead of 0
  • Tom Ferreira: possible, but adds 39 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 40 min of travel instead of 0
  • Hannah Lindqvist: possible, but adds 84 min of travel instead of 0
  • Omar Haddad: possible, but adds 49 min of travel instead of 0
  • Chloe Marchetti: possible, but adds 40 min of travel instead of 0
  • Ravi Sharma: possible, but adds 40 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 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 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

Nobody is told until you press Tell renter and agent.

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 (4)
Tell the renter, ask for a yesAvvisare il renter e chiedere confermato Theo Okaforwhatsapp first

La visita ha un agente e un orario ma il renter non è ancora stato avvisato.

Message (WhatsApp, SMS)

Hi Theo, it's Alex from the lettings team. Your viewing at Flat 9, 53 Observatory Close is booked for Thu 3 Sept at 14:37. Daniel Boateng will meet you at the door. Reply YES to confirm, or let me know if the time does not work for you.
Ciao Theo, sono Alex del team lettings. La tua visita a Flat 9, 53 Observatory Close è fissata per Thu 3 Sept alle 14:37. Daniel Boateng ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.

Email

Subject: Your viewing at Flat 9, 53 Observatory Close, Thu 3 Sept at 14:37
Hi Theo, Thank you for your interest in Flat 9, 53 Observatory Close. Your viewing is booked for Thu 3 Sept at 14:37 and will take about 25 minutes. Our colleague Daniel Boateng will meet you at the property. If the time does not work, just reply to this email with a day and time that suits you and we will do our best. Best wishes, Alex Lettings team
Ciao Theo, Grazie per l'interesse per Flat 9, 53 Observatory Close. La tua visita è fissata per Thu 3 Sept alle 14:37 e durerà circa 25 minuti. Il nostro collega Daniel Boateng ti incontrerà alla proprietà. Se l'orario non va bene, rispondi a questa email con un giorno e un'ora che ti vanno bene e faremo il possibile. Cordiali saluti, Alex Team lettings

Phone call

Opening · Apertura
Hi, is that Theo? It's Alex calling from the lettings team, about Flat 9, 53 Observatory Close.
Ciao, parlo con Theo? Sono Alex, chiamo dal team lettings, per Flat 9, 53 Observatory Close.
Is now a good time? It will only take a minute.
È un buon momento? Ci vuole solo un minuto.
The point · Il punto
I'm calling to confirm your viewing on Thu 3 Sept at 14:37. Our colleague Daniel Boateng will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 14:37. Il nostro collega Daniel Boateng ti incontrerà lì.
Does that still work for you?
Ti va ancora bene?
If they say... · Se dice...
They cannot make it. (Non può venire.)
No problem at all. What day and time would suit you better? I'll check with the team and text you the new slot within the hour.
Nessun problema. Quale giorno e orario ti andrebbero meglio? Verifico con il team e ti mando il nuovo orario per messaggio entro un'ora.
They ask questions about the property (price, bills, furniture). (Fa domande sulla casa (prezzo, bollette, arredi).)
Good question. I'll send you the listing link after this call, and Daniel will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Daniel ti spiegherà tutto alla visita.
They ask what to bring. (Chiede cosa portare.)
Just yourself. If you decide to apply, some photo ID will be useful, but it's not needed for the viewing.
Solo te stesso. Se decidi di fare domanda, un documento con foto sarà utile, ma per la visita non serve.
They sound unsure or want to think about it. (Sembra indeciso o vuole pensarci.)
Of course. I'll keep the slot for you until later today. Just text me YES or NO when you know.
Certo. Ti tengo il posto fino a più tardi oggi. Mandami YES o NO quando sai.
Voicemail · Segreteria
Hi Theo, it's Alex from the lettings team about your viewing at Flat 9, 53 Observatory Close on Thu 3 Sept at 14:37. Could you reply to my text to confirm? Thanks, bye.
Ciao Theo, sono Alex del team lettings, per la tua visita a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:37. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 14:37. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 14:37. A presto.

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

Tell the agent about the viewingAvvisare l'agente della visitato Daniel Boatengwhatsapp first

L'agente è stato assegnato ma non sa ancora della visita.

Message (WhatsApp, SMS)

Hi Daniel, new viewing on your list: Flat 9, 53 Observatory Close, Thu 3 Sept at 14:37 (25 min). Renter: Theo Okafor, 07700 940906. Access: lockbox with code, Lockbox on the railing, left of the door.. Shout if anything is unclear.
Ciao Daniel, nuova visita sulla tua lista: Flat 9, 53 Observatory Close, Thu 3 Sept alle 14:37 (25 min). Renter: Theo Okafor, 07700 940906. Accesso: lockbox with code, Lockbox on the railing, left of the door.. Fammi sapere se qualcosa non è chiaro.
Ask the landlord if the lockbox code still worksChiedere al proprietario se il codice del lockbox funziona ancorato Marcus Haddadwhatsapp first

La casa si apre con un lockbox. Prima che l'agente parta, chi ha impostato il codice deve confermare che è ancora quello, o mandare il nuovo.

Message (WhatsApp, SMS)

Hi Marcus, it's Alex from the lettings team. We have a viewing at Flat 9, 53 Observatory Close Thu 3 Sept at 14:37. Is the lockbox code still the same? We last confirmed it 13 days ago. A quick yes, or the new code, and we're set. Thanks!
Ciao Marcus, sono Alex del team affitti. Abbiamo una visita a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:37. Il codice del lockbox è ancora lo stesso? L'ultima conferma risale a 13 giorni fa. Un sì veloce, o il codice nuovo, e siamo a posto. Grazie!

Email

Subject: Lockbox code at Flat 9, 53 Observatory Close: still current? Viewing Thu 3 Sept at 14:37
Hi Marcus, We have a viewing booked at Flat 9, 53 Observatory Close on Thu 3 Sept at 14:37, and Daniel Boateng will let the renter in with the lockbox. Could you confirm the code is still the one you gave us? We last confirmed it 13 days ago. If it changed, please send the new one and we will keep it safe. Thanks, Alex
Ciao Marcus, Abbiamo una visita prenotata a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:37, e Daniel Boateng farà entrare il renter con il lockbox. Puoi confermare che il codice è ancora quello che ci hai dato? L'ultima conferma risale a 13 giorni fa. Se è cambiato, mandaci il nuovo e lo custodiamo noi. Grazie, Alex

Phone call

Opening · Apertura
Hi Marcus, it's Alex from the lettings team. Quick one about Flat 9, 53 Observatory Close.
Ciao Marcus, sono Alex del team affitti. Una cosa veloce su Flat 9, 53 Observatory Close.
The point · Il punto
We have a viewing there Thu 3 Sept at 14:37. Is the lockbox code still the same one you gave us? We last confirmed it 13 days ago.
Abbiamo una visita lì Thu 3 Sept alle 14:37. Il codice del lockbox è ancora quello che ci hai dato? L'ultima conferma risale a 13 giorni fa.
If they say... · Se dice...
Yes, same code. (Sì, stesso codice.)
Perfect, thanks. I'll mark access as confirmed. Speak soon.
Perfetto, grazie. Segno l'accesso come confermato. A presto.
I changed it. (L'ho cambiato.)
Thanks for telling me. Could you text it to me now? Only the agent doing the viewing will see it, and only just before.
Grazie per avermelo detto. Me lo mandi per messaggio adesso? Lo vedrà solo l'agente della visita, e solo poco prima.
I'm not sure, I haven't been there for a while. (Non sono sicuro, non ci vado da un po'.)
No problem. Daniel will try it on arrival. If it fails, can we call you at that moment?
Nessun problema. Daniel lo proverà all'arrivo. Se non funziona, possiamo chiamarti in quel momento?
Voicemail · Segreteria
Hi Marcus, Alex from the lettings team. We have a viewing at Flat 9, 53 Observatory Close Thu 3 Sept at 14:37. Could you confirm the lockbox code is still current? A text back is fine. Thanks.
Ciao Marcus, sono Alex del team affitti. Abbiamo una visita a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:37. Puoi confermare che il codice del lockbox è ancora valido? Va bene anche un messaggio. Grazie.
Closing · Chiusura
Thanks, that's all I needed.
Grazie, era tutto.

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

Chase the landlord about the lockbox codeSollecitare il proprietario per il codice del lockboxto Marcus Haddadphone first

Hai già chiesto se il codice funziona, nessuna risposta, e la visita si avvicina. Telefono prima di tutto.

Message (WhatsApp, SMS)

Hi Marcus, sorry to chase. The viewing at Flat 9, 53 Observatory Close is Thu 3 Sept at 14:37 and I haven't had a reply about the lockbox code. Is it still the same? A quick YES, or the new code, and we're set. Thanks!
Ciao Marcus, scusa se insisto. La visita a Flat 9, 53 Observatory Close è Thu 3 Sept alle 14:37 e non ho avuto risposta sul codice del lockbox. È ancora lo stesso? Un rapido YES, o il codice nuovo, e siamo a posto. Grazie!

Phone call

Opening · Apertura
Hi Marcus, it's Alex from the lettings team. Sorry to chase, this is about the viewing at Flat 9, 53 Observatory Close.
Ciao Marcus, sono Alex del team affitti. Scusa se insisto, si tratta della visita a Flat 9, 53 Observatory Close.
The point · Il punto
It's at 14:37 and I need to be sure the lockbox code still works before Daniel Boateng leaves. Is it the same one?
È alle 14:37 e devo essere sicuro che il codice del lockbox funzioni ancora prima che Daniel Boateng parta. È sempre lo stesso?
If they say... · Se dice...
Yes, same code. (Sì, stesso codice.)
Perfect, thank you. That's all I needed.
Perfetto, grazie. Era tutto quello che mi serviva.
It changed. (È cambiato.)
Thanks for telling me. Could you send me the new one by message? I'll keep it safe and pass it to Daniel.
Grazie per avermelo detto. Puoi mandarmi il nuovo per messaggio? Lo custodisco io e lo passo a Daniel.
Voicemail · Segreteria
Hi Marcus, Alex from the lettings team. Viewing at Flat 9, 53 Observatory Close Thu 3 Sept at 14:37: please text me YES if the lockbox code is unchanged, or the new code. Thank you.
Ciao Marcus, Alex del team affitti. Visita a Flat 9, 53 Observatory Close Thu 3 Sept alle 14:37: scrivimi YES se il codice del lockbox è lo stesso, o il codice nuovo. Grazie.
Closing · Chiusura
Thanks again, sorry for the chase. Bye.
Grazie ancora, scusa per il sollecito. Ciao.

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

Timeline

  1. Access check due Thu 3 Sept 10:37
    lockbox, 4 h before the viewing
    Thu 3 Sept, 09:19 · FieldFlow
  2. Planned with Daniel Boateng at 14:37
    Daniel Boateng is the closest available agent (already at Flat 9, 53 Observatory Close), inside the requested window (14:00 to 18:00), daily load stays within limit (5/6), HIGH priority, planned first. Day plan optimised together: 150 min of travel across the team, 11 min less than planning one request at a time.
    Thu 3 Sept, 09:19 · FieldFlow
  3. Viewing requested by Theo Okafor
    Thu 3 Sept, between 14:00 and 18:00, 25 min, high priority, via phone
    Thu 3 Sept, 08:56 · Alex Morgan

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