Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 14:20 to 14:45
30 Sable Road
SW2 8BN · Brixton · 1 bed · £1500 pcm
Planned, nobody told yetproposedAccess check overdue
Needs a decision
Bringing it forward needs your go ahead
Theo Novak (renter, waiting): Moved from 14:20 with Tom Ferreira to 14:20 with Omar Haddad.
What it means: Theo asked for an earlier slot if one came up. Yes gives them the slot and the next step is to tell them; no keeps the request where it is.
Confirmation required. The renter must agree to a new day or time, so FieldFlow proposes and waits.
The checklist starts once you decide on the proposal.
Re-plan proposal: what to do, in order0 of 1 done
- 1Decide: confirm, hold or reject the proposalBringing someone forward needs your go ahead, they will have to be told.Now
- Dev Patel (renter): from 13:45 with Tom Ferreira (agent) to 13:45 with Omar Haddad (agent)
- Theo Novak (renter): from 14:20 with Tom Ferreira (agent) to 14:20 with Omar Haddad (agent)
23 min extra travel · 1 person to tell again · recommended of 3 ways
Hold until: nothing moves, the proposal leaves the top of Now and comes back at 13:00, 45 min before the first viewing it touches (Dev Patel, renter, 13:45). Change the time if you need longer.
Why this plan, and the other ways
pending3 ways out, one recommendedagent unavailable: 2 viewings re-planned. 1 already confirmed with people, so this needs your confirmation before anything changes.Thu 3 Sept, 09:06 · 2 viewingsRecommendedKeep as many viewings as possible2 kept0 parked1 to inform again+23 min travel- keeps the most viewings (2 of 2)
- fewest people to tell again (1)
- agent unavailable: reassigned to the closest agent with a free slot inside the requested window
Why this agent
Omar Haddad is the closest available agent (2.1 km from 60 Mortlake Drive, about 13 min), inside the requested window (13:45 to 15:45), daily load stays within limit (6/7).- Sarah Okonkwo: at daily limit (7/7 viewings)
- Tom Ferreira: not available today
- Daniel Boateng: cannot reach the property inside the requested window without moving other viewings
- Hannah Lindqvist: cannot reach the property inside the requested window without moving other viewings
- Chloe Marchetti: possible, but adds 29 min of travel instead of 13
- Ravi Sharma: possible, but adds 29 min of travel instead of 13
- Mei Lin Chen: possible, but adds 29 min of travel instead of 13
- James Whitfield: possible, but adds 52 min of travel instead of 13
- Aisha Rahman: possible, but adds 57 min of travel instead of 13
- agent unavailable: reassigned to the closest agent with a free slot inside the requested window
Why this agent
Omar Haddad is the closest available agent (1.2 km from 63 Hollow Hill, about 10 min), inside the requested window (14:00 to 18:00), daily load stays within limit (7/7).- Sarah Okonkwo: at daily limit (7/7 viewings)
- Tom Ferreira: not available today
- Hannah Lindqvist: cannot reach the property inside the requested window without moving other viewings
- Chloe Marchetti: possible, but adds 31 min of travel instead of 10
- Ravi Sharma: possible, but adds 31 min of travel instead of 10
- Mei Lin Chen: possible, but adds 31 min of travel instead of 10
- Daniel Boateng: possible, but adds 43 min of travel instead of 10
- James Whitfield: possible, but adds 56 min of travel instead of 10
- Aisha Rahman: possible, but adds 58 min of travel instead of 10
If confirmed, these people will need to be told- Dev Patel: Hi Dev, your viewing at 63 Hollow Hill is now at 13:45 with Omar Haddad. Reply if that does not work for you.
- Tom Ferreira: 63 Hollow Hill at 13:45 has been taken off your list.
- Omar Haddad: New viewing on your list: 63 Hollow Hill at 13:45.
Other strategies (2)each with what it costs
Move only what nobody was told about1 kept1 parked1 to inform again+18 min travel- fewest people to tell again (1)
- 1 parked, so that renter gets one clear call
- agent unavailable: already confirmed with people, parked rather than moved so the renter gets one clear call
- agent unavailable: reassigned to the closest agent with a free slot inside the requested window
If confirmed, these people will need to be told- Dev Patel: Hi Dev, we need to move your viewing at 63 Hollow Hill. We will call you with new options today.
- Tom Ferreira: 63 Hollow Hill at 13:45 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.
Park everything affected, touch nothing else2 kept2 parked1 to inform again+7 min travel- keeps the most viewings (2 of 4)
- fewest people to tell again (1)
- least extra travel (7 min)
- 2 parked, so those renters get one clear call
- agent unavailable: parked on the waiting list to keep everyone else's day untouched
- brought forward from the waiting list: the freed slot at 13:45 opened room for it with Chloe Marchetti
- agent unavailable: parked on the waiting list to keep everyone else's day untouched
- brought forward from the waiting list: the freed slot at 14:20 opened room for it with Hannah Lindqvist
If confirmed, these people will need to be told- Dev Patel: Hi Dev, we need to move your viewing at 63 Hollow Hill. We will call you with new options today.
- Tom Ferreira: 63 Hollow Hill at 13:45 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 Novak
07700 922715 · prefers whatsapp
AgentTom Ferreira
07700 900104 · 2/7
Proposed agentOmar Haddad
07700 900108 · 5/7
Opens the doorCopper Lane building manager
020 7946 0410
Show full details
Renter prefersWhatsApp
Correct Theo's name, number or channel
LandlordDev Costa
Operational ownerAlex Morgan
RequestedThu 3 Sept, 09:24 via web
Access
TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
Check dueThu 3 Sept, 09:38 (1 h ago)
Details last confirmed25 days ago
Mark access now
Why this agent Tom Ferreira, 10 min from 63 Hollow Hill
Tom Ferreira is the closest available agent (1.2 km from 63 Hollow Hill, about 10 min), inside the requested window (14:00 to 18:00), 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)
- James Whitfield: possible, but adds 56 min of travel instead of 10
- Aisha Rahman: possible, but adds 58 min of travel instead of 10
- Mei Lin Chen: possible, but adds 31 min of travel instead of 10
- Daniel Boateng: possible, but adds 43 min of travel instead of 10
- Hannah Lindqvist: possible, but adds 84 min of travel instead of 10
- Omar Haddad: possible, but adds 18 min of travel instead of 10
- Chloe Marchetti: possible, but adds 31 min of travel instead of 10
- Ravi Sharma: possible, but adds 31 min of travel instead of 10
More you can do heresomething happened, someone got in touch, change the plan
Something happened
Renter cancelled
Renter running late
Agent running late
Agent called in sick
Access check failed
Someone got in touch
Record Theo's response (renter)
Record Tom's response (agent)
Record Omar's response (proposed agent)
Record Copper Lane building manager's response (access)
Record Dev's response (landlord)
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
Send a free message
Lock this assignment
Close it
All the words ready for this viewing (4)
Ask the agent to cover a colleagueChiedere all'agente di coprire un collegato Omar Haddadwhatsapp first
Un agente è fuori (malato, in ritardo) e il piano propone di passare le sue visite a un altro. Prima di confermare, un solo messaggio con tutte le visite che gli cadrebbero addosso.
Message (WhatsApp, SMS)
Hi Omar, Tom Ferreira is off today. Could you take 63 Hollow Hill at 13:45 and 30 Sable Road at 14:20 (Thu 3 Sept)? Renters and access are sorted from here. A quick YES or NO and I'll confirm and send you the details. Thanks!
Ciao Omar, Tom Ferreira oggi non c'è. Riusciresti a prendere 63 Hollow Hill alle 13:45 e 30 Sable Road alle 14:20 (Thu 3 Sept)? Renter e accessi li sistemo io da qui. Un rapido SÌ o NO e confermo e ti mando i dettagli. Grazie!
Phone call
Opening · Apertura
Hi Omar, it's Alex. Quick one, Tom Ferreira is off today.
Ciao Omar, sono Alex. Una cosa veloce, Tom Ferreira oggi non c'è.
The point · Il punto
Could you take 63 Hollow Hill at 13:45 and 30 Sable Road at 14:20? Does that fit with the rest of your day?
Riusciresti a prendere 63 Hollow Hill alle 13:45 e 30 Sable Road alle 14:20? Ci sta con il resto della tua giornata?
If they say... · Se dice...
Yes, fine. (Sì, va bene.)
Great, I'll confirm it now and send you the details. The renters hear from me.
Perfetto, confermo adesso e ti mando i dettagli. Ai renter ci penso io.
Only one of them. (Solo una delle due.)
Tell me which one and I'll find someone else for the other.
Dimmi quale e per l'altra trovo qualcun altro.
No, I can't. (No, non posso.)
No problem, I'll try the next option. Thanks for telling me straight away.
Nessun problema, provo la prossima opzione. Grazie per avermelo detto subito.
Voicemail · Segreteria
Hi Omar, Alex here. Tom Ferreira is off today, could you take 63 Hollow Hill at 13:45 and 30 Sable Road at 14:20? Text me YES or NO when you can. Thanks.
Ciao Omar, sono Alex. Tom Ferreira oggi non c'è, riusciresti a prendere 63 Hollow Hill alle 13:45 e 30 Sable Road alle 14:20? Scrivimi SÌ o NO quando puoi. Grazie.
Closing · Chiusura
Thanks Omar, speak soon.
Grazie Omar, a presto.
One click logs the call as made, nothing decided. Did they answer, on the phone or later? Use “Omar answered? Record it here” below, where a yes to some of the viewings is one of the answers.
Tell the renter, ask for a yesAvvisare il renter e chiedere confermato Theo Novakwhatsapp 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 30 Sable Road is booked for Thu 3 Sept at 14:20. Tom Ferreira 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 30 Sable Road è fissata per Thu 3 Sept alle 14:20. Tom Ferreira ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.
Subject: Your viewing at 30 Sable Road, Thu 3 Sept at 14:20
Hi Theo,
Thank you for your interest in 30 Sable Road. Your viewing is booked for Thu 3 Sept at 14:20 and will take about 25 minutes. Our colleague Tom Ferreira 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 30 Sable Road. La tua visita è fissata per Thu 3 Sept alle 14:20 e durerà circa 25 minuti. Il nostro collega Tom Ferreira 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 30 Sable Road.
Ciao, parlo con Theo? Sono Alex, chiamo dal team lettings, per 30 Sable Road.
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 14:20. Our colleague Tom Ferreira will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 14:20. Il nostro collega Tom Ferreira 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 Tom will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Tom 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 30 Sable Road on Thu 3 Sept at 14:20. Could you reply to my text to confirm? Thanks, bye.
Ciao Theo, sono Alex del team lettings, per la tua visita a 30 Sable Road Thu 3 Sept alle 14:20. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 14:20. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 14:20. 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 Tom Ferreirawhatsapp first
L'agente è stato assegnato ma non sa ancora della visita.
Message (WhatsApp, SMS)
Hi Tom, new viewing on your list: 30 Sable Road, Thu 3 Sept at 14:20 (25 min). Renter: Theo Novak, 07700 922715. Access: building manager or concierge, Sign in at the concierge desk, bring ID.. Shout if anything is unclear.
Ciao Tom, nuova visita sulla tua lista: 30 Sable Road, Thu 3 Sept alle 14:20 (25 min). Renter: Theo Novak, 07700 922715. Accesso: building manager or concierge, Sign in at the concierge desk, bring ID.. Fammi sapere se qualcosa non è chiaro.
Ask the building manager for accessChiedere l'accesso alla portineriato Copper Lane building manageremail first
La visita è pianificata e chi apre la porta non ha ancora confermato.
Message (WhatsApp, SMS)
Hi there, it's Alex from the lettings team. We'd like to show 30 Sable Road on Thu 3 Sept at 14:20, for about 25 minutes. Could you confirm the concierge can let our agent Tom Ferreira in at that time? Thank you!
Ciao there, sono Alex del team lettings. Vorremmo mostrare 30 Sable Road Thu 3 Sept alle 14:20, per circa 25 minuti. Puoi confermare che la portineria può far entrare il nostro agente Tom Ferreira a quell'ora? Grazie!
Subject: Access request: 30 Sable Road, Thu 3 Sept at 14:20
Hi there,
We have a viewing booked at 30 Sable Road on Thu 3 Sept at 14:20, lasting about 25 minutes. Our agent will be Tom Ferreira.
Could you confirm that access is possible at that time? If a different time works better on that day, please let me know and I will move the viewing.
Many thanks,
Alex
Lettings team
Ciao there,
Abbiamo una visita fissata a 30 Sable Road Thu 3 Sept alle 14:20, durata circa 25 minuti. Il nostro agente sarà Tom Ferreira.
Puoi confermare che l'accesso è possibile a quell'ora? Se quel giorno va meglio un altro orario, dimmelo e sposto la visita.
Grazie mille,
Alex
Team lettings
Phone call
Opening · Apertura
Hi, is that there? It's Alex from the lettings team, about 30 Sable Road.
Ciao, parlo con there? Sono Alex del team lettings, per 30 Sable Road.
The point · Il punto
We have a viewing on Thu 3 Sept at 14:20, about 25 minutes. Could the concierge let our agent Tom Ferreira in at that time?
Abbiamo una visita Thu 3 Sept alle 14:20, circa 25 minuti. La portineria potrebbe far entrare il nostro agente Tom Ferreira a quell'ora?
If they say... · Se dice...
They are not available at that time. (Non è disponibile a quell'ora.)
I understand. Is there a time that day that works for you? Or, if easier, a spare key we could collect?
Capisco. C'è un orario quel giorno che ti va bene? Oppure, se è più semplice, una chiave di riserva che potremmo ritirare?
They say they need more notice. (Dice che serve più preavviso.)
Fair enough, sorry about that. How much notice do you need in future? I'll write it down so we never ask late again.
Giusto, mi scuso. Quanto preavviso ti serve in futuro? Lo annoto così non chiederemo più in ritardo.
They ask who the renter is. (Chiede chi è il renter.)
A prospective tenant who has been checked by our team. Our agent stays with them for the whole visit.
Un potenziale inquilino già verificato dal nostro team. Il nostro agente resta con lui per tutta la visita.
Voicemail · Segreteria
Hi there, it's Alex from the lettings team. We'd like to show 30 Sable Road on Thu 3 Sept at 14:20. Could you call or text me back to confirm access? Thank you.
Ciao there, sono Alex del team lettings. Vorremmo mostrare 30 Sable Road Thu 3 Sept alle 14:20. Puoi richiamarmi o scrivermi per confermare l'accesso? Grazie.
Closing · Chiusura
Perfect, thank you. I'll confirm the time with Tom. Have a good day.
Perfetto, grazie. Confermo l'orario con Tom. Buona giornata.
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.
Timeline
- Access check due now, the lead time is already pastb2b building manager, 48 h before the viewingThu 3 Sept, 09:38 · FieldFlow
- Planned with Tom Ferreira at 14:20Tom Ferreira is the closest available agent (1.2 km from 63 Hollow Hill, about 10 min), inside the requested window (14:00 to 18:00), 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.Thu 3 Sept, 09:38 · FieldFlow
- Viewing requested by Theo NovakThu 3 Sept, between 14:00 and 18:00, 25 min, standard priority, via webThu 3 Sept, 09:24 · FieldFlow