FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 13:00 to 13:15

Flat 10, 11 Cobble Row

SE1 3EW · Southwark · 1 bed · £3000 pcm

Planned, nobody told yetproposedHIGHNo access check planned
Attention

Planned, nobody told yet

Mei Lin Chen is the free agent (a video viewing, no travel), inside the requested window (13:00 to 18:00), daily load stays within limit (1/8), HIGH priority, planned first.

What it means: Mei Lin Chen and Marcus Hughes do not know about this slot yet.

Nobody has been told, so the planner may still move this slot without asking anyone. Telling them fixes it.
Ready checklist1 of 3 ticked
Planned, nobody told yet: what to do, in order0 of 1 done
  1. 1
    Tell renter and agentOne button sends both messages. The exact words are shown below. Their yes comes back under They replied.
    Now

    Sends the confirmation to both and moves the viewing to Everyone told. Their yes is recorded when they answer.

    To Marcus Hughes (renter), by SMS
    “Hi Marcus, your video viewing of Flat 10, 11 Cobble Row is confirmed for Thu 3 Sept at 13:00. Mei Lin Chen will call you then. Reply STOP to cancel.”
    To Mei Lin Chen (agent), by WhatsApp
    “Confirmed: video viewing of Flat 10, 11 Cobble Row, Thu 3 Sept at 13:00, renter Marcus Hughes (call them, no travel).”

People for this decision

RenterMarcus Hughes
07700 965571 · prefers phone
AgentMei Lin Chen
07700 900105 · 1/8
Show full details
Renter prefersPhone

Correct Marcus's name, number or channel

LandlordLeo Novak
Operational ownerAlex Morgan
RequestedWed 2 Sept, 16:01 via email

Access

TypeOwner or tenant opens
ContactLeo Novak
07700 953382
HowOwner opens in person, ring the bell twice.
Details last confirmed16 days ago
Why this agent Mei Lin Chen, 0 min from wherever the agent is (video call)

Mei Lin Chen is the free agent (a video viewing, no travel), inside the requested window (13:00 to 18:00), daily load stays within limit (1/8), HIGH priority, planned first.

Not selected (9)
  • Sarah Okonkwo: at daily limit (7/7 viewings)
  • Tom Ferreira: not available today
  • James Whitfield: 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
  • Aisha Rahman: possible, but adds 0 min of travel instead of 0
  • Daniel Boateng: 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 Mei's response (agent)

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

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

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

Record Leo's response (landlord)

Goes on the timeline as Leo'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

Marcus prefers Phone.

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 (3)
Tell the renter, ask for a yesAvvisare il renter e chiedere confermato Marcus Hugheswhatsapp first

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

Message (WhatsApp, SMS)

Hi Marcus, it's Alex from the lettings team. Your viewing at Flat 10, 11 Cobble Row is booked for Thu 3 Sept at 13:00. Mei Lin Chen will meet you at the door. Reply YES to confirm, or let me know if the time does not work for you.
Ciao Marcus, sono Alex del team lettings. La tua visita a Flat 10, 11 Cobble Row è fissata per Thu 3 Sept alle 13:00. Mei Lin Chen ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.

Email

Subject: Your viewing at Flat 10, 11 Cobble Row, Thu 3 Sept at 13:00
Hi Marcus, Thank you for your interest in Flat 10, 11 Cobble Row. Your viewing is booked for Thu 3 Sept at 13:00 and will take about 15 minutes. Our colleague Mei Lin Chen 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 Marcus, Grazie per l'interesse per Flat 10, 11 Cobble Row. La tua visita è fissata per Thu 3 Sept alle 13:00 e durerà circa 15 minuti. Il nostro collega Mei Lin Chen 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 Marcus? It's Alex calling from the lettings team, about Flat 10, 11 Cobble Row.
Ciao, parlo con Marcus? Sono Alex, chiamo dal team lettings, per Flat 10, 11 Cobble Row.
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 13:00. Our colleague Mei Lin Chen will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 13:00. Il nostro collega Mei Lin Chen 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 Mei will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Mei 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 Marcus, it's Alex from the lettings team about your viewing at Flat 10, 11 Cobble Row on Thu 3 Sept at 13:00. Could you reply to my text to confirm? Thanks, bye.
Ciao Marcus, sono Alex del team lettings, per la tua visita a Flat 10, 11 Cobble Row Thu 3 Sept alle 13:00. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 13:00. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 13:00. 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.

Tell the agent about the viewingAvvisare l'agente della visitato Mei Lin Chenwhatsapp first

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

Message (WhatsApp, SMS)

Hi Mei, new viewing on your list: Flat 10, 11 Cobble Row, Thu 3 Sept at 13:00 (15 min). Renter: Marcus Hughes, 07700 965571. Access: owner or tenant opens, Owner opens in person, ring the bell twice.. Shout if anything is unclear.
Ciao Mei, nuova visita sulla tua lista: Flat 10, 11 Cobble Row, Thu 3 Sept alle 13:00 (15 min). Renter: Marcus Hughes, 07700 965571. Accesso: owner or tenant opens, Owner opens in person, ring the bell twice.. Fammi sapere se qualcosa non è chiaro.
Ask the owner or tenant to openChiedere al proprietario o all'inquilino di aprireto Leo Novakwhatsapp first

La visita è pianificata e chi apre la porta non ha ancora confermato.

Message (WhatsApp, SMS)

Hi Leo, it's Alex from the lettings team. We'd like to show Flat 10, 11 Cobble Row on Thu 3 Sept at 13:00, for about 15 minutes. Could you confirm you can let our agent Mei Lin Chen in at that time? Thank you!
Ciao Leo, sono Alex del team lettings. Vorremmo mostrare Flat 10, 11 Cobble Row Thu 3 Sept alle 13:00, per circa 15 minuti. Puoi confermare che puoi far entrare il nostro agente Mei Lin Chen a quell'ora? Grazie!

Email

Subject: Access request: Flat 10, 11 Cobble Row, Thu 3 Sept at 13:00
Hi Leo, We have a viewing booked at Flat 10, 11 Cobble Row on Thu 3 Sept at 13:00, lasting about 15 minutes. Our agent will be Mei Lin Chen. 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 Leo, Abbiamo una visita fissata a Flat 10, 11 Cobble Row Thu 3 Sept alle 13:00, durata circa 15 minuti. Il nostro agente sarà Mei Lin Chen. 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 Leo? It's Alex from the lettings team, about Flat 10, 11 Cobble Row.
Ciao, parlo con Leo? Sono Alex del team lettings, per Flat 10, 11 Cobble Row.
The point · Il punto
We have a viewing on Thu 3 Sept at 13:00, about 15 minutes. Could you let our agent Mei Lin Chen in at that time?
Abbiamo una visita Thu 3 Sept alle 13:00, circa 15 minuti. Potresti far entrare il nostro agente Mei Lin Chen 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 Leo, it's Alex from the lettings team. We'd like to show Flat 10, 11 Cobble Row on Thu 3 Sept at 13:00. Could you call or text me back to confirm access? Thank you.
Ciao Leo, sono Alex del team lettings. Vorremmo mostrare Flat 10, 11 Cobble Row Thu 3 Sept alle 13:00. Puoi richiamarmi o scrivermi per confermare l'accesso? Grazie.
Closing · Chiusura
Perfect, thank you. I'll confirm the time with Mei. Have a good day.
Perfetto, grazie. Confermo l'orario con Mei. Buona giornata.

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

Timeline

  1. Planned with Mei Lin Chen at 13:00
    Mei Lin Chen is the free agent (a video viewing, no travel), inside the requested window (13:00 to 18:00), daily load stays within limit (1/8), HIGH priority, planned first.
    Thu 3 Sept, 10:40 · FieldFlow
  2. Put on the waiting list
    no agent free inside the requested window, waiting for a slot to open
    Wed 2 Sept, 16:04 · FieldFlow
  3. Video viewing requested by Marcus Hughes
    Thu 3 Sept, between 13:00 and 18:00, 15 min, high priority, via email
    Wed 2 Sept, 16:01 · Alex Morgan

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