FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Thu 3 Sept · 14:13 to 14:43

Flat 201, Meridian Wharf, 2 Anchor Street

SE10 9QT · Greenwich · 2 bed · £2200 pcm

Planned, nobody told yetproposedAccess check due soon
Attention

Access check due soon

Access has not been confirmed. The check was due now.

Access:
Building manager or concierge
Opens the door:
Meridian Wharf concierge, 020 7946 0400
Viewing:
14:13, in 4 h, Chloe Marchetti (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 due soon: what to do, in order0 of 3 done
  1. 1
    Ask Meridian Wharf concierge020 7946 0400
  2. 2
    Log what Meridian Wharf concierge said
  3. 3
    Mark it: Access is fine, or Access failed
    Now

    Records the check as passed and clears the access reminders. Access failed raises a disruption and a re-plan proposal instead.

    Access failed…

    Raises a disruption and a re-plan proposal in the same click. You decide on it next.

    Meridian Wharf concierge answered? Record it here
    Only for a different day or time: the day and hours they can do

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

People for this decision

RenterJamal Hughes
07700 958311 · prefers email
AgentChloe Marchetti
07700 900109 · 2/7
Opens the doorMeridian Wharf concierge
020 7946 0400
Show full details
Renter prefersEmail

Correct Jamal's name, number or channel

LandlordPriya Haddad
Operational ownerAlex Morgan
RequestedWed 2 Sept, 15:55 via sales

Access

TypeBuilding manager or concierge
ContactMeridian Wharf concierge
020 7946 0400
HowConcierge desk on the left. Sign the visitor book.
Check dueThu 3 Sept, 10:40 (now)
Details last confirmed20 days ago
Mark access now
Why this agent Chloe Marchetti, 43 min from the office

Chloe Marchetti is the closest available agent (8.2 km from the office, about 43 min), inside the requested window (13:00 to 18:00), daily load stays within limit (1/7).

Not selected (9)
  • Sarah Okonkwo: at daily limit (7/7 viewings)
  • Tom Ferreira: not available today
  • Daniel Boateng: at daily limit (6/6 viewings)
  • Hannah Lindqvist: cannot reach the property inside the requested window without moving other viewings
  • Ravi Sharma: possible, but adds 43 min of travel instead of 43
  • Mei Lin Chen: possible, but adds 43 min of travel instead of 43
  • Omar Haddad: possible, but adds 56 min of travel instead of 43
  • Aisha Rahman: possible, but adds 57 min of travel instead of 43
  • James Whitfield: possible, but adds 69 min of travel instead of 43
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.

Access provider not available

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

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

Record Chloe's response (agent)

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

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

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

Record Priya's response (landlord)

Goes on the timeline as Priya'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

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

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

Message (WhatsApp, SMS)

Hi Jamal, it's Alex from the lettings team. Your viewing at Flat 201, Meridian Wharf, 2 Anchor Street is booked for Thu 3 Sept at 14:13. Chloe Marchetti will meet you at the door. Reply YES to confirm, or let me know if the time does not work for you.
Ciao Jamal, sono Alex del team lettings. La tua visita a Flat 201, Meridian Wharf, 2 Anchor Street è fissata per Thu 3 Sept alle 14:13. Chloe Marchetti ti aspetterà alla porta. Rispondi YES per confermare, oppure dimmi se l'orario non ti va bene.

Email

Subject: Your viewing at Flat 201, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 14:13
Hi Jamal, Thank you for your interest in Flat 201, Meridian Wharf, 2 Anchor Street. Your viewing is booked for Thu 3 Sept at 14:13 and will take about 30 minutes. Our colleague Chloe Marchetti 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 Jamal, Grazie per l'interesse per Flat 201, Meridian Wharf, 2 Anchor Street. La tua visita è fissata per Thu 3 Sept alle 14:13 e durerà circa 30 minuti. Il nostro collega Chloe Marchetti 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 Jamal? It's Alex calling from the lettings team, about Flat 201, Meridian Wharf, 2 Anchor Street.
Ciao, parlo con Jamal? Sono Alex, chiamo dal team lettings, per Flat 201, Meridian Wharf, 2 Anchor Street.
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 14:13. Our colleague Chloe Marchetti will meet you there.
Chiamo per confermare la tua visita Thu 3 Sept alle 14:13. Il nostro collega Chloe Marchetti 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 Chloe will go through everything at the viewing.
Buona domanda. Ti mando il link dell'annuncio dopo questa chiamata, e Chloe 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 Jamal, it's Alex from the lettings team about your viewing at Flat 201, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 14:13. Could you reply to my text to confirm? Thanks, bye.
Ciao Jamal, sono Alex del team lettings, per la tua visita a Flat 201, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 14:13. Puoi rispondere al mio messaggio per confermare? Grazie, ciao.
Closing · Chiusura
Great, that's confirmed. See you Thu 3 Sept at 14:13. Bye for now.
Perfetto, confermato. Ci vediamo Thu 3 Sept alle 14:13. A presto.

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

Tell the agent about the viewingAvvisare l'agente della visitato Chloe Marchettiwhatsapp first

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

Message (WhatsApp, SMS)

Hi Chloe, new viewing on your list: Flat 201, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 14:13 (30 min). Renter: Jamal Hughes, 07700 958311. Access: building manager or concierge, Concierge desk on the left. Sign the visitor book.. Shout if anything is unclear.
Ciao Chloe, nuova visita sulla tua lista: Flat 201, Meridian Wharf, 2 Anchor Street, Thu 3 Sept alle 14:13 (30 min). Renter: Jamal Hughes, 07700 958311. Accesso: building manager or concierge, Concierge desk on the left. Sign the visitor book.. Fammi sapere se qualcosa non è chiaro.
Ask the building manager for accessChiedere l'accesso alla portineriato Meridian Wharf conciergeemail 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 Flat 201, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 14:13, for about 30 minutes. Could you confirm the concierge can let our agent Chloe Marchetti in at that time? Thank you!
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 201, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 14:13, per circa 30 minuti. Puoi confermare che la portineria può far entrare il nostro agente Chloe Marchetti a quell'ora? Grazie!

Email

Subject: Access request: Flat 201, Meridian Wharf, 2 Anchor Street, Thu 3 Sept at 14:13
Hi there, We have a viewing booked at Flat 201, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 14:13, lasting about 30 minutes. Our agent will be Chloe Marchetti. 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 Flat 201, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 14:13, durata circa 30 minuti. Il nostro agente sarà Chloe Marchetti. 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 Flat 201, Meridian Wharf, 2 Anchor Street.
Ciao, parlo con there? Sono Alex del team lettings, per Flat 201, Meridian Wharf, 2 Anchor Street.
The point · Il punto
We have a viewing on Thu 3 Sept at 14:13, about 30 minutes. Could the concierge let our agent Chloe Marchetti in at that time?
Abbiamo una visita Thu 3 Sept alle 14:13, circa 30 minuti. La portineria potrebbe far entrare il nostro agente Chloe Marchetti 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 Flat 201, Meridian Wharf, 2 Anchor Street on Thu 3 Sept at 14:13. Could you call or text me back to confirm access? Thank you.
Ciao there, sono Alex del team lettings. Vorremmo mostrare Flat 201, Meridian Wharf, 2 Anchor Street Thu 3 Sept alle 14:13. Puoi richiamarmi o scrivermi per confermare l'accesso? Grazie.
Closing · Chiusura
Perfect, thank you. I'll confirm the time with Chloe. Have a good day.
Perfetto, grazie. Confermo l'orario con Chloe. Buona giornata.

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

Timeline

  1. Access check due now, the lead time is already past
    b2b building manager, 48 h before the viewing
    Thu 3 Sept, 10:40 · FieldFlow
  2. Planned with Chloe Marchetti at 14:13
    Chloe Marchetti is the closest available agent (8.2 km from the office, about 43 min), inside the requested window (13:00 to 18:00), daily load stays within limit (1/7).
    Thu 3 Sept, 10:40 · FieldFlow
  3. Put on the waiting list
    no agent free inside the requested window, waiting for a slot to open
    Wed 2 Sept, 15:58 · FieldFlow
  4. Viewing requested by Jamal Hughes
    Thu 3 Sept, between 13:00 and 18:00, 30 min, standard priority, via sales
    Wed 2 Sept, 15:55 · Alex Morgan

Back