FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 09:15 to 09:35

30 Sable Road

SW2 8BN · Brixton · 1 bed · £1500 pcm

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

Told, waiting for a yes from both

Kofi Fletcher (renter) was told by sms 20 h ago and has not answered. Tom Ferreira (agent) was told by whatsapp 20 h ago and has not answered. Access verified. 09:15, in 23 h.

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

Ready checklist1 of 3 ticked
Told, waiting for a yes from both: what to do, in order0 of 4 done
  1. 1
    Ask Kofi to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Tom to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Kofi's yesTheir words go on the timeline. With Tom's OK too, the viewing is ready.
    Now

    Pick They said yes to the slot, or the new day and time they asked for.

    Only for a different day or time: the day and hours they can do

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

  4. 4
    Record Tom's OKTheir words go on the timeline and the agent line of the checklist turns green.

People for this decision

RenterKofi Fletcher
07700 974978 · prefers sms
AgentTom Ferreira
07700 900104 · 2/7
Opens the doorCopper Lane building manager
020 7946 0410
Show full details
Renter prefersSMS

Correct Kofi's name, number or channel

LandlordDev Costa
Operational ownerAlex Morgan
RequestedWed 2 Sept, 13:07 via web

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
Check dueWed 2 Sept, 13:27 (21 h ago)
VerifiedWed 2 Sept, 14:55
Details last confirmed25 days ago
Why this agent Tom Ferreira, 9 min from home in Brixton

Tom Ferreira is the closest available agent (0.9 km from home in Brixton, about 9 min), inside the requested window (09:15 to 11:15), daily load stays within limit (2/7). Day plan checked against 150 alternatives: the one at a time plan was already the best found.

Not selected (9)
  • Sarah Okonkwo: possible, but adds 29 min of travel instead of 0
  • James Whitfield: possible, but adds 56 min of travel instead of 0
  • Aisha Rahman: outside the renter's window or the property's access window
  • Mei Lin Chen: possible, but adds 31 min of travel instead of 0
  • Daniel Boateng: possible, but adds 74 min of travel instead of 0
  • Hannah Lindqvist: possible, but adds 82 min of travel instead of 0
  • Omar Haddad: possible, but adds 19 min of travel instead of 0
  • Chloe Marchetti: possible, but adds 31 min of travel instead of 0
  • Ravi Sharma: outside the renter's window or the property's access window
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.

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

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

Record Tom's response (agent)

Goes on the timeline as Tom'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 Dev's response (landlord)

Goes on the timeline as Dev'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

Kofi prefers SMS.

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 Kofi Fletcherwhatsapp 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 Kofi, it's Alex from the lettings team. Just checking you got our message: your viewing at 30 Sable Road is on Fri 4 Sept at 09:15 with Tom Ferreira. Could you reply with a quick yes so Tom knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Kofi, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a 30 Sable Road è Fri 4 Sept alle 09:15 con Tom Ferreira. Puoi rispondere con un sì veloce così Tom sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at 30 Sable Road, Fri 4 Sept at 09:15: can you confirm?
Hi Kofi, A quick check that you received our confirmation: your viewing at 30 Sable Road is on Fri 4 Sept at 09:15, and Tom Ferreira 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 Kofi, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a 30 Sable Road è Fri 4 Sept alle 09:15, e Tom Ferreira 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 Kofi, it's Alex from the lettings team. Do you have a second?
Ciao Kofi, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at 30 Sable Road on Fri 4 Sept at 09:15. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a 30 Sable Road Fri 4 Sept alle 09:15. 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. Tom Ferreira will meet you at the door at 09:15. See you then.
Perfetto, grazie. Tom Ferreira ti aspetterà alla porta alle 09:15. 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 Fri 4 Sept at 09:15, 30 Sable Road.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 09:15, 30 Sable Road.
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 Kofi, Alex from the lettings team. Just checking you're still coming to 30 Sable Road on Fri 4 Sept at 09:15. A quick text back would be great. Thanks.
Ciao Kofi, sono Alex del team affitti. Volevo solo verificare che vieni ancora a 30 Sable Road Fri 4 Sept alle 09:15. 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 “Kofi answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Tom Ferreirawhatsapp 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 Tom, quick one: 30 Sable Road, Fri 4 Sept at 09:15, with Kofi Fletcher is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Tom, una cosa veloce: 30 Sable Road, Fri 4 Sept alle 09:15, con Kofi Fletcher è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Tom, it's Alex. Two seconds?
Ciao Tom, sono Alex. Due secondi?
The point · Il punto
30 Sable Road, Fri 4 Sept at 09:15, with Kofi Fletcher is on your list. Are you good for it?
30 Sable Road, Fri 4 Sept alle 09:15, con Kofi Fletcher 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 Tom, Alex here. Just checking you've seen 30 Sable Road, Fri 4 Sept at 09:15, on your list. A quick OK by text is enough. Thanks.
Ciao Tom, sono Alex. Volevo solo verificare che hai visto 30 Sable Road, Fri 4 Sept alle 09:15, 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 “Tom answered? Record it here” below.

Timeline

  1. Access verified by Alex Morgan
    Copper Lane building manager confirmed access (phone)
    Wed 2 Sept, 14:55 · Alex Morgan
  2. Copper Lane building manager replied by Phone
    "Fine, the concierge will let you in."
    Wed 2 Sept, 14:53 · Copper Lane building manager
  3. Access check sent to Copper Lane building manager by Phone
    "We need access to 30 Sable Road on 09:15 for a 20 minute viewing. Can you confirm?"
    Wed 2 Sept, 14:33 · Alex Morgan
  4. Confirmation sent to Tom Ferreira by WhatsApp
    "Confirmed: 30 Sable Road, 09:15, renter Kofi Fletcher." (automatic)
    Wed 2 Sept, 14:14 · FieldFlow
  5. Confirmation sent to Kofi Fletcher by SMS
    "Hi Kofi, your viewing at 30 Sable Road is confirmed for 09:15. Tom Ferreira will meet you there." (automatic)
    Wed 2 Sept, 14:14 · FieldFlow
  6. Told the agent and the renter
    Tom Ferreira, Fri 4 Sept at 09:15. They know, they have not said yes yet. From here on, changes have a real cost.
    Wed 2 Sept, 14:13 · Alex Morgan
  7. Access check due now, the lead time is already past
    b2b building manager, 48 h before the viewing
    Wed 2 Sept, 13:27 · FieldFlow
  8. Planned with Tom Ferreira for Fri 4 Sept at 09:15
    Tom Ferreira is the closest available agent (0.9 km from home in Brixton, about 9 min), inside the requested window (09:15 to 11:15), daily load stays within limit (2/7). Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Wed 2 Sept, 13:27 · FieldFlow
  9. Viewing requested by Kofi Fletcher
    Fri 4 Sept, between 09:15 and 11:15, 20 min, standard priority, via web, earlier if possible
    Wed 2 Sept, 13:07 · FieldFlow

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