FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 12:00 to 12:15

Flat 5, 137 Windmill Row

SW4 5RM · Clapham · 2 bed · £1700 pcm

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

Told, waiting for a yes from both

Priya Fletcher (renter) was told by email 9 h ago and has not answered. Sarah Okonkwo (agent) was told by whatsapp 9 h ago and has not answered. Video viewing, no access needed. 12:00, in 1 d.

What it means: Neither has answered. A yes from Priya avoids a wasted trip; an OK from Sarah 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 Priya to confirmA quick yes saves the agent a wasted trip.
    Now
    Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Priya 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 Priya, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 5, 137 Windmill Row is on Fri 4 Sept at 12:00 with Sarah Okonkwo. Could you reply with a quick yes so Sarah knows you're coming? If the time doesn't work, tell me and we'll find another.
    Ciao Priya, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 5, 137 Windmill Row è Fri 4 Sept alle 12:00 con Sarah Okonkwo. Puoi rispondere con un sì veloce così Sarah sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.
    More ways to say it (2)

    Email

    Subject: Your viewing at Flat 5, 137 Windmill Row, Fri 4 Sept at 12:00: can you confirm?
    Hi Priya, A quick check that you received our confirmation: your viewing at Flat 5, 137 Windmill Row is on Fri 4 Sept at 12:00, and Sarah Okonkwo 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 Priya, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 5, 137 Windmill Row è Fri 4 Sept alle 12:00, e Sarah Okonkwo 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 Priya, it's Alex from the lettings team. Do you have a second?
    Ciao Priya, sono Alex del team affitti. Hai un secondo?
    The point · Il punto
    I'm calling about your viewing at Flat 5, 137 Windmill Row on Fri 4 Sept at 12:00. We sent you the confirmation but haven't heard back. Are you still coming?
    Ti chiamo per la visita a Flat 5, 137 Windmill Row Fri 4 Sept alle 12:00. 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. Sarah Okonkwo will meet you at the door at 12:00. See you then.
    Perfetto, grazie. Sarah Okonkwo ti aspetterà alla porta alle 12:00. 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 12:00, Flat 5, 137 Windmill Row.
    Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 12:00, Flat 5, 137 Windmill Row.
    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 Priya, Alex from the lettings team. Just checking you're still coming to Flat 5, 137 Windmill Row on Fri 4 Sept at 12:00. A quick text back would be great. Thanks.
    Ciao Priya, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 5, 137 Windmill Row Fri 4 Sept alle 12:00. 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 “Priya answered? Record it here” below.

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

    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.

  2. 2
    Ask Sarah to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Priya's yesTheir words go on the timeline. With Sarah's OK too, the viewing is ready.
  4. 4
    Record Sarah's OKTheir words go on the timeline and the agent line of the checklist turns green.

People for this decision

RenterPriya Fletcher
07700 914056 · prefers email
AgentSarah Okonkwo
07700 900101 · 3/7
Show full details
Renter prefersEmail

Correct Priya's name, number or channel

LandlordChloe Lindqvist
Operational ownerAlex Morgan
RequestedThu 3 Sept, 00:23 via email

Access

TypeOwner or tenant opens
ContactChloe Lindqvist
07700 941223
HowOwner opens in person, ring the bell twice.
VerifiedThu 3 Sept, 05:31
Details last confirmed12 days ago
Why this agent Sarah Okonkwo, 0 min from wherever the agent is (video call)

Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (11:15 to 13:15), daily load stays within limit (3/7), VIP priority, planned first. Day plan checked against 150 alternatives: the one at a time plan was already the best found.

Not selected (9)
  • James Whitfield: possible, but adds 0 min of travel instead of 0
  • Aisha Rahman: possible, but adds 0 min of travel instead of 0
  • Tom Ferreira: possible, but adds 0 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 0 min of travel instead of 0
  • Daniel Boateng: 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: 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.

Someone got in touch
Record Priya's response (renter)
Only for a different day or time: the day and hours they can do

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.

Record Sarah's response (agent)

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

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

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 Chloe's response (landlord)

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.

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

Priya 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 (2)
Ask the renter to confirm they are comingChiedere al renter di confermare che vieneto Priya 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 Priya, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 5, 137 Windmill Row is on Fri 4 Sept at 12:00 with Sarah Okonkwo. Could you reply with a quick yes so Sarah knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Priya, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 5, 137 Windmill Row è Fri 4 Sept alle 12:00 con Sarah Okonkwo. Puoi rispondere con un sì veloce così Sarah sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 5, 137 Windmill Row, Fri 4 Sept at 12:00: can you confirm?
Hi Priya, A quick check that you received our confirmation: your viewing at Flat 5, 137 Windmill Row is on Fri 4 Sept at 12:00, and Sarah Okonkwo 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 Priya, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 5, 137 Windmill Row è Fri 4 Sept alle 12:00, e Sarah Okonkwo 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 Priya, it's Alex from the lettings team. Do you have a second?
Ciao Priya, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 5, 137 Windmill Row on Fri 4 Sept at 12:00. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 5, 137 Windmill Row Fri 4 Sept alle 12:00. 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. Sarah Okonkwo will meet you at the door at 12:00. See you then.
Perfetto, grazie. Sarah Okonkwo ti aspetterà alla porta alle 12:00. 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 12:00, Flat 5, 137 Windmill Row.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 12:00, Flat 5, 137 Windmill Row.
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 Priya, Alex from the lettings team. Just checking you're still coming to Flat 5, 137 Windmill Row on Fri 4 Sept at 12:00. A quick text back would be great. Thanks.
Ciao Priya, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 5, 137 Windmill Row Fri 4 Sept alle 12:00. 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 “Priya answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Sarah Okonkwowhatsapp 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 Sarah, quick one: Flat 5, 137 Windmill Row, Fri 4 Sept at 12:00, with Priya Fletcher is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Sarah, una cosa veloce: Flat 5, 137 Windmill Row, Fri 4 Sept alle 12:00, con Priya 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 Sarah, it's Alex. Two seconds?
Ciao Sarah, sono Alex. Due secondi?
The point · Il punto
Flat 5, 137 Windmill Row, Fri 4 Sept at 12:00, with Priya Fletcher is on your list. Are you good for it?
Flat 5, 137 Windmill Row, Fri 4 Sept alle 12:00, con Priya 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 Sarah, Alex here. Just checking you've seen Flat 5, 137 Windmill Row, Fri 4 Sept at 12:00, on your list. A quick OK by text is enough. Thanks.
Ciao Sarah, sono Alex. Volevo solo verificare che hai visto Flat 5, 137 Windmill Row, Fri 4 Sept alle 12:00, 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 “Sarah answered? Record it here” below.

Timeline

  1. Access verified by Alex Morgan
    Chloe Lindqvist confirmed access (email)
    Thu 3 Sept, 05:31 · Alex Morgan
  2. Chloe Lindqvist replied by Email
    "Confirmed, I will be there."
    Thu 3 Sept, 05:29 · Chloe Lindqvist
  3. Access check sent to Chloe Lindqvist by Email
    "We need access to Flat 5, 137 Windmill Row on 12:00 for a 15 minute viewing. Can you confirm?"
    Thu 3 Sept, 01:54 · Alex Morgan
  4. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 5, 137 Windmill Row, 12:00, renter Priya Fletcher." (automatic)
    Thu 3 Sept, 01:28 · FieldFlow
  5. Confirmation sent to Priya Fletcher by Email
    "Hi Priya, your viewing at Flat 5, 137 Windmill Row is confirmed for 12:00. Sarah Okonkwo will meet you there." (automatic)
    Thu 3 Sept, 01:28 · FieldFlow
  6. Told the agent and the renter
    Sarah Okonkwo, Fri 4 Sept at 12:00. They know, they have not said yes yet. From here on, changes have a real cost.
    Thu 3 Sept, 01:27 · Alex Morgan
  7. Planned with Sarah Okonkwo for Fri 4 Sept at 12:00
    Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (11:15 to 13:15), daily load stays within limit (3/7), VIP priority, planned first. Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Thu 3 Sept, 01:02 · FieldFlow
  8. Video viewing requested by Priya Fletcher
    Fri 4 Sept, between 11:15 and 13:15, 15 min, vip priority, via email
    Thu 3 Sept, 00:23 · Alex Morgan

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