FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 11:30 to 11:45

Flat 2, 31 Meridian Row

SE10 4NU · Greenwich · 1 bed · £1600 pcm

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

Told, waiting for a yes from both

Daniel Griffiths (renter) was told by email 3 d ago and has not answered. Sarah Okonkwo (agent) was told by whatsapp 3 d ago and has not answered. Video viewing, no access needed. 11:30, in 1 d.

What it means: Neither has answered. A yes from Daniel 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 Daniel to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Sarah to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Daniel's yesTheir words go on the timeline. With Sarah'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 Daniel's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

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

People for this decision

RenterDaniel Griffiths
07700 921983 · prefers email
AgentSarah Okonkwo
07700 900101 · 3/7
Show full details
Renter prefersEmail

Correct Daniel's name, number or channel

LandlordMarcus Mensah
Operational ownerAlex Morgan
RequestedMon 31 Aug, 10:16 via email

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
VerifiedMon 31 Aug, 14:35
Details last confirmed21 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 (11:30 to 13:30), daily load stays within limit (3/7). 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 Daniel's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Daniel'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 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 Marcus's response (landlord)

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.

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

Daniel 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 Daniel Griffithswhatsapp 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 Daniel, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 2, 31 Meridian Row is on Fri 4 Sept at 11:30 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 Daniel, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 2, 31 Meridian Row è Fri 4 Sept alle 11:30 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 2, 31 Meridian Row, Fri 4 Sept at 11:30: can you confirm?
Hi Daniel, A quick check that you received our confirmation: your viewing at Flat 2, 31 Meridian Row is on Fri 4 Sept at 11:30, 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 Daniel, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 2, 31 Meridian Row è Fri 4 Sept alle 11:30, 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 Daniel, it's Alex from the lettings team. Do you have a second?
Ciao Daniel, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 2, 31 Meridian Row on Fri 4 Sept at 11:30. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 2, 31 Meridian Row Fri 4 Sept alle 11:30. 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 11:30. See you then.
Perfetto, grazie. Sarah Okonkwo ti aspetterà alla porta alle 11:30. 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 11:30, Flat 2, 31 Meridian Row.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 11:30, Flat 2, 31 Meridian 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 Daniel, Alex from the lettings team. Just checking you're still coming to Flat 2, 31 Meridian Row on Fri 4 Sept at 11:30. A quick text back would be great. Thanks.
Ciao Daniel, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 2, 31 Meridian Row Fri 4 Sept alle 11:30. 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 “Daniel 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 2, 31 Meridian Row, Fri 4 Sept at 11:30, with Daniel Griffiths 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 2, 31 Meridian Row, Fri 4 Sept alle 11:30, con Daniel Griffiths 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 2, 31 Meridian Row, Fri 4 Sept at 11:30, with Daniel Griffiths is on your list. Are you good for it?
Flat 2, 31 Meridian Row, Fri 4 Sept alle 11:30, con Daniel Griffiths 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 2, 31 Meridian Row, Fri 4 Sept at 11:30, on your list. A quick OK by text is enough. Thanks.
Ciao Sarah, sono Alex. Volevo solo verificare che hai visto Flat 2, 31 Meridian Row, Fri 4 Sept alle 11:30, 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
    Copper Lane building manager confirmed access (phone)
    Mon 31 Aug, 14:35 · Alex Morgan
  2. Copper Lane building manager replied by Phone
    "Confirmed, I will be there."
    Mon 31 Aug, 14:33 · Copper Lane building manager
  3. Access check sent to Copper Lane building manager by Phone
    "We need access to Flat 2, 31 Meridian Row on 11:30 for a 15 minute viewing. Can you confirm?"
    Mon 31 Aug, 11:12 · Alex Morgan
  4. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 2, 31 Meridian Row, 11:30, renter Daniel Griffiths." (automatic)
    Mon 31 Aug, 10:51 · FieldFlow
  5. Confirmation sent to Daniel Griffiths by Email
    "Hi Daniel, your viewing at Flat 2, 31 Meridian Row is confirmed for 11:30. Sarah Okonkwo will meet you there." (automatic)
    Mon 31 Aug, 10:51 · FieldFlow
  6. Told the agent and the renter
    Sarah Okonkwo, Fri 4 Sept at 11:30. They know, they have not said yes yet. From here on, changes have a real cost.
    Mon 31 Aug, 10:50 · Alex Morgan
  7. Planned with Sarah Okonkwo for Fri 4 Sept at 11:30
    Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (11:30 to 13:30), daily load stays within limit (3/7). Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Mon 31 Aug, 10:32 · FieldFlow
  8. Video viewing requested by Daniel Griffiths
    Fri 4 Sept, between 11:30 and 13:30, 15 min, standard priority, via email
    Mon 31 Aug, 10:16 · Alex Morgan

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