FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 11:45 to 12:00

Flat 9, 53 Observatory Close

SE10 3AL · Greenwich · 1 bed · £2100 pcm

Everyone toldcommunicatedwaiting for the renter to say yeswaiting for the agent's OKNo access check planned
Waiting

Told, waiting for a yes from both

Ravi Lindqvist (renter) was told by sms 2 d ago and has not answered. Sarah Okonkwo (agent) was told by whatsapp 2 d ago and has not answered. Video viewing, no access needed. 11:45, in 1 d.

What it means: Neither has answered. A yes from Ravi 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 Ravi 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 Ravi'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 Ravi'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

RenterRavi Lindqvist
07700 917523 · prefers sms
AgentSarah Okonkwo
07700 900101 · 3/7
Show full details
Renter prefersSMS

Correct Ravi's name, number or channel

LandlordMarcus Haddad
Operational ownerAlex Morgan
RequestedTue 1 Sept, 19:50 via web

Access

TypeLockbox with code
HowLockbox on the railing, left of the door.
Codehidden
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 (10:00 to 12:00), 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 Ravi's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Ravi'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 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

Ravi 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 Ravi Lindqvistwhatsapp 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 Ravi, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 9, 53 Observatory Close is on Fri 4 Sept at 11:45 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 Ravi, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 9, 53 Observatory Close è Fri 4 Sept alle 11:45 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 9, 53 Observatory Close, Fri 4 Sept at 11:45: can you confirm?
Hi Ravi, A quick check that you received our confirmation: your viewing at Flat 9, 53 Observatory Close is on Fri 4 Sept at 11:45, 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 Ravi, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 9, 53 Observatory Close è Fri 4 Sept alle 11:45, 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 Ravi, it's Alex from the lettings team. Do you have a second?
Ciao Ravi, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 9, 53 Observatory Close on Fri 4 Sept at 11:45. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 9, 53 Observatory Close Fri 4 Sept alle 11:45. 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 11:45. See you then.
Perfetto, grazie. Sarah Okonkwo ti aspetterà alla porta alle 11:45. 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 11:45, Flat 9, 53 Observatory Close.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 11:45, Flat 9, 53 Observatory Close.
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 Ravi, Alex from the lettings team. Just checking you're still coming to Flat 9, 53 Observatory Close on Fri 4 Sept at 11:45. A quick text back would be great. Thanks.
Ciao Ravi, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 9, 53 Observatory Close Fri 4 Sept alle 11:45. 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 “Ravi 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 9, 53 Observatory Close, Fri 4 Sept at 11:45, with Ravi Lindqvist 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 9, 53 Observatory Close, Fri 4 Sept alle 11:45, con Ravi Lindqvist 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 9, 53 Observatory Close, Fri 4 Sept at 11:45, with Ravi Lindqvist is on your list. Are you good for it?
Flat 9, 53 Observatory Close, Fri 4 Sept alle 11:45, con Ravi Lindqvist 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 9, 53 Observatory Close, Fri 4 Sept at 11:45, on your list. A quick OK by text is enough. Thanks.
Ciao Sarah, sono Alex. Volevo solo verificare che hai visto Flat 9, 53 Observatory Close, Fri 4 Sept alle 11:45, 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. Confirmation sent to Sarah Okonkwo by WhatsApp
    "Confirmed: Flat 9, 53 Observatory Close, 11:45, renter Ravi Lindqvist." (automatic)
    Tue 1 Sept, 21:24 · FieldFlow
  2. Confirmation sent to Ravi Lindqvist by SMS
    "Hi Ravi, your viewing at Flat 9, 53 Observatory Close is confirmed for 11:45. Sarah Okonkwo will meet you there." (automatic)
    Tue 1 Sept, 21:24 · FieldFlow
  3. Told the agent and the renter
    Sarah Okonkwo, Fri 4 Sept at 11:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 21:23 · Alex Morgan
  4. Planned with Sarah Okonkwo for Fri 4 Sept at 11:45
    Sarah Okonkwo is the free agent (a video viewing, no travel), inside the requested window (10:00 to 12:00), daily load stays within limit (3/7). Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Tue 1 Sept, 20:24 · FieldFlow
  5. Video viewing requested by Ravi Lindqvist
    Fri 4 Sept, between 10:00 and 12:00, 15 min, standard priority, via web
    Tue 1 Sept, 19:50 · FieldFlow

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