FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 12:45 to 13:15

Flat 201, Meridian Wharf, 2 Anchor Street

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

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

Told, waiting for a yes from both

Omar Hughes (renter) was told by email 2 d ago and has not answered. Daniel Boateng (agent) was told by whatsapp 2 d ago and has not answered. Access verified. 12:45, in 1 d.

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

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

People for this decision

RenterOmar Hughes
07700 950477 · prefers email
AgentDaniel Boateng
07700 900106 · 2/6
Opens the doorMeridian Wharf concierge
020 7946 0400
Show full details
Renter prefersEmail

Correct Omar's name, number or channel

LandlordPriya Haddad
Operational ownerAlex Morgan
RequestedTue 1 Sept, 20:37 via email

Access

TypeBuilding manager or concierge
ContactMeridian Wharf concierge
020 7946 0400
HowConcierge desk on the left. Sign the visitor book.
Check dueWed 2 Sept, 12:45 (22 h ago)
VerifiedWed 2 Sept, 01:11
Details last confirmed20 days ago
Why this agent Daniel Boateng, 0 min from Flat 501, Meridian Wharf, 2 Anchor Street

Daniel Boateng is the closest available agent (already at Flat 501, Meridian Wharf, 2 Anchor Street), inside the requested window (12:45 to 14:45), daily load stays within limit (2/6). 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 36 min of travel instead of 0
  • James Whitfield: outside the renter's window or the property's access window
  • Aisha Rahman: outside the renter's window or the property's access window
  • Tom Ferreira: possible, but adds 82 min of travel instead of 0
  • Mei Lin Chen: possible, but adds 36 min of travel instead of 0
  • Hannah Lindqvist: outside the renter's window or the property's access window
  • Omar Haddad: outside the renter's window or the property's access window
  • Chloe Marchetti: possible, but adds 36 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 Omar's response (renter)
Only for a different day or time: the day and hours they can do

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

Record Daniel's response (agent)

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 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

People were told about the current slot: the new one needs telling again.

Send a free message

Omar 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 Omar Hugheswhatsapp 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 Omar, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 201, Meridian Wharf, 2 Anchor Street is on Fri 4 Sept at 12:45 with Daniel Boateng. Could you reply with a quick yes so Daniel knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Omar, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 201, Meridian Wharf, 2 Anchor Street è Fri 4 Sept alle 12:45 con Daniel Boateng. Puoi rispondere con un sì veloce così Daniel sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept at 12:45: can you confirm?
Hi Omar, A quick check that you received our confirmation: your viewing at Flat 201, Meridian Wharf, 2 Anchor Street is on Fri 4 Sept at 12:45, and Daniel Boateng 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 Omar, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 201, Meridian Wharf, 2 Anchor Street è Fri 4 Sept alle 12:45, e Daniel Boateng 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 Omar, it's Alex from the lettings team. Do you have a second?
Ciao Omar, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 201, Meridian Wharf, 2 Anchor Street on Fri 4 Sept at 12:45. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 201, Meridian Wharf, 2 Anchor Street Fri 4 Sept alle 12:45. 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. Daniel Boateng will meet you at the door at 12:45. See you then.
Perfetto, grazie. Daniel Boateng ti aspetterà alla porta alle 12:45. 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 12:45, Flat 201, Meridian Wharf, 2 Anchor Street.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 12:45, Flat 201, Meridian Wharf, 2 Anchor Street.
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 Omar, Alex from the lettings team. Just checking you're still coming to Flat 201, Meridian Wharf, 2 Anchor Street on Fri 4 Sept at 12:45. A quick text back would be great. Thanks.
Ciao Omar, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 201, Meridian Wharf, 2 Anchor Street Fri 4 Sept alle 12:45. 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 “Omar answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Daniel Boatengwhatsapp 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 Daniel, quick one: Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept at 12:45, with Omar Hughes is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Daniel, una cosa veloce: Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept alle 12:45, con Omar Hughes è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Daniel, it's Alex. Two seconds?
Ciao Daniel, sono Alex. Due secondi?
The point · Il punto
Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept at 12:45, with Omar Hughes is on your list. Are you good for it?
Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept alle 12:45, con Omar Hughes 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 Daniel, Alex here. Just checking you've seen Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept at 12:45, on your list. A quick OK by text is enough. Thanks.
Ciao Daniel, sono Alex. Volevo solo verificare che hai visto Flat 201, Meridian Wharf, 2 Anchor Street, Fri 4 Sept alle 12:45, 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 “Daniel answered? Record it here” below.

Timeline

  1. Access verified by Alex Morgan
    Meridian Wharf concierge confirmed access (email)
    Wed 2 Sept, 01:11 · Alex Morgan
  2. Meridian Wharf concierge replied by Email
    "Fine, the concierge will let you in."
    Wed 2 Sept, 01:09 · Meridian Wharf concierge
  3. Access check sent to Meridian Wharf concierge by Email
    "We need access to Flat 201, Meridian Wharf, 2 Anchor Street on 12:45 for a 30 minute viewing. Can you confirm?"
    Tue 1 Sept, 22:04 · Alex Morgan
  4. Confirmation sent to Daniel Boateng by WhatsApp
    "Confirmed: Flat 201, Meridian Wharf, 2 Anchor Street, 12:45, renter Omar Hughes." (automatic)
    Tue 1 Sept, 22:00 · FieldFlow
  5. Confirmation sent to Omar Hughes by Email
    "Hi Omar, your viewing at Flat 201, Meridian Wharf, 2 Anchor Street is confirmed for 12:45. Daniel Boateng will meet you there." (automatic)
    Tue 1 Sept, 22:00 · FieldFlow
  6. Told the agent and the renter
    Daniel Boateng, Fri 4 Sept at 12:45. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 21:59 · Alex Morgan
  7. Access check due Wed 2 Sept 12:45
    b2b building manager, 48 h before the viewing
    Tue 1 Sept, 21:05 · FieldFlow
  8. Planned with Daniel Boateng for Fri 4 Sept at 12:45
    Daniel Boateng is the closest available agent (already at Flat 501, Meridian Wharf, 2 Anchor Street), inside the requested window (12:45 to 14:45), daily load stays within limit (2/6). Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Tue 1 Sept, 21:05 · FieldFlow
  9. Viewing requested by Omar Hughes
    Fri 4 Sept, between 12:45 and 14:45, 30 min, standard priority, via email
    Tue 1 Sept, 20:37 · Alex Morgan

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