FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 14:15 to 14:45

Flat 6, 42 Copper Lane

N1 5YD · Islington · 3 bed · £1800 pcm

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

Told, waiting for a yes from both

Dev Nakamura (renter) was told by sms 2 d ago and has not answered. Hannah Lindqvist (agent) was told by whatsapp 2 d ago and has not answered. Access check planned. 14:15, in 1 d.

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

Ready checklist1 of 4 ticked
Told, waiting for a yes from both: what to do, in order0 of 4 done
  1. 1
    Ask Dev to confirmA quick yes saves the agent a wasted trip.
  2. 2
    Ask Hannah to confirm they have itA quick OK says they saw it and will be there.
  3. 3
    Record Dev's yesTheir words go on the timeline. With Hannah'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 Dev's words (a call as the call itself), ticks the step, and the consequence is recorded in the same click.

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

People for this decision

RenterDev Nakamura
07700 943772 · prefers sms
AgentHannah Lindqvist
07700 900107 · 3/7
Show full details
Renter prefersSMS

Correct Dev's name, number or channel

LandlordTheo Boateng
Operational ownerAlex Morgan
RequestedTue 1 Sept, 02:53 via sales

Access

TypeKey held at office
HowKey set in the office safe, hook by property code.
Check dueFri 4 Sept, 12:15 (in 1 d)
Details last confirmed15 days ago
Front door setin the office safe register
Mark access now
Why this agent Hannah Lindqvist, 11 min from 95 Tollbridge Street

Hannah Lindqvist is the closest available agent (1.6 km from 95 Tollbridge Street, about 11 min), inside the requested window (14:15 to 16:15), 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)
  • Sarah Okonkwo: possible, but adds 31 min of travel instead of 11
  • James Whitfield: possible, but adds 26 min of travel instead of 11
  • Aisha Rahman: possible, but adds 46 min of travel instead of 11
  • Tom Ferreira: possible, but adds 110 min of travel instead of 11
  • Mei Lin Chen: possible, but adds 29 min of travel instead of 11
  • Daniel Boateng: possible, but adds 51 min of travel instead of 11
  • Omar Haddad: possible, but adds 55 min of travel instead of 11
  • Chloe Marchetti: possible, but adds 29 min of travel instead of 11
  • 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.

Key cannot be found

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 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.

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

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.

Record Hannah's response (agent)

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

Record Theo's response (landlord)

Goes on the timeline as Theo'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

Dev 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 Dev Nakamurawhatsapp 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 Dev, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 6, 42 Copper Lane is on Fri 4 Sept at 14:15 with Hannah Lindqvist. Could you reply with a quick yes so Hannah knows you're coming? If the time doesn't work, tell me and we'll find another.
Ciao Dev, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 6, 42 Copper Lane è Fri 4 Sept alle 14:15 con Hannah Lindqvist. Puoi rispondere con un sì veloce così Hannah sa che vieni? Se l'orario non va bene, dimmelo e ne troviamo un altro.

Email

Subject: Your viewing at Flat 6, 42 Copper Lane, Fri 4 Sept at 14:15: can you confirm?
Hi Dev, A quick check that you received our confirmation: your viewing at Flat 6, 42 Copper Lane is on Fri 4 Sept at 14:15, and Hannah Lindqvist 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 Dev, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 6, 42 Copper Lane è Fri 4 Sept alle 14:15, e Hannah Lindqvist 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 Dev, it's Alex from the lettings team. Do you have a second?
Ciao Dev, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 6, 42 Copper Lane on Fri 4 Sept at 14:15. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 6, 42 Copper Lane Fri 4 Sept alle 14:15. 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. Hannah Lindqvist will meet you at the door at 14:15. See you then.
Perfetto, grazie. Hannah Lindqvist ti aspetterà alla porta alle 14:15. 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 14:15, Flat 6, 42 Copper Lane.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 14:15, Flat 6, 42 Copper Lane.
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 Dev, Alex from the lettings team. Just checking you're still coming to Flat 6, 42 Copper Lane on Fri 4 Sept at 14:15. A quick text back would be great. Thanks.
Ciao Dev, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 6, 42 Copper Lane Fri 4 Sept alle 14:15. 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 “Dev answered? Record it here” below.

Ask the agent to confirm they have itChiedere all'agente di confermare che l'ha presa in caricoto Hannah Lindqvistwhatsapp 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 Hannah, quick one: Flat 6, 42 Copper Lane, Fri 4 Sept at 14:15, with Dev Nakamura is on your list. Can you reply OK so I know you've seen it? Shout if it overlaps with anything.
Ciao Hannah, una cosa veloce: Flat 6, 42 Copper Lane, Fri 4 Sept alle 14:15, con Dev Nakamura è sulla tua lista. Mi rispondi OK così so che l'hai vista? Dimmi se si sovrappone a qualcosa.

Phone call

Opening · Apertura
Hi Hannah, it's Alex. Two seconds?
Ciao Hannah, sono Alex. Due secondi?
The point · Il punto
Flat 6, 42 Copper Lane, Fri 4 Sept at 14:15, with Dev Nakamura is on your list. Are you good for it?
Flat 6, 42 Copper Lane, Fri 4 Sept alle 14:15, con Dev Nakamura 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 Hannah, Alex here. Just checking you've seen Flat 6, 42 Copper Lane, Fri 4 Sept at 14:15, on your list. A quick OK by text is enough. Thanks.
Ciao Hannah, sono Alex. Volevo solo verificare che hai visto Flat 6, 42 Copper Lane, Fri 4 Sept alle 14:15, 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 “Hannah answered? Record it here” below.

Timeline

  1. Confirmation sent to Hannah Lindqvist by WhatsApp
    "Confirmed: Flat 6, 42 Copper Lane, 14:15, renter Dev Nakamura." (automatic)
    Tue 1 Sept, 04:34 · FieldFlow
  2. Confirmation sent to Dev Nakamura by SMS
    "Hi Dev, your viewing at Flat 6, 42 Copper Lane is confirmed for 14:15. Hannah Lindqvist will meet you there." (automatic)
    Tue 1 Sept, 04:34 · FieldFlow
  3. Told the agent and the renter
    Hannah Lindqvist, Fri 4 Sept at 14:15. They know, they have not said yes yet. From here on, changes have a real cost.
    Tue 1 Sept, 04:33 · Alex Morgan
  4. Access check due Fri 4 Sept 12:15
    office key, 2 h before the viewing
    Tue 1 Sept, 03:25 · FieldFlow
  5. Planned with Hannah Lindqvist for Fri 4 Sept at 14:15
    Hannah Lindqvist is the closest available agent (1.6 km from 95 Tollbridge Street, about 11 min), inside the requested window (14:15 to 16:15), 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, 03:25 · FieldFlow
  6. Viewing requested by Dev Nakamura
    Fri 4 Sept, between 14:15 and 16:15, 30 min, standard priority, via sales
    Tue 1 Sept, 02:53 · Alex Morgan

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