FieldFlow
Thu 3 Sept 10:40
Viewing as Alex Morgan, Operations Coordinator
Fri 4 Sept · 09:30 to 10:00

Flat 10, 125 Curtain Yard

E2 7OZ · Shoreditch · 1 bed · £3000 pcm

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

Told, waiting for a yes from both

Grace Hughes (renter) was told by whatsapp 18 h ago and has not answered. Hannah Lindqvist (agent) was told by whatsapp 18 h ago and has not answered. Access verified. 09:30, in 23 h.

What it means: Neither has answered. A yes from Grace avoids a wasted trip; an OK from Hannah 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 Grace 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 Grace'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 Grace'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

RenterGrace Hughes
07700 937478 · prefers whatsapp
AgentHannah Lindqvist
07700 900107 · 3/7
Opens the doorCopper Lane building manager
020 7946 0410
Show full details
Renter prefersWhatsApp

Correct Grace's name, number or channel

LandlordNadia Dubois
Operational ownerAlex Morgan
RequestedWed 2 Sept, 16:34 via phone

Access

TypeBuilding manager or concierge
ContactCopper Lane building manager
020 7946 0410
HowSign in at the concierge desk, bring ID.
Check dueWed 2 Sept, 16:41 (18 h ago)
VerifiedWed 2 Sept, 17:49
Details last confirmed4 days ago
Why this agent Hannah Lindqvist, 17 min from home in Islington

Hannah Lindqvist is the closest available agent (3.2 km from home in Islington, about 17 min), inside the requested window (09:30 to 11:30), 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)
  • Sarah Okonkwo: possible, but adds 26 min of travel instead of 22
  • James Whitfield: possible, but adds 35 min of travel instead of 22
  • Aisha Rahman: possible, but adds 25 min of travel instead of 22
  • Tom Ferreira: possible, but adds 98 min of travel instead of 22
  • Mei Lin Chen: possible, but adds 23 min of travel instead of 22
  • Daniel Boateng: possible, but adds 73 min of travel instead of 22
  • Omar Haddad: possible, but adds 52 min of travel instead of 22
  • Chloe Marchetti: possible, but adds 23 min of travel instead of 22
  • 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 Grace's response (renter)
Only for a different day or time: the day and hours they can do

Goes on the timeline as Grace'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 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 Nadia's response (landlord)

Goes on the timeline as Nadia'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

Grace prefers WhatsApp.

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 Grace 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 Grace, it's Alex from the lettings team. Just checking you got our message: your viewing at Flat 10, 125 Curtain Yard is on Fri 4 Sept at 09:30 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 Grace, sono Alex del team affitti. Volevo solo verificare che tu abbia ricevuto il nostro messaggio: la tua visita a Flat 10, 125 Curtain Yard è Fri 4 Sept alle 09:30 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 10, 125 Curtain Yard, Fri 4 Sept at 09:30: can you confirm?
Hi Grace, A quick check that you received our confirmation: your viewing at Flat 10, 125 Curtain Yard is on Fri 4 Sept at 09:30, 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 Grace, Una verifica veloce che tu abbia ricevuto la nostra conferma: la tua visita a Flat 10, 125 Curtain Yard è Fri 4 Sept alle 09:30, 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 Grace, it's Alex from the lettings team. Do you have a second?
Ciao Grace, sono Alex del team affitti. Hai un secondo?
The point · Il punto
I'm calling about your viewing at Flat 10, 125 Curtain Yard on Fri 4 Sept at 09:30. We sent you the confirmation but haven't heard back. Are you still coming?
Ti chiamo per la visita a Flat 10, 125 Curtain Yard Fri 4 Sept alle 09:30. 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. Hannah Lindqvist will meet you at the door at 09:30. See you then.
Perfetto, grazie. Hannah Lindqvist ti aspetterà alla porta alle 09:30. 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 09:30, Flat 10, 125 Curtain Yard.
Scusa. Cosa preferisci, WhatsApp o email? Te lo rimando subito. È Fri 4 Sept alle 09:30, Flat 10, 125 Curtain Yard.
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 Grace, Alex from the lettings team. Just checking you're still coming to Flat 10, 125 Curtain Yard on Fri 4 Sept at 09:30. A quick text back would be great. Thanks.
Ciao Grace, sono Alex del team affitti. Volevo solo verificare che vieni ancora a Flat 10, 125 Curtain Yard Fri 4 Sept alle 09:30. 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 “Grace 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 10, 125 Curtain Yard, Fri 4 Sept at 09:30, with Grace Hughes 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 10, 125 Curtain Yard, Fri 4 Sept alle 09:30, con Grace 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 Hannah, it's Alex. Two seconds?
Ciao Hannah, sono Alex. Due secondi?
The point · Il punto
Flat 10, 125 Curtain Yard, Fri 4 Sept at 09:30, with Grace Hughes is on your list. Are you good for it?
Flat 10, 125 Curtain Yard, Fri 4 Sept alle 09:30, con Grace 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 Hannah, Alex here. Just checking you've seen Flat 10, 125 Curtain Yard, Fri 4 Sept at 09:30, on your list. A quick OK by text is enough. Thanks.
Ciao Hannah, sono Alex. Volevo solo verificare che hai visto Flat 10, 125 Curtain Yard, Fri 4 Sept alle 09:30, 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 “Hannah answered? Record it here” below.

Timeline

  1. Access verified by Alex Morgan
    Copper Lane building manager confirmed access (phone)
    Wed 2 Sept, 17:49 · Alex Morgan
  2. Copper Lane building manager replied by Phone
    "Confirmed, I will be there."
    Wed 2 Sept, 17:47 · Copper Lane building manager
  3. Access check sent to Copper Lane building manager by Phone
    "We need access to Flat 10, 125 Curtain Yard on 09:30 for a 30 minute viewing. Can you confirm?"
    Wed 2 Sept, 17:27 · Alex Morgan
  4. Confirmation sent to Hannah Lindqvist by WhatsApp
    "Confirmed: Flat 10, 125 Curtain Yard, 09:30, renter Grace Hughes." (automatic)
    Wed 2 Sept, 17:03 · FieldFlow
  5. Confirmation sent to Grace Hughes by WhatsApp
    "Hi Grace, your viewing at Flat 10, 125 Curtain Yard is confirmed for 09:30. Hannah Lindqvist will meet you there." (automatic)
    Wed 2 Sept, 17:03 · FieldFlow
  6. Told the agent and the renter
    Hannah Lindqvist, Fri 4 Sept at 09:30. They know, they have not said yes yet. From here on, changes have a real cost.
    Wed 2 Sept, 17:02 · Alex Morgan
  7. Access check due now, the lead time is already past
    b2b building manager, 48 h before the viewing
    Wed 2 Sept, 16:41 · FieldFlow
  8. Planned with Hannah Lindqvist for Fri 4 Sept at 09:30
    Hannah Lindqvist is the closest available agent (3.2 km from home in Islington, about 17 min), inside the requested window (09:30 to 11:30), daily load stays within limit (3/7). Day plan checked against 150 alternatives: the one at a time plan was already the best found.
    Wed 2 Sept, 16:41 · FieldFlow
  9. Viewing requested by Grace Hughes
    Fri 4 Sept, between 09:30 and 11:30, 30 min, standard priority, via phone
    Wed 2 Sept, 16:34 · Alex Morgan

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