Tag Archives: features

Managing your Volunteer Score Board with MOW Scheduler

Our new and improved “Job Settings” page makes it super easy to update the miles and hours that volunteers contribute on each job.

Most of the time you probably don’t even notice that MOWscheduler is quietly keeping volunteer score for you: who drove which route on what day, and the mileage and time they spent doing that. When those numbers are needed, whether tax season, PR or grant-writing time, they are right there with a few simple clicks on the “Volunteer Credits” page.

Occasionally though, work is needed when clients are added, deleted, and/or reshuffled from one route to another. That’s when estimated shift duration and distance required to deliver the impacted routes need to be reviewed and adjusted to keep the records accurate. To make that work as easy as possible, we recently redesigned the “job settings” page.

Screenshot: Job Settings Page

Volunteer resource requirements such as miles and hours, plus volunteer head counts and the weekdays applicable to each job, can all be reviewed and adjusted in one intuitive and productive environment.

http://MOWScheduler.com

Finding a Substitute Driver with MOW Scheduler

Our “Advanced Search” tab makes it easier to find a substitute driver for a route.

Figuring out where to start when looking for someone to substitute for a route isn’t always simple. Determining which volunteers are likely to “step up” can depend on a number of factors that may be hard to remember, especially in a rush. There are several tools in MOW Scheduler to help you with that.

Screenshot of Advanced Search

For example, some routes may be tricky to navigate, so volunteers who have driven the same route before might be the best candidates. Or, possibly a pool of “regular substitutes” is the place to start. MOW Scheduler keeps track of the factors that may be most useful to you, and puts that information right where you might need it.

So next time when you need to fill an open route, the “Advanced Search” tab is here to help.

http://MOWScheduler.com

MOW Scheduler New Feature: “Service Anniversary”

The Volunteer Coordinator’s dashboard now includes a widget for “Upcoming Anniversaries”. This new widget, and alongside its older sibling the “Upcoming Birthdays” widget, prepares the coordinator to greet and congratulate his/her volunteers every week.

This new feature was suggested by our users at @MOWDurham. We liked it, so we did it. Thanks for the suggestion!

MOW Scheduler Feature Update: A Slicker “Ongoing Assignments”

At Meals on Wheels, we rely on many volunteers who come in regularly to drive a route or pack meals. Even though they are “regulars”, they often have very different schedules. Mary may drive route 3 every 2nd and 4th Wednesdays, while Bob drives route 10 only on 1st and 3rd Tuesdays. MOW Scheduler’s “Ongoing Assignments” feature, which stores different types of recurring schedules and uses them to automatically populate the job calendar, has been a major time-saver for the volunteer coordinators.

The following additional improvements to this feature were introduced recently:

1. Multiple weeks of the month can be added (or cancelled) in one action.
2. An existing schedule can now be simply modified without having to vacate and start over.

LEADpiper users now have the tools to define sales territories anywhere in the world

With the new territory tools, the user can assign states or provinces in any country to someone’s territory. The user is free to introduce names of provinces that are consistent with those used by the sources of the leads. The new LEADpiper tools also let you use postal codes and blocks of postal codes in any country in a similar way.

new LEADpiper tools make rule-building easier and more intuitive

We all know that one of the best ways to teach is by example. LEADpiper is now ready to learn from its users by example. If something in a lead makes you think that leads with similar data all fit a certain market and should be distributed the same way, just right-click on the relevant field and show LEADpiper how to make use of it systematically with a new rule. You’ll have a whole smart distribution engine built before you know it.

LEADpiper has a new delivery option – send leads directly into recipient’s CRM

People who receive leads from LEADpiper can now “move” the lead they receive by email into their CRM with the push of a button. First-time user of the feature can enable this feature by providing a one-time authorization to connect with their CRM. The feature is currently available to users of Salesforce.com and OppTuna.

LEADpiper now provides auto-pilot option for use with trusted lead sources

Users of LEADpiper now have flexibility to process leads in different ways based on which source they come in from. Leads from trusted sources may optionally be sent out automatically as soon as they come in, using prescribed distribution rules. For others, leads can be queued up and qualified before distribution.

Save LEADpiper “import schemes” to save time

LEADpiper users who routinely import spreadsheets from one or more sources can now save “import schemes” for future use. A saved scheme remembers which columns of the spreadsheet to keep and which to discard, and what names to give those to be imported. When a previously saved scheme is called back for a recurring import, it uses the stored information to make the import a one-click process. A saved import scheme can also be used to automatically add useful meta data to leads coming from a particular source, like a source name or a campaign name.

LEADpiper gets a new “distribute” screen

The improved lead distribution screen lets the user qualify leads easily before distributing them. The user can tap through a list of leads quickly and inspect each in the new “content panel” to identify potential issues and quickly delete, disqualify, or correct problematic leads.