Tag Archives: features

New MOW Scheduler Release

Today, we’re rolling out a major new release of MOW Scheduler. This release includes a new feature we call the “Offers Inbox”, which helps staff (“Volunteer Coordinators”) manage volunteer shift signups (“offers” to help) that are submitted online. Previously these submissions were sent and received by email, outside the system. This new feature makes things easier for both the volunteers and staff, and it also paves the way for some exciting new features such as “auto-approval” that will be available soon.

New Features

Some of the more visible changes in today’s release:

Navigation changes
To accommodate several new and upcoming features, we’ve eliminated the old “Reports” menu and moved the volunteer performance reports to the bottom of the “Jobs” menu. The “Admin” and “Help” menus have been moved to the right and are now represented by icons.

New “Shift Sign-Up” form on public calendar, and new “Offers Inbox”
Volunteers may offer to volunteer for an open shift found on the public “Help Wanted” page /helpwanted (formerly known as “Available Shifts”, see below) by filling out a form that:

  • creates a new entry in the volunteer coordinator’s “Offers Inbox”
  • sends the Volunteer Coordinator an email notification.

The new form replaces the old “mailto:” links, which don’t work well with web mail programs like gmail
The Offers Inbox has tools for the coordinator to easily turning these volunteer “offers” into filled slots.

We invite current customers to view the new “Offers Inbox Tutorial“, available through the “Help” link the main menu bar of your MOW Scheduler site.

“Pickups” are now called “One-time Assignments”
The term “pickups” was a source of confusion. Gone.

Simplified contact data
A contact’s email address and phone numbers may now be edited directly in the main contact form.

Prettier emails
All email notifications to staff and volunteers now use a more polished layout, and include a notice that explains that the notification is sent by MOW Scheduler on behalf of your organization. This eliminates a source of confusion with new volunteers about where the emails are coming from (us) and why (because they volunteer for you).

You may now preview a “sample” of all notification emails (and SMS texts!) through the Admin/Notifications section.

New Home page
Previously, anyone who wasn’t signed in that tried to load your site’s home page http://yourorg.mowscheduler.com was redirected to the login page. This made sense for staff users, but could be confusing to volunteers who were looking for the public “available shifts” page. The new home page is helpful to all types of users.

Public “Available Shifts” page is now “Help Wanted”
You can now link to the simpler url http://yourorg.mowscheduler.com/helpwanted
The old url http://yourorg.mowscheduler.com/jobs/available still works, but it now redirects to /helpwanted, so you don’t need to worry about broken links or obsolete bookmarks.

Coming Soon

We’re planning to release 3 other major new features in the coming weeks that integrate with the new Offers Inbox:

Volunteer Portal

Your volunteers will be able to self-register for an account that will allow them to sign up for shifts, view their current commitments and past volunteer activities, cancel shifts, update their contact info, etc. — without needing to contact their Volunteer Coordinator directly.

Auto-Approval of Volunteer Shifts

When volunteers who have signed into the Portal sign up for a shift, we’ll know exactly who they are. So we have the opportunity to automatically complete the shift assignment and update the calendar — without staff intervention. You’ll be able to control which volunteers are eligible for auto-approval.

Staff Notification Subscriptions

Currently, all notifications related to shift signups and cancellations go the the email address (or addresses) specified for use on the public Help Wanted page. The new feature will allow individual staff members to “subscribe” to notifications related to the Job Groups they’re involved with. In this way, it will be possible for Volunteer Coordinators to get notified only about Kitchen shift signups, or only about routes that start from the West Side location.

 

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.