Tag Archives: usability

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

LEADpiper Usability Updates

We’ve been hard at work lately making LEADpiper easier to try, easier to learn, and easier to use. We’ve made a lot of updates recently; some are obvious, some more subtle. Here are a few:

  • Menus have been reorganized
    • The new Sources menu includes the functions you need to set up your lead sources, including spreadsheet imports, scheduled downloads from your GlobalSpec and Salesforce.com accounts, and Direct Post website forms and API connections.
    • The Leads menu now includes the actions you do most often: enter or import leads, send leads through the Distribution Queue, search for previously-sent leads.
  • The spreadsheet import screen is easier to use.
  • Page titles and headers are more specific and more consistent for easier navigation through the site.
  • The screen used to “register” website forms and API connections is now called Direct Post Source Setup, and it’s found in the Sources menu. The Direct Post documentation and sample HTML code have been greatly improved.
  • The Incoming Leads and Outgoing Leads reports are now simpler and more useful. They’re found in the Reports section.
  • The “Thank You URL” that a user is redirect to after submitting a Direct Post website form is now specified as a hidden field in the form data rather than as a setup option in Direct Post Source Setup. This gives the webmaster better control over the user experience. Note: Thank You URLs specified in setup for existing forms will still work.