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Capstone VolunteerField scheduling

How it works

How it works, from spreadsheet to a full schedule

Six steps take you from a messy spreadsheet to a full schedule. You get a coverage report every morning. Our first campaign went from three workbooks to more than 700 booked shifts.

1

Setup takes ten minutes

A setup wizard asks for your election dates, wards, places, and shift times. Then it builds the whole grid for you.

DC campaigns start from a built-in pack: 74 election day sites and 25 early voting sites. Other places enter their sites once and reuse them every cycle.

2

Import survives real spreadsheets

Upload a spreadsheet from your own tracker, your party, or the QR sign-up pool. The importer matches your columns, splits full names, and cleans up phones and emails.

It also fixes ward drift, so Ward 4, 4.0, and 4 all become one thing. Then it finds duplicates by email, then phone, then close name matches.

We built it against real DC council workbooks. So it handles phone numbers turned into science notation, cells with three values in them, shift notes typed by hand, and the all-caps banner rows that break other importers.

3

Schedule on a live grid

The grid shows every site by ward, every shift, and every person booked. It updates live. Three organizers can schedule at once and see each other's changes right away.

4

Conflicts surface the moment they happen

The grid flags shifts that overlap, sites too far apart to reach in time, bookings on days someone said they were busy, and the same person booked twice.

It warns you. It never blocks you, because election day needs judgment calls. Every override is saved with the name of who made it.

5

Gaps fill from ranked candidates

The gap panel lists every open shift. It ranks who to ask by who lives in the ward, who has worked that site before, who shows up, and who is free.

One tap books them. A switch widens the search to nearby wards when your own ward runs dry.

6

The report lands at 7am

The coverage report shows coverage by ward, open gaps, who missed yesterday, and the day ahead. During early voting and on election day, it emails the field director at 7am.

Any day, you can open it or save it as a PDF or a spreadsheet. See the 7am report.

Under the workflow, a volunteer database built for campaigns

Cross-campaign history

Volunteers keep their shift history and their record from cycle to cycle. So the stars and the no-shows from 2026 are both known in 2028.

Interaction logging

Calls, texts, emails, and door knocks are all logged with who made them. A daily queue shows who to follow up with next.

The AI assistant

Ask anything about your field program. It answers from live data and shows its sources. It also writes recruiting texts for you.

Know by Friday who is covering Saturday

  • Every shift sits on one grid, from canvass launches to election day.
  • The gap panel ranks who to ask by ward and by who shows up.
  • Reminders go out the day before, and no-shows are tracked.

The gap panel tells you who to text for each open shift. In a 2020 test with 1,220 volunteers, people asked by text showed up more than 3 times as often as people sent only an email. Read the study.

More ways to pay: card, Cash App, Link, or Amazon Pay.

Nothing is charged for 14 days. We email you 3 days before. Cancel before then and you pay nothing.

Want to talk first? Book a 30-minute call or email me the pricing.

Start 14 free days, then $99 a month