Ideal Mobile3.2.2 - App Store

Ideal is proud to introduce a mobile app that will allow your service and parts employees to perform key daily tasks from anywhere within your dealership.

Key features:
. Check-in a unit for service.
. Take customer’s signature electronically*.
. Conduct an inventory count & instantly upload data into the Ideal system.
. Take pictures and instantly attach to specific work orders, units and customers in Ideal*.
. Access whole goods inventory and pricing on the go.

Benefits:
. Provide faster & better customer service.
. Streamline inventory counting and save time.
. Keep records for warranty purposes and improve communication between employees.
. Expedite parts receiving process.

* Requires Free Document Management subscription

“We are thrilled with Ideal’s new mobile app! By having the ability to handle important store operations directly from a mobile device, we’re able to save time and get more done without having to go back to the computer all of the time.

My employees love the fact they can provide customers service right on the spot with their phone, and love how easy it is to relay that information back into the Ideal system. We couldn’t be happier with its capabilities and we look forward to its future developments.”

Andy Tallman
Philbrick Farm and Garden Equipment

Version History Dictation Fixes 3.2.2 09/19/2025 Bug Fixes 3.2.1 06/06/2024 Updates for new iOS and bug fixes 3.2.0 06/23/2023 Minor Bug Fixes 3.1.0 08/21/2020 Several bug fixes and redesigned UI 3.0 06/11/2019 *Start a Work Order
*Create/Select new customer when creating a workorder
*Add Parts to a Job 2.1.0 03/27/2018 * Document thumbnails are no longer blank when attaching photos from within a work order 2.0.2 08/08/2017 *Fix for uploading photos 2.0.1 07/02/2017 * The time remaining for a job is now visible on the time clock, so that technicians can better assess their productivity
* Recent jobs are now also visible, so that technicians can add photos or additional commentary on completed items
* Technicians can now quickly find jobs, using the customer name (or part thereof) in addition to the existing search options
* Dealers can now configure a disclaimer displayed when requesting a signature on a work order 2.0.0 06/15/2017 IOS 10 compatibility
Bug Fixes 1.8.2 02/27/2017 •Stability fixes (technician clock in/out, bar code scanning, e-signatures, adding labor, taking notes)
•Improved readability (larger font sizes, text wrapping, and alignment)
•Performance improvements (images uploads, parts count)
•Login screen 1.8.1 10/31/2016 -Fix for taking payments with ChargeItPro 1.7.115 12/21/2015 New Features:
* iOS 9 support
* Reduced photo sizes to facilitate quicker upload
* Enhanced file name validation for document management
* Improved security
* Support for special characters in job details

Bug Fixes:
* Parts with fractional on-hand quantities now loaded correctly
* Promised Date can no longer be in the past and can also be cleared 1.7.114 11/16/2015 Live Access to Ideal For Technicians
-Enable technicians to clock in and out, add labor and comments, take pictures
and complete jobs

Efficient Payment Processing
-Speed up the delivery process by taking credit card payments on a work order using a mobile device.
-Eliminate paperwork by capturing a customer signature and emailing them the receipt. 1.6.105 07/19/2015 This is a minor update to resolve the following issues:
•The correct bin location and a valid manufacturer part# is now displayed when scanning a UPC
•Parts counts are not longer getting lost when the server connection is disrupted
•Zero quantity parts continues to be reflected as not counted/not received
•Unit information continues to be visible after work order changes
•Replacing the signature on a work order no longer causes an error
•Duplicate jobs can be added to a work order
•Uploading very small images no longer causes an error
•Very long image descriptions no longer causes an error
•The unit price now matches the DMS in all scenarios 1.4.215 02/13/2015 • Check-in a unit for service.
•Take customer’s signature electronically*.
•Conduct an inventory count & instantly upload data into the Ideal system.
•Take pictures and instantly attach to specific work orders, units and customers in Ideal*.
•Access whole goods inventory and pricing on the go.
•Receive parts more efficiently. 1.4.200 11/25/2014 Once downloaded onto an Apple device, you can capture any UPC or Ideal compatible bar code and update the quantities and bin locations. After the counts are completed, you can easily upload the new data into the Ideal system. 1.1 11/27/2013 1.0 11/18/2013