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Important Information on the Windows 10 Pro Upgrade and Ideal


Windows 10

The Ideal Support Department would like to make you aware of an update that could impact your daily operations of the Ideal system. We’ve had some calls from Ideal users who are receiving notifications prompting them to upgrade to Windows 10 Pro. The Ideal software has been tested on Windows 10 Pro and it has proved to be compatible with little or no issue. We have also found that the purchase order interfaces and PartSmart seem to be functioning properly, but we cannot say with full certainty that all of our partners’ software is compatible without further testing.

Please be advised that if you choose to upgrade to Windows 10 Pro, you may run the risk of compatibility issues with your system. We have seen situations where old printers with wide connectors for star printers, cash drawers, label printers, and old Okidata dot matrix printers will not work in Windows 10 and the only solution is to buy new hardware. If you are unsure of your hardware’s compatibility, please consult with a hardware expert.

It is also essential that you back up your Ideal data prior to updating to Windows 10.

In addition, we have added a Windows 10 Configuration Document in the Resource Center of the Welcome Page.

As always, we will do our best to support you and keep you informed of any new developments.

Who is My Ideal Account Manager?


We’re pleased to announce that Ideal now has two account managers in place to handle any questions you may have about new products including our rental module and mobile app, upgrades to your current system, and provide advice on ways to improve your system.

Brit Connor has been promoted from his previous role as a Business Development Representative and will join Brian Mohr as an Account Manager. Each will work with Ideal users in their respective regional territories.  Brit replaces Josh Moses, who has accepted a position as an Ideal Account Representative in charge of acquiring new customers.

Brit’s focus is on the Northeast and Southwest regions, while Brian will continue to work with his customer base in the Northwest and Southeast regions.  To make it easier for you to know who your account manager is, we have included a map.



Click here to find your account manager

If you have any questions, software, or hardware needs, please contact your account manager.

Brian Mohr (Northwest and Southeast Regions)


Brit Connor (Northeast and Southwest Regions)


Don’t Leave Money on the Table from Outdated Price Lists


One of the biggest mistakes you can make heading into your busy season is not updating your price lists.  Ideal has updated many major manufacturer lists and have added additional lists. These lists can significantly increase your profitability during your busiest times, so it’s essential you update your lists each time a new one becomes available.  We’ve had dealers lose as much as $400 on a single item by simply not updating their price lists.

To put it in perspective, if you have $100,000 in part sales and your outdated price lists are off by 5%, you must increase sales by 25% to bring in the same amount as you would with the updated price list.

Cost of mis-pricing 500

Click here to download this image in PDF


Your Ideal system provides you with an easy overview of the status of your price lists as well as the ability to add new ones. To view the status of your price lists:
1) Go to Applications>Product>Load Price Lists
2) The PL History button will show you when you last loaded a specific list
3) The Purchase Price Lists Button (if you’re on notify) will allow you to purchase a new list

Price List Status

You can also view and order price lists online by visiting this link:

If there are any lines that you’d like to added to the database, or if you have any questions about your price lists, including whether or not you have the notify option selected in Ideal, please let us know by calling 800-737-1620 and Option #4 or emailing

Please Note: New Link for Ideal Remote Support


The Ideal Support Department would like to make you aware that the link used to connect and share your desktop with a member of our team is no longer functional.

When asked to connect with one of our technicians, please use this new link:

This link can also be utilized in the upper right hand corner of the Welcome Page.












Attention Ideal Mobile App Users: Sign up for an In-depth Training Webinar!


Now that you have implemented Ideal’s mobile app, would you like some additional training on how to use some of the app’s key service features to help streamline operations through your busiest season?

Join us for an in-depth training session that will take you through the ins and outs of the app’s service features. We will show you how to:

- Clock in and out of work orders.

- Add labor and comments to work orders and complete jobs.

- Take pictures and attach them to specific units, work orders and customers.

- Expedite check-ins.

And more!

This training session is available on two different days, so please select the session that works best with your schedule.

Option #1:

Wednesday, March 9th at 9 a.m. (Eastern Time)
Duration: 90 minutes
Register for this training session


Option #2:

Thursday, March 10th at 4 p.m. (Eastern Time)
Duration: 90 minutes
Register for this training session

All who are in attendance will receive a recording of their session.


Ideal Welcomes Jenn Anderson, Brit Connor, and Tori Davison


The Ideal family has welcomed some new faces in recent months. Accounts Payable Specialist Jenn Anderson, Business Development Representative Brit Connor, and Accounts Receivable Specialist Tori Davison joined the Ideal team last year and are making positive contributions.


Jenn Anderson

Jenn began working last August as Ideal’s Accounts Payable Specialist. Her primary responsibilities include invoicing and revenue tracking for the business.

Jenn brings a wealth of experience to Ideal having previously worked in Accounts Payable for Pat McGrath Chevyland, a local car dealership. She also spent 12 years working in customer service for US Cellular. Jenn holds a bachelor’s degree in accounting from Mount Mercy University in Cedar Rapids, IA.

“I love the people and the quick pace environment at Ideal,” said Jenn. “There’s always something to do.”

When Jenn is away from the office, she manages a busy household which includes three 12-year-old boys and a 9-year-old girl, a new puppy, and her fiancé.


Brit Connor

Brit joined Ideal last October as its new Business Development Representative. His primary role is to engage with prospects and determine their dealership needs and overall interest in a dealer management system.

Brit came to Ideal as a recent graduate from Cornell College in Mount Vernon, IA, where he received a degree in Kinesiology. Cornell is one of two colleges in the nation that offers a “one class at a time” program where you are required to complete a class in three weeks. Brit believes this has helped him transition easily into his current role because it teaches you how to manage your time and adapt to different situations since each conversation with a prospect is unique and can go in a variety of different directions.

“I like the fact that I get to be the first to engage with potential customers,” said Brit. “To me this is huge because first impressions mean everything and I believe that this is the most important part about my position.”

When Brit is away from the office he enjoys working on and riding motorcycles and states that he is “a motorcycle enthusiast through and through.”


Tori Davison

Tori began working at Ideal last June and serves as Ideal’s Accounts Receivable and Billing specialist. Her primary role is to help answer any customer questions about billing and make sure their accounts are up to date.

“I really enjoy my role at Ideal,” said Tori. “I feel privileged to work with a great team and outstanding customers.”

Outside of the office, Tori enjoys spending as much time as she can outdoors whether it’s hiking, biking, boating, or camping.


Important Phone Information for Ideal Contacts


As many of you are now aware, Ideal has made some updates to its phone system. One of the biggest changes is that employees no longer have extensions connected with the 800 number. This has caused some confusion on how to reach specific employees. In order to help get you connected with the correct person, we’ve listed some direct lines below: 

Sales Inquiries:
NW & SE Regions – Brian Mohr – 319-261-1209
NE & SW Regions – Josh Moses – 319-261-1211

Billing Inquiries:
Tori Davison – 319-261-1222

Price List Inquiries:
Rita Reif – 319-261-1224
Sheila Schons – 319-261-1223

Support Inquiries:
For the fastest service, we recommend you utilize the Click to Request a Support Call feature on the Ideal Welcome Page. To request via phone, dial 800-737-1620 and select option #1.

Additional Departments/Employees:
Call 800-737-1620

-          Press 1 for Support
-          Press 2 for Sales and select option #2
-          Press 3 for Account Billing
-          Press 4 for Price Lists
-          Press 5 for Marketing
-          Press 9 for Dial-by-name directory



IMPORTANT: Ideal Support will be Offline Starting Friday at 4 p.m. CST – Sunday Evening


On Friday, Ideal will be upgrading its support ticket management system to take advantage of better performance and new features that are designed to improve service. This upgrade has been planned and tested for several months.

In preparation for this upgrade, Ideal Support will need to be offline beginning Friday, January 15th at 4 p.m. Central Standard Time through Sunday evening. We will resume normal support hours at 7 a.m. Monday morning.

We all know the best plans can sometimes encounter some hiccups, so we ask for your patience if we do encounter any issues that cause delays in addressing your questions.


Ideal’s Christmas and New Year’s Hours


With the end of year quickly approaching, we’d like to make you aware of our Christmas and New Year’s Hours:

Thursday, December 24th - Support available from 7 a.m. – 4 p.m. (Central Time)
Friday, December 25th - Office Closed, No Support
Saturday, December 26th - Regular Saturday Support Hours

Thursday, December 31st - Support available from 7 a.m. – 4 p.m. (Central Time)
Friday, January 1st - Office Closed, No Support
Saturday, January 2nd - Regular Saturday Support Hours

Ideal wishes you and your loved ones a very Merry Christmas and a Happy New Year!

Upgrade Your Ideal Hardware Now and Reduce Taxes!


Did you know that under the provisions of Internal Revenue Code – Sections 179, you can deduct tangible property in the year it is purchased?

That means you can upgrade your whole computer system, a single workstation, or simply add a new printer and deduct the entire amount in this tax year. Normally you would have to depreciate these items over several years, but this extension is a way to immediately receive these income tax benefits this year.  Based on your tax situation, this could be an effective discount of 15% – 40%!

Additional information you should know:

If you are in need of a larger upgrade, Ideal, in conjunction with our leasing companies, can structure a Non-Tax Lease. This lease allows you to finance the purchase while still taking advantage of the deduction. Ideal encourages you to consult your tax advisor before moving forward with any major purchase.

This is also the time of year when customer inquire about additional products and services we have available. The following are products we currently offer.

  • Additional Training (both onsite and remote)
  • Secure, Worry-free, Managed Online Backup Service of your Ideal data
  • Mobile Inventory App to make your inventory counts faster and easier to perform
  • Imaging Interface to parts lookup tools such as PartSmart, MediaCat, Kpad, MercNet, HondaIn, New Holland, and Snap-on (formerly Proquest’s Parts Manager Pro).
  • Integrated Accounts Payable for writing checks from Ideal. Also makes certain price adjustments and floor planning offsets easier to perform
  • Integrated General Ledger for your accounting needs
  • Payroll Module with interface to the General Ledger
  • Finance & Insurance Modules so you can create your own sales deals and paperwork for lenders
  • Additional User Licenses
  • Multi-Store Add-On for additional store locations
  • Integrated Merchant Services system through our partner ChargeItPro to streamline your point of sale and eliminate rekeying errors
  • Bar Code Scanners to streamline your point of sale
  • Computers (Workstations, Laptops, Servers, and Monitors)
  • Printers including laser printers, label printers, and cash ticket printers.
  • Integrated Cash Drawers for cash control
  • Shopping Cart Interface to easily import your orders from your online shopping cart into the Ideal software

  • ShipWorks Interface to easily import your orders from ShipWorks into the Ideal software

Ideal processes a lot of hardware upgrades this time of year. If you’re interested, please contact Brian Mohr at 319-261-1209 or email him at so he can go through your system, make recommendations, and get you your new equipment so you can deduct it this year.

In order for your upgrade to qualify as a 2015 purchase, we must be able to ship it and bill it before the end of the year. To meet this deadline, you will need to place your order by Friday, December 18th.

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