ID MobileAccess
Tom Barnes
ID MobileAccess
• ID MobileAccess is an optional product targeted to expand the usage of
smartphones and tablets - not as a replacement to IntelliDealer
• We look to develop small individual apps to assist employees in doing their job
more efficiently and for customers to have access to key business information
• ID MobileAccess is device agnostic and will help to extend the business system out
to the user like what eServices has done, reducing the need for VPN
•
Apps available with ID MobileAccess 2.0 are as follows:

IntelliDealer & Dealership News

Equipment Inventory Search

Parts Inventory Search

Customer Search

Call Scheduling

View Dashboards
ID MobileAccess Page 2
ID MobileAccess
6. Parts
1. Launch
5. Equipment
2. News
4. Search
3. Sign-In
ID MobileAccess Page 3
ID MobileAccess
• License feature – CDK Global Heavy Equipment client services
• Link your dealership with the Mobile Server:
• Utilities  ID MobileAccess Configuration
• Configure security for System 400
ID MobileAccess Page 4
ID MobileAccess
• Enable users to access ID
MobileAccess
 Ensure email
address is correct
• Open the “Welcome” email sent
to the user’s email address
 Click on the link to obtain
a temporary password
ID MobileAccess Page 5
ID MobileAccess
• Using their IntelliDealer email address,
the user will enter their User Name and
Password, then select Sign In
• The user may select the “Remember
me?” option to save their User Name &
Password
• If the user forgets their password, they
may select “Forgot Password” – to
receive an email with a password
reminder
ID MobileAccess Page 6
ID MobileAccess
• The IntelliDealer News screen acts as the
news/notifications/product update area and is
the default “Home” page for ID MobileAccess
users providing both IntelliDealer and
Dealership news articles
• “New” items are identified by a red badge tag
on the News icon - indicating the number of
news items added since your last Sign In
ID MobileAccess Page 7
ID MobileAccess
• The Dealership News screen allows the
dealer to send out news/notifications/product
updates to employee in addition to the CDK
Global Heavy Equipment provided news
articles.
• “New” items are identified by a red badge tag
on the News icon - indicating the number of
news items added since your last Sign In
ID MobileAccess Page 8
ID MobileAccess
• Select the Parts icon on bottom menu bar to
search your parts inventory
• The “Basic” search options are by Part
Number, Location (default by user profile),
Description and Vendor
• The “Advanced” search options include BIN,
Class, Type and Source (see below)
The up/down
arrows icon in
lower right hand
corner allows the
user to “hide” the
bottom menu bars
to allow more
viewing area for
application data
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ID MobileAccess
• The Part List screen displays Part Number,
Description, List Price, On Hand Quantity,
BIN Location, On Order Quantity and
Branch Location for the first 15 results, with
a “load more” option to display additional
returned results
• Additional Parts Detail is available by
tapping on the item in the returned list
• Scroll down to view all returned parts (the
load more will no longer display when you
have reached the end of your results)
ID MobileAccess Page 10
ID MobileAccess
• The Parts Detail screen displays
additional information – i.e., Vendor,
Source, Class, Type, Comments,
Package Quantity, etc.
• On Hand, On Order availability and
OFC code by branch location is
displayed at the bottom of the Parts
Detail screen
Scroll down on the
Parts Detail screen
to view all available
information
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ID MobileAccess
• Select the Equipment icon
on bottom menu bar to
search your equipment
inventory
• The “Basic” search options
are Status, Location (with
default by user), Make,
Model and Group Code
• The Status search option
allows you to search by
one, multiple or all
equipment statuses
• The “Advanced” search
options include Stock
Number, Serial Number,
Type, Base and Options
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ID MobileAccess
• The Equipment List screen displays
Make, Model, Description, Status,
Type and Location for the first 15
results, with a “load more” option to
display additional returned results
• The 1st multi-media image available
from the equipment profile will be
displayed along with List Price for the
selected equipment
• Additional equipment information is
available by tapping on the item in the
returned list
• Scroll down to view all returned
equipment (the load more will no
longer display when you have
reached the end of your results)
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ID MobileAccess
• The Equipment Detail screen displays additional
equipment information - i.e., Stock Number,
Make, Model, Serial Numbers, Base & Options,
Attachments, etc.
• Supplier Invoice, Current Cost and Net Book
Value information is displayed with proper
authority
• The 1st multi-media image is displayed providing
the user a carousel view of additional images as
available from the equipment profile
• The user has the option to update equipment
hours from the equipment detail screen
• The user has the option from the Equipment
Detail screen to select the “email” icon to send
the equipment information via IntelliDealer email
• Scroll down on the Equipment Detail screen to
view all available information
ID MobileAccess Page 14
ID MobileAccess
• The user may select the “email”
icon from the Equipment Detail
screen to send the equipment
details via IntelliDealer email
• The user will have an option to
include/exclude pricing details in
the email entry window
• The user will have an option to
enter a text message with the
equipment details
• Associated multi-media is also
emailed
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ID MobileAccess
• All information from the
Equipment Details screen will be
transmitted along with the multimedia and pricing (based on
selection from email prompt)
• A copy of the email will also be
sent to the ID MobileAccess user
ID MobileAccess Page 16
ID MobileAccess
• Select the Customer icon on bottom menu,
then Search icon on secondary menu bar to
search for your customers
• The “Basic” search options are Status,
Location (with default by user), Search 1 or 2,
Customer Name, Salesperson and Phone
Number
• The “Advanced” search options include City,
Country/Prov/State and Zip/Postal Code
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ID MobileAccess
• The Customer List screen displays
Business/Customer Name, Address,
Primary Contact (for business
account), Phone Number, Status,
Customer Number and Location for
results – based on search criteria
• The Phone Number is clickable to
auto dial from device
• Additional customer information is
available by tapping an item from the
returned list
• Scroll down to view all returned
customer results
• Click the Map icon to launch the
Google Maps API for selected
customer
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ID MobileAccess
• The Customer Detail screen displays additional
customer information - i.e., Business Email, Home
Phone, Cell Phone, Home Email, Salesperson,
Account Information, Contacts and Memos
• The user has the option to click on the customer
address to launch the Google Maps API for
current customer
• All phone numbers are clickable to auto dial from
device
• All email addresses are clickable to launch email
window
• Contacts are clickable to edit contact information
• Scroll down on the Customer Detail screen to view
all available information
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ID MobileAccess
• Edit Customer – allows you to edit customer profile
information (with proper authority)
• View Equipment – displays a list and details for all
client owned equipment (including option to update
equipment hours)
• Set Geo Location – can be used at customer site
to pin-point Google mapping (Lat/Long will be used
vs. address for mapping purposes)
• Add Contact – allows you to add a contact (with
proper authority)
• Add Call – allows you to enter a scheduled or
historical call/visit for current client
• View History – allows you to see all call history for
current client
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ID MobileAccess
• The Google Map API default view shows your
current location and the selected customer’s
location along with the proposed route
• The three icons available are to display turn by
turn instructions from your current location to
the customer, to show traffic conditions on and
around the provided route and integration to
your device Navigation application
• The Satellite toggle will show a street level view
of area displayed on the map view
• The +/- option will allow you to zoom in/out on
the current area of the map
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ID MobileAccess
• The Turn by Turn Directions icon will
display detailed directions from your
current position to the selected client’s
address
• You can select a specific numbered
direction and then toggle back to map for
a detailed view of that specific instruction
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ID MobileAccess
• The Traffic Toggle icon will display the
current traffic conditions on and around
the proposed route
• The +/- option will allow you to zoom
in/out on the current area of the map
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ID MobileAccess
• The Navigation icon will launch your
“default” Navigation application for
interactive turn by turn instructions to
customer location
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ID MobileAccess
• The Call Scheduling List screen will
default to the “earliest” available
outstanding calls/visits; displaying the
Customer Name, Primary Contact (for
business accounts), Address, Phone
Number, Category, Type and Reason
• The Phone Number is clickable to auto
dial from device
• The color coded Badge Tag shows the
number of scheduled calls/visits
• Additional call information is available by
tapping
• Scroll down on the Call Scheduling List
screen to view all available scheduled
calls/visits
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ID MobileAccess
• The Top Menu bar allows you to enter a
specific date to position to that date or
• Filter to view calls/visits scheduled for a
specific Salesperson, Customer and
Category
• Click the Add a Call icon to add a
scheduled calls/visits
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ID MobileAccess
• The Call Schedule Detail screen displays
additional customer profile information - i.e.,
Business Phone Number, Business Email, and
the scheduled call/visit details
• The user has the option to click on the
customer address to launch the Google Maps
API for current customer
• The Phone Numbers and Email Address fields
are clickable to auto dial / email customer /
contact
• Scroll down on the Customer Detail screen to
view all available call/visit details
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ID MobileAccess
• Allows you to view key financial
dashboards based on your IntelliDealer
security settings. The following Finance
Dashboards are available
(based on user security):









•
Total A/R
Highest A/R Over 120 Days
Total A/P
Yesterday Sales
Top Customer Fiscal Purchase YTD
MTD Sales
Fiscal YTD Sales
Last Year MTD Sales
Last Fiscal YTD Sales
Dashboards must be setup in
IntelliDealer for the user before they will
show within ID MobileAccess
Select the Dashboard area for
the appropriate views available
for that department
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ID MobileAccess
• Allows you to view key service dashboards
based on your IntelliDealer security settings.
The following Service Dashboards are
available (based on user security):




•
WIP – Balancing
WIP – List Price
WIP – Estimated Cost
Open Requisitions
Dashboards must be setup in IntelliDealer
for the user before they will show within ID
MobileAccess
ID MobileAccess Page 29
ID MobileAccess
• Allows you to view key equipment dashboards
based on your IntelliDealer security settings.
The following Equipment Dashboards are
available (based on user security):








•
Inventory Summary
Top Equipment Salespeople
Top Equipment Buyers
Used Inventory by Hours
Top Inventory $ by Group
Inventory Aging
Top Buyers Last Year
Top Unit Salespeople LYR
Dashboards must be setup in IntelliDealer for
the user before they will show within ID
MobileAccess
ID MobileAccess Page 30
ID MobileAccess
• Allows you to view key parts dashboards based
on your IntelliDealer security settings. The
following Parts Dashboards are available
(based on user security):
 Top Parts Sold YTD
 Sales Order Aging
•
Dashboards must be setup in IntelliDealer for
the user before they will show within ID
MobileAccess
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ID MobileAccess
• The location is defaulted
based on the employees
user profile
• If a user has multiple version
of the same dashboard
setup in IntelliDealer – the
first available will show –
allowing the user to select
different locations for
different data to display
• The Data View icon allows
you to view the pie chart
information within a data grid
display
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ID MobileAccess
• The location is defaulted based on the
employees user profile
• The user can select different locations for
different data to display
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ID MobileAccess
Settings
•
Provides ability to set default values for:
 Start page
 Show Multimedia?
 Location
 Equipment Status
 Customer Status
•
Password Update
ID MobileAccess Page 34
ID MobileAccess—coming later this summer!
Service Technician

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

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Segment level syncronization
Signature capture
Camera integration
2nd tech support
Ability to update machine hours
ID MobileAccess Page 35
ID MobileAccess—coming later this summer!
UI Refresh
Rental Availability - from MyDealer
Camera Integration - Equipment
Customer Portal
ID MobileAccess Page 36