The ESM Export Project creates a more consistent and reliable way to publish changes from the P3 Command Center to the Technician Apps.

Today, Flat Rate already uses the Export process. When applicable Flat Rate changes are made, users must complete an Export before those changes are made available to technicians.

With this project, we are keeping the current Flat Rate behavior and extending the same Export process to applicable ESM sections and settings.

The project also improves how Non-Export Settings are delivered and tracked. These are settings that affect the Technician Apps but do not require a full Export.

The goal is to create a more consistent workflow while giving dealers better control and visibility over the updates being sent to the office and field.

Current Behavior

Before this project, Flat Rate, ESM, and Non-Export changes followed different workflows.

Flat Rate

Flat Rate changes already require an Export before they are made available to the Technician Apps.

This behavior will remain the same.

ESM

Applicable ESM changes currently follow a different process and do not use the same Export workflow as Flat Rate.

With this project, applicable ESM changes will now follow the same Export process.

Non-Export Settings

Some settings that affect the Technician Apps do not require an Export. These changes continue to be made available to the apps without going through the full Export process.

Examples include:

• Tags
• Dispatching Settings
• Diagnostic Settings
• Invoice Settings
• Company Settings
• Other supported configuration changes that are sent to the Technician Apps without requiring an Export

What's Changing

Applicable ESM sections and settings will now follow the same Export process already used by Flat Rate.

After making an applicable ESM or Flat Rate change:

1. The change will remain pending.
2. The Export icon will indicate that changes are ready to be published.
3. The user will review and start the Export.
4. The changes will be published to the Command Center.
5. The changes will be packaged and made available to the Technician Apps.

For Non-Export Settings, users do not need to run an Export. These supported changes will continue to be made available to the Technician Apps separately.

Both Export and Non-Export changes can then be delivered to technicians based on the dealer's configured App Download Method.

Why We Are Making This Change

The main goal is to make the update process more consistent, controlled, and easier to understand.

One Consistent Export Workflow

Applicable Flat Rate and ESM changes will follow the same Export process.

More Control

Users can finish making applicable changes before publishing them.

Review Before Publishing

Users can review the changes waiting to be exported before starting the Export.

Batch Multiple Changes

Multiple Flat Rate and ESM updates can be grouped together and published through one Export.

Better Visibility

Users will have clearer information about:

• What changes are waiting to be exported
• When an Export is running
• When an Export has completed
• When Non-Export configuration changes were made
• Which technicians have received the latest updates
• Which technicians may still be out of sync

Better Troubleshooting

Improved tracking makes it easier to determine whether an issue is related to an Export, a Non-Export change, a technician download, or an outdated app version.

Settings

At a high level, changes that affect the Technician Apps fall into two groups:

Export Settings

Applicable Flat Rate and ESM changes that require an Export before they are published and made available to technicians.

Non-Export Settings

Supported configuration changes that affect the Technician Apps but do not require a full Export.

Examples include Tags, Dispatching Settings, Diagnostic Settings, Invoice Settings, Company Settings, and other supported configuration changes.

The project also includes an App Download Method setting that controls how technicians receive available updates.

Dealers can choose between:

• Auto Download
• Manual Download

The selected download method applies to supported Export and Non-Export changes once those updates are available to the Technician Apps.

Separate articles will explain these settings and workflows in more detail.

Reports and Tracking

The project also introduces improved reporting for Export activity, Non-Export changes, and Technician App synchronization.

The new Export Logs & Technician Download Tracking area gives dealers visibility into:

• Recent Command Center Exports
• Non-Export configuration changes
• Technician download status
• Out of sync technicians
• Technician App versions

The Export Log tracks changes published through the Export process, while the Non-Export Configuration Log provides visibility into supported changes that were sent without requiring an Export.

Separate articles will cover each report and how to use it.

Summary

The ESM Export Project creates a more consistent way to manage updates between the Command Center and Technician Apps.

Flat Rate already uses the Export process today, and that behavior is staying the same.

The main change is that applicable ESM sections and settings will now follow the same Export workflow.

At the same time, Non-Export Settings will continue to update without requiring an Export, with improved tracking so dealers can see when those changes occur.

The project provides:

• One consistent Export workflow for Flat Rate and ESM
• Continued support for Non-Export configuration changes
• Better control over when Export changes are published
• The ability to review and batch changes before Export
• Auto Download and Manual Download options
• Export and Non-Export activity tracking
• Technician synchronization visibility
• App version tracking
• Better tools for troubleshooting

Overall, the project provides a more consistent and reliable way to keep the Command Center and Technician Apps up to date.