Lee Company - Tech Tips #1

A dataplate is the label on a piece of equipment that includes make, model, serial number, and other key specs. In XOi, photographing the dataplate triggers OCR technology that automatically identifies the equipment and pulls up its service history, manuals, and relevant service bulletins.

OCR (Optical Character Recognition) eliminates manual data entry by automatically reading equipment information from a dataplate photo. This saves time, reduces errors, and instantly connects the technician with equipment-specific knowledge — without typing a single character.

Best practice includes: a dataplate photo at the start, before-condition photos of any issues found, during-work documentation of the repair process, and after-condition photos confirming the completed fix. This before-during-after record protects the contractor and provides value to the customer.

XOi gives Lee Company techs instant access to equipment history, workflow guidance, and documentation tools — so every customer interaction is informed, professional, and transparent. Mike Harrell has described XOi as giving the team 'critical, actionable insights with unsurpassed clarity and accuracy.'

Documented jobs are defensible jobs. When work is captured with timestamped photos, video, and workflow records, contractors have clear evidence of what was done and when. This protects against false claims, supports warranty documentation, and builds a historical record that improves future service quality.