Lee Company - Tech Tips #2

Top tips from experienced techs include: always photograph the dataplate before starting a job, capture before-and-after documentation on every repair, use video to walk customers through complex issues, and keep workflow responses detailed enough to be useful to the next tech who visits.

Lee Company has been an XOi partner since the platform's early days — using XOi workflows to standardize service documentation, improve customer communication, and build a searchable knowledge base of completed jobs. Mike Harrell, VP of facility services, calls XOi 'vital tools for managing and leveraging data.'

Top performers document consistently, communicate proactively, and treat every job as an opportunity to capture knowledge — not just complete a task. They use technology to make their expertise visible and shareable, building a professional reputation with every customer interaction.

XOi scales across large teams with standardized workflows, centralized job documentation, and a knowledge base accessible to every technician regardless of experience level. For large organizations, consistent data capture is essential — and XOi ensures that consistency happens automatically.

When every tech follows the same documentation and communication process, customers receive a consistently professional experience — regardless of which tech shows up. XOi's workflows enforce this consistency across teams of any size, protecting brand quality at scale.