Two for the Times: Reviews of Intuit Field Service Management for QuickBooks and the XOi Technologies platform

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XOi
10 Sep 2020
4
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Two for the Times: Reviews of Intuit Field Service Management for QuickBooks and the XOi Technologies platform
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Key Takeaways

When the field service industry faced pandemic disruption, the trades gap, and digital transformation at once, two capabilities made the difference.

When everything changed, two things made the difference

The contractors who stayed ahead in 2020 leaned into two tools: live virtual support and visual job documentation. Both stuck because they worked.

The right technology for the right moment

XOi wasn't built for a pandemic — but it turned out to be exactly what the field service industry needed when the pandemic hit.

In this article

Reviews of Intuit Field Service Management for QuickBooks and XOi Technologies

Explore reviews and insights into Intuit Field Service Management for QuickBooks and the XOi platform.

These solutions are designed to help field service organizations improve operational efficiency, technician workflows, customer communication, and service visibility through connected technology and automation.

Topics commonly evaluated in platform reviews include:

  • Scheduling and dispatching capabilities
  • Technician usability in the field
  • Integration with QuickBooks and ERP systems
  • Service documentation and reporting
  • Customer communication tools
  • Video and image capture functionality
  • Workflow automation
  • Asset and equipment tracking
  • Operational transparency and accountability

Organizations evaluating these platforms often compare how each solution supports:

  • First-time fix rates
  • Technician productivity
  • Customer experience
  • Service reporting accuracy
  • Scalability for growing operations

XOi is particularly recognized for its technician-first workflows, visual documentation capabilities, and connected asset intelligence approach, while Intuit Field Service Management is commonly evaluated for its QuickBooks integration and scheduling functionality.

FAQs

How did field service companies adapt their operations during COVID-19?

Contractors who adapted successfully leaned into remote technology — including virtual diagnostic tools, live video support, and contactless job documentation. These tools reduced the need for in-person contact while maintaining service quality and customer transparency.

Why is remote support capability important for field service businesses?

Remote support allows experienced techs to assist less experienced colleagues without traveling to the job site. This reduces second truck rolls, accelerates onboarding for new hires, and creates a scalable support model that doesn't require hiring more senior technicians.

How does visual documentation create competitive advantage in field service?

Contractors with visual documentation capabilities can differentiate on proof, not just price. Customers trust contractors who show their work. Visual evidence also reduces disputes, improves approval rates for recommended work, and builds a knowledge base that improves future service.

How does XOi's remote support capability benefit field service teams?

XOi's Live Call feature connects on-site techs with remote experts in real time — with live video, AR annotation, and session recording. This allows contractors to resolve complex issues without a second dispatch, build green tech skills faster, and provide mentoring at scale.

What field service technology investments deliver the most immediate ROI?

Visual documentation and remote support tools typically deliver the fastest payback — reducing truck rolls, improving first-time fix rates, and accelerating job documentation. XOi users see a 40% reduction in second truck rolls and a 20% reduction in time per task from the first months of deployment.

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