XOi defines the next frontier of field service technology with the launch of Premium Insights and XOi Advisor.

20 Jun 2024
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Key Takeaways

XOi defines the next frontier of field service technology with the launch of Premium Insights and XOi Advisor — giving contractors portfolio-level visibility into equipment performance, proactive service opportunities, and data-driven capital planning tools.

Premium Insights + Advisor

Premium Insights delivers portfolio-level equipment intelligence — surfacing trends, service opportunities, and capital planning data from field-collected job information.

The next frontier of field service

XOi Advisor gives contractors the asset intelligence they need to shift from reactive service delivery to a proactive, data-backed advisory relationship with every customer.

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XOi Launches Premium Insights and Advisor to Unlock the Power of Field Service Data

XOi has announced the launch of Premium Insights and XOi Advisor, two powerful AI-driven solutions designed to help contractors, distributors, and manufacturers turn field service data into actionable business intelligence.

Built on XOi's extensive repository of equipment and jobsite information, these new tools empower organizations to better understand asset performance, identify revenue opportunities, improve operational efficiency, and make more informed business decisions throughout the equipment lifecycle.

Transforming Data into Actionable Intelligence

For more than a decade, XOi has helped technicians capture critical equipment and jobsite information in the field. Premium Insights and XOi Advisor take that data a step further by helping organizations organize, enrich, and activate it.

Using artificial intelligence and advanced data enrichment capabilities, the platform transforms fragmented operational data into meaningful insights that support strategic planning, service optimization, and business growth.

"For more than a decade, our passion for empowering technicians has driven us to build the most comprehensive repository of equipment and jobsite data available," said Aaron Salow, Founder and CEO of XOi. "We're allowing every stakeholder in the field service ecosystem to fully engage and activate that data to have granular, real-time insights that they can immediately employ to evolve and elevate their business."

Powered by Industry-Leading Equipment Data

Premium Insights and Advisor can pull mechanical equipment data from multiple sources, including:

  • XOi platform data
  • Field Service Management (FSM) systems
  • Customer management platforms
  • Other operational databases

The platform then cleans, organizes, and enriches that information with more than 50 additional equipment and operational data points, including:

  • Refrigerant types
  • Heat types
  • Filter sizes
  • Equipment specifications
  • Asset lifecycle information

This enriched dataset creates a more complete picture of equipment performance and operational opportunities.

Identifying Revenue and Growth Opportunities

The new tools help organizations uncover highly strategic opportunities that may otherwise remain hidden within disconnected systems and unstructured data.

Potential applications include:

Asset Lifecycle Management

  • End-of-life equipment identification
  • Replacement opportunity forecasting
  • Capital planning support

Operational Optimization

  • Service agreement optimization
  • Equipment performance monitoring
  • Maintenance planning and prioritization

Business Growth

  • Revenue opportunity identification
  • Customer portfolio analysis
  • Sales enablement through data-driven recommendations

Regulatory and Sustainability Planning

  • Compliance monitoring
  • Sustainability initiatives
  • Equipment modernization planning

Supporting Every Stakeholder in the Service Ecosystem

The launch of Premium Insights and Advisor expands XOi's vision beyond technician enablement by providing value to every participant in the field service ecosystem.

The platform supports:

  • Technicians
  • Contractors
  • Service managers
  • Equipment manufacturers
  • Distributors
  • Building owners and operators

By creating a single source of truth for equipment information, organizations can improve collaboration and make more informed decisions throughout the lifecycle of every asset.

Customer Success Stories

Organizations already using Premium Insights have reported meaningful business impact from the platform's ability to organize and surface valuable equipment intelligence.

Comfort Systems USA

"XOi has consolidated numerous mechanical data points and has made it so we're able to effectively use data to identify end-of-life opportunities for our customers," said Joe Lang, Vice President of Service Technology and Innovation at Comfort Systems USA. "We're not only identifying more opportunities for revenue, we're helping our sales team create data-backed partnerships with our customers."

PremiStar

"The ability to have a wealth of knowledge about our customers' assets, simply by XOi enriching the data, allows the PremiStar team to capitalize on valuable opportunities and price service agreements more intelligently," said Mike Harris, Senior Vice President at PremiStar. "With the addition of XOi Advisor, these agreements and opportunities are even more tactical to include a proactive approach to regulatory compliance, sustainability, and parts ordering and availability."

Giving Contractors a Competitive Advantage

As service organizations continue to collect increasing amounts of field data, the ability to organize and leverage that information becomes a key differentiator.

Premium Insights and Advisor help contractors move beyond data collection by transforming operational information into actionable business intelligence that supports better decisions, stronger customer relationships, and increased profitability.

"With our new enhancements, business owners now have a platform to take all of their organically collected, unstructured data and turn it into organized, actionable insights," said Aaron Salow. "These product enhancements separate our customers from their competitors and give them a specific technology advantage."

About XOi

XOi provides field service contractors with industry-leading tools for capturing, organizing, and leveraging jobsite and equipment data. Through technician enablement, virtual support, workflow automation, and AI-powered insights, XOi helps service organizations improve operational performance, increase efficiency, and maximize the value of their field service data.

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