Customer Stories

Veregy standardized service documentation, asset data collection, quoting, and billing processes to create a more scalable service operation. The result was faster invoicing, higher quote acceptance, improved margins, and greater customer visibility across every service interaction.

Harris' Salt Lake and Boise branches transformed preventive maintenance documentation across a growing USPS portfolio by standardizing inspection workflows, validating asset data, and creating consistent digital reporting. The result was greater compliance visibility, faster repair approvals, improved asset records, and 100% regional footprint growth.

Harris reduced administrative work and improved documentation accuracy by implementing XOi's AI-powered summaries and workflows. Dispatchers now spend less time editing notes and more time keeping operations running smoothly.

Tolin streamlined quoting by leveraging XOi's automated equipment data capture, cutting prep time by 60%. Faster, data-driven proposals improved efficiency and reduced operational costs.

ECS accelerated its quoting process by shifting field input to a centralized workflow powered by XOi. This approach saved thousands of hours and enabled faster, more consistent customer responses.

By automating refrigerant tracking with XOi, Gardiner eliminated manual reporting and significantly improved data accuracy. The new workflow saved leadership time and created a scalable process to meet growing customer demand.