Batchelor's Service increases dataplate capture from 50% to 100% with standardized documentation
Incomplete field documentation was making it harder to retain customers and protect margin
Batchelor’s Service, based in Mobile, Alabama, provides residential HVAC, plumbing, and generator services across a large customer base. With a growing team and a strong service agreement program, maintaining accurate, up-to-date information on customer systems is essential to delivering consistent service.As service volume increased, capturing complete equipment details and job documentation consistently across technicians became more important. Access to clear service history, system condition, and installation details supports both customer communication and internal coordination.
Standardized documentation with photos, notes, and asset capture
Batchelor’s implemented structured documentation workflows that guide technicians to capture dataplate information, site conditions, and equipment details on every job. Photos and notes are automatically organized into complete records, creating a consistent view of each asset and its service history.“We love the documentation and information XOi enables us to have… it is one of the most valuable tools we have in our arsenal.”– Rick True, President, Batchelor’s Service
Built complete equipment records to support service and sales
As technicians complete work, equipment data and job details are captured and stored in a centralized system. This allows teams to reference accurate asset information when quoting, planning installations, or communicating with customers, reducing the need for additional site visits and improving coordination across jobs.
Complete asset records
Technicians capture dataplate details, photos, and job notes on every visit, creating a consistent and accurate record of each system.
Fewer site visits
75% reduction in commercial replacement site visits — and near-100% elimination for package rooftop replacements — enabling faster, more accurate remote quotes.
What changed when equipment data was captured consistently
Batchelor’s improved visibility into its installed base, supporting more accurate quoting, reducing unnecessary site visits, and strengthening customer communication across service and replacement work.
data plate capture
reduction in site visits for commercial replacements
elimination of site visits for package rooftop replacements
“We love the documentation and information XOi enables us to have… it is one of the most valuable tools we have in our arsenal.”
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