How Veregy turned field service into a revenue engine with real-time quoting and faster billing
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Scaling Service Consistency Across Regions
As Veregy expanded its service operations, inconsistent documentation, delayed quoting, incomplete asset records, and slow billing processes limited efficiency and customer visibility. Technicians were identifying repair opportunities in the field, but customers often waited days or weeks for quotes, resulting in lost revenue and delayed approvals. Equipment information was fragmented across multiple systems, making renewals, service agreements, and field decision-making more difficult.
Standardizing Service Execution and Asset Intelligence
Veregy implemented a standardized service workflow focused on capturing work performed, documenting equipment data, and improving communication with customers. By leveraging XOi's platform, technicians could document service activity in real time, build comprehensive asset records over time, and access equipment information both in the field and from the office. Operational changes also centralized billing and scheduling while enabling technicians to quote repair work directly from the job site.
Standardized service documentation using photos, videos, and structured summaries
Delivered same-day service documentation to customers
Built asset records through ongoing equipment data collection
Building Real-Time Documentation and Asset Records
Technicians began documenting every service visit using XOi, capturing both service activity and critical equipment information. Asset records were automatically enriched over time as equipment was serviced, creating a living history of each asset. Simultaneously, Veregy restructured internal workflows to accelerate quoting and billing, allowing technicians to identify issues, generate accurate quotes, and present solutions before leaving the customer site.
Faster Revenue, Better Margins, and Greater Customer Visibility
By standardizing service workflows and making equipment data readily available, Veregy significantly improved operational performance. Technicians could quote work immediately, billing cycles accelerated dramatically, and customers gained greater transparency into completed work. The organization captured more service opportunities, improved profitability, and strengthened long-term contract management through better asset intelligence.
In additional revenue
Improved margins
Faster renewals and contract turnaround, enabled by accurate and accessible equipment data
We do not have a service department without our customers. Every decision we make has to be around what is best for them. Once we improved how we communicate and document the work, everything else started to follow.
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