Harris Salt Lake doubles national USPS account through XOi documentation

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.
Topics
Increase productivity
Streamline processes

Client

Harris

Footprint

Salt Lake & Boise Region

Audience

Enterprise
White XOi logo with stylized X inside a circle on a dark blue split background.
THE CHALLENGE

Creating Consistency Across a Complex USPS Portfolio

Supporting USPS facilities requires more than reliable field service. Harris needed a documentation process that could consistently support contractual inspection requirements, compliance reviews, and repair recommendations across multiple locations. Incomplete asset records inherited from previous providers, inconsistent inspection documentation, and limited visibility into field findings created unnecessary ambiguity for stakeholders evaluating service performance and repair needs.

APPROACH

Standardizing Documentation Around Contract Requirements

Harris developed a USPS-specific preventive maintenance workflow designed to align directly with contractual inspection requirements. The new process standardized how technicians documented inspections, validated equipment information, confirmed refrigerant status, and captured site verification images. By replacing handwritten reports with structured digital workflows, the team created a consistent, review-ready documentation process that improved visibility, accountability, and compliance alignment across every serviced location.

Key actions included:

Implemented a USPS-specific preventive maintenance workflow

Standardized inspection documentation across all locations

Embedded compliance checkpoints into service workflows

IMPLEMENTATION

Digitizing Inspections and Validating Asset Records

The Salt Lake and Boise teams transitioned from handwritten inspection reports to a structured digital workflow that guides technicians through required inspection steps. The workflow prompts technicians to answer contractual inspection questions, validate equipment information directly from physical assets, confirm refrigerant status, and capture supporting images. Each completed visit generates a standardized report that can be reviewed consistently by stakeholders across the USPS portfolio.

Digital preventive maintenance workflows

Standardized inspection response capture

Refrigerant verification documentation

Equipment data plate validation

THE IMPACT

Driving Growth Through Documentation Excellence

By elevating documentation to the same standard as field execution, Harris improved transparency, compliance alignment, and stakeholder confidence across its USPS portfolio. The team eliminated documentation revision requests, streamlined repair authorization processes, improved asset visibility, and established a repeatable model that contributed to significant regional expansion opportunities.

100%

Regional footprint growth

34

USPS sites serviced

Improved repair approval efficiency through structured documentation

99% 

of all technician leads come through XOi (up from 40%)

15%

total tech generated lead volume increased in 90 days

This is where we can put just some text for a stat or feature.

Once we standardized our documentation, it became much easier to clearly show the work being done at each site, and that helped support our growth across the account.

John Reynolds
Service Manager

Time to live your own success story

We’ve transformed asset data into actionable intelligence for stakeholders across the ecosystem.