Vaughan increases close rate from 8% to 30% with visual proof in the field

Vaughan enhanced customer trust and transparency through XOi's visual documentation tools. Improved workflows and communication led to higher close rates and increased repeat business.
Topics
Artificial Intelligence

Client

Vaughan Comfort Services

Footprint

Mid & Southern New Jersey

Technicians

14

Audience

SMB
THE CHALLENGE

Vaughan needed to build trust with customers who couldn't always see the work

Since 1937, Vaughan Comfort Services has served the South Jersey community as a full-service HVAC and plumbing company built on quality, integrity, honesty, and accountability. To protect that reputation while improving the customer experience, the team needed an easy-to-use way to build trust, reduce conflict, and make service recommendations easier for customers to understand. They wanted a stronger process for communicating what technicians found in the field while reinforcing the transparency that had helped them maintain long-term customer relationships.

APPROACH

XOi helped Vaughan improve transparency, communication, and customer trust

Since implementing the Vision app, Vaughan improved transparency and communication with customers through automated workflows and visual documentation — photos and videos that give customers direct access to what the technician found and fixed."Customers can watch the videos and see what's going on to easily resolve conflicts with visual proof," said Dave Jennings, Service Manager.The enhanced documentation increased closing rates on technician recommendations, customer referrals, repeat business, and overall ROI.

IMPLEMENTATION

Vaughan's approach focused on honest, visual transparency

Visual documentation aligned perfectly with Vaughan's commitment to honest business — giving customers the ability to see and verify work, while giving technicians a platform that validates and protects their professionalism.

Conflicts resolved with proof

When disputes arise, Vaughan's visual records resolve them instantly — protecting both technicians and the company's reputation.

Closing rates improved

Transparency increased technician closing on recommendations, customer referrals, and repeat business across the service team.

THE IMPACT

What changed when every job had visual proof

Vaughan Comfort Services strengthened their reputation for honest, trustworthy service — using XOi to give customers transparent, visual records of every visit that reinforce the values the company has built on for over 85 years.

30%

increase in close rate

8%

ROI increase

99% 

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

15%

total tech generated lead volume increased in 90 days

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“XOi is a value building app that is easy to use. It shows the customer that you care about their home and equipment and that you do what you say.”

DAVE JENNINGS
Sales Manager

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