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Knowledge Hub

Field Service Knowledge Hub

XOi blogs, podcasts, videos, white papers, webinars, case studies and more.

Our Case Studies

How Veregy turned field service into a revenue engine with real-time quoting and faster billing
How Veregy turned field service into a revenue engine with real-time quoting and faster billing
Creating consistency across a growing service organization   Veregy is a national energy services company (ESCO) delivering mechanical, controls, and solar solutions for K–12, municipal, and commercial customers. Their projects […]
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Harris Salt Lake doubles national USPS account through XOi documentation
Harris Salt Lake doubles national USPS account through XOi documentation
Turning field data into growth across a national USPS account   Harris’ Salt Lake and Boise branches support USPS facilities under a national subcontracting agreement managed through JLL. In this […]
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Harris dispatchers gain 2.5 hours each week to keep jobs moving
Harris dispatchers gain 2.5 hours each week to keep jobs moving
Harris dispatchers keep jobs on track with a level of precision and accountability that sets the tone for the entire operation. Their work has always been built on accuracy and […]
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Our Blog Posts

XOi defines the next frontier of field service technology with the launch of Premium Insights and XOi Advisor.
XOi defines the next frontier of field service technology with the launch of Premium Insights and XOi Advisor.
XOi announces the launch of Premium Insights and XOi Advisor; tools that leverage XOi’s industry-leading catalog of jobsite data
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Our Podcasts

Talking Out Our Assets | Ep. 4: Can structured data change the contractor-customer relationship?
Talking Out Our Assets | Ep. 4: Can structured data change the contractor-customer relationship?
JP Cahalan sits down with Pete Shimkus and Irv Aristi to discuss how structured asset data is changing the contractor-customer relationship. The conversation explores proactive planning, customer expectations, asset intelligence, and how contractors can use better data to create clarity, improve trust, and support long-term decision-making.
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Talking Out Our Assets | Ep. 3: What do techs actually want?
Talking Out Our Assets | Ep. 3: What do techs actually want?
JP Cahalan talks with Chad McClary and Ernie Martinez about what technicians need to succeed—from AI and asset data to better tools, support, and long-term career growth.
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Our White Papers

Building a Data-Driven Decision Culture
Building a Data-Driven Decision Culture
In this guide, we’ll provide you with an alternative to today’s process, and show you how the use of data‑focused and intelligent technology is the key to getting your equipment details in order.
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The Ultimate Capital Planning Guide for Field Service Leaders in 2026
The Ultimate Capital Planning Guide for Field Service Leaders in 2026
In this guide, we’ll provide you with an alternative to today’s process, and show you how the use of data‑focused and intelligent technology is the key to getting your equipment details in order.
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The 2025 Busy Season Report
The 2025 Busy Season Report
Discover how top-performing field service teams used real-time data and asset intelligence to reduce costs, increase first-time fixes, and outperform expectations during the 2024–2025 busy season.
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Our Webinars

Webinar: The Future of Site Surveys for Faster Quotes & Smarter Planning
Webinar: The Future of Site Surveys for Faster Quotes & Smarter Planning
XOi Site Survey digitizes asset data collection—turning field photos and notes into structured, validated records that accelerate quoting, compliance, and planning.
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Webinar: The Contractor’s Guide to Everyday AI
Webinar: The Contractor’s Guide to Everyday AI
If you, like so many in field service, have been hesitant to embrace this huge shift in technology, this is the session you’ve been waiting for.
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Our Videos

Less Time Quoting, More Time Serving: Ainsworth + XOi
Less Time Quoting, More Time Serving: Ainsworth + XOi
Ainsworth has saved over 1,500 hours with XOi—accelerating quoting, improving AR, and empowering techs to focus on service, not paperwork.
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The Right Fix, the First Time: Unlimited Service Group + XOi
The Right Fix, the First Time: Unlimited Service Group + XOi
Unlimited Service Group unified its growing operation with XOi—standardizing data, streamlining dispatch, and delivering smarter, faster service across all teams.
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Built on Better Data: Comfort Systems USA + XOi
Built on Better Data: Comfort Systems USA + XOi
After years of managing multiple systems, Comfort Systems USA partnered with XOi to unify asset data at the source. Learn how they streamlined workflows, improved technician efficiency, and built a connected foundation for smarter service decisions.
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Contact Us

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