XOi has been named one of the 2023 Inc. 5000 companies. Read the news.

How XOi Works arrow Platform Overview

How XOi Works

XOi is the hub in which every part of the job — from the field to the office — connects.

A Powerful Digital Tool for Field Service.

Collect, Connect, & Capitalize: With XOi, jobsite data such as unit information and work documentation is easily collected by technicians while performing a job. Once collected, techs and back office staff connect with that data to fix problems fast and capitalize on new opportunities.


With XOi, techs easily collect essential job site data: asset information, issues found, fixes applied, and more


Photos & Transcribed Videos – Take one single photo to spark an entire system of intelligence.

Standardize Workflows – Create consistency on every job, every time, from every tech.

Optical Character Recognition (OCR) Technology – Take one single photo to instantly discover essential equipment information.

How can I streamline my operational processes?

XOi creates best practices for your business. We take your manual processes—like check lists, note taking, customer correspondence, and data analysis— and turn them into consistent digital inputs. It’s this consistency that leads to better outcomes down the road.

How much will my tech’s job productivity increase?

Contractors using XOi typically see a 35% increase in completed service requests.


XOi provides the job information your team members need, exactly when they need it.


Knowledge Base – Access diagrams, manuals, videos, previous work and more in one easy-to-use tool.

XOi Live – Timely help from an expert without a 2nd truck roll.

Personalized Alerts – By snapping a dataplate photo, asset-specific information is delivered automatically

Parts Ordering – Identify, order, and acquire parts from a brand-agnostic network of distributors across the U.S.

How can I increase productivity on a jobsite?

XOi delivers the answers to you, instead of wasting time trying to identify a jobsite fix via antiquated or unreliable sources.

How much can I reduce my operational expenses?

XOi users typically see a 40% reduction in second truck rolls, a 30% decrease in customer credits, and save 42% on the cost of in-house support.


XOi analyzes collected jobsite data to spark actions that improve your bottom line.


Reports – Track the work your team is completing and the type of equipment they’re working on.

Insights – Understand your changing business and where to focus your capital.

Trends, Benchmarks and Service Bulletins – Your reports are automatically analyzed to provide revenue-boosting insights like end of life opportunities.

How do I find more revenue opportunities?

XOi automatically analyzes your reports to deliver automatic insights—leading you to easily plan and shift investments and secure more revenue from preventative maintenance contracts, end of life opportunities, and service bulletins.

How can I better budget my expenses?

XOi’s data-backed, tech-focused technology is the solution to the modern approach to capital planning for you and your customer. Be consistent and proactive based on real-time data you’ve collected.

Training & Support

Provide your Techs with a tool that gives them room to grow.

Training & Support

Knowledge Base – Reduce time searching for answers. XOi makes diagrams, manuals, and more instantly accessible.

XOi Mentors – Access XOi’s in-house agency made up of experienced technicians with 20+ years on the job.

Microlearning – XOi’s workflows document step-by-step instructions for on-the-job learning and consistency.

How can I expertly train new techs?

XOi is an apprenticeship training platform providing techs young and old with microlearning opportunities in the field.

How much can I save on the cost of outsourcing virtual support?

Relying on an XOi Mentor could save you 42% on the cost of hiring, and frees up your most experienced techs to focus on their jobsites.

A.I. Optimization

For field service, the promise of revolutionary technology lies with the data that powers it.

A.I. Optimization

Automated Work Summary – From the responses entered in the XOi app, AI can create a clear, comprehensive work summary instantly.

Decades of Data – For 10+ years, techs using XOi have been collecting notes from the jobsite — content that fuels prompts to generate highly specific AI suggestions

How will A.I. help me engage my techs on the job?

A.I. integration with XOi software allows technicians to continuously power the A.I. system with specific data points. XOi’s A.I. optimization will revolutionize the field service industry by empowering technicians in ways that were previously unimaginable.

XOi Platform

Connect With the XOi Team

Fill out the form below to schedule a personalized demo.

Contact Us