Brightly Software Partners with XOi to Deliver Real-Time, Enriched Asset Data. Read the news.

Knowledge Hub

Field Service Knowledge Hub

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

Our Case Studies

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 follow-through. Before XOi, that meant taking extra time to review and clean up field notes, confirm details, or combine updates from multiple sources to make […]
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Tolin Mechanical Cuts Quoting Time by 60% with Enriched Equipment Data
Tolin Mechanical Cuts Quoting Time by 60% with Enriched Equipment Data
The Challenge Tolin Mechanical has been a strong partner in adopting XOi’s technology to meet rising expectations from both clients and the business. From proving service quality with visual documentation to strengthening partnerships with asset-level insights, Tolin is delivering a more transparent, data-driven customer experience. But the biggest impact has come behind the scenes — […]
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How ECS Streamlined Quoting and Captured More Work with XOi
How ECS Streamlined Quoting and Captured More Work with XOi
Overview Engineered Cooling Services (ECS) used to rely on a custom-built quoting tool that slowed technicians down and led to missed opportunities. With XOi, they built a faster, more efficient process that hands quoting off to a dedicated team—saving time in the field and helping secure more approved work.   Challenge ECS’s in-house “Quick Quotes” […]
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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

From Jobsite to Customer,  AI that Actually Helps with Lee Bridges, XOi Product Leader
From Jobsite to Customer, AI that Actually Helps with Lee Bridges, XOi Product Leader
Lee Bridges, VP of Product Management at XOi, joins Titans of the Trades to unpack how technician-first design and practical AI are transforming HVAC service. Learn how standardized jobsite data, time-saving automation, and empathy-driven tools are helping teams scale smarter and train faster.
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Transforming Frontline Work with Aaron Salow, CEO of XOi
Transforming Frontline Work with Aaron Salow, CEO of XOi
Aaron Salow, CEO and founder of XOi, shares how his upbringing in manufacturing shaped his mission to support the trades.
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Our White Papers

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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The Playbook: Moving from a Vendor to a Strategic Partner
The Playbook: Moving from a Vendor to a Strategic Partner
Automatically accessing enriched data is the key step in moving from a vendor to a strategic partner customer relationship. Just like meteorologists use thousands of data points like temperature, pressure, humidity, wind patterns to predict storms before they hit, having detailed equipment performance and lifecycle data lets businesses forecast breakdowns, inefficiencies, and service needs before they cause downtime.
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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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