Generated by [llmstxtgenerate.com](https://llmstxtgenerate.com) — this llms.txt file is designed to help LLMs better understand and index this website. # xoi.io > XOi captures field data, enriches it with AI, and connects it to your systems so every asset tells a complete story. Trusted by service teams nationwide. ## Home [Asset Intelligence Platform for Field Service | XOi](https://xoi.io): XOi captures field data, enriches it with AI, and connects it to your systems so every asset tells a complete story. Trusted by service teams nationwide. ## Blog [Blog | XOi](https://xoi.io/blog): Discover field service trends, asset intelligence strategies, and best practices. Expert insights on sales, operations, and data-driven decisions. [2 Ways to Give Your HVAC Sales Team More Time in the Bone-Searing Summer Heat | XOi Blog](https://xoi.io/blog/2-ways-to-give-your-hvac-sales-team-more-time-in-the-bone-searing-summer-heat): What's the One Thing Your Field Service Sales Team Needs this Summer? More Time. [20 Questions with Aaron Salow | XOi Blog](https://xoi.io/blog/20-questions-with-aaron-salow): The connection between people and equipment, training, and the future of HVACR technology. [7 Tips to Create Safe Business Practices During COVID-19 | XOi Blog](https://xoi.io/blog/7-tips-to-create-safe-business-practices-during-covid-19): Using the XOi platform, our clients are able to help protect their teams and their customers during this time of social distancing with video, photos, and live calls. [AI Cheatsheet - Generated Work Summaries | XOi Blog](https://xoi.io/blog/ai-cheatsheet-generated-work-summaries): Download the cheatsheet for XOI's AI generated work summaries. [Product Release: AI Work Summary, Bluon Parts Ordering, Multiple Contributors Per Job. | XOi Blog](https://xoi.io/blog/ai-product-release): XOi has 3 new time-saving product enhancements rolling out this week: Parts Ordering, AI Work Summary, and Multiple Contributors Per Job. [What Role Does AI Play in the Future of Field Service? | XOi Blog](https://xoi.io/blog/ai-in-field-service): Discover how AI and service data are reshaping customer expectations. Learn how field teams are delivering faster, smarter, more proactive service—starting now. [Preparing for the A2L Refrigerant Transition: What Service Providers Need to Know | XOi Blog](https://xoi.io/blog/a2l-refrigerant-transition-2026): Starting January 1, 2026, R-410A refrigerants will be phased out in favor of A2L options like R-32 and R-454B. Learn what this change means for HVAC contractors, technicians, and asset owners and how XOi helps you prepare for the next era of refrigerant compliance. [And you may ask yourself, "How do I work this?" | XOi Blog](https://xoi.io/blog/ai-faq): The top FAQs about how AI actually works (for good) in the field service industry. [4 Ways to Leverage XOi to Grow Sales | XOi Blog](https://xoi.io/blog/4-ways-to-leverage-xoi-to-grow-sales): There are many ways that you can leverage XOi within your sales, service and support workflows to optimize and automate your business. Here are four ways that contractors are leveraging XOi to grow sales. [4 Tips to Increase Repeat Business | XOi Blog](https://xoi.io/blog/4-tips-to-increase-repeat-business): It's easier than ever to additionally focus on fostering customer loyalty and repeat business. [3 Tips To Increase Productivity & Sales During Shoulder Seasons | XOi Blog](https://xoi.io/blog/3-tips-to-increase-productivity-sales-during-shoulder-seasons): 3 Tips To Increase Productivity & Sales During Shoulder Seasons [3 Keys to Improving Your Customer's Indoor Air Quality | XOi Blog](https://xoi.io/blog/3-keys-to-improving-your-customers-indoor-air-quality): Let's discuss the top causes of poor IAQ and how to provide your customers with solutions to breathe cleaner air. [Avoid Tech Failures & Choose Solutions Your Technicians Will Actually Use | XOi Blog](https://xoi.io/blog/avoid-tech-failures-choose-solutions-your-technicians-will-actually-use): Get field service technician buy-in before you buy. [Artificial Intelligence Helps HVAC Contractors Run a Better Business | XOi Blog](https://xoi.io/blog/artificial-intelligence-helps-hvac-contractors-run-a-better-business): When HVAC contractors take the time to choose an AI program that easily and effectively flows into the day-to-day business management software they are already using, they can grow their top line, build trust with customers, and make their business that much more efficient. [Boosting the Bottom Line: Enhancing Field Service Profitability through Cost Savings | XOi Blog](https://xoi.io/blog/boosting-the-bottom-line): How can a field service business categorize and consolidate profit vs. savings? Let's walk through a few specific tactics. [Bridging the Technical Divide in the HVAC Industry | XOi Blog](https://xoi.io/blog/bridging-the-technical-divide-in-the-hvac-industry): Helping your senior, most experienced field service workers get the most out of new technology [Can XOi Software Make Field Service More Profitable? | XOi Blog](https://xoi.io/blog/can-xoi-software-make-field-service-more-profitable): Cool enterprise 2.0, AI and OCR tech from XOi extends field service management software to create value where it matters most. [Consistency in Capital Planning | XOi Blog](https://xoi.io/blog/consistency-in-capital-planning): Capital Planning: the process of budgeting your expenses, inventory, staffing, equipment and income for your field service business. [Control The Change: The Secret To Getting Skeptical Techs To Use New Technology | XOi Blog](https://xoi.io/blog/control-the-change-the-secret-to-getting-skeptical-techs-to-use-new-technology): To Encourage Technology Adoption, Focus On Gains For Technicians. [Battling Inventory Shortages in the Trades | XOi Blog](https://xoi.io/blog/battling-inventory-shortages): 3 Ways To Combat Extended Lead Times & Backordered Equipment. [Customer Testimonial - Aire Serv + XOi | XOi Blog](https://xoi.io/blog/customer-testimonial-aire-serv): Aire Serv has seen a 15% bump in sales per service using XOi. Field Service technology. [Construction Technology and Software Rundown | XOi Blog](https://xoi.io/blog/construction-technology-and-software-rundown): [Building a Data-Driven Decision Culture | XOi Blog](https://xoi.io/blog/building-a-data-driven-decision-culture): Learn how field service leaders can build a data‑driven decision culture with structured asset intelligence to improve quoting, planning, and operational clarity. [If your asset data cannot guide spend, it is costing you revenue | XOi Blog](https://xoi.io/blog/asset-data-capital-planning-revenue): Organizations collect more asset data than ever, yet many still struggle to turn that information into action. In this discussion with XOi's Pete Shimkus and Farmer & Irwin's Irv Aristy, learn how structured asset data helps teams identify aging equipment, accelerate decision-making, improve capital planning, and convert more service opportunities into revenue before rising costs and delays erode profitability. [Cost Of Doing Business | XOi Blog](https://xoi.io/blog/cost-of-doing-business): Cost Of Doing Business interruptions can add up quickly. The average customer using XOi increases their monthly bottom line by 31%. [Cost of In House Support | XOi Blog](https://xoi.io/blog/cost-of-in-house-support): The cost of hiring your own in-house support in Field Service can add up very quickly. [Data drives plumbing software trends in 2022 | XOi Blog](https://xoi.io/blog/data-drives-plumbing-software-trends-in-2022): XOi helps plumbing contractors increase productivity and deliver extraordinary service. [Decreasing Turnover with Technology | XOi Blog](https://xoi.io/blog/decreasing-turnover-with-technology): With New Computing Platforms, Deskless Employees Can Be More Happy and Productive. [Data: Moving from Vendor to Advisor | XOi Blog](https://xoi.io/blog/data-moving-from-vendor-to-advisor): How technology creates opportunity for first class service providers in Field Service. [Developing Employees in the Skilled Trades | XOi Blog](https://xoi.io/blog/developing-employees-in-the-skilled-trades): XOi CFO Leon Weiss discusses how to grow and scale a business with digital solutions. [Creating Journeymen on the Job | XOi Blog](https://xoi.io/blog/creating-journeymen-on-the-job): 3 ways you can build consistency, resources, and workflows to help technicians receive continuous on the job training [Did AI Write This? Take the Quiz. | XOi Blog](https://xoi.io/blog/did-ai-write-this-quiz): Take this quiz to see if you can tell if these work summaries were written by a technician or AI generated. [Delivering on the Promise of Generative AI | XOi Blog](https://xoi.io/blog/delivering-on-the-promise-of-generative-ai): For Field Service, the promise of revolutionary AI technology lies with the data that powers it. [Customers Buy What They Can See | XOi Blog](https://xoi.io/blog/customers-buy-what-they-can-see): [Enterprise Customer + Savings Infographic | XOi Blog](https://xoi.io/blog/enterprise-customer-savings-infographic): The XOi platform delivers continuous ROI as seen through one of our world-class OEM customers. [Field Service Industry 2020 Year in Review + 5 Trends To Look Out for in 2021 | XOi Blog](https://xoi.io/blog/field-service-industry-2020-year-in-review-5-trends-to-look-out-for-in-2021): [Field Service MythBusters: Tackling the Industry's Most Common Myths (Part 1) | XOi Blog](https://xoi.io/blog/field-service-mythbusters-1): Squashing the Field Service Industry's Most Common Myths. [Field Service MythBusters: Tackling the Industry's Most Common Myths (Part 2) | XOi Blog](https://xoi.io/blog/field-service-mythbusters-2): Tackling the Industry's Most Common Myths in Field Service. [Field Service Mythbusters: Tackling the Industry's Most Common Myths (Recap) | XOi Blog](https://xoi.io/blog/field-service-mythbusters-3): [Don't dam(n) your data. | XOi Blog](https://xoi.io/blog/dont-dam-your-data): Technicians are crucial to the process of removing barriers surrounding analyzing and executing field service data points. [Field Service Sales: Marrying Branding and Awareness Efforts to Lead and Demand Generation | XOi Blog](https://xoi.io/blog/field-service-sales-marrying-branding-and-awareness-efforts-to-lead-and-demand-generation): Marrying Branding and Awareness Efforts to Lead and Demand Generation for field service marketing and sales teams [Four Ways Field Service Business Owners Prepare for a Recession | XOi Blog](https://xoi.io/blog/four-ways-field-service-business-owners-can-prepare-for-a-recession): Four steps you can take to mitigate your fears and keep your business on track to profitability to prepare for a recession. [Get The Best Grads | XOi Blog](https://xoi.io/blog/get-the-best-grads): The trades industry has the potential to attract top talent and the most successful businesses hire green techs and mold them into their best technicians. [Getting Technicians to Buy Into New HVAC Technology | XOi Blog](https://xoi.io/blog/getting-technicians-to-buy-into-new-hvac-technology): Getting Technicians to Buy Into New HVAC Technology. [Havtech, MacMiller Better Connect With Customers Through XOi Technologies | XOi Blog](https://xoi.io/blog/havtech-macmiller-connect-with-xoi): Communicating the complexities of a service call to a customer is extremely challenging. [The New Frontier in Field Service - How to 'Go Digital' With Purpose | XOi Blog](https://xoi.io/blog/go-digital-with-purpose): XOi evaluates technology for field service to ensure leaders are choosing the right system for their business. [How Can ESCOs Use Field Data to Avoid Delays and Deliver More Efficient Energy Projects? | XOi Blog](https://xoi.io/blog/how-can-escos-use-data-for-project-success): Discover how ESCOs can use field data to reduce delays, improve design accuracy, and deliver efficient energy projects with tools like XOi. [Invest in the Right Digital Field Solution to Protect Your Company's Most Important Asset | XOi Blog](https://xoi.io/blog/invest-in-the-right-digital-field-solution-to-protect-your-companys-most-important-asset): Successful contractors recognize the value of their technicians and look for ways to ensure they have the technology they need to complete the job successfully. [How to Streamline your Field Service Software Stack | XOi Blog](https://xoi.io/blog/how-to-streamline-your-field-service-software): 3 considerations to streamline your field service software stack. [Is Your Company Reliant on Tribal Knowledge? | XOi Blog](https://xoi.io/blog/is-your-company-reliant-on-tribal-knowledge): It's a field service technician's skills and expertise that deliver value to customers. [Keys To A Successful Software Change | XOi Blog](https://xoi.io/blog/keys-to-a-successful-software-change): How to Motivate Your Field Service Team & Get the Most Out of New Technology. [Lee Company - Tech Tips #1 | XOi Blog](https://xoi.io/blog/lee-company-tech-tips-1): XOi and Lee Company provide field service technicians tips. [Lee Company - Tech Tips #2 | XOi Blog](https://xoi.io/blog/lee-company-tech-tips-2): Field Service Technician Tips. [How to Market HVAC During Coronavirus Pandemic | XOi Blog](https://xoi.io/blog/how-to-market-hvac-during-coronavirus-pandemic): Messaging should focus on health measures, avoid overpromising. [How To Utilize Technology To Coach and Train New Technicians on the Job | XOi Blog](https://xoi.io/blog/how-to-utilize-technology-to-coach-and-train-new-technicians-on-the-job): Warwick Mechanical partnered with XOi Technologies to implement a technician enablement solution to bridge the skills and equipment knowledge gap. [PHCP Millennial On The Move: Aaron Salow | XOi Blog](https://xoi.io/blog/millennial-on-the-move): [Don't Bite Off More Than You Can Chew | XOi Blog](https://xoi.io/blog/microlearning): Apply Microlearning to Technician Training in Field Service. [Mastering Field Service Innovation: How to Get Ahead With AI-Driven Insights | XOi Blog](https://xoi.io/blog/mastering-field-service-innovation): Remarkable technology advancements are set to redefine how we manage and maximize the performance of our equipment and services. [How to Reach the Promised Land of Customer Experience | XOi Blog](https://xoi.io/blog/how-to-reach-the-promised-land-of-customer-experience): The Foundational Value of XOi in Field Service. [NATE Certification Boosts Top-Line Revenue for HVACR Firms | XOi Blog](https://xoi.io/blog/nate-certification-boosts-top-line-revenue-for-hvacr-firms): Remarkable technology advancements are set to redefine how we manage and maximize the performance of our equipment and services. [How to navigate busy season (and make the most money ever.) | XOi Blog](https://xoi.io/blog/navigate-busy-season): At XOi, we want you to have the tools you need to crush the summer rush and make sure your technicians are out in the field being the most efficient, ideal versions of a technician they can be — ensuring you're on the path to turning some big profits for your business [Software Solutions Improve Closing Rate for HVAC Sales | XOi Blog](https://xoi.io/blog/software-solutions-improve-closing-rate-for-hvac-sales): [Not Just a Documentation Tool | XOi Blog](https://xoi.io/blog/not-just-a-documentation-tool): Build a Centralized Knowledge Base with XOi technology for Field Service. [Supply House Times: Four ways for distributors to leverage data and AI | XOi Blog](https://xoi.io/blog/supply-house-times-four-ways-for-distributors-to-leverage-data-and-ai): AI allows technicians to focus on more important aspects of the jobs, and enhances the accuracy of communication between customer and company. [Technician Accountability + Your Bottom Line | XOi Blog](https://xoi.io/blog/technician-accountability): How To Utilize Technology To Improve Employee Engagement and Move Your Business Forward [Technology and Training Drive Talent for Skilled Trades | XOi Blog](https://xoi.io/blog/technology-and-training-drive-talent-for-skilled-trades): [Technology Offers Facilities Managers O&M Transparency | XOi Blog](https://xoi.io/blog/technology-offers-facilities-managers-om-transparency): New visual documentation technologies are giving managers important new tools to ensure proper maintenance of expensive systems. [Tech Helps Answer Skilled Trades Gap Questions | XOi Blog](https://xoi.io/blog/tech-helps-answer-skilled-trades-gap-questions): Artificial intelligence and augmented reality are becoming increasingly relevant in Field Service. [The 60-Second Guide to Battling the Labor Shortage | XOi Blog](https://xoi.io/blog/the-60-second-guide-to-battling-the-labor-shortage): What are you doing to solve the skilled trades problem in your businesses today? [Service Agreements Lead to HVAC Business Growth, Consumer Loyalty | XOi Blog](https://xoi.io/blog/service-agreements-lead-to-hvac-business-growth-consumer-loyalty): Transparency and reliability of companies helps turn customers into clients [Most asset data breaks at scale. Here’s why. | XOi Blog](https://xoi.io/blog/most-asset-data-breaks-at-scale-heres-why): Most organizations have asset data, but few can use it effectively at scale. Fragmented records, inconsistent formats, and missing context make it difficult to answer critical questions, support decisions, or leverage emerging technologies like AI. Learn why structured asset intelligence has become the foundation for operational efficiency, better decision-making, and long-term growth across modern service organizations. [The Amazon Effect | XOi Blog](https://xoi.io/blog/the-amazon-effect): The Amazon Effect and What the Heck It's Got to Do With HVAC? [[Checklist] The Contractor's Event Guide | XOi Blog](https://xoi.io/blog/the-contractors-event-guide): Maximize your field service convention experience and technology investment with this targeted checklist. [Repair vs. Replacement: A Data-Driven Cost Comparison | XOi Blog](https://xoi.io/blog/repair-vs-replacement-true-cost-chart): Discover the real cost of keeping aging assets alive versus investing in new ones. View XOi's data-driven True Cost Chart to make smarter decisions [The SaaS reset is exposing which software actually matters | XOi Blog](https://xoi.io/blog/the-saas-reset-is-exposing-which-software-actually-matters): Resistance usually signals one of three things: the tool adds friction to their day, they weren't consulted during selection or design, or they don't see a direct benefit to their work. Each of these is solvable — but only if leadership listens rather than mandates. [The Cost of Free Data Management Solutions | XOi Blog](https://xoi.io/blog/the-cost-of-free-data-management-solutions): Compare "free" data management options with the solutions that XOi provides. [Three Keys to Leveraging Artificial Intelligence in Field Service | XOi Blog](https://xoi.io/blog/three-keys-to-leveraging-artificial-intelligence-in-field-service): Demand for field service work is skyrocketing learn how to scale to meet the ever-growing demands of the market. [Top 5 Field Service Time Wasters That Are Hurting Your Bottom Line | XOi Blog](https://xoi.io/blog/top-5-field-service-time-wasters): Top 5 Field Service Time Wasters That Are Hurting Your Bottom Line. [PHCP Pros: Three Tips for Increasing Repeat Business | XOi Blog](https://xoi.io/blog/three-tips-for-increasing-repeat-business): Maximize recurring revenue and leverage it for growth. [The Top 10 Capital Planning Mistakes to Avoid in 2026 | XOi Blog](https://xoi.io/blog/the-top-10-capital-planning-mistakes-to-avoid-in-2026): Avoid the biggest capital planning pitfalls facing field service and asset leaders in 2026, from data silos to reactive strategies, with practical guidance from XOi. [Trane + XOi Infographic | XOi Blog](https://xoi.io/blog/trane-xoi-infographic): Trane tracked service efficiency improvements worth just over $6.6 million through XOi. [Top 5 Sales Killers in Field Service | XOi Blog](https://xoi.io/blog/top-5-sales-killers-in-field-service): Struggling to close deals in field service? Learn the top 5 sales killers — from siloed data to slow quoting — and how real‑time asset intelligence drives smarter results. [Two for the Times: Reviews of Intuit Field Service Management for QuickBooks and the XOi Technologies platform | XOi Blog](https://xoi.io/blog/two-for-the-times): Reviews of Intuit Field Service Management for QuickBooks and the XOi Technologies platform. [How Can Field Service Teams Use Equipment Data to Become Strategic Uptime Partners? | XOi Blog](https://xoi.io/blog/use-equipment-data-become-strategic-partner): Prevent downtime before it starts. Discover how enriched equipment data helps field service teams predict failures, plan ahead, and drive revenue with XOi. [Turn Service Calls Into Sales | XOi Blog](https://xoi.io/blog/turn-service-calls-into-sales): XOi customers explain how technology can help a field service generate revenue. [Training and Technology Drive Effective Recruiting | XOi Blog](https://xoi.io/blog/training-and-technology-drive-effective-recruiting): Technician enablement with XOi technology simply means starting with technicians' point of view and making decisions based on their curb-to-curb experience. [Video Conferencing & Virtual Assistance in Field Service | XOi Blog](https://xoi.io/blog/video-conferencing-virtual-assistance-in-field-service): Key trends that are expected to shape field service. [Truck Roll Optimization + Field Service | XOi Blog](https://xoi.io/blog/truck-roll-optimization-field-service): An average 40% of service tickets call for an on site technician visit. [Virtual Reality: the Practical Benefits | XOi Blog](https://xoi.io/blog/virtual-reality-the-practical-benefits): Virtual Reality training links field technicians with office support during system repair sessions, and provides new possibilities for in-house training. [Utilizing Technology To Recruit, Retain & Train the Next Generation of Field Service Technicians | XOi Blog](https://xoi.io/blog/utilizing-technology-to-recruit-retain-train-the-next-generation-of-field-service-technicians): How technology breaks the cycle of generational stigma towards the skilled trades. [Why Equipment Data is the Key to Sales Success | XOi Blog](https://xoi.io/blog/why-equipment-data-is-the-key-to-sales-success): In a market facing margin pressure, equipment data has become the foundation of profitable sales. Here are five ways to put it to work. [XOi Recognized with Multiple Accolades from Capterra, Software Advice and GetApp in 2025 | XOi Blog](https://xoi.io/blog/xoi-recognized-with-multiple-accolades-from-capterra-software-advice-and-getapp-in-2025): XOi has been recognized as a 2025 top-rated software on Capterra, Software Advice, and GetApp. [XOi expands commercial kitchen intelligence across cold and hot equipment | XOi Blog](https://xoi.io/blog/xoi-expands-commercial-kitchen-intelligence-across-cold-and-hot-equipment): From cold to hot: we’ve got it covered. XOi is now delivering full commercial kitchen equipment intelligence. [XOi CFO on How Digital Helps Drive Better Long-Term Decisions | XOi Blog](https://xoi.io/blog/xoi-cfo-on-how-digital-helps-drive-better-long-term-decisions): XOi CFO Leon Weiss discusses how to grow and scale a business with digital solutions. [XOi Announces Continuing Relationship with MacDonald-Miller Facility Solutions | XOi Blog](https://xoi.io/blog/xoi-announces-continuing-relationship-with-macdonald-miller-facility-solutions): XOi's easy-to-use and accessible platform empowers MacDonald-Miller technicians to quickly deliver video and photo assets to customers, enhancing the company's commitment to lean manufacturing, high-level quality control and on-time delivery by providing property managers and building engineers immediate insight on their building's equipment health. [XOi Brings New Video Based Training and Operational Transparency to Industry's Techs | XOi Blog](https://xoi.io/blog/xoi-brings-new-video-based-training-and-operational-transparency-to-industrys-techs): XOi's platform includes both a unique video approach to training and a state of the industry video solution for the professional E&S service provider. [When Was The Last Time You Invested In Technology With Your Customer In Mind? | XOi Blog](https://xoi.io/blog/when-was-the-last-time-you-invested-in-technology-with-your-customer-in-mind): Good Companies Adopt Technology That Improves Internal Efficiency. Great Companies Invest In Technology That Generates External Impact. [Women in the Trades: A Vast, Neglected Resource | XOi Blog](https://xoi.io/blog/women-in-the-trades): How to recruit more women into the skilled trades and field service workforce. ## Pricing [Pricing | XOi](https://xoi.io/pricing): Choose the XOi solution that fits your team. Purpose-built solutions for service, sales, and data connectivity. Start where you need and expand over time. ## Legal hub [Legal Hub | XOi](https://xoi.io/legal-hub): Access XOi's legal documents, privacy policies, and security resources. We protect your data with industry-leading security practices. ## Contact us [Contact Us | XOi](https://xoi.io/contact-us): Book a call with our sales team to see how XOi fits into your operation. Get clarity, honest assessment, and real answers to your questions. ## Integrations [Integrations | XOi](https://xoi.io/integrations): XOi integrates with leading field service, financial, and maintenance systems. Secure API architecture, bidirectional data flow, and dedicated support. ## Company [About Us | XOi](https://xoi.io/company/about-xoi): XOi's data intelligence platform helps HVAC, MEP, and Commercial Kitchen teams understand equipment and prepare for what's next with a decade of asset data. [News and Press Archive | XOi](https://xoi.io/company/news-and-press): Read the latest announcements, media coverage, and innovations from XOi. Browse company news, partnerships, product updates, and industry recognition. [Careers | XOi](https://xoi.io/company/careers): Join XOi and help transform field service. We're building the intelligence layer for mission-critical equipment. Remote-first, collaborative culture. [XOi smart field service technology empowers AAON to offer comprehensive connected experience throughout equipment lifecycle | XOi News](https://xoi.io/company/news-and-press/aaon): HVAC industry leaders collaborate to connect technicians with essential equipment data and insights throughout the lifecycle of AAON equipment. [Abdallah and Prince enhance XOi's AI leadership team | XOi News](https://xoi.io/company/news-and-press/abdallah-and-prince-enhance-xois-ai-leadership-team): XOi names Bashir Abdallah CPO and promotes Jeff Prince to executive VP of engineering, confirming the company's commitment to AI-based innovation. [Brady Announces Continued Partnership With XOi | XOi News](https://xoi.io/company/news-and-press/brady-announces-continued-partnership-with-xoi): Brady Vision arms and educates technicians with digital access to an online repository of manuals, wiring diagrams and videos that allow them to solve every issue with ease and expertise. [DKD drives value and productivity for customers through XOi partnership | XOi News](https://xoi.io/company/news-and-press/dkd-drives-value-and-productivity-for-customers-through-xoi-partnership): XOi expands connection to global field service community while delivering DKD users with industry-leading data-based solutions [New hires and promotions reflect XOi's commitment to contractor success in 2021 | XOi News](https://xoi.io/company/news-and-press/commitment-to-contractor-success-in-2021): [Bluon and XOi Integrate Unique HVAC Service Apps | XOi News](https://xoi.io/company/news-and-press/bluon-and-xoi-integrate-unique-hvac-service-apps): New partnership with XOi and Bluon enables HVAC service technicians to save hours each day with enhanced ordering and acquisition of parts [Forbes: Skilled Trades Embrace AI as Enabling Education Technology | XOi News](https://xoi.io/company/news-and-press/forbes-skilled-trades-embrace-ai-as-enabling-education-technology): XOi uses AI for skilled trades education, providing dynamic support and data-driven solutions. [ACHR News: Software Saves Time, Improves Efficiency for HVAC Contractors | XOi News](https://xoi.io/company/news-and-press/achr-news-software-saves-time-improves-efficiency-for-hvac-contractors): XOi software automates day to day tasks which saves time and improves efficiency for HVAC contractors [Heritage Home Service and XOi announce partnership renewal, expanding relationship to help contractors meet labor shortage challenges | XOi News](https://xoi.io/company/news-and-press/heritage-home-service-and-xoi-announce-partnership-renewal-expanding-relationship): [Field service tech company XOi announces continuing relationship with leading Pacific Northwest mechanical contractor | XOi News](https://xoi.io/company/news-and-press/macdonald-miller): Seattle-based MacDonald-Miller Facility Solutions extends contract with field service tech provider [Industry Today: Data Analytics Leads to Manufacturing Optimization | XOi News](https://xoi.io/company/news-and-press/industry-today-manufacturing-optimization): Learn how HVAC field data helps optimize reliability, streamline manufacturing, improve supply chains, and boost profitability. [Brightly Software Partners with XOi to Deliver Real-Time, Enriched Asset Data | XOi News](https://xoi.io/company/news-and-press/brightly-software-xoi-partnership-asset-data): Brightly Software and XOi announce a partnership to deliver enriched, real-time asset data for HVAC systems—improving maintenance, capital planning, and compliance for facilities teams. [XOi and Nexstar Network® announce strategic partnership | XOi News](https://xoi.io/company/news-and-press/nexstar-strategic-partnership): XOi and Nexstar work to bridge the skilled-trades labor shortage gap. [XOi names Michael Kerstein to lead growing product division | XOi News](https://xoi.io/company/news-and-press/michael-kerstein-to-lead-growing-product-division): [XOi and Powerhouse Consulting Group partner to provide holistic field service solutions | XOi News](https://xoi.io/company/news-and-press/powerhouse-consulting-group): XOi and Powerhouse Consulting Group collaboration allows industry professionals to leverage comprehensive technology and authoritative expert insights to drive profitability and achieve business goals. [Hays Service elevates performance and communication with XOi's advanced data-powered enablement solution | XOi News](https://xoi.io/company/news-and-press/hays-service-elevates-performance-and-communication-with-xoi): XOi for transparent and accurate communication, empowering technicians to keep equipment working properly, safely and efficiently in order to reduce the overall costs of ownership and operations. [Comfort Systems USA partners with XOi to launch FIX technical support center | XOi News](https://xoi.io/company/news-and-press/comfort-systems-usa-partners-with-xoi-to-launch-fix-technical-support-center): Comfort Systems' FIX solution powered by XOi delivers powerful, innovative tools and insights for Field Service. [Reedy Industries equips service teams with top data-driven technology solution | XOi News](https://xoi.io/company/news-and-press/reedy-industries-equips-service-teams-with-top-data-driven-technology-solution): A collaboration that empowers field techs to deliver enhanced efficiency and value. [Proof Is in the Video: Nat. HVAC Shows Prospects a Better Level of Service & Accountability | XOi News](https://xoi.io/company/news-and-press/proof-is-in-the-video): The company invested in the XOi to increase transparency and trust with their customers. [Synergy Solution Group offers exclusive access to XOi's first-to-market Journeyman™ Platform | XOi News](https://xoi.io/company/news-and-press/synergy-solution-group-offers-exclusive-access-to-xois-first-to-market-journeyman-platform): Innovative HVAC association and tech-focused software provider leverage partnership and shared vision to make unique next-gen solution available for group members. [TechCrunch: XOi raises $230M, acquires Specifx to expand its tech for field service technicians | XOi News](https://xoi.io/company/news-and-press/techcrunch-xoi-raises-230m-acquires-specifx-to-expand-its-tech-for-field-service-technicians): XOi raises $230 million to enhance its software for field service engineers by acquiring Specifx. [New XOi website upgrades online experience for contractors | XOi News](https://xoi.io/company/news-and-press/new-xoi-website-upgrades-online-experience-for-contractors): [Tech and finance leader Brent Pearson joins XOi Board of Directors | XOi News](https://xoi.io/company/news-and-press/tech-and-finance-leader-brent-pearson-joins-xoi-board-of-directors): The top data-based solution provider selects former ServiceChannel executive to help drive continued growth and power ongoing transformation of field service technology space [Pueblo powers enhanced operations and value with XOi | XOi News](https://xoi.io/company/news-and-press/pueblo-powers-enhanced-operations-and-value-with-xoi): XOi equips Pueblo field service technicians with data insights and tech-enablement platform to drive efficiency and productivity. [WCE Elevates Customer Experience With Complete Transparency | XOi News](https://xoi.io/company/news-and-press/wce-elevates-customer-experience-with-xoi): The best way to change perception is to offer customers complete transparency in field service. [UA and XOi work together to train the next generation of skilled labor talent | XOi News](https://xoi.io/company/news-and-press/ua-and-xoi-work-together-to-train-the-next-generation-of-skilled-labor-talent): XOi combines many critical functions for UA instructors and apprentices and other field professionals in a single platform. [The XOi Experience Just Got Faster | XOi News](https://xoi.io/company/news-and-press/the-xoi-experience-just-got-faster): New XOi technology for field service products are now live [XOi named to 2023 Inc. 5000 | XOi News](https://xoi.io/company/news-and-press/xoi-2023-inc-5000): XOi ranks 2,313 on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America. [XOi advances on the fastest growing companies in North America on the 2024 Deloitte Technology Fast 500™ | XOi News](https://xoi.io/company/news-and-press/xoi-advances-on-the-fastest-growing-companies-in-north-america-on-the-2024-deloitte-technology-fast-500): XOi ranks 464 on the 2024 Deloitte Technology Fast 500™ list of fastest growing companies in North America. [XOi Amplifies Field Service Innovation with New Strategic Investment and Acquisition | XOi News](https://xoi.io/company/news-and-press/xoi-amplifies-field-service-innovation-with-new-strategic-investment-and-acquisition): XOi the intelligent jobsite technology innovator secures record funding from KKR to expand data gathering and enrichment solutions. [XOi is one of the fastest-growing companies in North America | XOi News](https://xoi.io/company/news-and-press/xoi-2023-deloitte-technology-fast-500): Top field service technology solution provider makes first appearance on the prestigious list of dynamic public and private tech businesses. [AI-Driven Intelligence Solution Launches, Addressing Costly Problem in Commercial Equipment Service: Data Gaps | XOi News](https://xoi.io/company/news-and-press/xoi-advisor-asset-intelligence-launch): XOi introduces Advisor, an AI-driven asset intelligence solution that helps commercial equipment service teams complete site surveys faster, quote accurately, and plan confidently across the asset lifecycle. [XOi and ECI Davisware enhance partnership, empowering contractors with seamless, data-driven solutions | XOi News](https://xoi.io/company/news-and-press/xoi-and-davisware-enhance-partnership): XOi and ECI Davisware enhance collaboration with integration updates that improve technician efficiency, customer service, and field-to-office coordination. [Warwick Mechanical Group enhances best in class service with XOi's data-powered curb-to-curb enablement solution | XOi News](https://xoi.io/company/news-and-press/warwick-mechanical-group-enhances-best-in-class-service-with-xoi): [XOi and DST partner to elevate field service solutions | XOi News](https://xoi.io/company/news-and-press/xoi-and-dst-partner-to-elevate-field-service-solutions): Leading field service technology providers integrate artificial intelligence with groundbreaking data and ultrasound diagnostics to deliver unprecedented opportunity to contractors [XOi and FieldConnect integration empowers efficiency and productivity for field service providers | XOi News](https://xoi.io/company/news-and-press/xoi-and-fieldconnect-integration): XOi and FieldConnect integration empowers efficiency and productivity for field service providers. [XOi and IFS Core extend integration to help contractors streamline operations and optimize critical functionality | XOi News](https://xoi.io/company/news-and-press/xoi-and-ifs-core-extend-integration): [XOi and Penta help contractors continue delivering essential services | XOi News](https://xoi.io/company/news-and-press/xoi-and-penta-help-contractors-continue-delivering-essential-services): XOi's comprehensive communication tool for field techs. [XOi and Key2Act launch seamless integration to support contractors | XOi News](https://xoi.io/company/news-and-press/xoi-and-key2act-launch-seamless-integration-to-support-contractors): [XOi and Data-Basics' TechAnywhere offer streamlined communication options for contractors | XOi News](https://xoi.io/company/news-and-press/xoi-and-data-basics-techanywhere-offer-streamlined-communication-options-for-contractors): Capture critical jobsite data, launch on-the-job remote support, access relevant equipment documentation and provide customers photos and videos of recommended and completed work. [XOi announces data-driven collaboration with Carrier | XOi News](https://xoi.io/company/news-and-press/xoi-announces-data-driven-collaboration-with-carrier): Empower contractors to deliver more efficient, convenient customer experience in Field Service. [XOi and ICE Group deliver advanced insights and automation to leaders in commercial applied HVAC systems | XOi News](https://xoi.io/company/news-and-press/xoi-and-ice-group-deliver-advanced-insights-and-automation-to-leaders-in-commercial-applied-hvac-systems): XOI the top field service technology solution provider partners with ICE Group, the leading cooling industry association to enhance insights and help fight labor shortage. [XOi and Service Pro® by MSI Data unlock efficiency and productivity for field service teams | XOi News](https://xoi.io/company/news-and-press/xoi-and-service-pro-by-msi-data-unlock-efficiency-and-productivity-for-field-service-teams): The integration of XOi and Service Pro offers contractors a powerful data-driven solution that addresses skilled labor shortages. [XOi announces enhanced leadership team | XOi News](https://xoi.io/company/news-and-press/xoi-announces-enhanced-leadership-team): [XOi and Interplay Learning partnership enhances foundational training and field service performance | XOi News](https://xoi.io/company/news-and-press/xoi-and-interplay-learning-partnership-enhances-foundational-training-and-field-service-performance): Innovative industry leaders collaborate to provide essential skills and insights that drive efficiency and productivity [XOi empowers contractors to deliver shared advantages with multi-channel partner network capabilities | XOi News](https://xoi.io/company/news-and-press/xoi-announces-multi-channel-partner-network-capabilities): [XOi connects commercial kitchen equipment contractors with leading field service technology | XOi News](https://xoi.io/company/news-and-press/xoi-connects-commercial-kitchen-equipment-contractors-with-leading-field-service-technology): Industry ambassadors Josh Zolin and Rich Malachy help top technology solution provider develop enhanced tools for food service contractors and technicians. [XOi and Neighborly® equip 4,000 home service franchise owners with seamless referral solution | XOi News](https://xoi.io/company/news-and-press/xoi-and-neighborly-equip-4000-home-service-franchise-owners-with-seamless-referral-solution): XOi, a leading provider of technician-focused technology solutions for commercial and residential field service companies, announces a new partnership with Neighborly®, the world's largest home services company. [Bill Gates-Backed HVAC Manufacturer and National Tech Company Partner to Deliver Lifecycle Intelligence for Next-Generation Mission Critical Systems | XOi News](https://xoi.io/company/news-and-press/xoi-blue-frontier-lifecycle-intelligence-partnership): XOi and Blue Frontier announce a partnership delivering lifecycle intelligence for next-gen HVAC systems, boosting performance and uptime. [XOi continues investment in field service technology with new sales promotions | XOi News](https://xoi.io/company/news-and-press/xoi-continues-investment-in-field-service-technology-with-new-sales-promotions): The leading provider of technician-first software for contractors announces the promotion of Enterprise Account Executive Austin Piazza and Account Executive Lindsey Fisher [XOi defines the next frontier of field service technology with the launch of Premium Insights and XOi Advisor. | XOi News](https://xoi.io/company/news-and-press/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 [Two Industry Leaders Join Forces to Modernize HVAC Maintenance and Service Nationwide | XOi News](https://xoi.io/company/news-and-press/xoi-ecm-technologies-hvac-preventive-maintenance-partnership): XOi and ECM Technologies partner to modernize HVAC maintenance with real-time asset intelligence, data-driven workflows, and sustainability-focused service programs. [XOi enhances sales team with key top-level appointments | XOi News](https://xoi.io/company/news-and-press/xoi-enhances-sales-team-with-key-top-level-appointments): XOi strengthens its sales team by appointing Roger Forte as vice president of sales and Mike Segreto as enterprise account executive. [XOi is a high performer on G2's summer 2023 report. | XOi News](https://xoi.io/company/news-and-press/xoi-is-a-high-performer-on-g2s-summer-2023-report): XOi earns a Summer 2023 high performer G2 badge as well as recognition for easiest admin, best support, easiest to do business with, and easiest setup in [XOi is a high performer on G2's fall 2023 report. | XOi News](https://xoi.io/company/news-and-press/xoi-is-a-high-performer-on-g2s-fall-2023-report): XOi earns a fall 2023 high performer G2 badge as well as recognition for easiest admin, best support, easiest to do business with, and easiest setup in [XOi equips Comprehensive Energy Services with essential technology for HVAC/R and plumbing service performance | XOi News](https://xoi.io/company/news-and-press/xoi-equips-comprehensive-energy-services): [XOi awarded as Inc's 2022 Power Partner | XOi News](https://xoi.io/company/news-and-press/xoi-awarded-as-incs-2022-power-partner): XOi awarded as Inc's 2022 Power Partner [XOi is a momentum leader on G2's summer 2024 report. | XOi News](https://xoi.io/company/news-and-press/xoi-is-a-momentum-leader-on-g2s-summer-2024-report): XOi earns a summer 2024 G2 momentum leader badge as well as recognition for best support, easiest to do business with, easiest admin, high performer, and easiest setup [XOi joins Simpro True Blue partner program to help contractors unlock next-level success | XOi News](https://xoi.io/company/news-and-press/xoi-joins-simpro-true-blue-partner-program): XOi joins Simpro True Blue partner program to help contractors unlock next-level successin the commercial trade service businesses [XOi, ECI Davisware enhance integration to provide seamless experience | XOi News](https://xoi.io/company/news-and-press/xoi-davisware-enhance-integration-to-provide-seamless-experience): Streamlined communications and efficiency for customers. [XOi leadership promotions highlight mission to empower field service industry | XOi News](https://xoi.io/company/news-and-press/xoi-leadership-promotions-highlight-mission-to-empower-field-service-industry): XOi names Paige Collins, Jeff Prince, Kiri Leibold and Jon Jackson to new executive positions. [XOi launches new website to showcase exclusive suite of tech-enablement solutions | XOi News](https://xoi.io/company/news-and-press/xoi-launches-new-website-to-showcase-exclusive-suite-of-tech-enablement-solutions): Introducing the new Xoi.io [XOi names Ethan Halliwell CFO to support ongoing growth and transformation of skilled trades | XOi News](https://xoi.io/company/news-and-press/xoi-names-ethan-halliwell-cfo-to-support-ongoing-growth-and-transformation-of-skilled-trades): Seasoned SaaS executive brings experience and insights to new leadership role, positioning XOi to continue enhancing opportunities. [XOi names Richard "Fletch" Fletcher to lead OEM partnership strategy | XOi News](https://xoi.io/company/news-and-press/xoi-names-richard-fletcher-to-lead-oem-partnership-strategy): In his new executive vice president role, the experienced sales leader will support the premier field service technology provider's mission [XOi named one of The Tennessean's Top Workplaces of 2021 | XOi News](https://xoi.io/company/news-and-press/xoi-named-one-of-the-tennesseans-top-workplaces-of-2021): [Nashville Business Journal's Largest Technology Product Firms of 2024: XOi Celebrates #10 | XOi News](https://xoi.io/company/news-and-press/xoi-ranks-10-nbj-technololgy-firms): XOi ranks 10th on Nashville Business Journal's 2024 list of Largest Technology Products Firms in Nashville [XOi promotes Lee Bridges and Greg Thoman, enhancing product team driving digital transformation of skilled trades | XOi News](https://xoi.io/company/news-and-press/xoi-promotes-lee-bridges-and-greg-thoman): [XOi and Mr. Electric® collaborate to enhance service performance and customer experience | XOi News](https://xoi.io/company/news-and-press/xoi-mrelectric-collaborate-to-enhance-service-performance-and-customer-experience): XOi, The leading provider of digital enablement solutions for field service professionals drives increased transparency and revenue for the Mr Electric, the Neighborly® electrical service brand [XOi Recognized with Multiple Accolades from Capterra, Software Advice and GetApp in 2025 | XOi News](https://xoi.io/company/news-and-press/xoi-recognized-with-multiple-accolades-from-capterra-software-advice-and-getapp-in-2025): XOi has been recognized as a 2025 top-rated software on Capterra, Software Advice, and GetApp. [XOi named to Inc. 5000 for the fourth time | XOi News](https://xoi.io/company/news-and-press/xoi-named-to-inc-5000-for-the-fourth-time): XOi ranks 2,314 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. [XOi and Bring Back the Trades Fund Scholarships for Future Skilled-Trades Workers | XOi News](https://xoi.io/company/news-and-press/xoi-skilled-trades-scholarships): XOi and Bring Back the Trades, supported by Raymond James, are funding scholarships to train the next generation of skilled trades workers in HVAC, plumbing, electrical, and more. [XOi promotes Selena Judd and Amanda Harp to new leadership roles | XOi News](https://xoi.io/company/news-and-press/xoi-promotes-selena-judd-and-amanda-harp-to-new-leadership-roles): Judd and Harp will help lead the top field service technology provider as it drives the digital transformation of the skilled trades. [XOi Recognized with Multiple 2026 Accolades from Capterra and Software Advice | XOi News](https://xoi.io/company/news-and-press/xoi-recognized-with-multiple-2026-accolades-from-capterra-and-software-advice): XOi earns multiple 2026 Gartner Digital Markets awards, including Most Recommended and Best Customer Support in Field Service Management. [XOi Technologies announces integration with Jonas Construction Software | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-announces-integration-with-jonas-construction-software): New partnership allows service clients to capture critical job content onsite in real time and improve communication and collaboration between the office, technicians, and customers. [XOi Technologies announces strategic partnership with ServiceTitan | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-announces-strategic-partnership-with-servicetitan): Contractors are looking for a single, all-inclusive technology solution that streamlines the collection and management of invaluable jobsite data. [XOi Technologies makes first appearance on Inc. 5000 | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-makes-first-appearance-on-inc-5000): XOi ranked No. 1209 the prestigious Inc. 5000 list of the fastest-growing companies in America for 2020. [XOi Technologies and BDR Add Value for Contractor Network With New Partnership | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-and-bdr-add-value-for-contractor-network-with-new-partnership): XOi Technologies and BDR boost efficiency and profitability with premium connection to top field service technology provider. [XOi Technologies announces integration with estimate and quoting software Quadra | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-announces-integration-with-estimate-and-quoting-software-quadra): Powerful new innovation connects leading platform for field service technicians with ERTH's top maintenance contract and quoting solution [XOi Technology Supports Carrier's Digital Advantage Dealer Program | XOi News](https://xoi.io/company/news-and-press/xoi-technology-supports-carriers-digital-advantage-dealer-program): Nashville field tech enablement software provider, equips HVAC leader's nationwide dealer network with comprehensive technical services solution. [XOi's Stacey Bright honored with exclusive 2022 SaaS Marketing Leader Award | XOi News](https://xoi.io/company/news-and-press/xois-stacey-bright-honored-with-exclusive-2022-saas-marketing-leader-award): Stacey Bright, vice president of marketing for XOi, has been named a 2022 APPEALIE SaaS Marketing Leader Award Winner. [XOi Technologies named to 2021 Inc. 5000 list | XOi News](https://xoi.io/company/news-and-press/xoi-technologies-named-to-2021-inc-5000-list): ## Solutions [Solutions | XOi](https://xoi.io/solutions): Turn asset data into actionable intelligence. Create complete asset records from specification, operational, and real-world performance data. ## Where xoi delivers value [Where XOi Delivers Value | XOi](https://xoi.io/where-xoi-delivers-value): XOi connects the people, processes, and data that keep your business running. Get the right information, to the right person, at the right time. [Service and Ops Teams | XOi](https://xoi.io/where-xoi-delivers-value/service-and-ops-teams): Give techs the equipment data and service history they need to diagnose faster, follow the right steps, and complete work with confidence the first time. [Sales and Revenue Teams | XOi](https://xoi.io/where-xoi-delivers-value/sales-and-revenue-teams): Turn asset data into precise sales opportunities. XOi connects field activity to revenue teams, enabling proactive selling with real asset intelligence. [Executive and Leadership Teams | XOi](https://xoi.io/where-xoi-delivers-value/executive-and-leadership-teams): XOi gives leadership a clear view of asset condition, performance, and risk across the portfolio, so decisions are based on real data, not assumptions. [Software Providers | XOi](https://xoi.io/where-xoi-delivers-value/software-providers): Bring structured asset intelligence into your platform. XOi syncs enriched asset data directly into your software to build a complete asset data foundation. [OEMS and Distributors | XOi](https://xoi.io/where-xoi-delivers-value/oems-and-distributors): Turn asset intelligence into market advantage. XOi connects asset data across your ecosystem, so you can keep a close watch on your brand's performance. ## The xoi data advantage [The XOi Data Advantage | XOi](https://xoi.io/the-xoi-data-advantage): Turn incomplete asset data into structured intelligence. XOi captures, enriches, and connects equipment data across 85k+ models for service and sales. [Site Surveys and Inspections | XOi](https://xoi.io/the-xoi-data-advantage/site-surveys-and-inspections): Turn manual site walks into fast, structured data capture. XOi Site Survey captures and enriches equipment data to create a complete asset data foundation. [Insight and Recommendations | XOi](https://xoi.io/the-xoi-data-advantage/insight-and-recommendations): Turn asset data into actionable insights. Identify risks, prioritize service needs, and make proactive decisions with complete visibility across your assets. [Data APIs | XOi](https://xoi.io/the-xoi-data-advantage/data-apis): XOi Data APIs deliver enriched, standardized asset data into your systems. Turn fragmented equipment info into structured intelligence. [Jobsite Workflow Management | XOi](https://xoi.io/the-xoi-data-advantage/jobsite-workflow-management): Give technicians structured workflows and real-time asset data to complete work accurately, document consistently, and get the job done right the first time. [Quoting and Planning | XOi](https://xoi.io/the-xoi-data-advantage/quoting-and-planning): Scope work correctly, price jobs accurately, and plan ahead with structured asset data. Turn complete equipment records into faster, more reliable quotes. ## Videos [Videos | XOi](https://xoi.io/videos): Explore our video content from customers, events, and field service leaders. [3 Ways to Refocus Your Business on Your Greatest Asset: The Technician With Aaron Salow | XOi Videos](https://xoi.io/videos/3-ways-to-refocus-your-business-on-your-greatest-asset): XOi CEO joins the Blue Collar CEO podcast to discuss integrating technology with technical expertise to streamline technicians' tasks [A New Look at Lead Gen | XOi Videos](https://xoi.io/videos/a-new-look-at-lead-gen): For marketing/cs/sales or finance leaders, Technology like XOi helps you focus on getting more revenue out of the customers you already have. [Digital Toolbox: 5 Tools Techs Need for 2024 | XOi Videos](https://xoi.io/videos/5-tools-techs-need-for-2024): XOi customers discuss the 5 digital tools technicians need in 2024. [Aaron Salow's Keynote - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/aaron-salows-keynote-vision-exchange-2025): XOi CEO Aaron Salow called on the field service ecosystem to unite and transform the disconnected asset lifecycle into profitable growth. [Bridging the Gap Between the Office & the Field : Tolin Mechanical + XOi | XOi Videos](https://xoi.io/videos/bridging-the-gap-between-the-office-the-field-tolin-mechanical-xoi): Austin Janes of Tolin Mechanical emphasizes that adopting technology improves efficiency and service in HVAC operations. [Cover your crack | XOi Videos](https://xoi.io/videos/cover-your-crack): XOi Field Service Technology. [Built on Better Data: Comfort Systems USA + XOi | XOi Videos](https://xoi.io/videos/comfort-systems-usa-asset-data-unification): See how Comfort Systems USA uses XOi to unify asset data and workflows, improving efficiency across field and office teams. [Fill the Technology gap in the field | XOi Videos](https://xoi.io/videos/fill-the-technology-gap-in-the-field): Bridge the skilled trades gap with XOi technology. [Aire Serv, Riddleberger Bros, & Perfection Group talk about XOi | XOi Videos](https://xoi.io/videos/aire-serv-riddleberger-bros-perfection-group-talk-about-xoi): Faster, easier, more efficient, game changer ... that's what XOi can do. [Getting techs on board with technology | XOi Videos](https://xoi.io/videos/getting-techs-on-board-with-technology): We're seeing a significant shift In priorities for a field service business, especially as it relates to the technology being utilized. [XOi + Brightly: Aaron Salow and Don Kurelich Discuss the Future of Asset Intelligence | XOi Videos](https://xoi.io/videos/brightly-xoi-e2-80-91asset-e2-80-91data-e2-80-91partnership): Discover how Brightly and XOi are partnering to enrich asset records with real‑time data through OCR and CMMS integration—boosting visibility, uptime and strategic planning. [Discovering the Value of XOi Ft. Danny Koontz of Windy City Equipment | XOi Videos](https://xoi.io/videos/discovering-the-value-of-xoi-part-1): Build trust with restaurant managers by allowing techs to visually document diagnostics, completed work, and site conditions before, during, and after each job. [Digital Transformation - Changing the Conversation in Kitchen Equipment Service ft. Rich Malachy | XOi Videos](https://xoi.io/videos/changing-the-conversation-in-kitchen-equipment-service): Digital Transformation - Changing the Conversation in Kitchen Equipment. [Greg Crumpton of Service Logic speaks on XOi | XOi Videos](https://xoi.io/videos/greg-crumpton-of-service-logic-speaks-on-xoi): [Digital Toolbox: 5 Tools Techs Need for 2025 | XOi Videos](https://xoi.io/videos/digital-toolbox-5-tools-techs-need-for-2025): XOi presents the 5 digital tools needed for success in the trades in 2025 [Eliminating customer doubt with XOi and Mr. Electric | XOi Videos](https://xoi.io/videos/how-to-eliminate-customer-doubt): The Mr. Electricteam is using XOi technology to take customers out of the dark. [How to Pick the Right Technology Partner: Windy City Equipment + XOi | XOi Videos](https://xoi.io/videos/how-to-pick-the-right-technology-partner-windy-city-equipment-xoi): Windy City Equipment partners with XOi to enhance efficiency and address the skilled trades gap while setting new standards.. [How to connect with your customers | XOi Videos](https://xoi.io/videos/how-to-connect-with-your-customers): theMr. Electricteam uses XOi to keep their eyes on the job and on the customer. [Good Technology. Good Tradespeople. | XOi Videos](https://xoi.io/videos/good-technology-good-tradespeople): From contractor to CEO, tradespeople have found a way to work smarter with the XOi app. [How XOi Builds Trust | XOi Videos](https://xoi.io/videos/how-xoi-builds-trust): the team at Emerald Aire Inc disusss how XOi technology provides standardized, centralized workflows and clear communication. [How To: Isolate Common Jobsite Problems | XOi Videos](https://xoi.io/videos/how-to-isolate-common-jobsite-problems): Windy City Equipment technicians are using XOi on the job to isolate common equipment issues on the jobsite. [Innovating Proactive Customer Service: Perfection Group + XOi | XOi Videos](https://xoi.io/videos/innovating-proactive-customer-service-perfection-group-xoi): Rob Winstel, VP of Technology has charged Perfection Group with using XOi technology to build a better future, one facility at a time. [Improving User Experience & Transparency With Modern Technology ft. Simon Thurstans of Guardian | XOi Videos](https://xoi.io/videos/improving-user-experience-transparency): Improve technical support and knowledge sharing amongst clients and engineers in Field Service. [Jay Mauzy from BFC Solutions Testimonial | XOi Videos](https://xoi.io/videos/jay-mauzy-from-bfc-solutions-testimonial): [The Intersection of XOi + AI | XOi Videos](https://xoi.io/videos/intersection-of-ai-and-xoi): Cory Yates ofAlpha & Omega Restaurant Equipment Repair and Josh Zolin of Windy City Equipment discuss how they view the intersection of XOi and the future of field service technology. [Growing with XOi at Mr. Electric of Huntsville | XOi Videos](https://xoi.io/videos/growing-with-xoi-at-mr-electric-huntsville): XOi usersMr. Electric of Huntsvilleare all about making business improvements today that will improve the future of the company. [Less Time Quoting, More Time Serving: Ainsworth + XOi | XOi Videos](https://xoi.io/videos/less-time-quoting-more-time-serving-ainsworth-xoi): Ainsworth leverages XOi to save time, improve quote speed, and reduce AR—unlocking greater efficiency across field and office teams. [Improving Technician Training, Customer Understanding, and Trust Through Technology Ft. Danny Koontz of Windy City Equipment | XOi Videos](https://xoi.io/videos/improving-technician-training-customer-understanding-and-trust-through-technology): In the third installment of our video series featuring Director of Relationship Management at Windy City Equipment, we discuss the value of utilizing technology to improve. [Micro Learning Capturing a Data Plate | XOi Videos](https://xoi.io/videos/micro-learning-capturing-a-data-plate): OCR technology in Field Service. [Micro Learning: Creating Jobs from the Web | XOi Videos](https://xoi.io/videos/micro-learning-creating-jobs-from-the-web): Creating jobs in XOi's platform for field service. [Micro Learning: Customer Share Links | XOi Videos](https://xoi.io/videos/micro-learning-customer-share-links): [Micro Learning: Mobile Transcription | XOi Videos](https://xoi.io/videos/micro-learning-mobile-transcription): XOi's mobile transcription for Field Service. [Minimizing Liability with Alpha & Omega Restaurant Equipment Repair | XOi Videos](https://xoi.io/videos/minimizing-liability-with-alpha-and-omega): Alpha & Omega Restaurant Equipment Repair technicians minimize their liability & increase their comfort level with XOi [Help new techs feel (and act) like pros. | XOi Videos](https://xoi.io/videos/new-techs-feel-like-pros): Using XOi, Riddleberger Brothers technician Josh is able to retain "memories" from the jobs he completed over a year ago. [Making the Most of Shoulder Season | XOi Videos](https://xoi.io/videos/making-the-most-of-shoulder-season): Technology-based tips to get everyone in your organization, from the tech to the back office, working during the slow season. [Outsourcing for the Summer | XOi Videos](https://xoi.io/videos/outsourcing-for-the-summer): The modern solution to a virtual service center is a virtual mentor center, The VMC is XOi's in-house agency made up of experienced technicians and mentors with 20+ years on the job. [Roll a Video not a 2nd Truck | XOi Videos](https://xoi.io/videos/roll-a-video-not-a-2nd-truck): XOi technology decreases second truck rolls in field service. [Reshaping Your Business with XOi Ft, Bart Gedeon of ISS Mechanical | XOi Videos](https://xoi.io/videos/reshaping-your-business-with-xoi): Using XOi can reshape your Field Service business by providing insight and knowledge for the office, technicians, and customers. [Pre-Diagnostice with XOi Vision Live | XOi Videos](https://xoi.io/videos/pre-diagnostice-with-xoi-vision-live): Pre-diagnostic technology through XOi. [Room To Grow in Skilled Trades | XOi Videos](https://xoi.io/videos/room-to-grow-in-skilled-trades): Service tech Nick Trent discovered that XOi technology completely supercharges the work ethic of the team. [Micro Learning: Yes/No Workflows | XOi Videos](https://xoi.io/videos/micro-learning-yes-no-workflows): Workflows for technicians in Field Service. [Testimonial: Macdonald-Miller | XOi Videos](https://xoi.io/videos/testimonial-macdonald-miller): [Testimonial: Mike Harrell, Lee Company | XOi Videos](https://xoi.io/videos/testimonial-mike-harrell-lee-company): XOi helping field service companies uncover revenue opportunities. [Testimonial: Steve Scott, Lee Company | XOi Videos](https://xoi.io/videos/testimonial-steve-scott-lee-company): XOi and Lee Company working together to improve technician enablement. [Technology Adoption in Kitchen Equipment Service ft. Josh Zolin | XOi Videos](https://xoi.io/videos/technology-adoption-in-kitchen-equipment-service): Solving the Challenges of the Skilled Trades Gap & Improving Communication in Field Service. [The Final Mile – How To Transform The Customer Experience | XOi Videos](https://xoi.io/videos/the-final-mile-how-to-transform-the-customer-experience): XOi's JP Cahalan talks with Atomatic Mechanical Servicesabout transforming the customer experience in field service. [Trane Testimonials | XOi Videos](https://xoi.io/videos/trane-testimonials): XOi helps Trane promote company values, increase efficiency and boost sales. [The Disconnected Asset Journey - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/the-disconnected-asset-journey-vision-exchange-2025): Vision Exchange 2025 exposed key disconnects across the asset lifecycle and the push toward smarter, connected field service. [Testimonial: Drew Adams, Service Logic | XOi Videos](https://xoi.io/videos/testimonial-drew-adams-service-logic): XOi technology for field service. [The Right Fix, the First Time: Unlimited Service Group + XOi | XOi Videos](https://xoi.io/videos/unlimited-service-group-operational-alignment): Unlimited Service Group uses XOi to standardize operations across offices, enabling faster dispatch, better first-time fix rates, and service. [Turning Work into Art with SAM Service | XOi Videos](https://xoi.io/videos/turning-work-into-art-with-sam-service): SAM Service technicians are using XOi on the job to tell a transparent story about the work they complete. [Virtual Kitchen Table - Furnace Problem | XOi Videos](https://xoi.io/videos/virtual-kitchen-table-furnace-problem): XOi's pre-diagnostic technology for field service. [Utilizing Technology To Make Your Field Service Operations More Eco-Friendly ft. Simon Thurstans of Guardian | XOi Videos](https://xoi.io/videos/utilizing-technology-to-make-your-field-service-operations-more-eco-friendly): Utilizing XOi technology to avoid a second truck roll, call back, or incomplete job is great for your business and your customers. [Trust and Transparency Through Technology Ft. Maxair's Brett Hopkins | XOi Videos](https://xoi.io/videos/trust-and-transparency-through-technology-ft-maxairs-brett-hopkins): Maxair's Brett Hopkins speaks to how trust and transparency with customers has greatly improved since onboarding XOi Technologies Vision App. [Virtual Kitchen Table - Melted Wire | XOi Videos](https://xoi.io/videos/virtual-kitchen-table-melted-wire): XOi technology helps field service technicians. [Virtual Kitchen Table - Leaking Toilet | XOi Videos](https://xoi.io/videos/virtual-kitchen-table-leaking-toilet): XOi pre-diagnostic technology for field service. [AI Assimilation Agent - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/vision-exchange-2025-ai-assimilation-agent): This session explores how tool sprawl impacts tech efficiency—and why unified workflows are key to scaling smart, AI-powered field service. [Turning a Technology Skeptic Into a Believer Ft. Danny Koontz of Windy City Equipment | XOi Videos](https://xoi.io/videos/turning-a-technology-skeptic-into-a-believer): Incorporate technology into your service process and quickly realize ROI once you are invested. [Using Technology to Hire Better Techs - Riddleberger Bros. | XOi Videos](https://xoi.io/videos/using-technology-to-hire-better-techs-riddleberger-bros): From the perspective of a seasoned group from Riddleberger Brothers, the trades is an industry that has the potential to attract top talent. [Gardiner Case Study - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/vision-exchange-2025-gardiner-case-study): At Vision Exchange 2025, Gardiner and XOi revealed how automated refrigerant tracking workflows increased adoption and saved leadership hours [Evolving Customer Expectations Panel - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/vision-exchange-2025-evolving-customer-expectations): Industry leaders at Vision Exchange 2025 shared how evolving customer expectations are driving smarter, data-powered asset strategies. [Utilizing Technology To Appeal to the "Amazon Generation" ft. Simon Thurstans of Guardian | XOi Videos](https://xoi.io/videos/utilizing-technology-to-appeal-to-the-amazon-generation): Improve and modernize training, recruitment, and overall service process in Field Service. [Site Survey - Vision Exchange 2025 | XOi Videos](https://xoi.io/videos/vision-exchange-2025-site-survey): This session explores how better data capture and AI can transform site surveys into consistent, trusted tools for smarter asset planning. [What Does Your Data Mean? | XOi Videos](https://xoi.io/videos/what-does-your-data-mean): The power of data collection on a jobsite does more than provide ROI for the back office. [Why Jobsite Data Matters to Techs | XOi Videos](https://xoi.io/videos/why-jobsite-data-matters-to-techs): The ability to seamlessly collect jobsite data through XOi sets a baseline for the equipmentRiddleberger Brothers techs are working on day to day. [Watch: Vision Exchange 2025 Recap | XOi Videos](https://xoi.io/videos/watch-vision-exchange-2025): Highlights from Vision Exchange 2025, XOi's premier industry event. Watch keynotes, panels, and product insights from the event. [Watch: Gardiner Prepares for Refrigerant Reporting Demands with Workflow Automation | XOi Videos](https://xoi.io/videos/watch-gardiner-prepares-for-refrigerant-reporting-demands-with-workflow-automation): Discover how Gardiner automated refrigerant reporting using XOi, reclaiming over 66 leadership hours per year and increasing workflow adoption by 213%. Watch the video. [XOi and the Electrical Industry | XOi Videos](https://xoi.io/videos/xoi-and-the-electrical-industry): For electrical companies like Mr. Electric, embracing innovations like XOi is crucial for growth and competitiveness. [XOi CEO Aaron Salow discusses Labor Shortages on the Site Shed Podcast. | XOi Videos](https://xoi.io/videos/xoi-ceo-aaron-salow-discusses-labor-shortages-on-the-site-shed-podcast): dive into the challenges of overcoming skilled labor shortages with effective employee investment strategies. [XOi Celebrates National Skilled Trades Day | XOi Videos](https://xoi.io/videos/xoi-celebrates-national-skilled-trades-day): XOi Celebrates the trades people that keep the world running on National Skilled Trades Day 2023. [XOi Can Do That! | XOi Videos](https://xoi.io/videos/xoi-can-do-that): un-junk your on-the-job workflow with XOi. [XOi Empowers your Techs and your Business | XOi Videos](https://xoi.io/videos/xoi-empowers-your-techs-and-your-business): XOi's All-In- One Communication Tool. [XOi Rapid Deployment | XOi Videos](https://xoi.io/videos/xoi-rapid-deployment): Fast deployment with XOi's field service technology. ## Podcasts [Podcasts | XOi](https://xoi.io/podcasts): Listen to original episodes and featured appearances from XOi leaders across the field service industry. [3 Ways to Refocus Your Business on Your Greatest Asset: The Technician With Aaron Salow | XOi Podcasts](https://xoi.io/podcasts/3-ways-to-refocus-your-business-on-your-greatest-asset): XOi CEO joins the Blue Collar CEO podcast to discuss integrating technology with technical expertise to streamline technicians' tasks [Aaron Salow: From Blue-Collar Roots to High-Tech Success | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-from-blue-collar-roots-to-high-tech-success): XOi's Aaron Salow shares his personal and professional journey as an entrepreneur and how he founded XOi to help field service companies overcome the challenge of a shortage of skilled workers in the trades. [Aaron Salow Joins The Blue Collar Culture Podcast | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-joins-the-blue-collar-culture-podcast): XOi CEO Aaron Salow joins the Blue Collar Culture Podcast to discuss how technology is helping attract talent in the Field Service industry. [Aaron Salow on Contractor Cents: How to Increase Billable Hours | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-on-contractor-cents-how-to-increase-billable-hours): XOi's Aaron Salow joins Contractor Cents' Ruth King to discuss helping technicians be more efficient by making the time they have more productive and billable. [Aaron Salow visits Contractor Cents - Episode 264 - Summer Is Coming Soon | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-visits-contractor-cents-episode-264): XOi CEO Aaron Salow joins Ruth King of Contractor Cents Podcast to discuss training for the busy contractor summer months. [XOi and the HVAC Industry - Accelerated HVAC Success | XOi Podcasts](https://xoi.io/podcasts/accelerated-hvac-success-march2024): Aaron Salow, CEO of XOi Technologies sits down with Daikin's Ben Middleton to discuss the crucial concept of technician enablement in the HVAC industry. [Aaron joins Contractor Cents with Ruth King | XOi Podcasts](https://xoi.io/podcasts/aaron-joins-contractor-cents-with-ruth-king): Video evidence is much better than CMS, convenient memory syndrome. [Aaron Salow Visits the Blue Collar Nation Podcast | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-visits-the-blue-collar-nation-podcast): XOi's Aaron Salow on the Blue Collar Nation Podcast [Talking Out Our Assets | Ep. 2: Can AI and the Sales Guy Get Along? | XOi Podcasts](https://xoi.io/podcasts/ai-sales-skilled-trades-episode-2): In Episode 2 of Talking Out of Our Assets, JP Cahalan talks with Ryan Martineau and Tiffany Jahangiri about how AI is changing sales in the skilled trades. [Applying Micro-Learning With Your Team | XOi Podcasts](https://xoi.io/podcasts/applying-micro-learning-with-your-team): Framework for creating micro-learning resources that greener techs can benefit from. [Talent Tackle Box Podcast: Better Technology Equals Better Retention | XOi Podcasts](https://xoi.io/podcasts/better-technology-equals-better-retention-talent-tackle-box): XOi CEO Aaron Salow joins the Talent Tackle Box Podcast to discuss the future of field service and talent retention. [Aaron Salow Visits the Beyond the Tools Podcast | XOi Podcasts](https://xoi.io/podcasts/aaron-salow-visits-the-beyond-the-tools-podcast): What is causing a knowledge gap between technicians, service leaders, and business owners? [Business Savvy Podcast: Taking An Inside Look At XOi Technologies With Founder Aaron Salow | XOi Podcasts](https://xoi.io/podcasts/business-savvy-podcast-taking-an-inside-look-at-xoi-technologies-with-founder-aaron-salow): How XOi can solve for problems tech have in the field. [Podcast: Blue is the New White w/ Josh Zolin & Mark Padgett | XOi Podcasts](https://xoi.io/podcasts/blue-is-the-new-white-webinar-josh-zolin-mark-padgett): Check out this episode to find out how Mark's journey unfolded. [Empowering Field Techs for Today & The Future | XOi Podcasts](https://xoi.io/podcasts/empowering-field-techs-for-today-and-the-future): XOi's JP Cahalan talks technician enablement and the evolving technology landscape in the latest Accelerated HVAC Success Podcast from Daikin. [Food Equipment Service Leaders Summit | XOi Podcasts](https://xoi.io/podcasts/food-equipment-service-leaders-summit): Stand Out From the Crowd and Win Over New Customers' Trust by Leveraging Simple Technology in Field Service [Podcast: Contractor Cents with Ruth King & Aaron Salow on Remote Service & Sales Calls | XOi Podcasts](https://xoi.io/podcasts/contractor-cents-ft-ruth-king-aaron-salow-on-remote-service-and-sales-calls): Those who survive are not the strongest or most intelligent, but the most able to adapt to change. [Podcast: How Do I Use AI In My Business? | XOi Podcasts](https://xoi.io/podcasts/how-do-i-use-ai-in-my-business): XOi talks with Contractor Cents to answer the most pressing questions about AI for contracting businesses. [Service Business Mastery Podcast with Tersh Blissett – How to Crowdsource Your Technician Training | XOi Podcasts](https://xoi.io/podcasts/how-to-crowdsource-your-technician-training): How to Crowdsource Your Technician Training in Field Service. [How to Empower Your Techs ft. Aaron Salow | XOi Podcasts](https://xoi.io/podcasts/how-to-empower-your-techs-ft-aaron-salow): How to Adapt When the Status Quo Isn't Cutting It in Field Service. [HVAC Uncensored Talks With XOi Technologies | XOi Podcasts](https://xoi.io/podcasts/hvac-uncensored-talks-with-xoi-technologies): Helping HVAC and all skilled trades use technology to make our job easier and be more efficient. [HVAC Uncensored Talks With XOi's Manager of Enterprise Customer Success Adam Weigle. | XOi Podcasts](https://xoi.io/podcasts/hvac-uncensored-talks-with-xois-enterprise-csm-adam-weigle): Adam has a great conversation with Gil Cavey on the HVAC Uncensored podcast about the demand for XOi product updates. [Nashville CEO Podcast ft. Fabiola Fleuranvil | XOi Podcasts](https://xoi.io/podcasts/nashville-ceo-podcast): Nashville's evolving tech scene and how XOi got its start in Music City and has quickly become one of the city's fastest growing startups. [How Contractors Can Utilize AI and Machine Learning: BDR's Prime Partners Podcast | XOi Podcasts](https://xoi.io/podcasts/how-contractors-can-utilize-ai-and-machine-learning-bdr): In this episode of BDR's Prime Partners Podcast, we delve into the world of AI and machine learning (ML) with Chief Product Officer Bashir Abdallah of XOi. [Podcast: Contractor Cents with Ruth King & John Cahalan on XOi's Field Service Technology | XOi Podcasts](https://xoi.io/podcasts/podcast-contractor-cents-xoi-field-service-technology): John shares his experience with the skilled trades gap and how its impact led to the creation of XOi as a solution. [Service Business Mastery: Revolutionizing Data Gathering in Field Service | XOi Podcasts](https://xoi.io/podcasts/service-business-mastery-revolutionizing-data-gathering-in-field-service): See the innovative ways XOi empowers field technicians to collect and visually document critical job information. [Streamlining Company Processes | XOi Podcasts](https://xoi.io/podcasts/streamlining-company-processes): Creating the Ultimate Communication Framework in Your Trade Business. [Podcast: Contractor Cents with Ruth King, Aaron Salow, and Josh Zolin on Utilizing Technology to Improve the Bottom Line | XOi Podcasts](https://xoi.io/podcasts/podcast-contractor-cents-with-ruth-king-aaron-salow-and-josh-zolin-on-utilizing-technology-to-improve-the-bottom-line): [Talking Out Our Assets: Real-World Conversations About Data, AI, and the Asset | XOi Podcasts](https://xoi.io/podcasts/talking-out-our-assets-real-world-conversations-about-data-ai-and-the-asset): An unfiltered intro to Talking Out of Our Assets, a real-world podcast on data and AI in the skilled trades. Host JP Cahalan explains why chasing hype fails, where AI truly adds value, and why technicians must stay at the center of technology decisions. [Talking Out Our Assets | Ep. 3: What do techs actually want? | XOi Podcasts](https://xoi.io/podcasts/talking-out-our-assets-ep-3-what-technicians-want-ai-tools-support): In this episode of Talking Out Our Assets, JP Cahalan sits down with Chad McClary, Solutions Engineer at XOi, and Ernie Martinez, seasoned field leader at Hunton Services, to unpack what technicians actually need to succeed in today’s environment. The conversation centers on the realities of the jobsite—where access to clear, reliable asset information and the right support can make the difference between wasted time and efficient problem-solving. [A Technician's Three Lines of Defence – Workflows, Knowledge Base and Live Call | XOi Podcasts](https://xoi.io/podcasts/technicians-three-lines-of-defence): Site Shed Podcast: Creating the Ultimate Communication Framework in Your Trade Business. [XOi's Final Mile: Innovation in the Industry | XOi Podcasts](https://xoi.io/podcasts/the-final-mile-innovation): In this episode of XOi's Final Mile, we talk with Joe Lang, VP of Service at Comfort Systems USA about providing technicians a seamless gateway to information on the job. [The Final Mile - Innovating Customer Care | XOi Podcasts](https://xoi.io/podcasts/the-final-mile-innovating-customer-care): XOi's Senior Engineer JP Cahalan has a candid conversation with Rob Winstel, the VP of Operations at the Perfection Group of Cincinnati, OH. [The Final Mile - How Technology Improves the Life of a Technician | XOi Podcasts](https://xoi.io/podcasts/the-final-mile-how-technology-improves-the-life-of-a-technician): How Technology Improves the Life of a Technician [The Four C's of Digitizing a Construction Workflow ft. Robert McKinney | XOi Podcasts](https://xoi.io/podcasts/the-four-cs-of-digitizing-a-construction-workflow-ft-robert-mckinney): [Podcast: The Future Of Tech Support with the "HVAC Know It All" | XOi Podcasts](https://xoi.io/podcasts/podcast-the-future-of-tech-support-with-the-hvac-know-it-all): How XOi is changing the landscape of tech support in the Electrical and Mechanical Trades, including HVAC. [The Future of Field Service ft. Sarah Nicastro | XOi Podcasts](https://xoi.io/podcasts/the-future-of-field-service-ft-sarah-nicastro): The ongoing pandemic has reshaped our way of life, causing every industry to adjust and adapt to a new normal. [Talking Out Our Assets | Ep. 1: Exploring AI and Data Ethics | XOi Podcasts](https://xoi.io/podcasts/talking-out-our-assets-ep-1-exploring-ai-and-data-ethics): Episode 1 explores AI and data ethics in field service, covering trust, diagnostics, tribal knowledge, and why human judgment must stay in the loop. [The HVAC Grapevine | XOi Podcasts](https://xoi.io/podcasts/the-hvac-grapevine): Connect the dots between the technicians, the office, and the consumer through the use of a well organized video and photo application. [The Impact of Technology in Modern Business | XOi Podcasts](https://xoi.io/podcasts/the-impact-of-technology-in-modern-business): Site Shed Podcast: Creating the Ultimate Communication Framework in Your Trade Business. [From Jobsite to Customer, AI that Actually Helps with Lee Bridges, XOi Product Leader | XOi Podcasts](https://xoi.io/podcasts/titans-of-the-trades-ep-133-ai-that-actually-helps): In this Titans of the Trades episode, XOi VP of Product Lee Bridges shares how field data and AI are reshaping HVAC service. [Talking Out Our Assets | Ep. 4: Can structured data change the contractor-customer relationship? | XOi Podcasts](https://xoi.io/podcasts/structured-data-contractor-customer-relationship): In this episode of Talking Out Our Assets, J.P. Cahalan sits down with Pete Shimkus, Head of Data at XOi, and Irv Aristy, Service Operations leader at Farmer & Irwin, to discuss how structured asset data is changing the relationship between contractors and customers. The conversation centers on the growing demand for clarity across field service, where customers increasingly expect faster answers, proactive guidance, and recommendations backed by real asset information. [The NEWSMakers Podcast: Recruiting and Retaining Young Talent with Technology | XOi Podcasts](https://xoi.io/podcasts/the-newsmakers-podcast): XOi's Strickland Tudor joins Hannah Belloli, business development editor,The NEWS, to discuss how technology can be used to retain and recruit young talent, and how to leverage artificial intelligence. [Transforming Frontline Work with Aaron Salow, CEO of XOi | XOi Podcasts](https://xoi.io/podcasts/transforming-frontline-work-aaron-salow): Aaron Salow, CEO of XOi, shares how technician-first technology is solving the trades gap and transforming field service from the ground up. [XOi CEO Aaron Salow Visits the Authentically Successful Podcast | XOi Podcasts](https://xoi.io/podcasts/xoi-ceo-aaron-salow-visits-the-authentically-successful-podcast): Do people have a price when it comes to accepting a new position, or is the company culture the most important factor. [XOi is Transforming Field Service Management with Sensible Technology: CMMS Radio | XOi Podcasts](https://xoi.io/podcasts/xoi-is-transforming-field-service-management-with-sensible-technology-cmms-radio): XOi CEO Aaron Salow joins the CMMS Radio podcast to discuss continuous learning with technology and AI. [XOi vs. Industry Crosswinds: Ryan Martineau on the Free Agent Podcast | XOi Podcasts](https://xoi.io/podcasts/xoi-skilled-trades-labor-gap-ryan-martineau-podcast): Ryan Martineau shares how XOi is solving HVAC labor gaps with AI, tech innovation, and support from KKR on The Free Agent Podcast. [Toolbox for the Trades Podcast: Superhero Technicians: Supplying the Best Tools for the Job | XOi Podcasts](https://xoi.io/podcasts/toolbox-for-the-trades-superhero-technicians): Working with technicians in Field Service to make their work more efficient and creating great customer experiences. [XOi's J.P. Cahalan joins The Mechanical Room Podcast | XOi Podcasts](https://xoi.io/podcasts/xois-j-p-cahalan-joins-the-mechanical-room-podcast): XOi J.P. Cahalan joins the Mechanical Room podcast to discuss continuous learning with technology and AI. [XOi CEO Joins the Inaugural Episode of "Behind The Burner" | XOi Podcasts](https://xoi.io/podcasts/xoi-ceo-joins-behind-the-burner): XOi joins the inaugural Episode of Behind The Burner, the team discusses the hottest trends in software. [Truth Behind the Trades: How to Battle the Perceptions of the Service Industry ft. Josh Zolin | XOi Podcasts](https://xoi.io/podcasts/truth-behind-the-trades-how-to-battle-the-perceptions-of-the-service-industry-ft-josh-zolin): Tips and strategies to help service companies in Field Service safely navigate through these uncertain times. [XOi CEO Aaron Salow discusses Labor Shortages on the Site Shed Podcast | XOi Podcasts](https://xoi.io/podcasts/xoi-ceo-aaron-salow-discusses-labor-shortages-on-the-site-shed-podcast): dive into the challenges of overcoming skilled labor shortages with effective employee investment strategies. [Zero to 5000 Podcast: Investing In Your Value | XOi Podcasts](https://xoi.io/podcasts/zero-to-5000-podcast-investing-in-your-value): How technology is bridging communication, knowledge, and generational gaps to solve the skilled trades gap in Field Service. ## Customer stories [Customer Stories | XOi](https://xoi.io/customer-stories): See how real businesses drive ROI with XOi. Read success stories from contractors and enterprises using asset data intelligence across field service. [Design Mechanical increases revenue by 20% with faster quoting and documentation workflows | XOi Customer Stories](https://xoi.io/customer-stories/cs-usa-design-mechanical): Design Mechanical streamlined quoting and documentation with XOi, reducing delays and minimizing billing disputes. Faster approvals and improved workflows led to increased revenue and stronger customer satisfaction. [Boulden Brothers increases revenue by 24% with automated workflows and field visibility | XOi Customer Stories](https://xoi.io/customer-stories/boulden-brothers): By integrating XOi into their workflows, Boulden Brothers increased technician productivity, reduced unnecessary site visits, and significantly boosted revenue. Improved visibility and automation empowered both field teams and managers to work more efficiently. [Batchelor's Service increases dataplate capture from 50% to 100% with standardized documentation | XOi Customer Stories](https://xoi.io/customer-stories/batchelors-service-improved-sales-and-customer-retention-while-reducing-job-cost-waste-with-better-documentation): Improved field documentation with XOi helped Batchelor's Service eliminate customer disputes, streamline installs, and uncover new sales opportunities. With complete asset data and visual records, the team now operates with greater efficiency and confidence. [ECS increases quote requests by 6x with a streamlined field-to-office workflow | XOi Customer Stories](https://xoi.io/customer-stories/ecs-quoting): ECS accelerated its quoting process by shifting field input to a centralized workflow powered by XOi. This approach saved thousands of hours and enabled faster, more consistent customer responses. [ECS reduces TRIR by over 50% and strengthens safety compliance with standardized workflows | XOi Customer Stories](https://xoi.io/customer-stories/ecs): ECS transformed jobsite safety by digitizing workflows with XOi, cutting incident rates and improving compliance. Real-time visibility and standardized processes strengthened both safety culture and customer trust. [Gardiner routes 99% of technician-generated leads through a standardized workflow | XOi Customer Stories](https://xoi.io/customer-stories/gardiner-driving-efficiency): Gardiner standardized technician-generated lead capture with XOi, increasing visibility and ensuring consistent follow-up. The result was higher engagement, improved tracking, and more revenue opportunities from the field. [Harris dispatchers save 2.5 hours per week with standardized job documentation | XOi Customer Stories](https://xoi.io/customer-stories/harris): Harris reduced administrative work and improved documentation accuracy by implementing XOi's AI-powered summaries and workflows. Dispatchers now spend less time editing notes and more time keeping operations running smoothly. [How Veregy turned field service into a revenue engine with real-time quoting and faster billing | XOi Customer Stories](https://xoi.io/customer-stories/how-veregy-turned-field-service-into-a-revenue-engine-with-real-time-quoting-and-faster-billing): Veregy standardized service documentation, asset data collection, quoting, and billing processes to create a more scalable service operation. The result was faster invoicing, higher quote acceptance, improved margins, and greater customer visibility across every service interaction. [Guardian Environmental Services UK cuts second truck rolls by 58% with visual technical support | XOi Customer Stories](https://xoi.io/customer-stories/guardian-environmental-services-uk): Guardian improved transparency and service quality using XOi's visual documentation tools. Enhanced communication and workflow automation led to fewer callbacks and increased customer trust. [Gardiner increases refrigerant tracking workflow completion by 213% through standardization | XOi Customer Stories](https://xoi.io/customer-stories/gardiner-scaling-smart): By automating refrigerant tracking with XOi, Gardiner eliminated manual reporting and significantly improved data accuracy. The new workflow saved leadership time and created a scalable process to meet growing customer demand. [J.M. Brennan increases customer satisfaction 10x with customized visual service workflows | XOi Customer Stories](https://xoi.io/customer-stories/jm-brennan): JM Brennan used XOi to standardize workflows, improve documentation, and enhance customer communication. The result was increased efficiency, higher customer satisfaction, and measurable revenue growth. [5-tech contractor generates $135K in 31 days using equipment data to target R22 systems | XOi Customer Stories](https://xoi.io/customer-stories/r22-campaign): Using XOi data, a small contractor launched a targeted campaign that generated $135K in revenue in just 31 days. Proactive outreach and equipment insights enabled faster sales and higher conversion rates. [J.M. Brennan doubles quote close rate to 65-70% with field-driven sales workflows | XOi Customer Stories](https://xoi.io/customer-stories/jm-brennan-playbook): By extending XOi into sales workflows, JM Brennan accelerated quoting and doubled close rates. Real-time field data enabled faster decisions and unlocked significant new revenue opportunities. [Johnstone Sadlier uncovers $10K in monthly delivered customer value with service reporting | XOi Customer Stories](https://xoi.io/customer-stories/johnstone-sadlier): Johnstone Sadlier used XOi to improve transparency and better communicate the value of their service interactions. Enhanced reporting and data tracking helped strengthen contractor relationships and operational insight. [Residential HVAC company increases average job opportunity value by 62% with standardized workflows | XOi Customer Stories](https://xoi.io/customer-stories/temperaturepro-san-antonio): TemperaturePro improved service consistency and customer communication by standardizing workflows with XOi. The result was higher ticket values, better close rates, and increased customer satisfaction. [Vaughan increases close rate from 8% to 30% with visual proof in the field | XOi Customer Stories](https://xoi.io/customer-stories/vaughan): 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. [Warwick Mechanical uncovers 4,000+ sales opportunities with improved asset visibility | XOi Customer Stories](https://xoi.io/customer-stories/warwick-mechanical): Warwick improved service documentation and uncovered new revenue opportunities using XOi. Better workflows and visibility reduced inefficiencies while enhancing the overall customer experience. [Harris Salt Lake doubles national USPS account through XOi documentation | XOi Customer Stories](https://xoi.io/customer-stories/usps-hvac-maintenance-documentation-case-study): 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. [Comfort Systems NW reduces warranty expenditures by 10% to 20% with visual proof of work | XOi Customer Stories](https://xoi.io/customer-stories/xoi-case-study-comfort-systems-nw-washington-state): Comfort Systems NW improved field documentation and customer communication by leveraging XOi's photo, video, and AI-driven workflows. The result was stronger customer trust, faster quoting, and reduced costs tied to warranty claims and service disputes. [Watts Heating & Cooling increases upgrade tickets by $600 using visual sales conversations | XOi Customer Stories](https://xoi.io/customer-stories/watts): Watts increased upgrade revenue and improved technician training with XOi's visual tools and workflows. Enhanced communication and standardized processes led to better service quality and team performance. [Tolin Mechanical reduces quoting time by 60% using enriched asset data | XOi Customer Stories](https://xoi.io/customer-stories/tolin-mechanical): Tolin streamlined quoting by leveraging XOi's automated equipment data capture, cutting prep time by 60%. Faster, data-driven proposals improved efficiency and reduced operational costs. ## Reports and guides [Reports & Guides | XOi](https://xoi.io/reports-and-guides): Access the research, whitepapers, and guides that move field service operations forward. [AI Cheatsheet - Generated Work Summaries | XOi Reports & Guides](https://xoi.io/reports-and-guides/ai-cheatsheet-generated-work-summaries): See how XOi + AI transforms technician workflow responses into clear, accurate, and comprehensive job summaries automatically, reducing administrative burden and improving service documentation consistency. [Maximizing Field Service Investment Impact | XOi Reports & Guides](https://xoi.io/reports-and-guides/ebook-maximizing-field-service-investment-impact): Learn how private equity firms are driving operational value creation in field service investments through technology, automation, and data intelligence to improve efficiency, accelerate profitability, and support long-term portfolio growth. [Expanding Your Field Service Territory & Acquisitions | XOi Reports & Guides](https://xoi.io/reports-and-guides/ebook-expanding-your-field-service-territory-acquisitions): Discover how field service consolidators and growing service organizations can use technology, operational visibility, and standardized workflows to improve efficiency, reduce costs, and maximize ROI during expansion and acquisition efforts. [Perfect Service is the Future of the Industry | XOi Reports & Guides](https://xoi.io/reports-and-guides/ebook-perfect-service-is-the-future-of-the-industry): Explore how advanced knowledge management, automation, and AI are transforming field service operations by improving technician productivity, strengthening customer retention, and turning service into a scalable revenue driver. [The 2025 Busy Season Report | XOi Reports & Guides](https://xoi.io/reports-and-guides/the-2025-busy-season-report): Explore the key trends, operational behaviors, and technician insights that defined the 2024–2025 busy season, and learn how top-performing field service teams are using data to improve efficiency, anticipate demand, and drive stronger operational outcomes. [Preparing for New Efficiency Standards | XOi Reports & Guides](https://xoi.io/reports-and-guides/preparing-for-new-efficiency-standards): Learn how the Department of Energy’s updated HVAC efficiency standards impact split system air conditioners and heat pumps, and discover what contractors and service organizations need to know to prepare for evolving compliance requirements. [The Future of Field Service Technology | XOi Reports & Guides](https://xoi.io/reports-and-guides/the-future-of-field-service-technology): Explore the growing challenges facing field service software adoption and learn why disconnected tools, fragmented data, and inefficient workflows are driving demand for more technician-focused service platforms. [The Playbook: Moving from a Vendor to a Strategic Partner | XOi Reports & Guides](https://xoi.io/reports-and-guides/moving-from-vendor-to-strategic-partner): Learn how field service organizations can move beyond transactional customer relationships by using operational data and asset intelligence to deliver proactive recommendations, improve capital planning, and become trusted long-term partners. [Re-evaluating the Skilled Trades Gap | XOi Reports & Guides](https://xoi.io/reports-and-guides/white-paper-re-evaluating-the-skilled-trades-gap): Discover how technology, training, and industry-wide perception shifts can help attract and retain the next generation of skilled trade professionals in field service. [The Ultimate Capital Planning Guide for Field Service Leaders in 2026 | XOi Reports & Guides](https://xoi.io/reports-and-guides/the-ultimate-capital-planning-guide-for-field-service-leaders-in-2026): Discover how data-driven technology and connected equipment intelligence are transforming capital planning by improving visibility into asset condition, reducing operational risk, and helping organizations make smarter long-term investment decisions. [Next‑Level Field Service Management | XOi Reports & Guides](https://xoi.io/reports-and-guides/next-level-field-service-management): Explore how automation, AI, and advanced field service knowledge management are helping service organizations improve technician productivity, increase customer retention, and transform service into a long-term revenue driver. [Keys to Successful Field Service Software Change | XOi Reports & Guides](https://xoi.io/reports-and-guides/keys-to-successful-field-service-software-change): Discover how field service organizations can successfully navigate software and technology transitions while reducing operational disruption, improving efficiency, and adapting to the evolving demands of the skilled trades industry. [Work Smarter‭, ‬Not Harder | XOi Reports & Guides](https://xoi.io/reports-and-guides/work-smarter-not-harder): Learn how field service organizations are using real-world technician data and workflow automation to improve quoting speed, uncover operational trends, and make smarter business decisions across the service ecosystem. ## Webinar and events [Webinar & Events | XOi](https://xoi.io/webinar-and-events): Register for upcoming events and webinars, or catch up on everything you've missed. ## Privacy policy [Privacy Policy | XOi](https://xoi.io/privacy-policy): Learn how XOi Technologies collects, uses, and protects your personal information. Review user rights, data security practices, and privacy choices. ## Cookie settings [Cookie Settings | XOi](https://xoi.io/cookie-settings): Manage your cookie preferences for the XOi website. Control essential, analytical, and marketing cookies to customize your browsing experience. ## Demo [Book a Demo | See What Your Asset Data Can Do | XOi](https://xoi.io/demo): Book a call with our team and walk away knowing exactly where your operation stands, and where it could go. ## Data processing addendum [Data Processing Addendum | XOi](https://xoi.io/data-processing-addendum): XOi's Data Processing Addendum outlines data protection obligations, security measures, and compliance with data privacy laws for our services. ## Partner program terms of use [Partner Program Terms of Use | XOi](https://xoi.io/partner-program-terms-of-use): Review the Partner Program Terms of Use for XOi Technologies. Understand subscription terms, data privacy, security measures, and legal obligations. ## Applicant privacy notice [Applicant Privacy Notice | XOi](https://xoi.io/applicant-privacy-notice): Learn how XOi collects, uses, and protects applicant personal information during recruitment. Review your rights and our data practices. ## Terms of use [Terms of Use | XOi](https://xoi.io/terms-of-use): Review XOi's Terms of Use governing platform access, subscription agreements, data ownership, support commitments, and user responsibilities. ## Acceptable use policy [Accpetable Use Policy | XOi](https://xoi.io/acceptable-use-policy): Review XOi's Acceptable Use Policy governing the lawful and appropriate use of our Services, including prohibited content and user responsibilities. ## Webinars [How to use technology to shift your business and keep moving forward ft. Aaron Salow | XOi](https://xoi.io/webinars/use-technology-to-keep-moving-forward): In our third excerpt from our virtual tradeshow, The Show Must Go On[line], our own Aaron Salow discusses the current shift to more digital and remote styles of work and communication occurring in the field service industry. In the session, we discuss how modern technology can be used to help service techs safely practice social distancing while on the job while also saving time and money and improving customer satisfaction. [How to talk to your clients during the COVID-19 crisis ft. Heather Ripley | XOi](https://xoi.io/webinars/how-to-talk-to-your-clients-during-covid-19): As the global pandemic continues to shape the world around us, transparency and communication with your customers is more important than ever. In our latest excerpt from our recent virtual trade show, Heather Ripley, Owner & Founder, Ripley PR, provides tips and guidelines for effectively communicating with customers during the ongoing crisis. [Leadership in times of crisis ft. Josh Zolin | XOi](https://xoi.io/webinars/leadership-in-times-of-crisis): In this excerpt from last month’s Virtual Trade Show: The Show Must Go On[line], Josh Zolin, CEO of Windy City Equipment Services and Author of Blue is the New White, discusses the importance of strong, transparent, and forward thinking leadership during times of crisis. [The triple bottom line & how our decisions affect all these | XOi](https://xoi.io/webinars/triple-bottom-line): In our latest excerpt from our recent Virtual Trade Show: The Show Must Go On[line], Ray Isaac, President & CEO, Isaac Heating & Air Conditioning, discusses the challenges that have been caused by the ongoing pandemic and how Isaac Heating & Air Conditioning has shifted its decision making process to adapt their business and services to our new normal. [5 things you can do right now to generate & protect your cash ft. Ruth King | XOi](https://xoi.io/webinars/5-things-you-can-do-right-now-to-generate-protect-your-cash-ft-ruth-king): As we move forward and cities begin to reopen across the nation, what’s clear is that returning to business as usual isn’t an option for many. To keep our workforces and communities safe, we must continue to adapt our business practices to our “new normal”. [Webinar: The future of site surveys for faster quotes & smarter planning | XOi](https://xoi.io/webinars/xoi-site-survey-launch-webinar): XOi Site Survey digitizes asset data collection—turning field photos and notes into structured, validated records that accelerate quoting, compliance, and planning. [Webinar: The contractor's guide to everyday AI | XOi](https://xoi.io/webinars/webinar-contractors-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. ## Events [ASHRAE Annual Conference 2026 | XOi Events](https://xoi.io/events/ashrae-26): Join XOi at the 2026 ASHRAE Annual Conference in Austin, TX to explore the latest innovations in HVAC, field service technology, operational efficiency, and connected workflows.