Partner Toolkit
Sales Assets

Product Overview

Territory Managers can use this to explain to dealers what XOi is, what it does and could do for their businesses, and why their company (the distributor) invested in and recommends XOi.

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Where XOi Sits

Curious of where and how XOi fits into your current processes and technologies? This easily digestible infographic illustrates where the Vision application sits and can be utilized on the job.

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End Customer Flyer


Commercial-heavy contractors can use this to inform their customers of enhanced services and what they can expect from working with them moving forward.

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End Customer Flyer


Residential-heavy contractors can use this to inform their customers of enhanced services and what they can expect from working with them moving forward.

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Vision Live Information Sheet

Live and interactive video calling is one of the best ways to help technicians if they run into trouble or need assistance on the job. This document outlines how Vision Live facilitates remote calling, training, troubleshooting, and diagnostics.

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Vision Live eBook

In field service, most video conferencing and virtual assistance tools fall short in meeting the specific needs of technicians in the field. This e-book offers an in-depth look at how XOi's Vision Live app addresses these challenges to help techs communicate and resolve complex issues - no matter their location or environment.

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Warm Introduction Email Templates

As you incorporate XOi into your current processes, this email template can help you communicate your adoption of the platform and make introductions to your XOi Account Executive.

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Savings Calculator

Curious how much you could be saving with XOi? This simple and easy to use calculator can provide an estimated ROi your company could see by adopting the app.

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Customer Marketplace

Here is where you can find all the tools you need to share with current and prospective customers to showcase what sets you apart and what they can expect from you as their provider.

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XOi Logo Usage Guide & Downloads

We’re excited to partner with you! As you promote your adoption and usage of XOi, this guide provides detailed information and downloads for using the XOi logo on your own materials.

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Customer Testimonials

Customer Success Stories

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Customer Success Stories

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XOi Virtually Connects your Techs, Office and Customers

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XOi Rapid Deployment

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What is XOi Vision Live

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Pre-diagnosis Using XOi's Vision Live

Micro Learning Videos

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Yes/No Workflows

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Capturing a Data Plate

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Mobile Transcription

Thought Leadership
Podcast | Webinar
Zero to 5000 Podcast: Investing In Your Value
Recently, our own Aaron Salow joined hosts Drew McClure and Jordan Mitchel on the Zero to 5000 Podcast to discuss how technology is bridging communication, knowledge, and generational gaps to ultimately help solve the skilled trades gap.
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Heritage Home Service and XOi announce partnership renewal, expanding relationship to help contractors meet labor shortage challenges

Top full service contractor enhances partnership with curb-to-curb technician enablement solution, delivering unique knowledge base and training resources to service providers   Heritage Home Service, the leading full-service residential plumbing, heating, cooling and electric services provider for New Hampshire and Massachusetts, announces the renewal and

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Need Help?

Contact Information


PJ Fletcher
VP of Sales

(727) 593-4928


Stacey Bright
VP of Marketing

(615) 504-1365

Customer Success

Paige Collins
VP of Customer Success

(615) 686-9380