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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

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

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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Videos
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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
Applying Micro-Learning With Your Team
XOi's own Aaron Salow joins Matt Jones of The Site Shed to discuss the relevance of micro-learning and how you can apply it to your team. Aaron also shares the framework for creating micro-learning resources that greener techs can benefit from, including the opportunities for
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Article
Truck Roll Optimization + Field Service
In field service, truck rolls are a standard part of the job. Any time a customer calls in to report an issue or schedule a service, whether it’s a checkup, preventative maintenance, a new install, an emergency, etc, and a technician is dispatched and sent
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