Case Study

Industry

Topic

11/19/2025

Harris Dispatchers Gain 2.5 Hours Each Week to Keep Jobs Moving

Harris uses XOi to build on the way the team already works so that dispatchers gain time back to do what they do best — keep jobs moving and support the people who make it happen.

10/15/2025

Tolin Mechanical Cuts Quoting Time by 60% with Enriched Equipment Data

By integrating XOi’s enriched asset data into their workflow, Tolin Mechanical now delivers faster, more accurate quotes backed by complete equipment insights—strengthening customer trust and driving new business opportunities.

07/01/2025

How ECS Streamlined Quoting and Captured More Work with XOi

With XOi, ECS built a faster, more efficient process that hands quoting off to a dedicated team—saving time in the field and helping secure more approved work.

06/19/2025

Gardiner Routes 99% of Sales Leads Through XOi—Driving Efficiency and Field Engagement

Gardiner raised tech lead capture from 40% to 99% with XOi—boosting lead volume 15.5% in 90 days and streamlining sales follow-up.

06/19/2025

Scaling Smart: Gardiner Prepares for Refrigerant Reporting Demands with Workflow Automation

Gardiner cut 66+ hrs of manual work by automating refrigerant tracking—boosting workflow completion by 213%.

06/17/2025

How ECS Strengthened Safety and Protected Industrial Contracts with XOi

ECS took a proactive approach to improving jobsite safety and compliance by leveraging XOi to digitize and standardize critical processes. The result: stronger field visibility, a lower incident rate, and the ability to win and retain industrial work.

05/29/2025

Equipment Insights That Sell

A 5-tech contractor used XOi equipment data to drive a $135K from a targeted R22 replacement campaign in the slow season.

04/08/2025

Driving Revenue Through Field Intelligence: The JM Brennan Playbook

JM Brennan’s journey with XOi evolved into a strategic advantage for their sales organization—streamlining their sales process, accelerating revenue growth, and increasing deal closures.

02/19/2025

Warwick Mechanical Uncovers Thousands of Sales Opportunities, Improves Service with XOi

While Warwick Mechanical Group had embraced mobility across its service operation for service tickets and documentation, organizing, sharing and adding photo or video documentation to its job data was challenging and highly manual.

Recommended Webinars

11/13/2025

Webinar: The Future of Site Surveys for Faster Quotes & Smarter Planning

XOi Site Survey digitizes asset data collection—turning field photos and notes into structured, validated records that accelerate quoting, compliance, and planning.

06/21/2023

Webinar: The Contractor’s Guide to Everyday AI

If you, like so many in field service, have been hesitant to embrace this huge shift in technology, this is the session you've been waiting for.

07/09/2020

How to Talk to Your Clients During the COVID-19 Crisis ft. Heather Ripley

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.

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