Case Study

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.
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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.
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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.
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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.
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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%.
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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.
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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.
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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.
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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.
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12/08/2025
The Right Fix, the First Time: Unlimited Service Group + XOi
Unlimited Service Group unified its growing operation with XOi—standardizing data, streamlining dispatch, and delivering smarter, faster service across all teams.
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12/08/2025
Built on Better Data: Comfort Systems USA + XOi
After years of managing multiple systems, Comfort Systems USA partnered with XOi to unify asset data at the source. Learn how they streamlined workflows, improved technician efficiency, and built a connected foundation for smarter service decisions.
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11/25/2025
Gardiner Case Study – Vision Exchange 2025
At Vision Exchange 2025, Gardiner joined XOi to discuss how workflow automation revolutionized refrigerant tracking—enhancing compliance, improving data accuracy, and unlocking scalable operational efficiency.
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