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.
Read more
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.
Read more
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.
Read more
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.
Read more
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%.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read moreRecommended Articles

12/02/2025
From Jobsite to Customer, AI that Actually Helps with Lee Bridges, XOi Product Leader
Lee Bridges, VP of Product Management at XOi, joins Titans of the Trades to unpack how technician-first design and practical AI are transforming HVAC service. Learn how standardized jobsite data, time-saving automation, and empathy-driven tools are helping teams scale smarter and train faster.
Read more
11/17/2025
Repair vs. Replacement: A Data-Driven Cost Comparison
Discover the real cost of keeping aging assets alive versus investing in new ones. Download XOi’s data-driven TLC True Cost Chart to make smarter repair and replacement decisions.
Read more
11/12/2025
Preparing for the A2L Refrigerant Transition: What Service Providers Need to Know
The R-410A phaseout begins January 1, 2026, marking a major turning point for HVAC. This post breaks down the A2L refrigerant transition—what it means for contractors, technicians, and distributors—and how to turn compliance into a competitive advantage with XOi.
Read more