Quoting and Planning

Better quotes and plans start with better data

With structured, enriched asset records that include complete equipment details, your teams can scope work correctly, price jobs accurately, and plan ahead without guesswork.

Why quotes and plans fall short

You can’t quote or plan without knowing the asset

Quoting and planning depend on a complete understanding of the asset, but that information is often incomplete or hard to use. When key details are missing, scope is wrong, pricing is inconsistent, and plans miss the mark.

Incomplete data

Missing or incorrect asset details lead to inaccurate quotes, rework, and inconsistent pricing.

Abstract tunnel formed by white 3D geometric blocks receding into the distance.

Disconnected data

Asset details, photos, and notes are spread across systems, making them difficult to find and use when building quotes.

Unstructured data

Inconsistent formats make asset data difficult to standardize, compare, or use across quotes and plans.

No single asset record

Without a single, reliable view of the asset, it’s difficult to scope work correctly and plan accurately.

Dark blue digital circuit board pattern with connecting lines and scattered numbers.
Start with the right information

Turn asset data into faster, more accurate decisions

Quoting and planning become faster and more reliable when teams start with the right information. Instead of piecing together asset details, your teams can scope work correctly, price jobs accurately, and plan ahead from the start.

Quote details panel with Full Service contract type and Annual billing frequency selected.
Scope

Scope work correctly

Use complete, enriched asset records to understand equipment details, condition, and context so every job starts with the right scope.

Price

Price jobs accurately

Turn that scope into accurate pricing with the right equipment, materials, and supporting details, so quotes are consistent across every rep and backed by proof.

Quote summary showing total annual cost $936,561.12, quarterly cost $234,140.28, and a cost distribution chart.
Table listing equipment model, serial number, and refrigerant charge in pounds for eight units.
Plan

Plan ahead with clarity

Use asset data to prioritize work, plan projects, and make longer-term decisions with a clear understanding of what’s needed across your assets.

Two workers inspecting rooftop HVAC unit on a large flat commercial building under clear sky.
Powered by XOi Asset Intelligence

Everything built on the same asset data foundation

Complete, structured asset data doesn’t stop at capture. It powers a connected system where every team and workflow builds on the same foundation. Each interaction adds more detail to each asset record, making the data more accurate, complete, and useful over time.

Customer proof

What our customers say about us.

“I’d rather just run an enriched data report and have it in five minutes. No site revisit, no decoding model numbers.”
Mike Essig
Director of Operations, Tolin Mechanical
$47k
Annual efficiency gain
XOi puts the asset at the center, connecting OEMs, distributors, service providers, sales teams, technicians, and owners through:
“XOi should be the standard for businesses that want to provide the most value to customers while backing up techs in the field.”
Nicholas Gonzales
Service & Operations Coordinator, Comfort Systems Design Mechanical
60%
Reduction in quoting time

Start building better quotes and plans today

See how XOi helps your teams turn asset information into accurate quotes, better planning, and more consistent outcomes across every job.