Digital Toolbox: 5 Tools Techs Need for 2024

Five Powerful Ways XOi Helps Service Teams Work Smarter

Every service organization is looking for ways to improve efficiency, capture better information, and create a stronger customer experience. XOi brings together powerful tools that help technicians document work more effectively, streamline workflows, and turn jobsite information into valuable business insights.

From the moment a technician arrives on site to the final customer handoff, XOi helps create a more connected, transparent, and efficient service process.

1. In-App Cameras

Capture photos and videos directly within the XOi platform to create clear, organized documentation of every service visit. Technicians can record equipment conditions, repairs, and completed work while keeping all documentation tied directly to the job record.

• Capture high-quality visual documentation.
• Create organized service records.
• Support recommendations with visual evidence.
• Improve transparency for customers and managers.

2. Jobsite Workflows

Standardized workflows guide technicians through service processes and ensure critical information is collected consistently across every job.

• Improve documentation consistency.
• Reduce missed steps and incomplete records.
• Support technician performance and training.
• Capture cleaner, more actionable field data.

3. AI Work Summaries

Automatically generate summaries of completed work using information collected throughout the service visit. AI-powered summaries reduce administrative effort while improving the quality and consistency of documentation.

• Save time on manual note writing.
• Create professional service summaries.
• Improve documentation quality.
• Allow technicians to focus on servicing equipment.

4. Safety Check Workflows

Built-in safety workflows help ensure critical inspections and compliance procedures are completed and documented consistently.

• Standardize safety processes.
• Improve compliance tracking.
• Increase accountability across teams.
• Create auditable safety records.

5. Customer Share Tools

Instantly provide customers with detailed job documentation, including photos, videos, notes, and completed work summaries. Customer Share Tools help create a transparent service experience that builds trust and confidence.

• Share jobsite documentation instantly.
• Increase customer engagement.
• Improve communication and transparency.
• Help customers better understand service outcomes.

Connecting the Entire Service Process

Together, these tools help service organizations improve field execution, strengthen communication, reduce administrative work, and deliver a better experience for both technicians and customers.

Watch the video to learn how XOi's in-app cameras, workflows, AI summaries, safety tools, and customer sharing capabilities work together to create a smarter, more efficient service operation.

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