Capture once. Quote with confidence: XOi Site Survey
Key Takeaways
XOi Site Survey transforms manual asset surveys into a fast, guided process that captures complete asset information, enriches it with OEM data, and creates a trusted foundation for quoting, planning, and customer conversations.
Capture asset data in seconds
Optical Character Recognition (OCR), voice transcription, and guided workflows eliminate manual data entry and accelerate site surveys.
Eliminate rework
Capture information once and make it available across quoting, planning, and reporting workflows.
Accelerate quoting
Organized, validated asset information helps sales teams move from survey to proposal faster and with greater confidence.
Site surveys shouldn't slow down sales
Capturing asset information is one of the most time-consuming parts of the sales process. Teams spend hours taking photos, recording notes, researching equipment details, and organizing information before a quote can even begin. When portfolios contain hundreds or thousands of assets, those manual processes create delays, inconsistencies, and unnecessary rework.
Capture complete asset information faster
XOi Site Survey simplifies asset collection with guided workflows designed specifically for field service sales teams. Using Optical Character Recognition (OCR), Site Survey instantly captures make, model, and serial information from a dataplate photo. Voice transcription allows users to document asset condition, observations, and notes naturally while XOi structures the information behind the scenes.
The result is a faster, more consistent survey process that reduces manual effort while improving data quality.
Turn every survey into usable asset intelligence
Capturing data is only the beginning.
Every asset collected through Site Survey becomes part of a growing digital asset record. XOi automatically enriches captured information with OEM specifications, documentation, and lifecycle details, transforming raw survey data into structured asset intelligence that supports decisions across the organization.
Teams gain access to complete asset records that are easier to understand, manage, and act on.
Move from survey to quote with confidence
Accurate quotes depend on accurate information.
With Site Survey, asset records are organized, enriched, and ready for use when it's time to build proposals. Sales teams spend less time chasing missing details and more time delivering recommendations backed by reliable data. What once required up to 15 minutes per asset can be reduced to seconds, helping teams respond faster and create a better customer experience.
Watch the video to see how XOi Site Survey helps sales teams capture asset data faster, eliminate rework, and build a stronger foundation for quoting, planning, and long-term customer success.
FAQs
What is XOi Site Survey?
XOi Site Survey is a guided asset capture solution built for field service sales teams. It helps users document assets, capture dataplate information, record site conditions, and create complete asset records that support quoting, planning, and customer conversations.
How does XOi Site Survey capture asset information?
Site Survey uses Optical Character Recognition (OCR) to read asset dataplates and automatically capture make, model, and serial numbers. Users can also add photos, voice notes, and asset condition details during the survey process.
How does Site Survey help sales teams quote faster?
Captured asset data is automatically organized and enriched, reducing manual research and helping teams move from survey to proposal faster.
How does Site Survey reduce rework?
Asset information is captured once and stored in a centralized record that can be used across quoting, planning, and reporting workflows.
What happens after an asset is captured?
Each asset becomes part of a digital record enriched with OEM specifications, documentation, and lifecycle information, creating a foundation for better decisions.
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