XOi has been named one of the 2023 Inc. 5000 companies. Read the news.

We couldn’t be more excited to bring together our industry‑leading clients and their top‑performing technicians in Nashville! Together we can innovate faster, grow our companies smarter, and make our customers happier than ever before.

HVAC drawing

November 14 – 16, 2023

Hampton Inn & Suites Nashville Downtown Capitol View
530 11th Avenue North | Nashville, TN 37203

Heather Hensley, Mid-Market CS Manager, Sr. Customer Success Manager

Tuesday, November 14


6:00 PM | Brooklyn Bowl Nashville

Connect with the XOi community and team, strike down some pins, grab a bite, and sip and chill.

What would a trip to Music City be without a little live music? At 8 pm head on over to the Brooklyn Bowl stage to catch the Peter McPoland and Stephen Dawes show.

*Please Note: In order to receive a Welcome Party Admission Ticket to Brooklyn Bowl you and your team must be registered. If you have questions, please contact Heather Hensley, hhensley@xoi.io.

Wednesday, November 15


8:00 AM – 4:00 PM | Hampton Inn & Suites

“Get a first look at our future product roadmap and uncover how AI + Data + technology can help you minimize challenges and maximize ROI.


6:00 PM | Superica

Kick off your work boots and come dip chips in some melty, cheesy queso with your XOi compadres.

Thursday, November 16


8:30 AM – 3:00 PM | Hampton Inn & Suites

Engage with your own data and the XOi Insights extracted from millions of jobsites, while your techs get unprecedented access to new jobsite features to help them do their job better and faster.

Travel Recommendations


Rooms at the Hampton Inn & Suites are now sold out for Vision Exchange, but there are a number of alternative options in close proximity, including:

The Holiday Inn Express Nashville Downtown Conference Center
920 Broadway, Nashville, TN 37203

TownePlace Suites by Marriott Nashville Midtown
1500 Charlotte Ave, Nashville, TN 37203



Day 1

8:00 – 8:30 | Coffee & Networking

8:30 – 9:00 | Welcome

Aaron Salow, co-founder and CEO

9:00 – 10:30 | XOi Year in Review and Preview of New Insights

Bashir Abdallah, Chief Product Officer and Jeff Prince, VP of Engineering

Before we jump into 2024 and what’s ahead, let’s look back at the most memorable milestones of 2023 so far and see what we’ve achieved together. Plus, get a first look at new Insights data from the equipment you’ve captured in the field this year.

10:30 – 10:45 | Break

10:45 – 12:00 | XOi Peer Panel | Experience Matters: Tips for an Enhanced Customer Experience that Drives Revenue

Moderators: Heather Hensley, Mid-Market CS Manager, Sr. Customer Success Manager and J.P. Cahalan, Director of Product Innovation

Panelists: Leslie Kaczun, Ainsworth; Carleton Gordon, Star Service, Inc; Benjamin Gomez, Mr. Electric; Tyler Winfield, Gardiner; Dan Reynolds, Trane; Jamie Yates, GEM Service

Rethinking your approach to your customer strategy can help you bring even more value to every call. Join us for a panel conversation with your XOi peers on how other contractors are using XOi to grow customer relationships.

12:00 – 1:00 | Lunch

1:00 – 2:15 | XOi Peer Panel | Maximizing Business Success with XOi: Insights from Top Performers

Moderators: Heather Hensley, Mid-Market CS Manager, Sr. Customer Success Manager and J.P. Cahalan, Director of Product Innovation

Panelists: Randy Carr, Ainsworth; Jacob Ott, Star Service, Inc; Rebecca Harris, Gardiner; Rob Wintzel, Perfection Group; Mark McCurdy, Piedmont Service Group; Dan Reynolds, Trane

Unlock the full potential of XOi with insights from our top users who have excelled using this tool. Gain valuable strategies to enhance marketing, operations, service, sales, and more, empowering your business and team for success.

2:15 – 2:30 | Break

2:30 – 3:45  |  XOi Product Roadmap

Bashir Abdallah, Chief Product Officer and Lee Bridges, VP of Product

Our latest product innovations and upcoming enhancements will help you provide exceptional experiences, drive revenue, and uncover the data that will change your business.

3:45 – 4:00 PM | Closing

Paige Collins, VP of Customer Success

6:00 | Family Dinner at Superica

Day 2

8:30 – 9:00 | Coffee & Networking

9:00 – 10:00 | Delivering on the Promise of AI for the Trades

J.P. Cahalan, Director of Product Innovation

There has been a lot of excitement surrounding the potential of generative artificial intelligence (AI) to revolutionize, well … everything … the field service industry included. What constitutes a successful AI tool for field service? We believe success relies on tapping into highly advanced and robust data sets collected on the jobsite.

10:15 – 10:30 | Break

Executive Sponsor Sessions

10:30 – 11:05 | Exec | Ways to Turn Data Into Actionable Insights

Sam Crenshaw, Account Manager

Data is one of the most valuable assets you have as a leader. To build quality data and be able to turn it into actionable insights, it’s important to have the right processes in place.

11:10 – 11:45 | Exec | Driving Revenue Growth: Effective Tips and Strategies from Real Businesses Using XOi

Mack Cox, Enterprise Customer Success Manager

Breaking down some of the best and most used XOi strategies and tools that companies like yours are leveraging to maximize opportunities. This session will equip you with the tools you need to generate more sales, save time, and protect your hard-earned revenue.

11:45 – 12:45 | Lunch

12:45 – 1:15 | Exec | Unleashing Innovation: Creative Use Cases for XOi to Differentiate Your Field Service Business

Andrew Howard, Customer Success Manager

Unlock the boundless potential of XOi and explore creative use cases that will set your field service business apart from the competition. From white labeling strategies to instructive workflows and asset-specific tasking to full building audits, discover how to leverage XOi’s innovative capabilities to differentiate your operations, elevate your business, and thrive in your market.

1:20 – 1:55 | Exec | Harnessing Field Truth and Performance Data for Business Impact

Adam Weigle, Enterprise Customer Success Manager

We’ll guide you through how to extract data from Insights and Premium Step Reporting and share strategies to make data-driven decisions, such as assigning the right technicians to specific jobs, identifying strengths and weaknesses, improving technician training, and optimizing customer marketing efforts. Join us to unlock the power of data in your business operations.

Technician Sessions

10:30 – 11:05 | Tech | The Latest and Greatest XOi App Releases

Lee Bridges, VP of Product and Greg Thoman, Principal Product Manager

An inside look at the latest features we’ve released to enhance the jobsite experience and inside tips on how to use them.

11:10 – 11:45 | Tech | Give It To Us Straight: Your Thoughts on XOi

Lee Bridges, VP of Product and Greg Thoman, Principal Product Manager

Your chance to share your feedback from the field. What’s working? What’s not? What do you wish XOi could do on the jobsite?

11:45 – 12:45 | Lunch

12:45 – 1:15 | Tech | Jobsite Apps: The Good, the Bad and the Ugly

Lee Bridges, VP of Product and Greg Thoman, Principal Product Manager

Jobsite apps that crush it and apps you download and delete. Tell us what you think about the technology tools you’ve tried and get the scoop from fellow top-performing technicians.

1:20 – 1:55 | Tech | Sneak Peek: XOi’s New Technician Experience for the Mobile App

Lee Bridges, VP of Product and Greg Thoman, Principal Product Manager

Get exclusive first looks at future app features from XOi.

1:55 – 2:15 | Break

Day 2 Closing General Session

2:15 – 2:45  |  Technician Session Discoveries

Lee Bridges, VP of Product

It all starts with the technician. Here’s what we’ve heard and here’s what we’re doing to better connect them to the equipment in the field and the entire field service ecosystem.

2:45 – 3:00 | Closing

Aaron Salow, co-founder and CEO and Paige Collins, VP of Customer Success