Webinar: The future of site surveys for faster quotes & smarter planning

XOi Site Survey turns jobsite data into instant, usable equipment records.

Key Takeaways:

• Modern, digitized asset surveys replace manual capture with a guided mobile flow—faster, consistent, and reusable.
• Snap the nameplate once: OCR auto-extracts make/model/serial; voice notes are auto-structured into fields that eliminate rework.
• XOi enrichment returns a deep spec set (often 100+ fields) powering quoting, decarbonization modeling, sourcing, and compliance.
• A lightweight web validation step ensures accuracy before records land in Equipment Manager, your searchable source of truth.

November 12, 2025

This webinar shows how modern, digitized asset surveys replace manual capture with a mobile flow that’s fast, consistent, and immediately useful. Teams snap the nameplate, use Optical Character Recognition to digitize make/model/serial, and speak observations that are auto-structured—producing consistent records that eliminate rework and accelerate quoting.

With accurate model/serial, XOi enrichment returns a deep spec set (often 100+ fields) that supports quoting, decarbonization modeling, strategic sourcing, and risk/compliance. A lightweight web validation step ensures accuracy before records land in Equipment Manager, the searchable source of truth downstream tools can pull from for Quotation and future planning workflows.

The question and answer covers import/export and APIs for FSM/CMMS ecosystems, customer access patterns, customization considerations for capture, and timeline and pricing guidance.

The takeaway: consistent, high-quality asset data—from capture to enrichment—sets the foundation that unlocks speed, trust, and scale across the field service ecosystem.

Frequently Asked Questions: The Future of Site Surveys

What is XOi Site Survey?

A guided mobile workflow for digitizing asset surveys. Techs scan nameplates, capture photos and notes, and submit structured data that feeds quoting and planning without duplicate entry.

How do OCR and voice-to-structured fields work?

OCR extracts make, model, and serial from a photo of the nameplate, while voice notes are transcribed and mapped to predefined fields—creating consistent, usable records in seconds.

What does enrichment include?

With accurate model/serial, XOi returns a deep equipment spec set—often 100+ attributes—supporting decarbonization modeling, strategic sourcing, risk/compliance, and faster quotes.

How is accuracy ensured before data is used?

A lightweight web validation step lets teams confirm or correct fields prior to saving into Equipment Manager, ensuring clean, trustworthy records.

How does Site Survey integrate with our FSM/CMMS?

Import/export and APIs support common integration paths so asset data flows to work orders, quoting, and lifecycle planning without manual handoffs.

Can customers view survey results?

Yes, soon—share access based on permissions so stakeholders can review asset records, photos, and survey outcomes securely will be live early next year.