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XOi description
XOi is a field service management software that helps businesses, particularly those in HVAC, streamline their operations and increase revenue. It offers tools for technicians including automated data entry, access to a knowledge base for on-the-job training, and insights for identifying new revenue opportunities. XOi aims to improve efficiency, transparency, and communication throughout the entire job cycle, from technicians to customers.
Who is XOi best for
XOi is field service management software designed for HVAC businesses to streamline operations and boost revenue. Technicians benefit from automated data entry, a knowledge base, and insights for upselling. Users praise its ease of use and customer support but note the high cost and excessive email notifications. XOi helps improve efficiency, transparency, and communication throughout the job cycle.
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Best for small to medium-sized businesses.
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Ideal for HVAC businesses.
XOi features
| Supported XOi uses OCR to extract information from equipment dataplates. |
| Supported XOi provides real-time remote expert assistance, including video and audio. |
| Supported XOi simplifies preventive maintenance with automated data analysis, work order generation, and maintenance history tracking. |
XOi reviews
We've summarised 22 XOi reviews (XOi Capterra reviews and XOi G2 reviews) and summarised the main points below.
- Easy to use and navigate, especially for field technicians.
- Excellent customer support and onboarding experience.
- Provides valuable data capture and documentation for equipment, repairs, and customer interactions.
- Streamlines communication between technicians, office staff, and customers.
- Creates transparency and builds trust with customers through video and picture sharing.
- High monthly cost can make certain features cost-prohibitive.
- Email notifications for completed workflows can be excessive.
- Limited wearable device selection and some ergonomic issues with video glasses.
- Admin side could be more intuitive.
XOi pricing
The commentary is based on 1 reviews from XOi Capterra reviews.
No pricing information found.
Users sentiment
XOi alternatives
GoFormzBetter for businesses focused on digitizing existing paper forms and automating workflows. Broader industry applicability across manufacturing, construction, and energy. A free version is available. XOi alternative; GoFormz competitor.Read more
Job4SiteBetter suited for smaller HVAC and plumbing businesses. Lacks features like real-time remote assistance and visual data capture. XOi alternative. Job4Site competitor. Has less momentum.Read more
ClickUpBetter for general project management and team collaboration across various industries. More comprehensive features, but potentially overwhelming for users focused on field service management. ClickUp is growing faster than XOi. It offers a free plan, unlike XOi.Read more
SeraBetter for smaller businesses focused on HVAC, plumbing, and electrical services. It has higher customer satisfaction and is growing faster. Simpler user interface, but lacks advanced features like visual data capture.Read more
SortScapeBetter for lawn care businesses needing scheduling and time tracking. Priced lower than XOi. Simpler user interface, easier to use. XOi alternative; XOi competitor.Read more
TaskimoBetter for streamlining paper-based processes for frontline workers. Has less momentum and lacks user reviews and ratings. A better XOi competitor for medium and large enterprises.Read more
XOi FAQ
What is XOi and what does XOi do?
XOi is field service management software streamlining operations and boosting revenue for HVAC businesses. It provides technicians with automated data entry, a knowledge base, and insights for identifying new revenue opportunities, improving efficiency, transparency, and communication throughout the job cycle.
How does XOi integrate with other tools?
XOi integrates with numerous tools to enhance its functionality. It offers real-time remote expert assistance, including video and audio features. Additionally, XOi utilizes OCR technology for data plate capture. More specific integration details are limited.
What the main competitors of XOi?
XOi competitors include field service management software like Job4Site and Sera, and broader solutions such as GoFormz, Taskimo, and ClickUp. SalesRabbit, while focused on field sales, also offers overlapping functionalities for businesses with field teams.
Is XOi legit?
XOi appears to be a legitimate software solution for field service management, particularly within the HVAC industry. User reviews praise its ease of use and valuable data capture capabilities. However, potential users should be aware of the high cost and some limitations mentioned by users.
How much does XOi cost?
XOi Vision pricing is not publicly available. Contact XOi directly for a customized quote based on your specific business needs and to determine if XOi is worth the investment for you.
Is XOi customer service good?
XOi's customer service receives overwhelmingly positive feedback. Users praise the helpful and responsive support team, particularly highlighting the excellent onboarding and training provided. The readily available assistance, especially for field technicians using the Vision App, contributes to faster problem resolution and improved customer satisfaction.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.