Best Software for 2025 is now live!
By XOi
Show rating breakdown
Save to My Lists
Claimed
Claimed

Top Rated XOi Alternatives

XOi Reviews & Product Details

DB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

Our technicians in the field need to have a fast easy way to navigate and input some of the data we need during onsite visits. XOi has both a mobile app for mobile use / technician input and a website that is easy to design your own workflows. We like the fact that our technicians don't need a computer degree to understand how to fill out the workflows and for our supervisors creating the workflows are easy, super intuitive and user friendly. Review collected by and hosted on G2.com.

What do you dislike about XOi?

Some additional programming capability within the workflows would be nice - which we are told that these functions such as calcualtions would be coming in the near future. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

First, creating a platform that is easy to use - our techinicans seem to like it and not dread doing the paperwork. We have been successful with this product with our Commercial Brach and now we have just started with our Residential Team. DataPlate capture is big. Tech can scan the dataplate containing model and serial and we can caputure that data in a database for marketing or equipment replacement purposes when the equipment becomes a certain age. Review collected by and hosted on G2.com.

XOi Overview

What is XOi?

XOi, the leading provider of technician-first technology for commercial and residential field service companies, arms the field service industry with a digital tool that connects people to equipment. XOi technology is the hub in which every part of the job—from the field to the office—connects to facilitate a transparent experience for the OEM, contractor, technician, and customer. XOi provides remote support, visual documentation, training resources, asset and team management functions, a comprehensive knowledge base, and immediate revenue-producing insights leveraging data from current and historical projects. Beyond this tool that manages efficiency, consistency, and communication, XOi’s goal is to create future-focused technology that modernizes the field service industry as a whole, and helps to overcome the issues that threaten the livelihoods of the hard-working people in the trades.

XOi Details
Discussions
XOi Community
Languages Supported
English
Show LessShow More
Product Description

XOi empowers techs with virtual on the job training, visual documentation, and customizable workflow capabilities. The easy to use app allows techs to launch real-time remote support, access relevant equipment documentation, and capture photo and video overviews of each job.


Seller Details
Seller
XOi
Year Founded
2013
HQ Location
Nashville, US
Twitter
@XOiTechnologies
576 Twitter followers
LinkedIn® Page
www.linkedin.com
118 employees on LinkedIn®

Stacey B.
SB
Overview Provided by:

Recent XOi Reviews

Alyssa M.
AM
Alyssa M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Completely transformed how we manage work orders..."
We began using XOi 2 years ago and it has completely transformed how we manage our work orders. From repair/spot calls, to recommended repairs, to ...
RM
Ricky M.Small-Business (50 or fewer emp.)
5.0 out of 5
"It is an awesome platform"
Taking pics and videos of the services that we provide and getting them to our customer so that it shows transparency.
DB
Derek B.Mid-Market (51-1000 emp.)
4.5 out of 5
"XOi"
Our technicians in the field need to have a fast easy way to navigate and input some of the data we need during onsite visits. XOi has both a mob...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

XOi Media

XOi Demo - XOi - Streamlined & Automated Workflows
Create detailed checklists of work to be performed on site (completely customizable to your specific business needs). Contextual microlearning in the form of bite sized tips, videos, and documents helps to ensure your techs complete and document each step and job correctly.
XOi Demo - Instant Notifications
XOi grants technicians of all skill levels instant access to electrical, mechanical, plumbing and refrigeration equipment information. Using a simple data plate photo, contextual data is systematically evaluated to deliver valuable, revenue-generating information about the equipment being serviced.
XOi Demo - XOi - Knowledge Base
Give your techs access to over 100K (and growing) manuals, diagrams, and wireframes across all major manufacturers. All uploaded content, photos, and videos can be readily accessed and managed in the XOi Knowledge Base – this includes all manufacturers content and any additional content you may a...
XOi Demo - XOi - Universal Knowledge Sharing
Easily share valuable learning, training, equipment, and job information across organizations.
XOi Demo - Insights Dashboards
Make better business decisions with unprecedented clarity. Taking the XOi app’s data capture capabilities to the next level, XOi analyzes captured data to deliver service providers actionable insights that can be used to make better, data-driven business decisions.
XOi Demo - XOi Mentors
To ease the strain of the ongoing labor shortage, XOi Mentors provide a reliable and trusted virtual source for technicians to receive expert support in the field. Avoid second truck rolls, incomplete jobs, build expertise, and promote repeatable processes by granting technicians access to XOi’s ...
Answer a few questions to help the XOi community
Have you used XOi before?
Yes

13 out of 14 Total Reviews for XOi

5.0 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
13 out of 14 Total Reviews for XOi
5.0 out of 5
13 out of 14 Total Reviews for XOi
5.0 out of 5

XOi Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for XOiQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
CJ
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

XOi has given our office the ability to better document information to relate to corperate and our customers. Once you understand how to set up the questions that you need for your particular work flows in your office, everything else will fall into place in regards to answering any questions partaining to work that has been preformed by technicians. Review collected by and hosted on G2.com.

What do you dislike about XOi?

The only downside is that the software is going through phases of implementing other features that has been sugguested by their customers. It's not really a downside. Just progress to better service their customers. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

The problems that XOi is solving is having to deal with documentation and providing more information about the work that is being done. This is extermely benifical when it comes to our office's warranty jobs. The warranty department needs to know; the part numbers, the serial numbers of the chillers, an estimation of the amount of labor that'll be needed to complete the repair and what was the cause of the warranty claim. Review collected by and hosted on G2.com.

KW
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

The most helpful thing about XOi is that it gives you answers efficiently. With XOi you can create a job and add custom workflows catered towards any specific field work in your industry. Review collected by and hosted on G2.com.

What do you dislike about XOi?

The only dislike I have, which can be managed no problem, is the email notifications you get from a workflow being completed. I believe you should be able to get one notification once the whole job is complete. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

XOi is helping our team at Pfannenberg with keeping everything under one umbrella for one job. The one feature I like is the workflow feature, where you can follow what the tech completed. In our previous processes, we had to piece together different work orders and try and figure out what was done. XOi keeps the tech in the field on task, and after a job is completed, you can go into the reports section, which takes the load off when creating your own Excel sheet. Review collected by and hosted on G2.com.

Alyssa M.
AM
Service Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about XOi?

We began using XOi 2 years ago and it has completely transformed how we manage our work orders. From repair/spot calls, to recommended repairs, to safety concerns to refrigerant tracking, XOi handles all our needs with precision and ease. Our quote turnaround times have increased, helping us to provide solutions to our customers so they can make knowledgeable decisions quickly. Unit history, sales opportunities, estimates and more are now easily tracked and accessible to everyone with simple searches. The possibilities for workflows, or data that can be obtained through questions inside of workflows, are endless and only limited by your imagination. It has become a necessary & invaluable tool for us to continue to meet and exceed customer expectations and strengthen their trust in us. Review collected by and hosted on G2.com.

What do you dislike about XOi?

There is nothing that I dislike about this product. Every need I have ever had has been handled with precision and expertise, providing an immediate solution. The few times that I have had a condition where the answer was not immediate, the process in place was communicated, and clear timelines were given. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

Our quote turnaround times have increased helping us to provide solutions to our customers so they can make knowledgeable decisions quickly. It has become a necessary tool for us to continue to meet and exceed customer expectations and strengthen their trust in us. Review collected by and hosted on G2.com.

Kathy B.
KB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

XOI is a program that helps our Service professionals provide detailed videos and pictures of onsite work. This has created a better experience for our customer. It also helps us follow procedures on all jobs by completing each step of the workflow. The onboarding process was seemingless and Adam has been wonderful supporting with training office staff and field Service Professionals. Review collected by and hosted on G2.com.

What do you dislike about XOi?

The only thing I would like to see in the future is the placement of the shared link for the customer. This is probably beyond XOI team since it integrates to our service management program. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

The detailed summary of work completed onsite. We had a huge gap between what we completed and what the customer "thought" we completed. Electrician term can be a bit confusing however, XOI video feature has helped clarify a lot for the customer and our office staff. Review collected by and hosted on G2.com.

Brian M.
BM
Residential Sales Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

We've struggled for years trying to document and capture equipment information from our techs. With XOi, we have provided the tool our technicians need to simply gather the requested information and provide an awesome deliverable to the customer. In addition, we now have a growing database of information on the equipment we touch on a monthly/quarterly/semi-annual basis to help both the technician and office/sales staff in repairing and replacing aging equipment. Review collected by and hosted on G2.com.

What do you dislike about XOi?

Nothing...the sales/support staff have been great to work with. They laid out a plan to implement the product and followed up with any issues we've ran into. Great support! Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

We've always struggled getting model/serial number information from equipment in the field. Capturing the data plate of the equipment in step one has completely solved the problem! Review collected by and hosted on G2.com.

KD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

I love that our technicians have the help and support that they need when they are out in the field using the live virtual mentor center through the Vision App. Review collected by and hosted on G2.com.

What do you dislike about XOi?

The only thing that I could say that I didn't like is that it's more work for the technicians to have to do using the app but that's not XOi's fault. It's something I have to get after them to do. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

The tech support for our technicians out in the field. It cuts their time down and saves the customer and the company money on time spent troubleshooting a problem. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about XOi?

XOI offers our school a comprehensive solution by enabling access to pictures, live diagnostics, and documents through a link. This helps us tremendously. Review collected by and hosted on G2.com.

What do you dislike about XOi?

Staying up to date with firmware Regularly. Communication is sent via email and we make sure to update when needed Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

We have started to create a library for troubleshooting documents.This makes it easier to access and reference essential documents and information when needed for class Review collected by and hosted on G2.com.

DH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about XOi?

It is so easy to use for our field and office professionals. There are so many ways to adapt the workflows. Our customers appreciate it. We have experienced a much greater customer contact with XOI. Review collected by and hosted on G2.com.

What do you dislike about XOi?

You cannot edit the answer position when we build a multiple-choice answer. It would be helpful to see that improvement. Other than that, our only dislike is that we didn't start using it sooner. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

It allows us to have better open communication with our customers. When the workflows are sent to our customers, they can review the pictures, videos, and notes we made at their property. We have seen a higher approval of our estimates because of this. Review collected by and hosted on G2.com.

Jason P.
JP
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about XOi?

Everything I love how easy it is to work how. I love how we can easily share pictures and information with homeowners. It allows a homeowners to see what we see without actually being there. Review collected by and hosted on G2.com.

What do you dislike about XOi?

I have no complaints at all. Very great product. Looking forward to what the future holds so we can grow together. Hopefully everything works out. We never have any complaints. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

Allows us to easily share pictures and information with homeowners who may or may not be home at the time of service and allow us to take videos and notes so we can share them and easily make recommendations Review collected by and hosted on G2.com.

Micheal P.
MP
Owner
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about XOi?

User friendly and easy to navigate through Review collected by and hosted on G2.com.

What do you dislike about XOi?

There is nothing to dislike about this platform. Review collected by and hosted on G2.com.

What problems is XOi solving and how is that benefiting you?

Xoi is changing the way we provide technical support to our rep firms and a way to streamline data collection. It helps take some of the burden away from field technicians. Review collected by and hosted on G2.com.