XOi's Partner Network
The Importance of XOi Partnerships
Why do partnerships matter?
- Customer Experience - Enhances our current product offering to better serve our clients and their customers.
- Stronger Go-To-Market - Our partnerships create a competitive advantage and opportunity for new revenue streams.
- Stickier Together - It's harder to move away from platforms that are integrated, solve problems, and support multiple functions.
What is the value of technology integrations?
Create a seamless user experience.
Increase data visibility with consistency and efficiency of sharing between solutions.
Create actionable datasets to drive meaningful business outcomes.
Advance functionality and enable growth for connected users.
What unique functionality does XOi offer in the field service ecosystem?
Optical Character Recognition (OCR) - provides faster jobsite data entry and accuracy from techs.
Equipment Alerts - guides service teams with equipment-specific resources and troubleshooting info.
AI Work Summaries - collects jobsite inputs for AI to sort and generate a summary of work to be shared.
Training and Support - access to knowledge base resources in-app, connects teams virtually, and/or offers instant access to technician experts through the XOi virtual mentor center.
Premium Insights - provides data points to guide conversations with end customers including onsite equipment, age of equipment, refrigerants used, heat type and fan speed, as well as 50+ additional data points about their equipment they can actionize.
Partner Types
Technology
There are many software vendors in the field service space. Some platforms serve many different industries and types of contractor organizations, while others are more specialized by company size and business types (residential, commercial).
These technology companies are generally described as field service management (FSM) tools. Each technology vendor provides a comprehensive tool for field service companies, including scheduling, task management, inventory tracking, billing, service reporting, and more. Certain vendors are included in a broader network of ERP systems, Construction applications, and CRM providers.
The marketplace for field service platforms and guided technician training is maturing, drawing larger PE and consolidator focus from brands including Microsoft, Salesforce, Oracle, Meta, and other cloud-based providers. Traditional FSMs are involved in M&A activities at a higher rate for specific industries and user bases. To get a broader view of the field service ecosystem, check out the latest G2 Grid - Field Service Management.
FSM Partners
View the Technology Partner Profiles
- Ascente
- COINS
- Data-Basics
- Davisware
- ESC
- FieldConnect
- FieldEdge
- Jonas Construction
- WennSoft
- MSI Data Service Pro
- Operix
- Penta
- Quadra ERTH
- ServiceTitan
- ServMan
- Simpro
- WennSoft
Why We Work Together
XOi is an ISV (independent software vendor) solution that fills in the gaps of traditional field service management platforms. The distinction in added value is demonstrated through intuitive jobsite data capture and enhancement through integrated mapped fields and reporting visualization.
XOi integrates and collaborates with the leading field service management (FSM) platforms to provide a seamless tech stack for contractors and add additional sales channels for new and existing customers. Our solutions enhance their mobile offerings and provide additional functionality for a complete tech stack.
XOi's preferred partner program allows technology vendors to increase their reach and awareness through XOi marketing and internal channels for contractors who may be considering new or additional technology to complete their tech stack.
How We Work Together
- Direct referrals and co-selling with their users
- Net-new prospect collaboration between Sales teams
- Enhanced XOi Insights Upsell*
- Reseller opportunities**
- Co-marketing activities and quarterly promotion
Peer Groups
Service contractors in specialized industries or various franchise networks participate in collectives with their peers. Peer groups can include the leading specialists who work on large equipment (i.e. chillers) or membership communities that share their knowledge throughout the year.
Service franchises are included in a portfolio of mechanical service providers that operate independently, but adhere to guiding principles and structures of the franchisor.
Peer Group Roster
- ICE Group
- Linc Service (ABM)
- Synergy Solution Group
- United Association (Union)
Why We Work Together
XOi participates in strategic collaboration with these entities to provide additional value at the individual contractor and group collective level. For some groups, XOi adds product functionality through comprehensive data collection, reporting, and visualization at an organizational level for members to observe across their groups.
These networks provide opportunities for XOi to work with the leading specialty groups as a whole and drive business value for individual service companies through introductions and bundling of unique service offerings.
How We Work Together
- Direct referrals and co-selling with their members
- Enhanced XOi Insights Upsell*
- Co-marketing activities and quarterly promotion
- Customer sales opportunities configured for member needs
- Rebate programs for approved discounts*
Coaching Networks
Many service companies are looking for operational guides to help them achieve their business goals and financial success through expansion and acquisition. Sometimes, a larger consolidator (parent company) will participate in these networks as well to assert outsourced guidance and additional resources to subsidiary companies.
Contractors are provided with coaches by specialty (accounting, marketing, sales, etc.) and training advisors to administer recurring professional development for many areas of their business. These coaching experts provide criteria and frameworks for service companies to achieve success and create reasonable goals for sustainable growth.
Coaching Networks Roster
- BDR Co
- Nexstar Network
- Powerhouse Consulting Group
- Service Nation
Why We Work Together
XOi is aligned with these coaches and trainers looking to add solutions for their client's technology suite to improve team performance, maximize revenue, and apply their advice. Combining the expertise of each group or consultant with XOi's unique set of tools, contractors, and coaches can align on how to organize and implement strategic planning tactics and operational scorecards.
These coaching networks provide opportunities for vendors to connect with coaches and service leaders looking to stand out in their communities as innovators and leaders in customer service and overall quality.
How We Work Together
- Member relations handoffs and recommendations from coaches and trainers
- Enhanced XOi Insights Upsell*
- Co-marketing activities and quarterly promotion
- Customer sales opportunities configured for member needs
Trade Associations
Trade associations provide high-quality educational materials and programs for service leaders in a variety of industries and specialties. These global, national, and regional chapters support contractors looking to adhere to best practices within their business disciplines, and at times certification or accreditation for their staff and leadership.
Many of these groups also provide ways for executive leaders to create and administer guided learning and training initiatives through committees, boards, and local collaboration. Some trade associations participate in issuing legislative advocacy or have direct affiliations with unions and other interests.
Trade Associations Roster
- ASHRAE / AHR
- CFESA
- MCAA
- SMACNA
Why We Work Together
XOi is connected with national and local chapters of some of the largest trade associations in a variety of industries as an associate member, strategic vendor, and corporate sponsor. With a consistent pulse on the latest occupational, economic, and political topics, our team is represented as a category leader by helping various members fulfill best practices and compliance.
Contractors trust that vendors who actively participate with these select groups are validated to provide optimal technical solutions for their teams and affiliates. There is an earned trust that garners new business opportunities by association and active awareness.
How We Work Together
- Member relations handoffs and recommendations
- Strategic sponsorships and special events
- XOi customer referral program opportunities
- Co-marketing activities and quarterly promotion
Collaborations / Affiliates
Major HVACR and MEP brands use and advocate for XOi given its abilities to solve problems across their lines of business, supply chain configurations, and geophraphic footprints. As a leader in field data acquisition, visualization, and accessibility, our teams collaborate with some of the most succesful players in the world. Connect with a strong foundation of OEMs, consulting agencies, holding groups, trade unions, and more to close your next deal!
| OEMs | Consolidators | Customers | Miscellaneous Technology | Affiliates |
|---|---|---|---|
|
|
|
|
_____
* Enhanced XOi Insights Upsell
- New product feature coming soon for reporting functionality
** Reseller opportunities
- Based on agreement between individual partner
*** Rebate programs for approved discounts
- Based on agreement between individual collaboration or partnership