Product Features
What exactly are we selling?
What you need to know about XOi product features.
Expand the sections to discover the function, values, and package details for each feature of the XOi product.
OCR Data Plate Capture
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Take photos of dataplates, instantly captures make, model, serial | Streamline Operational Processes, Increase Jobsite Productivity | Inaccuracy on the job, lack of consistency in asset information capture. OCR processes in almost real time for faster equipment documentation and insights. |
Skip the part where you have to write down a long alphanumeric. Just take a picture. | HVAC Kitchen Equipment (but doesn't work as well) |
Both | Core |
Equipment Notifications
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Techs receive instant notifications in the field regarding the equipment they are servicing. | Streamline operational processes | By snapping a dataplate OCR photo, Techs save time looking for important equipment information such as service bulletins. | Don't waste time searching through the internet for answers. The answers come directly to you. | HVAC, Kitchen Equipment in future | Both | Core |
Knowledge Base
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial Feature | Package |
|---|---|---|---|---|---|---|
| Store manuals, diagrams, videos, training, and other helpful problem solving tools in a centralized location | Streamline Operational Processes, Increase Jobsite Productivity | Cut down time otherwise searching for help via Google, paper manuals, or phone calls. Micro-learning training resource. Manuals, etc are tied to specific assets so you can learn as you go. |
Throw out that stack of unorganized paper manuals sitting in your truck. | HVAC, Kitchen Equipment (much less coverage) |
Both | Core |
Non-Wifi Dependency
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Effectively use the app, take photos and videos and access information in low/no-wifi settings. | Increase Jobsite Productivity | non-wifi dependent app. |
Yes, the app will work when you're in the crawlspace. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
XOi Workflows
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation |
Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Take manual processes like note taking and checklists and turn them into simple digital experiences. | Streamline Operational Processes, Increase Jobsite Productivity, Employer of Choice | Standardize jobsite processes and create consistency on every job across the team. For new/green techs, it reduces errors on the job because they can follow a process. |
Step-by-step, document what you're doing on the job and CYA. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
Service History and Issue Identification
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| A photo of a dataplate will pull in equipment service history and common past issues directly in your workflows. | Uncover Revenue Opportunities, Streamline Operational Processes, Become an Employer of Choice, Increase Jobsite Productivity | It makes scanning, searching, and navigating service history easier and faster and presents them with previous issues without the technician having to dig through previous jobs to find them. |
Give your technicians service history information without them having to search high and low for it. | HVAC, Electrical, Kitchen Equipment, Plumbing | Both | Core |
Conditional Workflows
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Ensure necessary information is collected on a job by prompting a conditional workflow based on a technicians response to a prior workflow step. | Streamline Operational Processes, Increase Jobsite Productivity, Uncover Revenue Opps | Ensure necessary steps are not skipped (like safety checks.) Having a conditional workflow for upsell opportunities will send directly to sales team/back office. |
Rely on XOi to automatically make sure you're not missing any steps. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
XOi Live
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Live video calling feature - connect to remote help directly in the app. | Increase Jobsite Productivity, Create an Elite Customer Experience, Employer of Choice | Virtual collaboration in real time for faster training and problem resolution. Reduce second truck rolls, callbacks, and credits | Call your team for help without having to switch out of the app you're currently using. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Add-on |
XOi Mentors
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Live video support from an expert - connect to remote help directly in the app | Uncover Revenue Opportunities, Streamline Operational Processes, Increase Jobsite Productivity, Create an Elite Customer Experience, Employer of Choice | Eliminate the need for expensive in-house technical support or call centers. Avoid second trucks & callbacks for extra help in the field, Train your technicians in real time from experts in the industry. | Need help? Want someone to walk you through the problem? Don't waste time on hold, call an expert directly. | HVAC Kitchen Equipment (not as knowledgeable) | Both | Add-on |
Multiple Contributors per Job
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Enables multiple techs to work on on job in the XOi app | Streamline Operational Processess, Increase Jobsite Productivity, Create an Elite Customer Experience | Miscommunication and unorganized processess/documented work for large projects or large PMs where there are multiple techs doing work on one job. Keeps all the work in a single place. |
If you're working on a job with multiple techs, you can all collaborate and communicate well in XOi. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Primarily Commercial | Core |
Share Links/PDF
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Provide customers with a detailed report of the work completed on a job. | Streamline Operational Processes, Create an Elite Customer Experience | Jobsite Blindspots, Invoice discrepancies & customer arguments. |
Send a link to your customers. That link will lead them to a PDF with all the details, photos, videos of the job. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
AI Work Summary
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| From the information entered in XOi workflow steps, AI automatically generates a summary of the work completed for the customer. | Streamline Operational Processes, Increase Jobsite Productivity, Create an Elite Customer Experience | Improves a technician skill that is not always up to par - writing summaries. Saves time, and creates clear summaries of the job & next steps for the customer. | If you hate writing up a summary of the job you just did, this is going to help you with that task. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
Core Insights (Reporting)
| What It Does | XOi Value Prop | What It Solves | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|
| Review statistics and data on your team, equipment, workflows, completed jobs so you can see what your technicians are doing in the field. | Discover Data That Will Change Your Business and help you run it more effectively using job site data not available from any other platform | Helps you understand what happens on job sites in detail and at an aggregate level. Find opportunities to streamline your business and monitor how your team is performing. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both | Core |
Premium Insights (Reporting)
| What It Does | XOi Value Prop | What It Solves | Industry Using It | Residential/ Commercial | Package | Video |
|---|---|---|---|---|---|---|
| Gain insight into details about the assets your technicians encounter everyday. We enrich your asset data from a single photo of a dataplate and make it filterable by customer and location. | Power conversations with your customers about what equipment they have on site, how old it is, refrigerants used, and other details about their equipment. | Helping your business scale and grow. Identify actionable insights and data trends to identify new revenue opportunities and make more business decisions. | HVAC | Primarily Commercial | Premium | Premium Insights Explainer |
Benchmarking
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Compare technician performance, equipment metrics, and efficiency ratings to XOi data averages. | Streamline Operational Processes, Become an Employer of Choice, Increase Jobsite Productivity, Data that Will Change Your Business | Data to help you compare your equipment to industry averages and see if your portfolio of equipment is performing as expected, leveraging AI to its full potential, and which equipment is presenting the most challenges. | Compare how the equipment you're working on is performing against other companies' equipment. |
HVAC | Both | Core & Premium, but Premium will have more/better data |
Data Feed
| What It Does | XOi Value Prop | What It Solves | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|
| Transfer data from our platform to your preferred BI Tool. | Combine XOi data with other proprietary data to complete the full data picture of your company. | Operationalizing your data at an organizational level. | HVAC, Plumbing, Electrical, Kitchen Equipment, all non-ICP | Both - Enterprise Only | Premium |
Parts Ordering
| What It Does | XOi Value Prop | What It Solves | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|
| Connect to third-party parts ordering systems in an easy-to-use way making it easy to order parts for the specific equipment a technician is working on. | No more calling the parts shop and waiting on hold to find compatible parts. | Saves time finding compatible parts and makes it easier for a technician to order the parts they need. | HVAC, Kitchen Equipment in future | Both | Core |
XOi Advisor
| What It Does | XOi Value Prop | What It Solves | The Blue Collar Explanation | Industry Using It | Residential/ Commercial | Package |
|---|---|---|---|---|---|---|
| Report that provides capital planning, PM, and ESG/Refrigerant tools. | Discover Data that will change your business. | Solution to support asset planning, maintenance contracts, and sustainability |
A report that helps you proactively make more money. | HVAC | Both | Premium Add On |
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