XOi Features

Uses the calendar tool to determine field workers who are free for the job. This feature was mentioned in 14 XOi reviews.

Notifies field service workers of their upcoming assignments. This feature was mentioned in 15 XOi reviews.

Allows users to see tasks according to permissions and roles. This feature was mentioned in 16 XOi reviews.

Based on 13 XOi reviews. Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness. This feature was mentioned in 15 XOi reviews.

Based on 17 XOi reviews. Enables communication within the app from manager to field service employee.

As reported in 13 XOi reviews. Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur. 16 reviewers of XOi have provided feedback on this feature.

Includes some ability to serve as a sales and ordering application. This feature was mentioned in 16 XOi reviews.

As reported in 17 XOi reviews. Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. 16 reviewers of XOi have provided feedback on this feature.

Sends invoices through the software and allows clients to pay on the spot. This feature was mentioned in 12 XOi reviews.

As reported in 13 XOi reviews. Integrates with CRM software to monitor all aspects of the customer relationship.

Allows users to create guides using a rich text editor.

Allows users to create guides with a drag and drop interface.

Provides pre-built templates for guide and allows users to create templates.

Allows users to created video-based work instructions.

Allows users to upload documents of user guides or documentation to be included in user guides.

Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.

Attaches user guides to pre-defined workflows.

Allows users to create cohesive training modules using work instructions.

Gathers data on manual usage and user data.

Supports multiple languages.

Guides can be accessed on mobile devices like tablets and mobile phones.

Allows users to sign into the software using a single sign-on (SSO) application.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Allows for mobile upload of documents and images

Provides AI and machine learning tools to accelerate data analysis

Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Based on 11 XOi reviews. Condenses long documents or text into a brief summary.

As reported in 11 XOi reviews. Converts images into a textual description, identifying key elements.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting