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By XOi
How would you rate your experience with XOi?
Calendar
As reported in 14 XOi reviews.
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Based on 15 XOi reviews.
Notifies field service workers of their upcoming assignments.
Roles
This feature was mentioned in 16 XOi reviews.
Allows users to see tasks according to permissions and roles.
Booking
13 reviewers of XOi have provided feedback on this feature.
Allows clients to book jobs through the desktop page or within the app.
Location
As reported in 15 XOi reviews.
Tracks employee location to ensure timeliness.
Employee Communication
17 reviewers of XOi have provided feedback on this feature.
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Based on 13 XOi reviews.
Monitors behavior in the field.
Client Notifications
16 reviewers of XOi have provided feedback on this feature.
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
Reports
This feature was mentioned in 17 XOi reviews.
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
As reported in 12 XOi reviews.
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
As reported in 13 XOi reviews.
Integrates with CRM software to monitor all aspects of the customer relationship.
Rich Text Editor
Allows users to create guides using a rich text editor.
Drag and Drop Editor
Allows users to create guides with a drag and drop interface.
Page Templates
Provides pre-built templates for guide and allows users to create templates.
Video Tutorials
Allows users to created video-based work instructions.
Document Upload
Allows users to upload documents of user guides or documentation to be included in user guides.
Prerequisites
Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.
Workflows
Attaches user guides to pre-defined workflows.
Training Modules
Allows users to create cohesive training modules using work instructions.
Gathers data on manual usage and user data.
Multi-Language Support
Supports multiple languages.
Mobile Device Support
Guides can be accessed on mobile devices like tablets and mobile phones.
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
API Builder
Provides a built-in API builder for developers.
Integrations
Integrates with back office systems, content management systems, and other types of office software.
OCR
Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Records GPS and time data points in reports.
Barcode and Signature Capture
Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Provides built-in image and video recording capabilities.
Offline Capability
Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Allows users to access built-in work instructions.
Report Formatting
Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Define and manage roles and access rights for the entire system.
Analytics Dashboards
Provides performance analytics dashboards.
PC Operating System
Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system
Linux Operating System
Supports Linux operating system
File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
Data Extraction
Processes data from unstructured and semistructured data sources
Mobile Capability
Allows for mobile upload of documents and images
Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
File Conversion
Supports the conversion of uploaded documents to other file types
Windows and Mac
Supports operations on both Windows and Mac
AI Text Summarization
Based on 11 XOi reviews.
Condenses long documents or text into a brief summary.
AI Image-to-Text
This feature was mentioned in 11 XOi reviews.
Converts images into a textual description, identifying key elements.
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
