XOi Reviews & Product Details

It is extremely user-friendly! Customer support responds quickly and always has solutions. Most importantly, this platform is not just pictures and videos like most others. XOi is using the data to help our business increase sales and run more efficiently. Review collected by and hosted on G2.com.

The platform is constantly improving and implement new and exciting features. With that comes more changes, and more changes can be more difficult to implement. All of the improvements certainly prove to be a better product, but rolling them out to our team has caused some minor speedbumps. Review collected by and hosted on G2.com.

XOi has been a major contributing factor in the success of our Digital Transformation within the Commercial HVAC Service business. In all of the vendors I work with, past, present, and future they are one of the only ones which I would consider a true partner and not just another vendor looking to check boxes. They take the time to understand my needs and build solutions to fit them instead of being a solution looking for a problem. In my opinion the market is currently flooded with solutions looking for problems instead of providers lookind to solve MY problems. XOi is different in the fact that although they have standard OOTB functionality they are also very aware of the needs of my industry and user base and are constantly improving to meet the needs of those users. Customer Support is always quick to respond when needed and resolves any issues fast and with a very pleasant demeanor. WIth over 5000 users we rely on XOi as a core part of our Service Solution multiple times a day and it doesn't dissapoint. Review collected by and hosted on G2.com.

Althought they tend to always meet my needs sometimes they do have to do substantial work when integrating with some platforms but they will always put in the necessary effort to make it happen. Review collected by and hosted on G2.com.

What I like best about XOi is how it enhances customer confidence through visual documentation and transparency. The platform streamlines work efficiency by reducing administrative tasks and enabling technicians to focus on service quality. Its robust documentation capabilities, combined with advanced features like optical character recognition (OCR), make capturing and organizing job details effortless. Additionally, XOi provides valuable equipment insights that help us make informed decisions and improve predictive maintenance. I also appreciate the continual advancements in the platform - XOi is always evolving with new tools and integrations that keep us ahead in delivering exceptional service. Review collected by and hosted on G2.com.

One challenge I see with XOi is occasional duplication of effort for technicians. For example, they sometimes have to re-enter information that could be inferred from previous steps. A valuable improvement would be implementing conditional logic within workflows - so that new functions or prompts appear dynamically based on answers already provided. This would reduce redundancy, improve efficiency, and create a more streamlined user experience. Review collected by and hosted on G2.com.

I appreciate our attentive Customer Success Manager that is always willing to brainstorm, jump into a call, or help with an issue at anytime. I also love that XOI is always looking to the future and making improvements for the technician's point of view. They are always striving for excellence! The app is very easy to use and straight-foward. Review collected by and hosted on G2.com.

I do not have anything I dislike about XOI. I think the software is forward thinking and I think the struggle is getting our technician's onboard in our company. Review collected by and hosted on G2.com.

I like the versatility XOi offers for customizing and creating workflows for any scenario. The data stored for equipment is excellent because the data plates are photographed and then converted into usable information. It's handy that I can search at any time for specific types of equipment that need service or replacement. What's also great is that the mobile side has been updated multiple times to enhance its user-friendliness for our field teams. Review collected by and hosted on G2.com.

The Virtual Mentor Center has pros and cons. Virtual troubleshooting can result in great advice or a totally wrong diagnosis, as it is highly dependent on the information provided by my field team. There are areas for improvement on both sides. The initial setup was time-consuming since building and modifying workflows requires all manual input, and changes are needed after receiving feedback from team members. Review collected by and hosted on G2.com.

I like that XOi gives us the ability to bring transparency to the customers by allowing us to show the equipment in its current state, before and after repairs are completed. It also offers us the ability to provide better options for replacement. The software enables our sales team to see the entire landscape of where the unit is located, which minimizes the need to go out to a job and gets quotes out faster. We also receive internal information that helps us track the type of equipment we're working on, allowing us to prepare for training needs and manage spare parts. This makes our business more efficient. Additionally, the integration with our work order system is seamless, as the AI-generated notes are pulled over into our work order notes, which is really helpful. The initial setup was easy, and after some initial challenges, our team now uses it very frequently. Review collected by and hosted on G2.com.

When working on a site, and a technician takes a picture of a unit during preventive maintenance or or other work, instead of just extrapolating what the data plates say and pulling that equipment forward, my technician has to go in and actually select it, which slows us down a little bit. I think I understand why that is, but really it's kind of counterintuitive to what we're trying to get accomplished in the field as far as efficiency goes. The less time they have to spend scrolling around trying to find unit information the better. We should just be able to take a picture of the data plate and have it pull the information forward for them. Review collected by and hosted on G2.com.

I really like how easy XOi is to use and its modern look and feel. The PDF fill workflow is another standout feature, as it helps us completely remove paper from our technicians' workflows when filling out customer-specific forms. In addition, the integration with our ERP system has been beneficial, although the initial setup presented some challenges. Overall, XOi as a standalone is very straightforward. Review collected by and hosted on G2.com.

The AI generation isn't always perfect and sometimes provides a work summary that doesn't include as much detail as we provided in the questionnaire. Review collected by and hosted on G2.com.

I use XOi for my HVAC service work and really like how it provides equipment and customer history right at the technician's fingertips in the field. The AI summary feature is useful as it helps our technically inclined folks better communicate with laymen. Also, the initial setup of XOi for my team was very simple. Review collected by and hosted on G2.com.

I'm still getting used to the premium version of XOi, as I just switched to it. I haven't had enough time with it yet, but I'm looking forward to digging in. Review collected by and hosted on G2.com.

Using XOI helps us conversate with the customer while we are both looking at the same closeout info and pictures. It shows proof that Tech are doing their job if questioned about why it takes time to diagnose. Review collected by and hosted on G2.com.

Techs deleting XOI by accident and we have to email customer support to have it reinstated. We should be able to see deletions. Review collected by and hosted on G2.com.

XOi keeps us with the customer at all times. They can see and hear our recommendations at any hour of the day. Long after our technicians have left. XOi has increased our approved estimates rating and our customers have truly appreciated it. The software is very friendly when it comes time to set up your workflows. If you do run into a problem, XOi has a great team to help you out. It is integrated with our dispatch software and this saves our techs a lot time filling out invoices. We use XOi on every job. With our XOi reports not only do our clients always now what was recommended, the rest of our team does as well. Review collected by and hosted on G2.com.

The only thing I dislike about XOi is that it wasn't available 23 years ago when I started my business. Easy to use software with great support from their team = zero dislikes. Review collected by and hosted on G2.com.