--- title: XOi Reviews meta_title: 'XOi Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 38 reviews by the users' company size, role or industry to find out how XOi works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 38 scale: '5' date_modified: '2026-08-07' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # XOi Reviews **Vendor:** XOi **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 38 ## About XOi XOi is the data intelligence solution for the asset lifecycle. It captures, enriches, and connects asset data across every stage of service—giving field service providers the visibility to drive revenue growth, improve operational performance, and keep assets running at their best. XOi serves the entire field service ecosystem, connecting contractors, technicians, original equipment manufacturers (OEMs), distributors, and asset owners through a shared source of truth centered on the asset. Office and leadership teams gain structured service history, real-time job visibility, portfolio-level asset insights, and connected communication between the field and back office. Sales teams leverage enriched asset data for site surveys, quoting, capital planning, and proactive equipment replacement strategies—turning jobsite capture into measurable revenue opportunity. Technicians use the XOi app on the jobsite to capture dataplate information with Optical Character Recognition (OCR), complete guided workflows, access a centralized knowledge base, and automatically generate customer-ready work summaries. XOi is ideal for field service organizations looking to: Standardize workflows and improve service consistency Capture, enrich and harmonize asset data across the lifecycle Improve visibility across service, sales, and leadership teams Turn asset intelligence into proactive maintenance, equipment uptime, and capital planning strategies Key capabilities include: Guided workflows that drive consistent jobsite execution Instant dataplate capture with Optical Character Recognition Artificial intelligence–generated work summaries and structured service history Shared knowledge base and technician support Comprehensive dashboards for asset insights and performance visibilityXOi delivers better visibility, smarter decisions, and measurable improvements in cost control, revenue growth, and asset uptime. That’s intelligence that keeps the world running. ## XOi Pros & Cons **What users like:** - Users commend the **ease of use** of XOi, enhancing efficiency and streamlining workflows for technicians. (10 reviews) - Users admire the **efficiency** of XOi, enabling streamlined operations and enhancing service quality through effective documentation. (8 reviews) - Users appreciate the **user-friendly design** and rapid support of XOi, enhancing efficiency and boosting sales through data utilization. (7 reviews) - Users value the **excellent customer support** from XOi, ensuring effective solutions and assistance whenever needed. (6 reviews) - Users value the **efficient data management** of XOi, enhancing workflows and providing robust documentation for better decision-making. (6 reviews) - Quality (5 reviews) - Users find XOi's setup to be **very friendly and efficient** , streamlining workflows effortlessly for their operations. (5 reviews) - Easy Setup (4 reviews) - Efficiency Improvement (4 reviews) - Innovation (4 reviews) **What users dislike:** - Users note that **improvement is needed** in setup and workflow efficiency to avoid redundancy and enhance user experience. (4 reviews) - Users find the **initial setup challenging** , as it demands time-consuming, manual input and team buy-in to succeed. (3 reviews) - Users experience **slow performance** in XOi due to extra steps and information re-entry during workflow processes. (3 reviews) - Users find the **complexity of setup** in XOi daunting, leading to time-consuming adjustments and potential errors. (2 reviews) - Users experience **inefficient processes** with XOi, as redundant tasks slow down technicians and hinder productivity. (2 reviews) - Users mention a **learning curve** with the premium version of XOi, as they adapt to its features over time. (2 reviews) - Poor Understanding (2 reviews) - Time Consumption (2 reviews) - AI Performance (1 reviews) - Complex Setup (1 reviews) - [View XOi pricing details and edition comparison](https://www.g2.com/products/xoi/reviews?filters%5Bnps_score%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A38%3A02+-0500&secure%5Bsession_id%5D=721fd063-ddbd-4468-a983-e59c178ab78f&secure%5Btoken%5D=0a86cc5a1324e3d5b02e86ce0b31fb16a1fc394eb7ca08f4fba40085b5d3e491&format=llm_user) ## XOi Integrations - [Agentforce Field Service (formerly Salesforce Field Service)](https://www.g2.com/products/agentforce-field-service-formerly-salesforce-field-service/reviews) - [FieldConnect](https://www.g2.com/products/fieldconnect/reviews) - [Resco – Mobility & Productivity](https://www.g2.com/products/resco-mobility-productivity/reviews) - [SAMPro Enterprise](https://www.g2.com/products/sampro-enterprise/reviews) - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews) - [Tavant Warranty Management](https://www.g2.com/products/tavant-warranty-management/reviews) - [WennSoft](https://www.g2.com/products/wennsoft/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## XOi Features **Guide Options** - Rich Text Editor - Drag and Drop Editor - Page Templates - Video Tutorials - Document Upload **Development Tools** - API Builder - Integrations - Web Forms - Customizable Forms - Third-Party Integrations **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Document Processing** - File Type - Data Extraction - Mobile Capability - Intelligent Processing - Image Enhancement - Text Extraction - Metadata Extraction - Data Capture and Transfer - Batch Processing - Invoice Processing **Generative AI** - AI Text Summarization - AI Image-to-Text - Generative AI **Before the Job** - Calendar - Dispatch - Roles - Booking **Knowledge Base** - Q & A - Link Sharing - Searchable **Guide Tools** - Prerequisites - Workflows - Training Modules - Analytics **Field Tools** - OCR - GPS & Time Stamps - Barcode and Signature Capture - Image and Video Capture - Offline Capability - Embedded Work Instructions - Electronic Signature - Single Sign On - Lead Capture **Platform Additional Functionality** - Integration - File Conversion - Windows and Mac - Document Conversion **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales - Alerts/Notifications - Real-Time Notifications - Customizable Fields - Multi-Location - Payment Collection in the Field **Security** - Verification - Role-Based Permission - Public vs Private **Access Options** - Multi-Language Support - Mobile Device Support - Single Sign-On (SSO) - Decision Support **Back Office Tools** - Report Formatting - Roles and Permissions - Analytics Dashboards - Reporting/Analytics **Agentic AI - OCR** - Autonomous Task Execution **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management **Additional Functionality** - Autofill - Template Management - Document Management - Multi-Channel Distribution - Full Text Search - Alerts/Notifications - Approval Process Control - Address Validation - SSL Security - Generative AI - Forms Creation & Design - Lead Generation - Customizable Branding - Mobile Access - Task Management - Customizable Fields - API - Response Validation - A/B Testing - Conditional Logic - Forms Management - Surveys & Feedback - Drag & Drop - Media Library - Data Import/Export - Real-Time Data - Data Security - AI Copilot - Version Control - Collaboration Tools - Workflow Management - Data Capture and Transfer - Customizable Templates - Workflow Automation **Additional Functionality** - Workflow Management - Offline Access - Content Scan - Collaboration Tools - Annotations - Electronic Signature - File Transfer - Role-Based Permissions - Document Review - Document Storage - Generative AI - Search/Filter - Text Editing - Data Verification - Drag & Drop - AI Copilot - Document Editing - Document Automation - Reporting/Analytics - Document Imaging - Full Text Search - Multiple Output Formats - Secure Data Storage - Convert to PDF - Data Import/Export - ID Scanning - Zone Selection Tool - Language Detection - Document Management - API - Audit Trail - Access Controls/Permissions - File Sharing - Indexing **After the Job** - Reports - Analytics - Billing & Invoicing - CRM Integrations - Accounting Integration - QuickBooks Integration - Third-Party Integrations - Customizable Reports **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Communication** - Social Features - Tagging - Upload - Comments **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Work Order Management - Checklists - Maintenance Scheduling - Parts Management - Service History - Residential Properties - Vendor Management - Customizable Forms - Purchase Order Management - Mobile Access - Dispatch Management - Task Scheduling - Calendar Management - Asset Tracking - Technician Management - Status Tracking - API - Document Management - Job Management - Preventive Maintenance - AI Copilot - Real-Time Reporting - Commercial Properties - Real-Time Data - Historical Reporting - Contract/License Management - Customer Database - Barcode/Ticket Scanning - Activity Dashboard - Facility Scheduling - Workflow Management - Inspection Management - Inventory Management - Predictive Maintenance - Routing - Forms Management - Chatbot - Documentation Management - File Storage - Electronic Signature - Self Service Portal - Service Level Agreement (SLA) Management - Personalization and Recommendation - Resource Allocation - GPS - Reporting & Statistics - Drag & Drop - Quotes/Estimates - Scheduling - CRM - Online Time Clock - Workforce Management - Activity Tracking - Contact Database - Productivity Analysis - Prioritization - Customizable Branding - Price and Cost Calculations - Performance Management - Equipment Tracking - Data Capture and Transfer - Time Tracking - Data Synchronization - Secure Data Storage - Location Tracking - Route Optimization - Offline Access - Real-Time Updates - Collaboration Tools - Chat/Messaging - Knowledge Management - Electronic Payments - Customer History - Inventory Control - Performance Metrics - Project Management - Client Portal - Driver ETA - Job Tracking - Automated Scheduling - Customer Management - Reminders - Work Order Creation - Equipment Maintenance - Data Import/Export - Search/Filter - Recurring Appointments - Contractor Management - Access Controls/Permissions - Workflow Automation **Additional Functionality** - Collaboration Tools - SSL Security - Reporting & Statistics - Customizable Reports - Customizable Fields - Customizable Branding - Data Import/Export - Single Sign On - Content Management - Content Library - Workflow Management - Text Editing - Widgets - Generative AI - Knowledge Base Management - Activity Tracking - Discussions/Forums - API - Live Chat - Activity Dashboard - AI Copilot - Calendar Management - Drag & Drop - Self Service Portal - Communication Management - Commenting/Notes - Catalog Management - Document Management ## Top XOi Alternatives - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (370 reviews) - [Connecteam](https://www.g2.com/products/connecteam/reviews) - 4.6/5.0 (3,491 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (516 reviews)