The ability to show our customers every aspect of their system through detailed workflows, videos, pictures, and plenty of supporting details has the biggest impact. It helps clearly explain why we’re recommending specific improvements and enhancements. We also use XOI workflows internally for oversight, parts ordering and receiving, vehicle inspections, and system surveys for new equipment. The equipment capture and the databases we create are extremely useful as well. Review collected by and hosted on G2.com.

The Virtual Mentor Center has both pros and cons. Virtual troubleshooting can lead to great advice, but it can also result in a completely wrong diagnosis because it depends heavily on the information my field team provides. The initial setup was also time-consuming, since creating and adjusting workflows requires fully manual input, and we often need to make changes after getting feedback from team members. Review collected by and hosted on G2.com.

All of the information that can be captured and having the links to send to our customers for their viewing of what took place on their job site. Plus having the ability to view the site from my office, is a big help in getting the customers taken care of, it allows me to see what the technicians are working on and allows me to identify other issues on the job. Review collected by and hosted on G2.com.

I have not found anything at the moment that I dislike, the photo upload amount might be something to look into. The more photos we can provide the better we will be able to communicate with the customer if problems arise. Review collected by and hosted on G2.com.

The ability to provide our clients with amazing picture and video documentation, along with a clean, AI-assisted work summary of the work performed. Review collected by and hosted on G2.com.

I can’t say that I dislike anything about XOI. If they’ve ever had any deficiencies, their amazing team always seems to find a way to overcome them and correct them. Review collected by and hosted on G2.com.

Standardized workflows, the ability to make steps required, customer facing and internal notes, and the ability to tie pictures directly to the findings along with the ability to send tech responses to the appropriate department without relying on the tech. Review collected by and hosted on G2.com.

the battery drain on devices. The inability to display independent data along with the mechanical equipment. Being able to see controller, software, firmware, etc would go a long ways towards managing customer sites. Review collected by and hosted on G2.com.

The asset tracking and equipment inventory search capabilities allow techs to research account history on their own, without having to involve the office. Overall, it takes fewer touches to get the same information. The equipment overview also becomes a useful follow-up sales tool and makes budgeting easier for the customer, whether they’re planning single-unit replacements or broader capital planning. Review collected by and hosted on G2.com.

I'd like even better integration with COINS. Maybe displaying the XOI report directly instead of relying on an embedded link. At the very least, carrying pictures from XOI into the COINS service report would be nice. Review collected by and hosted on G2.com.

Being able to share pictures and videos with the customer through a link, while also allowing our technicians to capture the information we need all in one app, is amazing. It makes the office’s job much easier and helps us find the information quickly when we need it. Review collected by and hosted on G2.com.

nothing well rounded software. Would love a service fusion integration Review collected by and hosted on G2.com.

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.