G2

Charles M.

Operations Manager

Small-Business (50 or fewer emp.)

12/11/2025

"XOI is a Versatile and Customizable tool."

5/5

What do you like best about XOi?

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.

What do you dislike about XOi?

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.

What problems is XOi solving and how is that benefiting you?

I use XOi to reduce paper use while documenting service calls and maintenance more effectively. It’s customizable, making it easier to manage equipment data so we can reliably track service history and identify equipment replacement needs without hassle. It is a great tool for verifying completed work and for interacting with clients when they have questions after physical site visits. Review collected by and hosted on G2.com.