XOi

Capture complete asset data fast, built for field service sales teams.

Capture what’s in the field, instantly and intelligently.

XOi transforms manual site assessments into fast, guided digital experiences that capture every asset detail, cutting documentation time from 15 minutes to 90 seconds.

Using powerful AI for visual recognition, transcription, and data enrichment, XOi ensures your team collects complete, accurate asset data every time. Information is instantly structured and organized in the XOi Advisor platform, ready for quoting, reporting, and planning.

Key Features:
• Dataplate Capture: Automatically read manufacturer, model, and serial information from dataplate photos.
• Easy, Consistent Capture: Guided prompts ensure consistent data across every job.
• Voice Notes: Hands-free transcription for quick, natural documentation in the field.
• Photo & Condition Capture: Attach contextual photos for installation, asset condition, or location details.
• Automatic Data Enrichment: Adds OEM details like capacity, refrigerant type, and age.
• Web Validation: Review and confirm captured data for accuracy and completeness.

Benefits:
• Eliminate manual data entry and rework
• Capture once, use everywhere across XOi Advisor
• Deliver faster, more accurate quotes with complete asset data
• Build customer trust with accurate, data-backed proposals

Who It’s For:
• Field sales reps, estimators, and service teams who need fast, reliable site data
• Operations and sales leaders who depend on accurate information for quoting, forecasting, and planning