Customer Stories | XOi

5-tech contractor generates $135K in 31 days using equipment data to target R22 systems

Using XOi data, a small contractor launched a targeted campaign that generated $135K in revenue in just 31 days. Proactive outreach and equipment insights enabled faster sales and higher conversion rates.

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How Veregy turned field service into a revenue engine with real-time quoting and faster billing

Veregy standardized service documentation, asset data collection, quoting, and billing processes to create a more scalable service operation. The result was faster invoicing, higher quote acceptance, improved margins, and greater customer visibility across every service interaction.

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Harris Salt Lake doubles national USPS account through XOi documentation

Harris' Salt Lake and Boise branches transformed preventive maintenance documentation across a growing USPS portfolio by standardizing inspection workflows, validating asset data, and creating consistent digital reporting. The result was greater compliance visibility, faster repair approvals, improved asset records, and 100% regional footprint growth.

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Harris dispatchers save 2.5 hours per week with standardized job documentation

Harris reduced administrative work and improved documentation accuracy by implementing XOi's AI-powered summaries and workflows. Dispatchers now spend less time editing notes and more time keeping operations running smoothly.

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Tolin Mechanical reduces quoting time by 60% using enriched asset data

Tolin streamlined quoting by leveraging XOi's automated equipment data capture, cutting prep time by 60%. Faster, data-driven proposals improved efficiency and reduced operational costs.

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ECS increases quote requests by 6x with a streamlined field-to-office workflow

ECS accelerated its quoting process by shifting field input to a centralized workflow powered by XOi. This approach saved thousands of hours and enabled faster, more consistent customer responses.

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Gardiner increases refrigerant tracking workflow completion by 213% through standardization

By automating refrigerant tracking with XOi, Gardiner eliminated manual reporting and significantly improved data accuracy. The new workflow saved leadership time and created a scalable process to meet growing customer demand.

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