THE CHALLENGE

Critical job details were being captured inconsistently across the field

Warwick Mechanical Group, based in Virginia and serving customers across the Southeast, provides HVAC and plumbing services to a wide range of commercial customers. With an established service operation and a focus on delivering consistent, high-quality work, the team continues to evolve how jobsite information is captured and shared. As customer expectations increased around documentation and transparency, organizing and delivering complete job records—including photos and videos—required additional manual effort. Creating a more consistent way to capture, access, and share job information became important to supporting both service quality and internal workflows.

APPROACH

Standardized documentation and connected job data across workflows

Warwick implemented structured workflows to capture jobsite information consistently, including photos, videos, and technician notes. By centralizing this data and making it accessible across service and sales teams, the business improved visibility into completed work and asset condition. “XOi provides our techs the opportunity to showcase the quality and expertise they bring to the jobsite… The insights and data collection offers our sales team a deep dive into specific equipment needs.” – Brandon Jones, Service Operations Manager, Warwick Mechanical

IMPLEMENTATION

Captured and structured jobsite data for service, training, and sales use

As technicians complete work, job details are documented through standardized workflows and automatically organized into a centralized record. This allows teams to access service history, identify equipment trends, and support both customer communication and internal training without additional manual effort.

Better documentation visibility

Photos, videos, and job notes are captured consistently, giving teams and customers a clear view of completed work and equipment condition.

More consistent workflows

Standardized workflows guide technicians through each job, ensuring complete documentation and making information easier to access across teams.

THE IMPACT

What changed when jobsite data was captured consistently

Warwick improved how job information is captured and shared, increasing visibility into its asset base, supporting better customer communication, and identifying new service and replacement opportunities.

4k+ potential sales opportunities uncovered

$11M in potential profit

50% reduction in missing job notes

99% of all technician leads come through XOi (up from 40%)

15% total tech generated lead volume increased in 90 days

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“XOi provides our techs the opportunity to showcase the quality and expertise they bring to the jobsite… The insights and data collection offers our sales team a deep dive into specific equipment needs.”

Brandon Jones

Service Operations Manager, Warwick Mechanical

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