Core

The foundation for structured service execution

Best For

Service teams improving documentation, field visibility, and technician productivity

What it helps you do

• Standardize how jobsite data is captured through guided workflows
• Improve service documentation and customer transparency
• Gain visibility into technician activity and completed work
• Give technicians access to service history, manuals, and operational guidance

Premium

Advanced insight for proactive service leadership and growth

Best For

Service organizations focused on uptime, asset insight, and proactive planning

What it helps you do

Everything in Core, plus:

• Enrich asset records with 100+ standardized data points
• Identify end-of-life equipment, risk, and service opportunities
• Benchmark asset performance against broader data sets and industry trends
• Plan staffing, inventory, and capital investments with better visibility

Advisor

Asset-driven sales execution and revenue growth

Best For

Sales teams focused on accurate quotes, speed, and margin protection

What it helps you do

• Capture complete asset data through guided site surveys
• Eliminate data gaps that slow quoting and erode margin
• Build accurate, consistent proposals with built-in pricing guardrails
• Turn asset data into clear, visual insights customers can understand and trust
• Support long-term planning and capital replacement strategies

Data APIs

Power asset intelligence inside your platform

Best For

EAM, CMMS, and asset-centric platforms improving asset data and value

What it helps you do

• Ingest and enrich asset data at scale through APIs and integrations
• Standardize and validate asset records across systems and sources
• Integrate asset intelligence directly into your platform and workflows
• Enable better maintenance planning, replacement decisions, and recommendations
• Deliver differentiated insights and capabilities to your users

Structured rollouts built for adoption

Every XOi deployment follows a clear path from day one. We align implementation scope to your complexity and organizational needs, ensuring strong adoption and measurable results.

Implementation packages

• Standard — A prescriptive rollout focused on operational readiness, workflow activation, and establishing strong documentation habits from the start.
• Pro — Guided customization, structured team training, and integration validation to support growth and revenue enablement across your operation.
• Enterprise — A strategic rollout aligned to leadership priorities, multi-division standardization, and long-term operational performance that scales with your business.

Expert support when you need it

Strengthen technician adoption and performance with expert support and real-time assistance.

Live calling for technicians

Virtual support reduces callbacks, second truck rolls, and credits through real-time field guidance.

XOi mentors for your team

Industry-leading experts provide training and guidance tailored to your technicians and operational priorities.

Build the right XOi solution for your team

Work with our team to design a solution that fits how you capture, understand, and act on asset information across your business.