Jobsite Workflow Management | XOi

Work slows down without the right information

Technicians are expected to complete complex work while capturing details and communicating results. But without clear workflows and access to the right information work becomes inconsistent in the field, and difficult for the office and customer to trust.

Inconsistent execution

Work varies by technician, leading to missed steps, gaps in documentation, and unpredictable outcomes.

Incomplete documentation

Details, photos, and notes are missed or captured inconsistently, making it difficult for others to understand what was done.

Knowledge stays with senior techs

Troubleshooting depends on experience, creating bottlenecks and limiting how quickly work can be completed.

Limited access to information

Technicians don’t have the service history, manuals, or context they need on site, making work harder and slower to complete.

Give technicians the structure and information to get the job right

XOi structures how work is done in the field. Technicians scan a dataplate, access equipment history and manuals, and follow guided workflows to complete and document every step. As work is captured, AI generates clear summaries so everyone understands what was done and what’s next.

Scan and access complete equipment information

Scan a dataplate to instantly identify the asset and access service history, manuals, service bulletins, and enriched equipment details directly in the field.

Follow guided workflows with built-in context

Complete work through structured workflows that guide each step of the job, while giving technicians the information they need without relying on memory or manual processes.

Capture work and generate usable output

Capture photos, videos, and notes as work is performed, while AI generates clear summaries and customer-ready reports that can be acted on immediately.

Everything built on the same asset data foundation

Complete, structured asset data doesn’t stop at capture. It powers a connected system where every team and workflow builds on the same foundation. Each interaction adds more detail to each asset record, making the data more accurate, complete, and useful over time.

Site survey & inspections
Capture complete, structured asset data from the start, creating the foundation everything else builds on.

Insights & recommendations
Use real-world data to identify issues, prioritize work, and uncover opportunities.

Data APIs
Deliver structured, enriched asset data across your systems so every team works from the same, consistent view.

Quoting & planning
Build accurate quotes and plans using complete, structured asset data.

XOi data advantage
See how XOi enriches, structures, and connects asset data to power workflows, decisions, and outcomes.

Customer proof

What our customers say about us.

“XOi has been a game-changer in elevating field visibility and giving customers the clarity they need.”

Scott Adams

Director of Service Operations, JM Brennan

100%

Consistency in preventative maintenance tasks

XOi puts the asset at the center, connecting OEMs, distributors, service providers, sales teams, technicians, and owners through:

“With XOi, safety became part of the workflow—not an afterthought.”

Stacy Brock

Business Systems Manager, Engineered Cooling Services

2.3x

Increase in job safety analysis completion

Help your team get the job done right

See how XOi helps your technicians follow consistent workflows, capture complete documentation, and give your team the information they need.