Quoting and Planning | XOi
Why quotes and plans fall short
You can’t quote or plan without knowing the asset
Quoting and planning depend on a complete understanding of the asset, but that information is often incomplete or hard to use. When key details are missing, scope is wrong, pricing is inconsistent, and plans miss the mark.
Incomplete data
Missing or incorrect asset details lead to inaccurate quotes, rework, and inconsistent pricing.
Disconnected data
Asset details, photos, and notes are spread across systems, making them difficult to find and use when building quotes.
Unstructured data
Inconsistent formats make asset data difficult to standardize, compare, or use across quotes and plans.
No single asset record
Without a single, reliable view of the asset, it’s difficult to scope work correctly and plan accurately.
Start with the right information
Turn asset data into faster, more accurate decisions
Quoting and planning become faster and more reliable when teams start with the right information. Instead of piecing together asset details, your teams can scope work correctly, price jobs accurately, and plan ahead from the start.
Scope
Scope work correctly
Use complete, enriched asset records to understand equipment details, condition, and context so every job starts with the right scope.
Price
Price jobs accurately
Turn that scope into accurate pricing with the right equipment, materials, and supporting details, so quotes are consistent across every rep and backed by proof.
Plan
Plan ahead with clarity
Use asset data to prioritize work, plan projects, and make longer-term decisions with a clear understanding of what’s needed across your assets.
Powered by XOi Asset Intelligence
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.
Jobsite workflow management
Give technicians the information they need to service equipment correctly, while keeping asset records up to date.
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Insights & recommendations
Use real-world data to identify issues, prioritize work, and uncover opportunities.
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Data APIs
Deliver structured, enriched asset data across your systems so every team works from the same, consistent view.
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Site survey & inspections
Capture complete, structured asset data from the start, creating the foundation everything else builds on.
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XOi data advantage
See how XOi enriches, structures, and connects asset data to power workflows, decisions, and outcomes.
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Customer proof
What our customers say about us.
“I’d rather just run an enriched data report and have it in five minutes. No site revisit, no decoding model numbers.”
Mike Essig
Director of Operations, Tolin Mechanical
$47k
Annual efficiency gain
XOi puts the asset at the center, connecting OEMs, distributors, service providers, sales teams, technicians, and owners through:
“XOi should be the standard for businesses that want to provide the most value to customers while backing up techs in the field.”
Nicholas Gonzales
Service & Operations Coordinator, Comfort Systems Design Mechanical
60%
Reduction in quoting time
Start building better quotes and plans today
See how XOi helps your teams turn asset information into accurate quotes, better planning, and more consistent outcomes across every job.