Why site surveys break down

Survey data is often incomplete and inconsistent

Site surveys vary by user, process, and system, resulting in data that is incomplete, inconsistent, and difficult to use once the job is done. When the data isn’t right, everything that follows breaks down.

Incomplete data

Key asset details are missed or captured incorrectly, leading to gaps, rework, and unreliable records.

Disconnected data

Photos and notes are disconnected from the asset, making them difficult to find and use later.

Unstructured data

Data is captured in inconsistent formats, making it difficult to standardize, scale, or use.

No single asset record

Information is spread across systems and documents with no single, complete view of the asset.

Book a demo See resources

Start with the right data foundation

Structured asset data starts here

XOi Site Survey replaces manual, inconsistent data collection with a structured, AI-assisted approach. Asset details are captured in the field, reviewed for accuracy, and enriched into complete asset records that teams can use across quoting, planning, and reporting.

Book a demo

Step 1: Capture

Capture data consistently in the field

Snap dataplate photos, add supporting images and context, and speak naturally on site. Guided prompts help ensure the right information is captured, while AI extracts key details and structures the data into standardized asset records in real time.

Step 2: Validate

Review and confirm accuracy

Review captured data through a simple web interface where missing or incorrect details can be quickly corrected. Records are confirmed and finalized, ensuring accuracy before they are used.

Step 3: Enrich

Enrich and activate asset data

Assets are matched to harmonized OEM data and enriched with specifications and performance details, creating complete asset records. That data is immediately available for quoting, planning, and reporting across teams and systems.

Each asset has a complete, trusted record that becomes the foundation for everything that follows.

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.
Learn more

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

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

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

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.

“This gives me a level of trust and credibility the competition just doesn’t have. The site survey analysis catches things I wouldn’t know to look for, and quoting that used to take hours now happens almost instantly. It gives me back time to focus on selling.”
Amber DeGiorgio
Solutions Consultant, Harris

90%
Average reduction in time spent documenting assets for a typical customer

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

Start capturing complete asset data from day one

See how XOi Site Survey turns field capture into structured, enriched asset data your teams can use across every job.

Talk to us

Let’s start with your name & email

Talk to us

Let’s start with your name & email