Webinar: The future of site surveys for faster quotes & smarter planning | XOi
Webinar: The future of site surveys for faster quotes & smarter planning
On-Demand
by
XOi
November 12, 2025
62 minutes
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Webinar Overview
Introducing Site Survey for faster, more accurate asset data capture
This webinar covers how digitized site surveys improve speed, consistency, and downstream planning. Topics include OCR-based nameplate capture, voice-to-structured fields, data enrichment, and validation workflows that create accurate asset records for quoting and future planning.
Who should attend
Service leaders, sales teams, and operations teams focused on quoting and planning
What's on the agenda?
Site Survey, OCR capture, enrichment, validation, and planning workflows
What you'll learn:
How digitized surveys reduce rework and improve quoting and planning speed
What XOi brings to field service teams:
Asset intelligence that supports balanced, data-driven service and planning decisions
Webinar Details
How XOi's new site survey solution cuts documentation time and improves data accuracy.
- Organizer: XOi
- Date: 11/12/25
- Duration: 62 minutes
- Hosts: XOi
- Resource: xoi.io
- Format: Virtual webinar
The gaps that cost you time and money
Operations leaders face invisible time leaks that spike costs and slip schedules. Learn where they happen and how to close them fast.
Session Breakdown
XOi Site Survey turns jobsite data into instant, usable equipment records.
Key Takeaways:
- Modern, digitized asset surveys replace manual capture with a guided mobile flow—faster, consistent, and reusable.
- Snap the nameplate once: OCR auto-extracts make/model/serial; voice notes are auto-structured into fields that eliminate rework.
- XOi enrichment returns a deep spec set (often 100+ fields) powering quoting, decarbonization modeling, sourcing, and compliance.
- A lightweight web validation step ensures accuracy before records land in Equipment Manager, your searchable source of truth.
Frequently Asked Questions: The Future of Site Surveys
What is XOi Site Survey?
A guided mobile workflow for digitizing asset surveys. Techs scan nameplates, capture photos and notes, and submit structured data that feeds quoting and planning without duplicate entry.
How do OCR and voice-to-structured fields work?
OCR extracts make, model, and serial from a photo of the nameplate, while voice notes are transcribed and mapped to predefined fields—creating consistent, usable records in seconds.
What does enrichment include?
With accurate model/serial, XOi returns a deep equipment spec set—often 100+ attributes—supporting decarbonization modeling, strategic sourcing, risk/compliance, and faster quotes.
How is accuracy ensured before data is used?
A lightweight web validation step lets teams confirm or correct fields prior to saving into Equipment Manager, ensuring clean, trustworthy records.
How does Site Survey integrate with our FSM/CMMS?
Import/export and APIs support common integration paths so asset data flows to work orders, quoting, and lifecycle planning without manual handoffs.
Can customers view survey results?
Yes, soon—share access based on permissions so stakeholders can review asset records, photos, and survey outcomes securely will be live early next year.