# Webinar: The future of site surveys for faster quotes & smarter planning

On-Demand

by

XOi

November 12, 2025

62 minutes

[Watch webinar now](/content/webinars/xoi-site-survey-launch-webinar#/index.html)

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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.](/content/webinars/xoi-site-survey-launch-webinar#xoi-site-survey-turns-jobsite-data-into-instant-usable-equipment-records/index.html)

## 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.