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What is XOi?

XOi empowers field service organizations across North America to optimize their operations by adopting sustainable technologies and minimizing the frequency of truck rolls. Technicians are equipped with high-definition cameras, allowing them to securely document their work environments, which enhances record-keeping, reduces customer disputes, and could even lead to lower insurance costs. It's important to note that dispatching an extra truck, which can cost approximately $600, can significantly impact profit margins. Instead of relying on additional truck rolls, businesses should provide their technicians with a detailed content portal that features training manuals, wiring diagrams, and manufacturer resources, complemented by virtual coaching to equip them for any challenges they may encounter while on-site. As the industry faces a talent shortage, with predictions of over 30 million field service roles remaining unfilled by 2020, XOi serves as a crucial bridge between less experienced technicians in the field and veteran professionals in the office. This innovative strategy not only improves service quality but also facilitates a seamless transfer of knowledge and skills, effectively addressing the impending talent gap in the sector. Additionally, by leveraging these resources, companies can create a more resilient workforce that is better prepared to meet the demands of an evolving industry.

What is FieldInsight?

FieldInsight, which was previously referred to as Scheduleflow, is a comprehensive scheduling and job management solution specifically designed for field service organizations. This innovative platform allows small to medium-sized HVAC companies to effectively track active jobs, service requests, and recurring tasks through its dynamic calendar and runsheet capabilities. Furthermore, FieldInsight offers a user-friendly invoicing and quoting system that simplifies the payment process, enabling field service businesses to collect their payments more quickly and efficiently. With these integrated features, FieldInsight significantly boosts operational productivity for its clients, ultimately leading to improved service delivery and customer satisfaction. The holistic approach of this software makes it an invaluable asset for companies looking to optimize their field operations.

Media

Media

Integrations Supported

Davisware Vision
FieldConnect
Jonas Enterprise
MYOB
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
Xero

Integrations Supported

Davisware Vision
FieldConnect
Jonas Enterprise
MYOB
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

XOi Technologies

Date Founded

2013

Company Location

United States

Company Website

www.xoi.io

Company Facts

Organization Name

FieldInsight

Date Founded

2009

Company Location

Australia

Company Website

www.fieldinsight.com/scheduleflow

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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