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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 FieldPlus?

MarginPoint's FieldPlus offers a holistic solution designed specifically for service contractors, enabling them to manage customer data, work orders, and inventory with ease. Technicians enjoy immediate access to customer information, which enhances their productivity and increases client satisfaction. The platform guarantees secure payment processing, seamlessly integrates with QuickBooks, and features automated stock replenishment, all while providing detailed oversight of inventory across multiple locations, including warehouses, job sites, and vehicles. With this powerful field service management tool, you can significantly boost your revenue potential. Opt for either flat rate pricing or a billing model that accounts for time and materials, ensuring rapid payment through integrated processing features. By leveraging automated replenishment, you can avoid stock shortages, which aids in delivering accurate and timely job completions. The system streamlines the scheduling and dispatching of tasks to field technicians, allowing for the creation and tracking of customer records and work order statuses from the initial contact to QuickBooks updates, significantly alleviating administrative tasks. This efficient method not only optimizes your operations but also cultivates stronger client relationships by ensuring prompt and accurate service delivery, ultimately leading to enhanced business growth. Furthermore, the user-friendly interface makes it easy for contractors to adapt and maximize the platform's capabilities, ensuring they stay competitive in an evolving market.

Media

Media

Integrations Supported

Alteryx
Broadly
CardConnect
Davisware Vision
FieldConnect
Jonas Enterprise
Microsoft 365
NodeOps
Operix
Premier Construction Software
Profit Rhino
QuickBooks Online
Shark Byte Sales and Estimating CRM
Tableau

Integrations Supported

Alteryx
Broadly
CardConnect
Davisware Vision
FieldConnect
Jonas Enterprise
Microsoft 365
NodeOps
Operix
Premier Construction Software
Profit Rhino
QuickBooks Online
Shark Byte Sales and Estimating CRM
Tableau

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

MarginPoint

Date Founded

2004

Company Location

United States

Company Website

marginpoint.com

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

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

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

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