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Ratings and Reviews 0 Ratings
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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 The Service Program?
Efficiently manage your service-oriented business and boost routing efficiencies with top-tier software specifically crafted for service enterprises, which integrates effortlessly with QuickBooksâ„¢. This user-friendly software simplifies the initial setup process and is fully compatible with QuickBooksâ„¢, ensuring a seamless experience for users. It features a customer portal and an array of powerful mobile solutions that enhance service delivery. With direct integration into QuickBooksâ„¢, you can efficiently manage invoicing, monitor employee working hours, oversee bill payments, and more, all while eliminating the hassle of redundant data entry, as it accommodates classes and sales representatives. Additionally, you have the capability to input and finalize tasks and work orders, capture before-and-after job images, and manage customer equipment, including features for signature capture and easy transaction printing or emailing. This specialized tool not only tracks customer profitability but also fosters better communication among team members and refines route management. By optimizing routes based on technician, day, and geographical area, you can access comprehensive details for each stop, utilize maps for service calls during transit, and create route maps that enhance stop order efficiency, ultimately leading to a more streamlined and productive service process. Furthermore, the software includes analytics tools that offer insights to help you pinpoint trends and identify areas for growth within your business, ensuring continuous improvement in your operations. By leveraging these advanced features, you can expect a significant increase in both operational effectiveness and customer satisfaction.
Integrations Supported
Davisware Vision
FieldConnect
Jonas Enterprise
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
Integrations Supported
Davisware Vision
FieldConnect
Jonas Enterprise
NodeOps
Operix
QuickBooks Online
QuickBooks Online Advanced
Shark Byte Sales and Estimating CRM
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$49.00/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
Westrom Software
Date Founded
2006
Company Location
United States
Company Website
theserviceprogram.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
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Equipment Maintenance
Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management
Facility Management
Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
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
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket 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
IT Service
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management
Landscape Management
Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Maintenance Management
Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Pest Control
Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling
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
Towing
Billing & Invoicing
Client Management
Commission Management
Fleet Management
Fuel Management
Lot Management
Maintenance Management
Routing
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
Transportation Dispatch
Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking