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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 XActRate?

Grasping your company's break-even costs is crucial for attaining success in any business venture. The break-even point signifies the total income necessary to offset all expenditures before any profit can be generated. XactRate provides an extensive array of tools tailored for HVAC businesses, featuring office scheduling, efficient dispatching, management of truck inventories, and the capability to oversee travel times and diagnostics for each service ticket. Furthermore, it supports the creation of field-generated service tickets that can be printed or emailed, tracks the productivity of service technicians, aids in the sale of equipment, and allows several technicians to collaborate on a single ticket, while also offering comprehensive reporting capabilities. By leveraging advanced Cloud technology, XactRate functions in real-time across both iPads and PCs, guaranteeing access to essential information even without an internet connection while in the field. Prior to departing or upon your return, you can easily sync data from your iPad or Android device. In addition, it removes the necessity for complex and costly heat load calculators, providing accurate BTU results for the proper sizing of air conditioning systems. This efficient method not only boosts operational productivity but also plays a significant role in enhancing profitability, enabling businesses to thrive in a competitive market. Ultimately, XactRate empowers HVAC companies to streamline their processes and focus on delivering excellent service.

Media

Media

Integrations Supported

Davisware Vision
FieldConnect
Jonas Enterprise
NodeOps
Operix
Shark Byte Sales and Estimating CRM

Integrations Supported

Davisware Vision
FieldConnect
Jonas Enterprise
NodeOps
Operix
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

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

XActRate Business Management

Date Founded

2011

Company Location

United States

Company Website

getstarted.xactrate.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

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

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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