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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your operational efficiency with service management software designed to provide a competitive edge. Equip your team with essential tools that enable them to work productively from any location and device, fostering a more competitive environment. With a wealth of advanced features and smart data insights, you can distinguish yourself in the marketplace. Cut down on expenses by eliminating the need for expensive hardware installations and outdated software maintenance. Accelerate task completion, increase productivity, and minimize unnecessary administrative burdens and paperwork. Enjoy the flexibility of a scalable, all-in-one cloud solution that adapts and grows alongside your business. By utilizing this powerful software, you can ensure your business remains at the forefront of the industry, fostering seamless connections between your engineers, administrative staff, and clients. This comprehensive approach not only streamlines operations but also positions your company for long-term success and innovation.

Description

XOi enables field service businesses throughout North America to enhance their operations by utilizing eco-friendly technologies and reducing the need for multiple truck rolls. Each technician already has access to a high-definition camera, and with XOi, they can efficiently document their work sites in a secure manner. This improvement leads to superior record-keeping, a decrease in customer disputes, and potentially lower insurance premiums. It's a fact that sending out an additional truck, costing nearly $600, can severely diminish your profit margins. Instead, consider equipping your technicians with a comprehensive content portal that includes training manuals, wiring diagrams, and manufacturer resources, along with the option for virtual coaching to prepare them for any challenges they might face on the job. As the workforce faces a shortage, with over 30 million field service positions expected to remain unfilled by 2020, XOi creates a vital link between inexperienced technicians on-site and seasoned professionals in the office. This innovative approach not only enhances service delivery but also ensures a smooth transition of knowledge and skills, effectively tackling the looming talent gap in the industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Davisware Vision No 
FieldConnect No 
Infor CRM Yes 
Infor CloudSuite ERP Yes 
Jonas Enterprise No 
Microsoft Dynamics 365 Yes 
NodeOps No 
Operix No 
Oracle CRM On Demand Yes 
Oracle Fusion Cloud ERP Yes 
QuickBooks Online Yes 
SAP CRM Yes 
SAP ERP Yes 
Sage Accounting Yes 
Salesforce Yes 
Shark Byte Sales and Estimating CRM No 
Xero Yes 
Zoho CRM Yes 

Integrations

Davisware Vision Yes 
FieldConnect Yes 
Infor CRM No 
Infor CloudSuite ERP No 
Jonas Enterprise Yes 
Microsoft Dynamics 365 No 
NodeOps Yes 
Operix Yes 
Oracle CRM On Demand No 
Oracle Fusion Cloud ERP No 
QuickBooks Online No 
SAP CRM No 
SAP ERP No 
Sage Accounting No 
Salesforce No 
Shark Byte Sales and Estimating CRM Yes 
Xero No 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Key Computer Applications

Founded

1986

Country

United Kingdom

Website

servicegeeni.com

Vendor Details

Company Name

XOi Technologies

Founded

2013

Country

United States

Website

www.xoi.io

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Calibration Management

Calibration Instructions No 
Calibration Schedules No 
Compliance Management No 
Device History No 
Due Date Tracking No 
Gage Management No 
Label Printing No 
Measurement Readings No 
Multi-Station Management No 
Out-of-Tolerance Notification No 
Statistical Data Reporting No 

Field Service Management

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

Plumbing

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

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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