Spend less time on site surveys
Reduce site survey time from 15 minutes per asset to about 90 seconds, so your team can move faster.
The best contractors don’t just quote jobs. They guide what comes next.
When you can see what’s really on-site, you stop reacting and start driving the work. XOi Advisor gives your team a complete view of every asset so you can move faster, catch what others miss, and show customers what to do next.
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Most teams don't have a clear view of what's on-site.
And it shows up at every step.
- Important details get missed or aren’t available on-site
- Quotes slow down as details are tracked down
- Scope gets overlooked, margins get squeezed, and decisions get delayed
- Someone else walks in with a clearer answer and wins the work
Move faster, miss less, and show customers what to do next
XOi Advisor gives your team everything they need to do the job right the first time. Captured once. Complete with the details you need. Organized the same way every time. Ready when you need it.
So the work doesn’t reset at every step. It builds.
Capture
Capture every asset as you walk the site
Photos, notes, and dataplate scans are captured in the field and structured into clean, usable records as you go. Voice-to-text and OCR make it easy to gather details, and a quick review confirms everything is accurate from the start.
Enrich
Turn what you captured into a complete record
The records you capture are automatically matched to the right equipment data and completed with the details you need. So you’re not tracking down specs or filling in gaps later.
Quote
Build quotes from complete asset data
Everything flows directly into your quotes, so you’re working from a complete picture instead of rebuilding context. Build accurate scopes faster, avoid missing scope, and protect your margins without slowing down the job.
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Plan
Guide what happens next
Turn your asset data into clear recommendations, so customers can see what needs attention now and what’s coming later. Instead of reacting to problems, you’re helping them plan ahead—without starting from scratch or piecing it together manually.
What happens when everything connects
Win more work
Build quotes that reflect everything on-site, so you’re not missing scope and losing deals. Customers report up to 85% higher close rates.
Create new revenue
Uncover opportunities that would have been missed. One customer uncovered $11M in opportunity across aging assets.
Join the field service industry leaders using XOi:
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Your customers, technicians, and bottom line will thank you.
See how XOi works
See how teams capture, quote, and plan with one connected workflow and win more work.
★★★★★ (4.9) Recognized as a Top Rated Tool In Field Service Management 2025 Read XOi Reviews on Capterra >