Never lose another deal to inaccurate asset data.

XOi Advisor captures asset details in seconds and gives your team the complete picture of every asset so you can quote faster, win more work, and protect margin.

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Trusted by leading field service providers

The big picture data intelligence tool for the details of running equipment.

Enterprise Field service leaders use XOi to turn equipment data into uptime.

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XOi Advisor

Built for Field Service Sales Teams

Unlike CRMs or technician tools retrofitted for sales, XOi Advisor is built for how field service sales teams actually work. It simplifies site walks, captures and enriches asset data, and connects every detail across quoting and planning so your team moves faster, scopes better, and closes stronger.

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Capture Asset Details in Seconds

No more missed details or scattered notes.

Photos, notes, and dataplate scans are captured in the field and instantly structured into clean, usable records. Voice-to-text and OCR make gathering equipment details easy, and a quick review lets your team confirm it’s accurate from the start.

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Enrich Asset Details Automatically

No more chasing specs.

Captured asset data is matched to model-specific information using XOi’s comprehensive equipment dataset. Standardized specs and features are filled in automatically to create complete equipment profiles your team can trust.

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Quote Smarter and Protect Margin

No more quoting from incomplete data.

With complete equipment records in place, every detail flows into your proposals. Build accurate scopes faster, reduce rework, and protect profitability without slowing down sales.

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Results that matter

90%

reduction in site capture and documentation time, from 15 minutes per asset to 90 seconds

85%

increase in close rates, with customer-reported lifts reaching up to 85%

$11M

in identified opportunity from 4K aging assets found by a single customer alone

See what early customers are saying...

Site Survey Speed

“I used to spend hours on surveys. With the new XOi app, I did seven sites in 45 minutes.”

Quoting Accuracy

“Advisor identifies equipment instantly. What used to take me hours now takes minutes.”

Competitive Edge

“This gives me a level of trust and credibility the competition isn’t going to have.”

Stop Chasing Data. Start Winning with Clarity.

When field and sales teams work from the same trusted data, every quote, plan, and conversation gets stronger.

XOi Advisor makes it happen.

★★★★★ (4.9) Recognized as a Top Rated Tool In Field Service Management 2025 Read XOi Reviews on Capterra >

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