XOi

06/02/2026

What happens when technicians can diagnose, quote, and communicate everything to the customer before they leave the jobsite?

“We were already finding the work. We just weren’t getting it in front of the customer fast enough. Once we started handling that in the field, we began capturing more of it.”

— Cory Deshazer, Senior Manager of Service Operations Technology, Veregy

That focus on the customer led to a significant operational transformation.

By improving how work is documented, communicated, and acted on, Veregy increased quote acceptance from under 15% to 88%.

The team was already identifying opportunities in the field.
But better processes, clearer visibility, and faster response helped them secure more work and generate more revenue during peak season.

Read the full story ⤵️

See how Veregy increased quote acceptance to 88%, reduced invoice turnaround to 4.5 days, and generated $145K in additional service revenue.

05/14/2026

XOi is entering its next phase of growth.

We’ve brought on Jason Ring as Chief Revenue Officer; someone who grew up in a trades family and has spent his career scaling high-growth, data-driven organizations.

We’ve also secured new financing from J.P. Morgan to continue investing in the intelligence layer driving the industry forward.

“J.P. Morgan is thrilled to support XOi’s continued growth and success,” said William Whitley, Executive Director, Innovation Economy at J.P. Morgan. “XOi has proven their ability to innovate and scale in a dynamic sector, and we’re proud to be part of their journey as they achieve new milestones in the field service industry.”

Together, this is about building the infrastructure behind smarter decisions—connecting what happens on the jobsite to how assets are managed over time.

As systems converge, the advantage is shifting to asset intelligence. Teams that understand their assets clearly and action their data run better businesses.

That’s where XOi shines through.

XOi announces Jason Ring as CRO and new financing from J.P. Morgan as it scales asset intelligence for the field service industry.

05/04/2026

Episode 3 of Talking Out Our Assets is live: What do techs actually want?

JP Cahalan sits down with Chad McClary and Ernesto Martinez from Hunton Services to answer that question from the people who’ve lived it.

The conversation stays grounded in the jobsite:
• How AI is helping techs troubleshoot and learn faster
• Why asset history and context matter more than ever
• What drives technicians to stay (or leave)
• The role of tools, support, and clear career paths

When technicians have the right information at the right moment, they work more efficiently, build confidence faster, and keep assets running the way they should.

Listen to Episode 3 https://xoi.io/podcast/talking-out-our-assets-ep-3-what-technicians-want-ai-tools-support/

04/21/2026

🗣️ Pulse 2.0 asked. Aaron answered.

Pulse 2.0 sat down with our founder and CEO C. Aaron Salow to talk about where XOi started, where we're headed, and why the skilled trades deserve better than what the industry has settled for.

"XOi is purpose-built for the trades. We make the equipment–and the intelligence it generates–the center of the story"

Worth a read ⤵️

XOi Technologies provides a comprehensive data intelligence platform for field service contractors, enabling technicians to capture jobsite data, access virtual support, and deliver actionable insights for improved productivity and equipment uptime. Pulse 2.0 interviewed XOi Technologies founder and...

04/15/2026

Trillions of dollars. With a "T."

That's how much global business investment has poured into data over the last decade

and field service is no exception.

Most organizations have more data than they know what to do with.
👉 coming in from sales, service, and operations

All of this data really only becomes actionable is when clarity and structure are applied.

When asset data lives across disconnected systems and requires manual entry, teams spend more time piecing things together than acting on them.

That slows decisions and introduces risk where there should be confidence.

The organizations pulling ahead are building a data-driven decision culture
where every jobsite interaction strengthens the asset record and improves the next decision

We put together a resource on how leading teams are building that foundation; from capturing jobsite data to turning it into structured, decision-ready asset intelligence

Take a look ➡

A guide to data-focused and intelligent capital planning for field service leaders in 2026

04/02/2026

Are there responsible ways to use AI in your product development process?

🦖 Greg Thoman, Principal Product Manager at XOi has found a deliberate way to put AI's capabilities to work, without letting it drive the decision-making:

Use AI to synthesize input from users and stakeholders ➡ singular, conversational knowledge base ➡ build from a rich history of real feedback

Hear how in episode 1 of Talking Out Our Assets, "Exploring AI and Data Ethics"
Link in the comments ⤵️

03/25/2026

In episode 1 of Talking Out Our Assets, John P. Cahalan II takes it back to kindergarten to explain one of the most underestimated challenges in AI:

👉 telling a system exactly what you mean.

A blindfold. A loaf of bread. A jar of peanut butter. A knife. Simple ingredients, simple task. Except when you can't assume anything, even "open the bag" has to be said out loud.

That's prompt engineering in its most honest form. And if something as straightforward as a peanut butter and jelly sandwich exposes how much we leave unsaid, imagine what happens when the variables are an asset portfolio spanning hundreds of locations, dozens of manufacturers, and years of incomplete data.

Precision matters. The field service ecosystem runs on it.

Watch episode 1 of Talking Out Our Assets to hear more from JP ⤵️

03/04/2026

Sales coaching doesn't always scale.
Leadership can't be everywhere at once — and newer reps feel that gap the most.

Tiffany Jahangiri, Regional Sales Manager from Harris, talks through how AI is filling that space in episode two of Talking Out Our Assets.

Not replacing judgment.
Sharpening it.
Watch the clip full episode in the comments ⤵️

03/03/2026

We researched over 1,000 customers and a decade of field data.

The finding was consistent: sales ex*****on breaks down when asset details are missing.

The teams getting it right are guiding customers through multi-year capital plans, before anything breaks.

That kind of conversation requires real asset data.
Lifecycle stage, performance history, compliance exposure. The full picture.

We found five ways to put it to work.
Link in comments ⤵️

02/26/2026

Sales isn’t broken, and AI isn’t here to replace it.

In Episode 2 of Talking Out of Our Assets, we're joined by Ryan Martineau and Tiffany Jahangiri from Harris to talk about how AI is actually being used in sales today.

We cover everything from customer research and meeting summaries to AI as a sales coach—and why trust, relationships, and human judgment still matter more than ever.

AI works best as a productivity tool, not a replacement for people.

🚨 If you sell in MEP, HVAC, or commercial services, this one’s worth your time.

Link in the comments ⤵️