XOi

08/13/2026

A technician leaves the jobsite. How much revenue leaves with them?

For many service organizations, valuable opportunities disappear between service, sales, and billing. By the time a quote is created or an invoice is sent, the moment has passed.

Veregy took a different approach.

By connecting field documentation, real-time quoting, and faster billing into one workflow, they turned everyday service interactions into measurable business growth.

The results included:
• A 73% increase in quote acceptance
• Faster billing cycles
• More technician-generated opportunities
• New revenue created from work already happening in the field

These outcomes came without asking technicians to become salespeople, learn a new sklillset, or ask them to work more hours
How? By giving every interaction with the asset the context needed to make better decisions.

When technicians have the right information at the right moment, service becomes more proactive, customers gain confidence, and revenue opportunities stop slipping through the cracks.

Read how Veregy made it happen:

Veregy standardized service documentation, asset data collection, quoting, and billing processes to create a more scalable service operation. The result was faster invoicing, higher quote acceptance, improved margins, and greater customer visibility across every service interaction.

08/11/2026

If a technician taught you something invaluable that you couldn't have learned from a manual, what was it?

A lot of you have been in the industry 20+ years, and we've been seeing a lot of young techs jumping on Linkedin. Let's share some of that knowledge with the next generation 🧠

We put together a few invaluable lessons that experienced service teams swear by heading into busy season 👉

Busy season puts every asset under pressure. Rising temperatures, accelerating service demand, and equipment pushed to its limits create new risks for asset owners, contractors, and service organizations. This ebook explores why asset visibility has become essential for reducing unexpected downtime,...

08/06/2026

Comfort Systems USA operates across dozens of locations, managing asset data at a scale where consistency isn't just an operational preference — it's a business requirement.

Denny Lawrence, Manager of Service Technology, put it plainly: "The power of XOi is to be able to streamline the intake of asset information at the model and serial number level and really unify the workflow types and labels. It helps to centralize all of that information so we can actually use it, and not go back to cleaning up dirty data and spending a fortune on somebody to come in and try to clean that up for us."

When asset data is unified at the source, every team wins — technicians in the field, front office staff, and leadership making decisions across the portfolio.
See how Comfort Systems USA made it happen → https://hubs.li/Q04s6gXS0

08/05/2026

A recent New York Times article, "Mom, Dad, I Want to Be a Welder", caught our attention. (If you have a subscription, it's worth the read.)

It highlights something we've been noticing for a while: more young people are taking a serious look at careers in the skilled trades.
We were curious, so we looked at Google's search data.

Over the past five years, searches for "how to become an HVAC technician" have steadily increased while searches for "how to become an influencer" have trended downward. The gap is getting smaller

and that's a remarkable signal that perceptions around the skilled trades are shifting.

At XOi, we've long believed the trades deserve more recognition—not as an alternative to another career path, but as careers built on skill, problem-solving, technology, and the opportunity to make a real impact every day.

It's encouraging to see more people discovering that.

08/04/2026

Rising costs across HVAC equipment and components are adding pressure on margins industry-wide, and that pressure is landing on top of an industry already being reshaped by refrigerant phase-downs, electrification, AI adoption, and a shrinking skilled labor pool

77% of contractors already believe they're leaving revenue opportunities in the field. In a higher-cost, faster-changing environment, that's no longer something you can afford to leave on the table.

The organizations pulling ahead are the ones with complete asset intelligence — making faster decisions around maintenance, compliance, capital planning, and replacement before uncertainty forces their hand.

The HVAC industry is changing fast. The data foundation that helps you navigate it starts here 👉

Most commercial service organizations are already capturing equipment and service data. What they often can’t see is where that data turns into revenue.

07/30/2026

Kristen Nowak, President of Field Service at Unlimited Service Group, asks the question every multi-location service organization is working toward: "Can you help us get there before the equipment is broken?"

For USG, the answer starts with consistent data. With teams spread across multiple offices, each with their own ways of working, getting reliable, organization-wide intelligence out of the field was the first challenge.

XOi solved that by standardizing what gets captured across every location.

Now their office staff can source parts faster, dispatch more effectively, and send the right technician with the right training before the truck ever rolls. And when a customer is ready to make a repair or replacement decision, USG can walk into that conversation with data.

Watch how they're making it happen 👉

Kristen Nowak, President of Unlimited Service Group Field Service, shares how they use XOi to standardize operations across offices, enabling faster dispatch, better first-time fix rates, and service.

07/29/2026

When Kevin Durant took the floor in Game 5 of the 2019 NBA Finals, the stakes couldn't have been higher.
Minutes later, his season was over with a ruptured Achilles.

Elite athletes don't wait until game day to understand how their bodies are performing. Their performance is measured, monitored, and evaluated long before the lights come on.

The same principle applies to the assets your customers depend on.

Peak season isn't the time to discover incomplete asset records, missing service history, or gaps in visibility. By then, every decision becomes more expensive, more urgent, and more difficult.

The organizations that consistently perform at a high level establish an equipment performance baseline before demand peaks. They understand what they have, how it's performing, and where attention is needed before pressure exposes what they couldn't see.

That's the idea behind our new Peak Performance Playbook.

Inside, you'll learn how leading organizations are:
• Building an equipment performance baseline
• Improving visibility across assets
• Preparing for peak demand
• Reducing unexpected downtime
• Turning field intelligence into better business decisions

The full framework is mapped out at 👉

Peak performance starts before peak season. Download the Peak Performance Playbook to build your asset baseline, improve visibility, and reduce downtime.

07/28/2026

We've noticed a lot more technicians, trusted advisors, estimators, and HVAC sales professionals showing up on LinkedIn lately, putting in the work to grow their business.
We think that's a good thing 💪

Field service has always been a relationship business, and LinkedIn has become another place where those relationships begin.
Whether you use XOi or not, we believe stronger field service businesses make the entire industry stronger. We also know LinkedIn can be frustrating when you're starting from scratch. The algorithm isn't always intuitive, and figuring out what works can take months.

So we put together a practical guide to help you skip some of that trial and error.

Inside you'll learn:

• How to optimize your profile
• What kinds of posts perform best
• Common mistakes that limit your reach
• Simple habits that help you build credibility over time

If you're new to LinkedIn, or know someone who is, we hope it's helpful.
Read it here 👉

Learn how field service professionals can grow their business on LinkedIn with practical tips for stronger profiles, better posts, and more organic reach.

07/23/2026

A sales team that quotes faster wins more work. It's that simple.

Veregy put real-time quoting in the hands of their techs; on site, before the truck rolls away. Quote acceptance up 73%. Invoice turnaround down 55+ days.

The foundation that made it possible: capturing complete asset data once, in the field, and having it ready when it's time to build the proposal.

See how XOi Site Survey makes that possible 💪

See how XOi Site Survey helps sales teams capture asset data in seconds, eliminate rework, enrich asset records, and accelerate quoting.

07/22/2026

The most competitive field service providers treat a single site visit as the start of an ongoing revenue conversation—about what else needs attention, what's coming next, and what the customer should be planning for over the next few years.

Here's what that looks like in practice:

A 5-tech contractor used asset data captured during routine visits to identify R22 replacement opportunities, run a targeted outreach campaign, and close $135K in 31 days 👀 before customers even turned on their AC.

Tolin Mechanical cut quote prep from 5 hours to 2. $47k saved annually by having complete asset data ready before the proposal starts. No rushed processes necessary.

A San Antonio FSP increased their average job opportunity value by 62% by standardizing what gets captured on every visit and using it to uncover scope that was always there.

Every one of these started with a single site visit 🎯

Here's how the best contractors are making that shift:

How do contractors turn site surveys into ongoing revenue? Learn how complete asset data improves quoting, margin protection, capital planning, and customer relationships.