# XOi Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is XOi the right Field Service Management solution for you? Explore 36 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/174225/Vision/reviews --- XOi 4.9 (36) [View alternatives](https://www.capterra.com/p/174225/Vision/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 18th, 2026 # Reviews of XOi Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews DB Deon B IT ManagerConstruction, 51 - 200 employeesUsed the software for: 1-2 years. “Provides an intuitive way for field technicians to document work through photos and videos, Helps streamline workflow and communication across teams.“ December 19, 2024 AA Allen A OwnerFacilities Services, 51 - 200 employeesUsed the software for: 1-2 years. “Price may be the only drawback, however, when you think about the cost of that's not housed our your own servers - and the revenue that can be recouped from customer disputes.“ December 19, 2024 CC Clay C Communications and Data ManagementFacilities Services, 51 - 200 employeesUsed the software for: More than 2 years. “The multi-point information pulled off of dataplate captures, the ease of use of the software, and the willingness of the company to add new features to adapt to their client's needs.“ December 19, 2024 NG Nicholas G Service Contract AdministratorConstruction, 201 - 500 employeesUsed the software for: 1-2 years. “Through this program we successfully increased our documentation and revenue significantly.“ December 19, 2024 ## Showing most helpful reviews Showing 1-25 of 36 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use EB Emily B. Customer Experience and Contract Supervisor Mechanical or Industrial Engineering Used the software for: 2+ years ### "XOI IS MY FAVORITE SOFTWARE TO WORK WITH " December 19, 2024 5.0 XOI has been the best software company to work with to help improve our business. I have worked with multiple software companies and they have their pros and cons. XOI highlight for me if the Support aspect. Our CSM, \[sensitive content hidden\], and the support email in general is wonderful. They are quick to respond and I never feel "dumb" when reaching out for an issue. Pros The customer support is AMAZING! \[sensitive content hidden\] is always available and willing to help in anyway possible. I feel like XOI is a stable company that is not trying to sell to a bigger company. They are here for the long haul. I also love that they are dedicated to the trades. Lastly, the app is very easy to use and can be customized for each customer needs. Cons There isn't really anything I do not like about XOI. I think my issues lie internally at my company and getting them onboard to use XOI. I want them to see the benefits it can bring. Review Source LS Lance S. COO Facilities Services Used the software for: 2+ years ### "Strong Supporter" December 19, 2024 5.0 Very positive. From training to quoting, or simply sharing job documentation, XOi has improved our consistency and transparency. Pros We can share customizable workflows with our clients. This saves time for us and our clients. Working with corporate chain restaurants, laying out the issues and the scope to all parties, with out them having to be on site, is invaluable. Cons It can be difficult to find older workflows. Review Source MR Matt R. VP Used the software for: 6-12 months ### "The team is great to work with. " July 10, 2018 4.0 Pros When you have a issue and let the support team know about they get right on to solving your issues. Fast response and extremely friendly. They always are available. Cons We as a team would like to use the app to upload pictures. Our service technicians could upload pictures past jobs then. Review Source DB Deon B. IT Manager Construction Used the software for: 1-2 years ### "XOi Experience" December 19, 2024 5.0 My experience with XOi has been largely positive. It’s been a game-changer for enhancing operational transparency and efficiency. The ability to provide visual proof of work has not only elevated customer trust but also streamlined internal communication. I would recommend XOi to businesses looking to modernize their field operations and foster better client relationships. Pros Provides an intuitive way for field technicians to document work through photos and videos, Helps streamline workflow and communication across teams. Real-time data and visual feedback improve transparency with clients. Video and photo documentation give customers confidence in the work being done. Reduces disputes over completed jobs. Cons As of now I really haven't experienced any Cons as yet Review Source JD Jared D. Service Department Manager Construction Used the software for: 6-12 months ### "2024 XOi review by Ragan Mechanical" December 23, 2024 5.0 Very positive, incorporating it mostly on our preventative maintenance at this point looking forward to the additional opportunities to utilize it. Pros Equipment history and searchability by Model and Serial numbers Cons We wish that if you had a previous WO or Job set up with the same description or character title it would alert you. Review Source KR Kathy R. IT Manager Construction Used the software for: 1-2 years ### "Powerful Tool for Technicians." December 19, 2024 5.0 XOi Software is a powerful tool with great reporting and customers love the information that it provides them. Our technicians love the ease of use and the technical library. Pros The software is easy to use and user friendly with excellent customer service and support. Cons The inability to attach fillable forms is the only thing that the software lacked, but the company is working on resolving that in an upcoming update. They listen to their customers. Review Source JC Jonathan C. Director of Aftermarket Business Supplies and Equipment Used the software for: 2+ years ### "Works as promised. Period." December 19, 2024 5.0 We have had excellent service and support any time we needed it. The initial training was led by a former tech so it went very well. Pros It works. Does exactly what it is advertised to accomplish, clear factual communication with customers. Cons I have no complaints. It does everything we were told it would and we are very happy. Review Source NG Nicholas G. Service Contract Administrator Construction Used the software for: 1-2 years ### "XOi DMI Experience" December 19, 2024 5.0 Overall experience has been great. Through this program we successfully increased our documentation and revenue significantly. Pros \-Conditional Logic -Documentation -Notification Contacts -Integration with COINS Cons \-Web User Interface could be improved. it tends to get buggy at times. Also wish when searching through workflows/users it would show more options per page. When clicking out of pages it resets so I have to go back to the beginning. Review Source SK Sean K. Area Service Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Technical Partnership" December 23, 2024 5.0 Our partnership with XOI allows us to stay in front of technology by being more efficient. That documentation improves communication, validates the work performed for our customers. Pros The ease of use and the ability to adapt workflow to meet our documentation needs. Cons The ability to attach pdf or excel documents within a workflow. Review Source JG Jordan G. General Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Changing lives one XOI at a time" December 19, 2024 5.0 This is been a great partnership from the very beginning. Nothing but great things to say! Pros Not only is this a value-add for our clients, XOI also uses the data to increase our efficiency and bottom-line. Their support team is off the charts too! Cons The XOI team is constantly trying to improve the platform, and some of the changes made to the Dashboard have had me confused. It made it a little more time consuming to pull the report that we wanted, but their support team was quick with answers and solutions for me. Minor hiccup, and it is for the best. Review Source SN Stan N. Project Manager - Sales Engineer Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Xoi - Great Service Platform Tool" December 19, 2024 5.0 Very useful tool for us as a company and for our clients. Pros Job tracking and ease of access for realtime views if updated. Cons Job search on mobile side is a little confusing Review Source CF Chris F. Service Project Sales Construction Used the software for: 1-2 years ### "Service Project Sales" December 19, 2024 5.0 Exceptional, we receive a lot of positive feedback from our customers. Pros The ability for the Customer to see the technicians work firsthand Cons Nothing xoi has exceeded our expectations Review Source DL Denny L. Innovation Manager Construction Used the software for: 2+ years ### "XOi: The Field Data Game Changer" December 19, 2024 5.0 The experience with XOi has been excellent. The team is great to work with, the company is always thinking of better and new ways to do things, pivots quickly based on customer needs, and has a great roadmap for the future (and has historically met those timeline dates). Pros The ease of use and the power behind the data captured. The OCR technology used to grab the equipment data asset tag to pull back the unit information is a game changer. Cons We love conditional logic, but the way it currently works—serving up another workflow for the technician to complete as opposed to just adding questions based on the answer provided previously—makes the flow clunky on IFTTT questions, where the next question is dependent on the answer of the previous. Alternatives considered [TrueContext](https://www.capterra.com/p/131789/ProntoForms-Mobile-Forms/) Reason for choosing XOi The vision towards the future, the quality of the OCR technology, and the data that the system brings in behind the scenes from the workflows being used. Review Source CC Clay C. Communications and Data Management Facilities Services Used the software for: 2+ years ### "XOi - Adapting to the Future" December 19, 2024 5.0 Overall, it has been extremely positive, and it is a wonderful program with talented, hardworking people behind it. They have listened to our questions and concerns and have adapted every time. They are constantly evolving and the XOi of today will not be the XOi of a year from now. I am constantly amazed by their progress, their ingenuity, and their willingness to delight their customers and clients. This company will continue to change the face of the service industry for many years to come and I am excited that we are a part of that. Pros The multi-point information pulled off of dataplate captures, the ease of use of the software, and the willingness of the company to add new features to adapt to their client's needs. Cons That each job can only hold up to about 150 workflows before you start running into major issues, that there is no way to group or sort workflows based on criteria, and that there is no way to template steps in order to facilitate building workflows quicker in the future. Review Source SW Stacy W. Dispatch Supervisor Mechanical or Industrial Engineering Used the software for: 1-2 years ### "XOI-The Gift that Keeps on Giving" December 19, 2024 5.0 Our overall experience with XOI has been positive and rewarding. Our customers appreciate the visual aspects. Even when they don't understand the HVAC/Plumbing industry the level of detail and pictures help explain the situation giving context and a wealth of information rather than just an explanation that may sound foreign to those not familiar to the problem or solution to the problem. The simplicity of reaching out for help with anything XOI related is a huge bonus. It gives us all the confidence to stand behind the service we provide to our own customers. We applaud the excellent customer service XOI has given us. Pros I love that XOI allows our customer to be part of the repair from beginning to end. As a customer you can save the time of following a technician around and asking them to explain your situation. Our customers can use this tool when questioning a repair or a billing easily. Putting visuals to an explanation is always a plus! I also love how easy it is to contact anyone from the company if I have questions about a workflow or technical difficulties. It is refreshing to find a company that stands behind their product and always willing to lend a helping hand. Cons The only con I could think of is, I myself would love a paper manual. That is simply a personal con. Everything is at your fingertips on-line and any problems that occur can be found by checking the on-line directions. Review Source TW Tyler W. Service Operations Leader Construction Used the software for: 2+ years ### "Flexibility Causes Creative Solutions" December 19, 2024 5.0 Could not ask for better people to work with. Always coming up with ideas on how to make your ideas real and better. Constantly energetic and positive in helping with integrating product into our daily usage. Pros The configurability of the workflows. The reporting dashboards. Cons Minor things that add time to creation of things, but talking with XOi success managers helps to learn how to get around the issue and sometimes causes the issue to be changed to create better workflow creations. Review Source BH Brandan H. COO Facilities Services Used the software for: 2+ years ### "Chief Operating Officer" December 20, 2024 5.0 I am very pleased with XOi...from the functionality of the tool to our account management to the technical support. I really like how we are able to tailor the workflows to our business needs, and I appreciate how forward-thinking the team at XOi is about our industry needs. Pros XOi greatly enhances the value of our services...plain and simple. Our technicians capture relevant service details in pictures, videos, and text, and the AI work summary feature assists in producing professional summaries which are easy to read and act as a great research tool. Cons As with most technology, enhancements come with bugs and XOi is not immune to these issues from time to time. That said, they work diligently to squash the bugs quickly and openly accept feedback from our users. Review Source TH Travis H. Visionary Facilities Services Used the software for: 1-2 years ### "A Game-Changer for Field Teams" December 20, 2024 5.0 Our overall experience with XOi has been positive. The platform significantly improves communication and transparency across our teams, making field operations more efficient. The ability to capture and share visual documentation in real time has streamlined workflows and improved customer satisfaction. While there was an adjustment period during implementation, the long-term benefits have been worth it. XOi has proven to be a valuable tool for our organization. Pros XOi makes communication seamless and improves job efficiency by providing easy access to visual documentation and real-time collaboration tools. Cons While XOi offers great features, the initial setup and integration with other systems can be time-consuming. Additionally, some advanced features require a learning curve, especially for team members who are less tech-savvy. Review Source PG Peter G. IT Manager Consumer Services Used the software for: 2+ years ### "XOi- A Visionary Company" December 19, 2024 5.0 Great experience with XOi! The ROI has been surprisingly strong. The interaction with every level of XOi hierarchy has been pleasant and beneficial. Pros XOi is a very forward-thinking company. I would rate them as one of the top visionary companies in software development- not only listening and reacting to the customer base, but also proactively looking at the industry itself and expanding the software to keep a step ahead. Cons Not much to nitpick here. We have had very little need to contact XOi support, but perhaps the response could be slightly quicker. Review Source SM Sam M. Operations Manager Consumer Services Used the software for: 1-2 years ### "A Business Must-Have!!!" December 23, 2024 5.0 Great product and even better support. Our Customer Success Manager, \[sensitive content hidden\], is awesome!!!! Pros The software is easy to use. It gives us instant access to customer information we have collected while on our calls. Technicians now have a step-by-step process for running particular types of calls. Cons There aren't any. This software is nearly perfect. Review Source Nathan D. General Manager Facilities Services Used the software for: 1-2 years ### "Xoi is a top tier product" December 20, 2024 5.0 XOi has been a great partner. The service team and \[sensitive content hidden\] have been outstanding. Anytime we have had something within the program that does not work as expected, the team has assisted and provided the necessary information to help us resolve or understand the situation. Pros The XOi team is focused on providing service and a product that meet the needs of their customers. They truly focus on what is important for their customers versus what they want to produce. Cons Cons are always tough with a top performing organization. Speed of updates could be quicker, but I understand there is a desire to provide a product that works as expected and bugs are few and far between Review Source RP Ron P. VP of Service Construction Used the software for: 1-2 years ### "VP of Service" December 19, 2024 5.0 The overall experience with XOI has been great. We have increased our revenue and stopped chasing money. Pros 1\. Pro is like the information we can give the customer. 2. Love where OXI can give our tech information from old to new. 3. We are also starting to use it for our PM sales team. It is great for them to put into XOI, and then techs understand what they are servicing. 4. We are also starting to use it on our projects. This helps give all the information to our service techs what we have done. Cons It would be nice if we could fill in XIO, and it would transfer into Coins or other accounting software. Review Source WC William C. Service Mangers Construction Used the software for: 1-2 years ### "Everyone should use XOI" December 19, 2024 5.0 I am very happy with the product, support team, and \[sensitive content hidden\]. I attend the XOI Vision Exchange and enjoy the hospitality of everyone there. The brainstorming, collaborations, speakers and other attendees all believe in the product and what it can do for you. Pros It is the best at costumers get the documentations they need and want while the companies gets the same. Very easy to use and support is great. The Xoi team is very open for suggestions for improvements. Cons The inability of the reader to read name plates properly. This is being worked on at this point. Review Source AA Allen A. Owner Facilities Services Used the software for: 1-2 years ### "XOI is a gamechanger for field service" December 19, 2024 5.0 Great product with great support. The folks at XOI are relationship driven and that makes a difference. Pros XOI gives our techs the ability to document everything that happens in the field. On the office side, we can give techs specific scripts that shows them the processes and information that we need. Cons Price may be the only drawback, however, when you think about the cost of that's not housed our your own servers - and the revenue that can be recouped from customer disputes. Review Source DC Dean C. Service MGR Consumer Services Used the software for: 1-2 years ### "Authority HVAC " December 19, 2024 4.0 I would say the experience has been great. the customer service team is great to work with. Pros we can set up workflows to keep our work orders consistent Cons the cost can get expensive, however the service makes up for it. 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