XOi

What it is

Category DescPoint tool (a field service enablement and visual documentation application designed to integrate with field-service management (FSM) systems rather than serve as an end-to-end transactional FSM or ERP system) ↗

Target UserBoth commercial and residential contractors, primarily in mechanical, electrical, plumbing (MEP), HVAC, and commercial kitchen equipment trades, serving field service technicians and teams ranging from mid-market to enterprise companies ↗

OwnershipPrivate equity-backed (majority owner is KKR following a strategic investment in February 2025) ↗

Founded Year2013 ↗

Pricing & cost

Pricing ModelQuote-only, subscription-based tier model (categorized into Core, Premium, Advisor, and Data APIs tiers). ↗

Typical CostOfficial pricing is not publicly published by XOi Technologies. Third-party software directory listings report a starting price of $99/month (or $99 per user/month), but total cost varies based on team size, solution tier, and selected add-ons. ↗

Api Or Integration FeesAPI access and data integrations are offered as a distinct product module ('Data APIs: Power asset intelligence inside your platform') and as add-on features. Pricing for API access is customized and quote-only. ↗

Implementation CostImplementation and onboarding are provided through three structured tier packages (Standard, Pro, Enterprise), but specific dollar figures are not publicly disclosed and require a custom quote. ↗

API & data access

Has ApiYes ↗

Api TypeREST APIs and Webhooks ↗

Api Access GatingGated behind paid enterprise subscriptions/tiers and partner integration onboarding; requires requesting pricing or contacting sales/Customer Success Managers. ↗

Data Export OptionsReports can be exported on-demand ('Export Now') or automatically on a configured cadence ('Scheduled Exports') via email attachments. Supported export formats include CSV, XLSX, PDF, and PNG. ↗

Native AI features

Ai Features SummaryAs of 2025–2026, XOi (also known as XOi Vision) focuses its native AI capabilities on jobsite visual recognition, workflow automation, and equipment data intelligence rather than broad back-office FSM operations. Key shipped/GA features include: 1) AI Dataplate Capture & Automatic Data Enrichment (GA): Uses computer vision and OCR to extract make, model, and serial numbers from equipment photos and enrich asset records with 50+ data points (refrigerant types, age, capacity); 2) AI Work Summaries (GA, 2023–2024): Uses mobile workflow inputs and voice transcriptions to auto-generate structured, customer-facing job summaries; 3) AI-Powered Issue Identification (GA): Analyzes service histories to highlight recurring equipment issues; and 4) XOi Advisor & Premium Insights (GA June 20, 2024; expanded suite Feb 3, 2026): An AI asset-intelligence platform for site surveys, capital planning, and lifecycle forecasting. ↗

Ai DispatchXOi offers no native AI-powered dispatching, route scheduling, or CSR call handling. XOi functions as a technician enablement and asset intelligence overlay that integrates with core Field Service Management (FSM) systems (e.g., ServiceTitan, Davisware, Jonas) where dispatching and call scheduling are maintained. ↗

Ai FinanceXOi has no native AI for invoicing, AP/AR automation, or general accounting. For estimating and sales proposal support, XOi offers XOi Advisor (GA Feb 3, 2026), which provides AI-assisted site survey digitization, equipment condition capture, and AI proposal/capital plan template generation to speed up quoting. Actual billing and invoice processing remain managed by third-party FSM or ERP software. ↗

Ai Assistant Or McpXOi does not offer a Model Context Protocol (MCP) server or a standalone conversational LLM chatbot/copilot. Its AI automation capabilities are natively embedded within specific technician tasks (e.g., AI Work Summaries, Dataplate Capture, and knowledge base search) rather than exposed via a general conversational assistant or MCP server interface. ↗

Integrations & ecosystem

Accounting IntegrationsXOi connects to general accounting platforms (such as QuickBooks, Sage Intacct, Viewpoint Vista/Spectrum, and Microsoft Dynamics) primarily via third-party partner bridges through Field Service Management (FSM) software like FieldConnect and ServiceTitan. It also offers direct native integrations with field, CMMS, and industry-specific ERP systems including Davisware, Jonas Construction Software, SAMPro Enterprise, COINS, Simpro, Quadra, and Brightly Asset Essentials. ↗

MarketplaceXOi does not maintain a public self-service app marketplace or developer directory. It features an official integrations and partners directory page on its website detailing verified software partner integrations. ↗

Unified Api SupportNeither Agave nor Merge.dev offers a pre-built unified-API connector specifically supporting XOi. Integrations with XOi are built directly using XOi's proprietary REST APIs and webhooks. ↗

Accounting fit & implementation

Certified PayrollNot supported natively. XOi is a visual documentation and field intelligence platform, not a payroll tool; certified payroll and prevailing wage tracking are handled via integrations with core ERP or payroll platforms. ↗

Accounting MethodNot applicable. XOi is not an accounting system and does not manage financial general ledgers or cash vs. accrual accounting methods; financial management is deferred to connected ERP software. ↗

Wip Poc SupportNot supported natively. XOi does not track Work in Progress (WIP) or calculate percentage-of-completion revenue recognition, leaving job costing and financial tracking to integrated accounting platforms. ↗

Implementation TimeMinimal onboarding time, typically taking from a few days to several weeks through a phased rollout across technicians. ↗

Requires ImplementerNo. Implementation is conducted directly by XOi's internal implementation and customer success teams, rather than requiring a third-party VAR or external paid implementer. ↗

Adoption & market position

Market PositionXOi is a leading provider of visual documentation, technician enablement, and field service intelligence software designed for commercial and residential trade contractors (HVAC, mechanical, electrical, and plumbing). It functions as an asset intelligence layer and field data capture system that integrates into existing field service management (FSM) software rather than competing directly with full-suite ERP/FSM solutions. ↗

Customer ScaleServes an estimated 15,700 contractor customers and thousands of field service technicians across North America. ↗

MomentumStrong, accelerating growth as a modern platform (not a legacy tool being migrated away from). Recognized on the Deloitte Technology Fast 500, XOi raised a $230 million strategic investment led by KKR in February 2025 and acquired equipment data enrichment platform Specifx. In May 2026, XOi announced further expansion supported by debt financing from J.P. Morgan and the appointment of a new Chief Revenue Officer. ↗