XOi Technologies - Experts & Thought Leaders

XOi, a pioneering provider of technician-focused technology solutions for commercial and residential field service companies, announces the launch of Premium Insights and XOi Advisor; tools that leverage XOi’s industry-pioneering catalogue of jobsite data, providing field service FSPs, Distributors, and OEMs with insights on how to maximise asset knowledge and performance throughout the equipment lifecycle. The new tools utilise artificial intelligence and the deepest data set in the HVAC field service industry to deliver unprecedented actionable insights that help stakeholders and decision-makers understand how to maximise efficient uptime, identify potential revenue, and drive productivity and growth. Field service ecosystem “For more than a decade, our passion for empowering technicians has driven us to build the most comprehensive repository of equipment and jobsite data available,” said Aaron Salow, founder and CEO of XOi. “We’re allowing every stakeholder in the field service ecosystem to fully engage and activate that data to have granular, real-time insights that they can immediately employ to evolve and elevate their business. These tools will empower the industry in ways we’ve never experienced before.” Premium Insights and Advisor tools Premium Insights and Advisor tools are powered to pull mechanical data from any customer dataset The new Premium Insights and Advisor tools are powered to pull mechanical data from any customer dataset — whether it be captured in XOi, FSM, or other customer management tool — clean and enrich the dataset with 50+ additional data points such as refrigerant types, heat types, and filter size; and, with the use of AI reporting, produce a clear, actionable deliverable that provides the intelligence to unlock new, highly strategic, repeatable, and monetisable applications such as: Tracking regulations and compliance. Proactively planning the purchase of parts and material inventory. Preparing for staffing needs. Identifying gaps in technician training. Aligning technician skill sets with how efficiently assets are performing. Managing equipment lifecycle and proactively capital planning for companies focused on decarbonisation, electrification, and ESG reporting. XOi’s new enhancements XOi’s new enhancements equip technicians with a single technology key for lifecycle of tools XOi’s new enhancements equip technicians, contractors, manufacturers, suppliers, and end customers with a single authoritative technology solution for the entire lifecycle of equipment, from installation to maintenance, repair and replacement. “Consistent, accurate, and comprehensive data collection from the jobsite is critical for any technology tool to have a real impact in the field service industry,” said Aaron Salow, founder and CEO of XOi. “With our new enhancements, business owners now have a platform to take all of their organically collected, unstructured data, and turn it into organised, actionable insights. The Premium Insights and Advisor tools will help business owners centralise, understand and leverage the data technicians are continually compiling on the job. These product enhancements separate our customers from their competitors, and give them a specific technology advantage.” Numerous mechanical data points "As users of the Premium Insights tool since its inception, we’ve seen a number of positive effects in our business,” said Joe Lang, VP of Service Technology and Innovation at Comfort Systems USA. “XOi has consolidated numerous mechanical data points and has made it so we’re able to effectively use data to identify end-of-life opportunities for our customers. We’re not only identifying more opportunities for revenue, we’re helping our sales team create data-backed partnerships with our customers.” “The ability to have a wealth of knowledge about our customer’s assets, simply by XOi enriching the data, allows the PremiStar team to capitalise on valuable opportunities and price service agreements more intelligently,” said Mike Harris, Senior Vice President at PremiStar. Managing and leveraging data Harris added: “With the addition of XOi Advisor, these agreements and opportunities are even more tactical to include a proactive approach to regulatory compliance, sustainability, and parts ordering and availability.” XOi provides field service contractors and their teams with the premier tool for managing and leveraging data from current jobs as well as historical projects, including powerful data collection, virtual support and mentoring, and real, actionable insights.

XOi, a major provider of technician-focused technology solutions, has selected Ethan Halliwell as the company’s new Chief Financial Officer (CFO). In his new role, Ethan Halliwell, an experienced SaaS executive who has spent his career modernising finance operations and building businesses for rapid, scalable growth, will lead XOi’s financial operations as it continues to grow and transform the digital landscape for skilled trades industries. Digital platform “XOi’s commitment to innovation in the essential skilled trades is driving tremendous growth and opportunity,” said Ethan Halliwell. He adds, “Our unique digital platform empowers the hard-working men and women in the field service industries with the solutions they need on the job and enhances productivity and revenue for contractors. I’m proud to be in a position to help XOi continue to grow, maximising opportunities for tradespeople and business owners as their industry evolves.” Vast industry experience At BlueConic, Halliwell helped streamline back-office operations and build out the FP&A function Before joining XOi, Halliwell served as CFO at BlueConic and ServiceChannel. At BlueConic, he helped streamline back-office operations and build out the FP&A function immediately following a majority investment from a global private equity leader. During his time at ServiceChannel, the company’s annual recurring revenue increased from $12 million in 2014 to over $100 million in 2021. Leadership and expertise “Ethan brings a wealth of experience and insights as we continue to navigate the evolution of our industry,” said Aaron Salow, Founder and CEO of XOi. He adds, “He’s playing an integral role in our continued success, and his financial leadership and expertise will help drive XOi’s strategy as we grow and continue to deliver unmatched innovation and value to our customers and partners.” Managing and leveraging data XOi provides field service contractors and their teams the premier tool for managing and leveraging data from current jobs as well as historical projects, including powerful data collection, virtual support and mentoring, and real, actionable insights. XOi users report, on average, a 20% reduction in the amount of time it takes to complete tasks, an additional $1.4 million in new replacement and preventive maintenance contract revenue, and a 40% reduction in second truck rolls. 

XOi, a pioneering provider of technician-focused technology solutions, has named veteran industry pioneer Richard “Fletch” Fletcher to head the company’s critical manufacturer partnerships as it continues to invest in technician-focused technology driving the digital transformation of the skilled trades.  As the newly appointed executive vice president of XOi’s OEM channel, Fletcher leverages his manufacturer experience to head the evolution and execution of XOi’s OEM partner strategy; support XOi’s OEM partner relationships; and optimise long-term value and adoption for OEM partners. Premier digital tool “I’m proud to work for a company that’s remained true to its blue-collar roots while innovating the field service technology industry,” Fletcher said. “Our industry is rapidly changing. Customer expectations are higher than ever and the skilled trades gap is growing. XOi is the premier digital tool for business owners to successfully navigate these challenges." Productivity and profitability Our relationships with the trusted companies that design and manufacture the complex equipment that keeps us all safe" "Our mission is to help contractors enhance productivity and profitability by empowering the hard-working men and women on the front lines of the industry." "Our relationships with the trusted companies that design and manufacture the complex equipment that keeps us all safe and comfortable is a crucial element of our vision for the industry.” Fletcher's experience Fletcher has 30 years of experience in residential and light commercial HVAC and construction sales, marketing, and development, including a decade in executive leadership for Carrier, a worldwide pioneer in heating, air conditioning, and refrigeration solutions. He has designed and led sales recognition programs with double-digit growth above market growth and large high-touch customer engagement campaigns resulting in 95-plus percent dealer retention. CEO's comment Richard brings invaluable experience and insight that positions XOi to deliver premium value" “Our mission to truly transform the field service industry depends on our partnerships throughout the OEM sector,” said Aaron Salow, founder and CEO of XOi. “Richard brings invaluable experience and insight that positions XOi to deliver premium value to all our OEM partners and, as a result, improve the experience of technicians and end users and elevate results for all of us.” Managing and leveraging data XOi provides field service contractors and their teams the premier tool for managing and leveraging data from current jobs as well as historical projects, including powerful data collection, virtual support and mentoring, and real, actionable insights. XOi users report, on average, a 20% reduction in the amount of time it takes to complete tasks, an additional $1.4 million in new replacement and preventive maintenance contract revenue, and a 40% reduction in second truck rolls.