Get the most out of XOi with the knowledge, resources, and step-by-step tutorials for every stage of your business journey.
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Frequently Asked Questions
We know there’s a lot to learn about the XOi platform. So, here’s a few quick tips!
How do I add workflows to a job?
After creating a job you can add workflows to your job on the Job Details page.
How do I search and see completed jobs in XOi Mobile?
There are two ways you can see and share completed jobs in the XOi Mobile app.
1. From the My Work page
2. In Job Activity
How do I add content to the Knowledge Base?
The Knowledge Base holds content collected by XOi to be used by your technicians at the job site. This content can include manuals, wiring diagrams, and current training resources available through various manufacturers*.
There are two ways content can be added to the Knowledge Base:
1. Manually added by an Admin.
2. Added automatically through a workflow
Watch a webinar
Set yourself up for success. Webinars are perfect for those who like to see how it’s done, rather than read the manual.
Put your data to work
Capitalize on your job site data with actionable insights that impact your bottom line. Unlock more revenue from preventative maintenance contracts, end of life opportunities and see a significant reduction in cost per lead with XOi Premium.
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Complete the form for a demo and pricing of XOi Premium.
