--- title: "XOi Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about XOi Software - reviews, pricing plans, popular comparisons to other Field Service Management products and more." source_url: "https://www.capterra.com/p/174225/Vision/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # XOi Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) XOi ## What is XOi? XOi technology is built for the field service jobsite. The XOi app and reporting software are tools to help technicians complete their work with better efficiency and transparency, while simultaneously collecting critical data points that reveal new revenue streams for the business they work for, and the field service industry as a whole. Technicians that use XOi in the field collect critical job site data, connect instantly with the answers they need, and provide the back office with data to capitalize on revenue-generating opportunities. ## What is XOi used for? [HVAC](https://www.capterra.com/hvac-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)[Maintenance Management](https://www.capterra.com/maintenance-management-software/) Recognitions Shortlist Best ease of use Best value for money Top alternative Featured Overall rating Based on 36 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $99 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Field Service Management / 2026 - Knowledge Base / 2026 Our "Best of" badge program showcases products with the highest ratings... - Building Maintenance / 2026 - Electrical Contractor / 2026 - Equipment Maintenance / 2026 - HVAC / 2026 - Knowledge Base / 2026 - Knowledge Management / 2026 - Plumbing / 2026 - Field Service Management / 2025 - Maintenance Management / 2025 Our "Best of" badge program showcases products with the highest ratings... - Electrical Contractor / 2026 - Plumbing / 2026 - Equipment Maintenance / 2025 Do you work for XOi?[Manage this product listing](https://www.g2.com/products/xoi/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### XOi 4.9 (36) VS. [4.6 (508)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting Price $99 Flat Rate Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (36) Ease Of Use 4.5 (508) Value For Money 4.7 (35) Value For Money 4.4 (501) Customer Service 4.9 (35) Customer Service 4.7 (504) ## XOi alternatives [4.4 (177)](https://www.capterra.com/p/194155/BuildOps/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (342)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (757)](https://www.capterra.com/p/162600/Limble-CMMS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/174225/Vision/alternatives/) ## FAQs about XOi Overview ### Which roles and teams benefit most from XOi? XOi is most used by service management teams, including service managers, coordinators, and regional leaders, who oversee technician work, document field service activity, and keep jobs moving. IT and technology managers manage adoption and system access, while operations executives, project managers, sales engineers, and contract administrators track delivery, service commitments, and business performance. Answer based on 36 reviews Overview ### What company size and industries is XOi built for? XOi is built primarily for small construction businesses, which represent 66% of reviewers, while supporting commercial and residential HVAC, MEP, electrical, plumbing, and kitchen equipment work. Construction accounts for 46% of users, followed by facilities services at 20% and mechanical or industrial engineering at 17%. Midsize firms represent 26% and enterprises 9%. Answer based on 36 reviews Features and Usability ### What are the key features of XOi? XOi offers job management, work order management, scheduling, and dispatch management for field service operations. It also includes asset tracking, equipment tracking, maintenance scheduling, inspection management, service history, and warranty tracking, plus reporting/analytics, alerts/notifications, document management, and third-party integrations. Integrations ### Which third-party tools and platforms does XOi integrate with? XOi connects natively to field service and construction platforms including ServiceTitan, ServiceTrade, FieldConnect, Operix, Ascente, Davisware, Jonas Construction Software, and MSI Workforce Management Software. It also integrates with Access Coins, DATABASICS Time & Expense, Interplay Learning, PENTA Enterprise Construction Management, Quadra, ServMan, and WennSoft. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does XOi offer? XOi provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 2 reviews Getting Started and Support ### What customer support options does XOi offer? XOi provides a knowledge base, phone support, and chat. Users describe the support team as quick to answer and friendly, with fast help on technical issues and account questions, though a few note response times could be quicker at times. Answer based on 5 reviews ## Features AI summary Based on 4,034 Field Service Management reviews Capterra data shows that buyers of Field Service Management software rank the following features as their top priorities: - **Job Tracking** (**75%** of reviewers rated this feature as critical) - **Job Scheduling** (**76%**) - **Mobile Access** (**62%**) XOi supports **Job Tracking** and **Mobile Access**, giving field teams visibility into work progress and access to job details from anywhere. However, it does not include **Job Scheduling**. Instead, it offers **Scheduling** (**61%**), which still helps teams coordinate appointments and manage technician availability. Together, these features help businesses keep field operations organized, improve responsiveness, and support faster decision-making on the go. Job Tracking 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track and visualize the status of an ongoing job and the time spent on tasks or projects Mobile Access 4.9 (20) 95.00% of 20 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Equipment Tracking 4.8 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Track the location of specific equipment at all times Service History 4.9 (15) 93.33% of 15 reviewers that rated this feature as important or highly important Track work performed and resources used for past customers, sites, or assets Data Import/Export 4.8 (14) 100.00% of 14 reviewers that rated this feature as important or highly important Import and export data to and from software applications Third-Party Integrations 4.6 (14) 92.86% of 14 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes XOi 53 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Checklists: An itemized to do list that can be edited as tasks are completed - Commercial Properties: Designed to serve commercial properties - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Content Library: Centralized repository to store content and assets - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Equipment Tracking: Track the location of specific equipment at all times - File Storage: Store and access documents, forms, and photos in one centralized place - For Commercial and/or Industrial Electrical Contractors: Primarily serving commercial or industrial locations needing electrical work - For Mechanical Equipment: Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork - For Plumbing Industry: Serving plumbing industry professionals - Full Text Search: Search for specific words or phrases within a document or database - Historical Reporting: Information, data and reports that are being tracked over time - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Job Management: Manage and track all job information and associated tasks - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Language: Manage and support multiple languages - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Predictive Maintenance: Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Safety Management: Identify and assess hazards to ensure the well-being of employees, assets, and the environment - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - Single Sign On: Allow users to access multiple services after entering their login credentials once - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Technician Management: Oversee technicians and track their assigned work orders - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (36) 4.8 Based on 36 reviews ## Pricing Value for money 4.7 (35) Basic $99.00 Flat Rate, Value for money 4.7 (35) 4.7 Based on 35 reviews ## Integrations [ ServiceTrade](https://www.capterra.com/p/132690/ServiceTrade-Commercial/)[ ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[ Access Coins](https://www.capterra.com/p/70093/COINS/)[ ServMan](https://www.capterra.com/p/80728/ServMan/)[ Interplay Learning](https://www.capterra.com/p/229524/Interplay-Learning/)[ DATABASICS Time & Expense](https://www.capterra.com/p/131877/DATABASICS-Time-Expense/)[ Davisware](https://www.capterra.com/p/119745/Davisware/)[ Ascente](https://www.capterra.com/p/118069/Ascente/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (35) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (35) 4.9 Based on 35 reviews ## User reviews Overall rating 4.9 Based on 36 reviews Filter by rating Counts reflect reviews available in this feed. 5(33) 4(2) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Emily B. Customer Experience and Contract Supervisor Used the software for: 3-5 years ### "XOI IS MY FAVORITE SOFTWARE TO WORK WITH " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer COO Used the software for: 3-5 years ### "Strong Supporter" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer VP Used the software for: Less than 1 year ### "The team is great to work with. " 4.0 July 11, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. jared D. Service Department Manager Used the software for: Less than 1 year ### "2024 XOi review by Ragan Mechanical" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 4, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer IT Manager Used the software for: 1-3 years ### "XOi Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer IT Manager Used the software for: 1-3 years ### "Powerful Tool for Technicians." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Aftermarket Used the software for: 3-5 years ### "Works as promised. Period." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Area Service Manager Used the software for: 3-5 years ### "Technical Partnership" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 4, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Service Contract Administrator Used the software for: 1-3 years ### "XOi DMI Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jordan G. General Manager Used the software for: 3-5 years ### "Changing lives one XOI at a time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 2, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/174225/Vision/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [FieldPulse vs XOi](https://www.capterra.com/compare/153475-174225/FieldPulse-vs-Vision) [BuildOps vs XOi](https://www.capterra.com/compare/174225-194155/Vision-vs-BuildOps)