# Page 2 | XOi Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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XOi

4.9 (36)

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Last updated June 3rd, 2026

# Page 2 - Reviews of XOi

## Showing most helpful reviews

Showing 26-36 of 36 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CN

Cyrus N.  
Technology Manager  
Construction  
Used the software for: 1-2 years

### "10/10 would recommend"

December 19, 2024

5.0

Its been a pleasure working with XOI - they are willing to listen and eager to innovate to solve problems.

Pros

I like the innovation XOI brings to the table along with the willingness to listen to the industry(ies) they serve.

Cons

I need integrations to be able to send confirmation back that something worked, along with Conditional Workflow Steps.

Review Source

CJ

Calvelyn J.  
Service Coordinator  
Construction  
Used the software for: 1-2 years

### "Overall Experience"

December 23, 2024

5.0

Overall, I'm impressed with what XOi has to offer. I also look forward to the new features that gets added to enhance our experience with using the product.

Pros

How easy it was to retain the information that is needed for each job that was set up. When it comes to the business statistics, it was a great way to realize what we used the product for the most in order create more opportunities.

Cons

It takes planning to create the workflows. If you don't understand how to put workflows together, it'll take a while to create something that is beneficial for what your company's needs are. Also, not being able to add other attachment files to a job.

Review Source

BD

Bobbi D.  
Director of Corporate Services  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "Customers want this!"

December 23, 2024

5.0

The experience has been great and our success manager if very supportive and knowledgeable.

Pros

The consistent deliverable to our customers.

Cons

I don't think there is anything that I have seen that I don't like for find helpful.

Review Source

LD

Lisa D.  
Service Coordinator  
Construction  
Used the software for: 6-12 months

### "Great software"

December 19, 2024

5.0

Everyone has been very helpful and easy to work with.

Pros

Provides excellent information for our customers. Proof is in the videos.

Cons

Dont have anything to share on this at the moment.

Review Source

ES

Ewan S.  
Region Service Vice President  
Construction  
Used the software for: 6-12 months

### "XOi and Service Excellence"

December 30, 2024

5.0

I have had an excellent experience with XOi. They are a true business partner and not just a software solution. They take the time to understand individual market needs and tailor the implementation and support around user needs. They are open to suggestions on improvement and very easy to work with. Project Management is outstanding. They understand that effective adoption drives ROI and support post implementation to ensure success.

Pros

The solution is very customizable to User needs. Workflows allow individual markets to tailor responses to meet their Customer and Office needs and build a consistent Technician and Customer experience. The platform allows for quicker and more comprehensive communication of information to improve overall engagement and efficiency.

Cons

It would be nice if Workflows flowed a bit more seamlessly. It is a bit clunky having to open multiple Workflows when addressing conditional logic. If the intelligence around the workflow pulled in the next WF that would be a better user experience.

Review Source

GM

Gary M.  
owner  
Construction  
Used the software for: 1-2 years

### "Thank you XOi!"

December 19, 2024

5.0

The product is a great product, and the service (\[sensitive content hidden\]) is outstanding.

Pros

It has allowed us to improve the level of trust with our customers

Cons

If there are two technicians on a job, we would like each technician to have access to the job"s Xoi. We realize this may not be possible, but it would be great!

Review Source

MB

Mark B.  
BAS Project Manager  
Construction  
Used the software for: 1-2 years

### "Texas Chiller"

December 19, 2024

5.0

Customer service and technical support is great

Pros

Ease of use for technicians and customers

Cons

Keeping track of technicians time in our system

Review Source

CE

Chris E.  
Service Manager  
Consumer Services  
Used the software for: 1-2 years

### "Get XOI!!!"

December 19, 2024

5.0

I love XOI, i would recommend it to any HVAC company. It has helped my techs improve their skills and be more efficient. It's makes life easier for the techs since its compatible with Service Titan.

Pros

I love that you store equipment information and age. Also, you have access to instruction manuals.

Cons

That you cant create you own workflows. I would like to be able to this for every type of call and customize for different departments that we have.

Review Source

DV

Dillon V.  
District Manager  
Facilities Services  
Used the software for: 1-2 years

### "XOI for the win!"

December 19, 2024

5.0

It has been a very useful tool for our technicians and account managers and our customers like it. It differentiates us from our competition.

Pros

Performing surveys of equipment. Link that you can provide a customer to show them what is going on with their equipment. We also use it to provide detail around warranty issues for approval.

Cons

I don't use it as much as my account managers and technicians so I am not as good at it.

Review Source

BG

Brett G.  
Owners  
Consumer Services  
Used the software for: 1-2 years

### "Great product very expensive "

December 12, 2023

3.0

It’s an ok tool but overall the price exceeds its value. On the low end it’s a more robust and easily organized and sorted video and picture storage. The real power is in the service bulletin, tech support and other advanced features. However, the monthly cost is prohibitive with the advantage features, therefore cause a price to value disparity.

Pros

I really like the data management aspect and ability to easily store job information, visually

Cons

All functionality is add on after add on. The low level cost vs value is ok but as you add or want to add the more helpful features the value quickly gets over taken by the high monthly cost.

Review Source

PE

Poney E.  
HVAC Service technician  
Construction  
Used the software for: 1-2 years

### "Residential technicians "

October 11, 2018

5.0

Another benefit is when there is an area of concern (such as property damage) tech can make video that can be stored permanently

Pros

As a residential HVAC tech, many times I deal with the homeowner who is not the decision maker. With this I can send a video to spouse who can then authorize repair or replacement

Cons

Not their fault, but how well sofware works largely depends on cellular service

Review Source

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