# XOi Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about XOi Software - reviews, pricing plans, popular comparisons to other Field Service Management products and more.

Source: https://www.capterra.com/p/174225/Vision

---

# 

 XOi Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 18, 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)[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/)

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

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for XOi?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xoi.io&name=XOi)

## 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 (408)](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 (408)

Value For Money

4.7 (35)

Value For Money

4.5 (401)

Customer Service

4.9 (35)

Customer Service

4.7 (404)

## XOi alternatives

[4.5 (151)](https://www.capterra.com/p/194155/BuildOps/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.3 (325)](https://www.capterra.com/p/150053/ServiceTitan/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.6 (1,420)](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 (738)](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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Real-Time Notifications

4.8 (13)

100.00% of 13 reviewers that rated this feature as important or highly important

Notifications that are delivered to users as soon as an event occurs

XOi 53 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage assets throughout their lifecycle to optimize profit

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

An itemized to do list that can be edited as tasks are completed

Designed to serve commercial properties

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized repository to store content and assets

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Receive and/or send email notifications for urgent updates, requests, or other information

Track the location of specific equipment at all times

Store and access documents, forms, and photos in one centralized place

Primarily serving commercial or industrial locations needing electrical work

Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork

Serving plumbing industry professionals

Search for specific words or phrases within a document or database

Information, data and reports that are being tracked over time

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Manage and track all job information and associated tasks

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Schedule predetermined or ad hoc maintenance services and labor requests

Access software remotely via mobile devices

Access the system via a mobile application

Manage and support multiple languages

Swipe a credit card or manually process payments while with the customer in the field

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Plan and coordinate all the resources, costs and time needed to execute assignments

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Online portal through which end users can access the system, manage tasks, or obtain information

Track work performed and resources used for past customers, sites, or assets

Allow users to access multiple services after entering their login credentials once

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Oversee technicians and track their assigned work orders

Set up connections to third-party platforms to improve business processes

Track the duration and expiration of warranty as well as any obligations under that warranty

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/)[

Jonas Construction Software](https://www.capterra.com/p/25050/Jonas-Construction-Software/)[

Access Coins](https://www.capterra.com/p/70093/COINS/)[

ServMan](https://www.capterra.com/p/80728/ServMan/)[

PENTA Enterprise Construction Management](https://www.capterra.com/p/84829/PENTA-Enterprise-Construction-Management/)[

Interplay Learning](https://www.capterra.com/p/229524/Interplay-Learning/)[

DATABASICS Time & Expense](https://www.capterra.com/p/131877/DATABASICS-Time-Expense/)

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

5(33)

4(2)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ES

Ewan S.

Region Service Vice President

Construction

### "XOi and Service Excellence"

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

December 30, 2024

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

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.

BD

Bobbi D.

Director of Corporate Services

Mechanical or Industrial Engineering

### "Customers want this!"

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

December 23, 2024

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

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.

SM

Sam M.

Operations Manager

Consumer Services

### "A Business Must-Have!!!"

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

December 23, 2024

Great product and even better support. Our Customer Success Manager, \[sensitive content hidden\], is awesome!!!!

Pros

The software is easy to use. It gives us instant access to customer information we have collected while on our calls. Technicians now have a step-by-step process for running particular types of calls.

Cons

There aren't any. This software is nearly perfect.

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.

JD

Jared D.

Service Department Manager

Construction

### "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

December 23, 2024

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.

CJ

Calvelyn J.

Service Coordinator

Construction

### "Overall Experience"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 23, 2024

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

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.

SK

Sean K.

Area Service Manager

Mechanical or Industrial Engineering

### "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

December 23, 2024

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.

BH

Brandan H.

COO

Facilities Services

### "Chief Operating Officer"

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

December 20, 2024

I am very pleased with XOi...from the functionality of the tool to our account management to the technical support. I really like how we are able to tailor the workflows to our business needs, and I appreciate how forward-thinking the team at XOi is about our industry needs.

Pros

XOi greatly enhances the value of our services...plain and simple. Our technicians capture relevant service details in pictures, videos, and text, and the AI work summary feature assists in producing professional summaries which are easy to read and act as a great research tool.

Cons

As with most technology, enhancements come with bugs and XOi is not immune to these issues from time to time. That said, they work diligently to squash the bugs quickly and openly accept feedback from our users.

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.

TH

Travis H.

Visionary

Facilities Services

### "A Game-Changer for Field Teams"

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

December 20, 2024

Our overall experience with XOi has been positive. The platform significantly improves communication and transparency across our teams, making field operations more efficient. The ability to capture and share visual documentation in real time has streamlined workflows and improved customer satisfaction. While there was an adjustment period during implementation, the long-term benefits have been worth it. XOi has proven to be a valuable tool for our organization.

Pros

XOi makes communication seamless and improves job efficiency by providing easy access to visual documentation and real-time collaboration tools.

Cons

While XOi offers great features, the initial setup and integration with other systems can be time-consuming. Additionally, some advanced features require a learning curve, especially for team members who are less tech-savvy.

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.

Nathan D.

General Manager

Facilities Services

### "Xoi is a top tier product"

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

December 20, 2024

XOi has been a great partner. The service team and \[sensitive content hidden\] have been outstanding. Anytime we have had something within the program that does not work as expected, the team has assisted and provided the necessary information to help us resolve or understand the situation.

Pros

The XOi team is focused on providing service and a product that meet the needs of their customers. They truly focus on what is important for their customers versus what they want to produce.

Cons

Cons are always tough with a top performing organization. Speed of updates could be quicker, but I understand there is a desire to provide a product that works as expected and bugs are few and far between

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.

DC

Dean C.

Service MGR

Consumer Services

### "Authority HVAC "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 19, 2024

I would say the experience has been great. the customer service team is great to work with.

Pros

we can set up workflows to keep our work orders consistent

Cons

the cost can get expensive, however the service makes up for it.

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/)

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) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)