[article] Work Smarter, Not Harder

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For the past decade, field technicians have been collecting critical on-site data through XOi. The word “data” in a field service context can take many forms — for our purposes, we’re talking about information from a job such as: age of equipment, make, model, serial number, equipment location, workflow steps taken to fix the issue, parts needed, parts broken, tools, additional equipment needed, hours taken to fix, cost, and so much more. We’ve taken the time to analyze thousands of these particular data points to compile a comprehensive guide to working smarter, not harder on a jobsite and throughout your field service ecosystem. The purpose of this paper is to show you how extracting and analyzing data from the field informs super intelligent decisions for your business and customers.

Work Smarter: Automate your quote building process.

According to XOi’s proprietary data, 78% of the time a technician requests a quote, they believe it is urgent, and a high priority. Using XOi, you can significantly reduce the time from quote requested to quote submission. By automating the technician’s process on site, and extracting data for process improvement, you remove barriers in the quote request process, and increase efficiency by understanding trends and tendencies in your equipment universe.

Work Smarter: Have proactive conversations with customers regarding efficiency, sustainability, work forecasting, and additional scopes of service on new contracts and renewals.

Over 17% of the time a technician performs a job, they find a recommendation to increase efficiency or extend the useful life of the equipment they are servicing. Having tangible evidence of this data streamlines the technician tasking process and provides an accessible customer deliverable. By easily extracting and understanding in-field data via XOi, you’ll forecast additional work accurately with customer and equipment specificity to better sell, plan and execute contracts.

Work Smarter: Know what you’re getting into with each service call, and streamline the technician response to create consistency on every job.

40% of the time a technician answers a service call, they find additional work is needed outside of what was originally quoted. Through XOi, before a technician even gets on site, they’ll download manufacturer and component failure data to predict the root cause of the issue, understand which parts are needed, ensure proper inspection of heating/cooling elements based on the season, and know which technician is right for the job based on the model they work on most often.

Work Smarter: Stop for a safety check.

According to data sourced from our customers, prior to using XOi, only 29% of service and maintenance calls saw a job hazard analysis completed. Without completing this type of analysis, technicians may not take the time to stop, think, and look at the job before starting. More so, they may be breaking safety compliance standards. With XOi, technicians complete safety checks and workflows to engage and re-engage on safety standards before, during, and after each service call. In addition, technicians digitally document jobsite concerns to help communicate and resolve any safety issues.

Work Smarter: Know the age of your equipment.

In a recent survey of contractors, we found that 43% of the group did not know the associated age/manufacturing year of more than 75% of their equipment. Without this information, these contractors will never be able to rise past the “vendor” role for their customers. XOi’s technology uncovers the age, make, and model of a unit, and if the unit is approaching end of life, a notification is delivered instantaneously. From the standpoint of a contractor, having this knowledge assists with their customer’s capital planning process. For OEMs, they now have an entire map of their universe of assets — spurring smart, proactive manufacturing decisions.

From the contractor to the customer, XOi is the gateway between your equipment, your technicians, and your office. When you identify commonalities across the entire landscape of your business, you create well-rounded, smart technicians and save endless time, money, and resources. Visit xoi.io to learn more.