Case Study: Warwick Mechanical Group uncovers 4,000+ sales opportunities with XOi Technologies

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Preview of the Warwick Mechanical Group Case Study

Warwick Mechanical uncovers 4,000+ sales opportunities with XOi

Warwick Mechanical Group, a provider of HVAC and plumbing services for commercial customers, faced a challenge with inconsistent capture of critical job details across its field technicians. This manual process created inefficiencies and made it difficult to meet rising customer expectations for documentation and transparency. To address this, they turned to vendor XOi Technologies for a solution.

XOi implemented standardized workflows for its technicians to capture job site information, including photos, videos, and notes, which was then centralized for access across service and sales teams. This solution provided improved asset visibility, reduced missing job notes by 50%, and uncovered over 4,000 potential sales opportunities representing $11 million in potential profit. The use of XOi also increased technician-generated lead volume by 15% in 90 days.


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