FieldConnect Integration

The XOi / FieldConnect integration is designed to create a seamless technician experience between the two applications. The integration simplifies the process while empowering the technician with the full value that XOi has to offer. 

Value for Technicians

• Automatic Job Creation
• Seamless Navigation
• OEM Documentation
• Internal/External Transparency
• Eliminates Manual Note Taking

Information that passes from FieldConnect to XOi

• Work Order #, Customer, & Location

Information that passes from XOi to FieldConnect

• Entire and Public Job Share Links
• AI Work Summaries & Video Transcriptions

Integration Setup Requirements

All users must have matching emails in FieldConnect and XOi for the integration to work properly. These emails must be lowercase in both applications. 

If the emails do not match the user will receive a deep link error when moving from FieldConnect to XOi. 

Integration Walkthrough

Begin by opening the Vision XOi panel from within a FieldConnect assignment.
Note: the panel is only visible when you are on a mobile device.

Click the “View Job” link will direct you to the corresponding job in XOi Vision.

Site History  directs you into XOi Vision to view past job activity at the same customer location.

       

Knowledge Base will bring you into the XOi Knowledge Base where you can find documents related to a piece of equipment by searching the make or model number.

   

Work Order #, Customer, & Location

This information will be passed over to XOi after the creation of the job. By selecting the View Job link you will be taken directly to the Job Info screen where you can review this information.

After finishing the workflow(s) and completing the job information will be passed back to FieldConnect. 

Information that passes from XOi to FieldConnect

Entire and Public Job Share Links

The “View Share” option will appear once there is a share link available. This link will take you to the XOi share page that was created for the job and displays all of the captured content.

Once you are done with the work order in FieldConnect, the XOi share link populates on the service report. Clicking this hyperlink will direct your customers to the publicly shared content.

Note: If a job has been deleted in XOi and then recovered, the share links will not pass over to FieldConnect. They must be manually copied and pasted. 

AI Work Summaries & Video Transcriptions

Video transcriptions and AI-generated summaries can be added to various note locations, including trip, work order, and service notes. Contact your FieldConnect representative to configure this feature.

 

Commonly Asked Questions
Q: FieldConnect: Missing Vision XOi drop-down

Make sure your device device is set to “Mobile Website” mode.

FieldConnect will only function correctly when this mode is turned on (as shown below).

Q: What do I when I get a Deep Link Error?

 Deep Link Error – Troubleshooting Steps:

• Confirm single-device login:

  • Ensure the technician is logged into both the XOi Mobile and FieldConnect on only one primary device. Using multiple devices with the same credentials can cause syncing issues.

• Update both apps:

  • Verify that both the XOi Mobile and FieldConnect are updated to their latest versions.

• Check app activity:

  • Make sure both apps are running and active on the same device.

If these steps have been completed and the deep link issue persists, please reach back out and I’ll re-investigate. 

Additional Information

This integration is an additional feature, please speak to your Customer Success Manager to learn more.