Vision Product Release 7/28/2021

Hi -

At XOi, we are constantly working to improve our capabilities and user experience.

As part of our latest releases, we are thrilled to announce that we will soon begin rolling out the new Multiple Workflows per Job functionality within the Vision mobile app. 

This feature is currently in beta, but we ask that you begin preparing your team now - prior to the official launch. Please ensure that you and your technicians have downloaded the latest version of the Vision mobile app.

Multiple Workflows per Job

With the release of Multiple Workflows per Job, Vision mobile users will now have the ability to: 

• Add additional workflows to both complete and incomplete jobs
• Provide workflow labels for each individual workflow within a job
• Finish workflows & send notifications prior to completing a job 

This functionality was specifically designed to help technicians handle: 

• Repetitive Tasks - Jobs requiring the same type of work be completed multiple times (ie preventative maintenance calls)
• Multi-day Jobs - Extensive, multifaceted jobs that can span days or even weeks at a time
• Multiple Processes - Jobs that require a variety of tasks be completed (safety procedures, sales opportunities, etc.)

If you are interested in utilizing this functionality, please contact your XOi Customer Success Manager to learn more and begin the configuration process. As always, if you have any additional questions or concerns, do not hesitate to reach out! 

Best,

The XOi Customer Success Team